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*China Econ 2020-11-08T09:44 財經茄呢啡 中國10月份出口總值2371.8億美元,按年增長11.4%,好過市場預期的9.2%,創2019年3月以來最快增速,比9月份增速高1.5個百分點。進口總值為1787.4億美元,按年增長4.7%,連續兩個月回到正增長,不過較9月份增速放慢8.5個百分點,亦低於市場預期的8.6%。
*China Econ 2020-10-18T08:56 財經茄呢啡 國泰君安報告認為,中國第三季經濟的主要動力是房地產和基建投資,而製造業投資和社會消費品零售總額增速受到疫情的影響,尚未回到2019年水平。在預期第三季GDP年增5.3%之下,全年GDP增速有很大機會可以維持正增長。
*China Econ 2020-10-18T08:55 財經茄呢啡 中信證券首席經濟學家諸建芳預計,中國第三季GDP有較大機會恢復至疫情前水平,呈現出口、消費及製造業三管齊下拉動經濟的格局,預計GDP增速有望達到6%左右。
*China Econ 2020-10-18T08:55 財經茄呢啡 中國第三季GDP將於明天上午,市場預期中國第三季GDP按年增速有望從第二季的3.2%擴大至5.2%。
*China Econ 2020-10-14T09:46 財經茄呢啡 今年中秋節延至10月初,令9月工作天數較去年多,加上內需趨強,也是進口超預期的主要因素。華為生產所需的自動數據處理器及零件9月進口按年增一倍,集成電路進口亦有26.4%增幅。
*China Econ 2020-10-14T09:46 財經茄呢啡 中國9月進口按年升11.6%,遠勝預期的增長1%。與部分供應商跟華為的交易趕在9月15日禁令前進行有關,自動數據處理器零件及集成電路在9月進口額大增。
*China Econ 2020-10-14T09:46 財經茄呢啡 以人民幣計價,中國9月出口雖遜預期的10.5%,但在防疫用品出口的支持下,仍有8.7%增幅,連續6個月維持正增長。
*China Econ 2020-10-01T10:21 財經茄呢啡 9月份中國製造業採購經理指數(PMI)升至51.5,較8月增0.5點,創半年新高,亦優於市場預期的51.3,自3月起已連續7個月處於擴張區。9月財新PMI則較上月微跌0.1點至53,低於市場預期的53.1。新訂單指數再次錄得2011年2月以來最高,連續4個月高於50。
*China Econ 2020-09-21T16:07 財經茄呢啡 社會消費零售年度增速首次轉正,由上月的-1.1%到了0.5%。當中恢復較明顯的分項有汽車、服裝、化妝品、首飾、通訊/家電和藥品,但航空交通恢復就在眾多消費項目中恢復得較慢。
*China Econ 2020-09-21T16:07 財經茄呢啡 從8月份的中國宏觀經濟看到,在水災的影響下,8月份的工業生產持續增長,年度增長5.6%,高於7月份的4.8%,這個數據呈現的狀況跟用電量回升的情況一致,叫人鼓舞。
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