-- 尽管中东冲突持续,但中国经济在3月份加速增长,生产和需求均有所增长。 根据国家统计局周四公布的数据,中国第一季度国内生产总值(GDP)增长5%,符合全年4.5%至5%的目标区间。 官方数据高于市场预期的4.8%的增幅,路透社调查的分析师也预测了这一增幅。荷兰国际集团(ING)的经济学家预测增幅为4.7%,澳新银行(ANZ)的分析师则预测增幅为4.6%。 国家统计局将当前GDP增长归功于国内生产和供应增速加快、市场需求改善、市场价格反弹以及就业稳定。 澳新银行经济学家杨瑞明(Raymond Yeung)、周晓霞(Vicky Xiao Zhou)和邢兆鹏在一份报告中认为,这标志着通缩的结束。 杨、周和邢表示:“由于价格改善主要是成本推动而非需求拉动,风险已从通缩转向滞胀。” 3月份工业产值增长5.7%,低于1月和2月的6.3%增幅,但高于路透社调查分析师预测的5.5%增幅。不过,低于澳新银行预测的5.8%。 与此同时,零售销售额同比增长1.7%,低于预期,低于今年前两个月的2.8%增幅,也低于路透社调查分析师预测的2.3%增幅和澳新银行预测的2.9%增幅。 第一季度平均失业率为5.3%,3月份为5.4%。 荷兰国际集团大中华区首席经济学家宋琳表示,除非伊朗战争持续下去,否则中国能够承受其影响。 宋先生表示:“中国有能力应对短期冲击,但如果能源价格长期居高不下,则可能面临更大压力。未来几个月,价格上涨可能会对进口成本和投入成本产生更大影响。” 受中东战争的影响,澳新银行维持全年GDP增长预期为4.8%。
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