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FINWIRES

中國4月維持關鍵貸款利率不變

-- 儘管中東衝突持續,但中國第一季經濟表現優於預期,因此4月維持基準貸款利率(貸款市場報價利率,簡稱LPR)不變。 中國人民銀行週一發布的新聞稿稱,連續第11個月將一年期LPR維持在3%,五年期及以上LPR維持在3.5%。 荷蘭國際集團(ING)的分析師此前預計LPR不會發生變化,因為中國第一季經濟成長保持在4.5%至5%的年度目標區間內。 根據國家統計局上周公布的數據,第一季官方國內生產毛額(GDP)成長5%。此前,3月通膨率小幅回落1%,低於2月的1.3%。 根據CNBC週日報道,瑞銀證券中國經濟學家宋宇表示,中國政府可能正在採取「觀望」態度,因為需要時間來評估美伊衝突的影響。 荷蘭國際集團(ING)大中華區首席經濟學家宋琳在4月16日的報告中指出,如果外部需求開始疲軟,中國可能需要推出更多金融刺激措施。 國家統計局的官方數據顯示,3月出口成長2.5%,但與1月至2月21.8%的成長相比,成長速度有所放緩。 宋琳表示,儘管受到伊朗戰爭引發的油價衝擊,中國經濟仍跑贏了國際市場。 「儘管中美收益率差擴大,中國經濟依然保持了成長勢頭。短期內的主要因素可能是中國人民銀行在伊朗戰爭前曾短暫抑製油價上漲後,目前釋放出對油價進一步上漲的容忍信號。」宋琳說。 「有報道稱伊朗希望以人民幣對通過霍爾木茲海峽的船隻收取通行費,這或許也提振了市場情緒,因為有關‘石油人民幣’可能出現的討論再次升溫。”

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