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《大行报告》花旗料今年1月内地CPI按年升幅加快至5% 油价抽升加剧通胀
阿思达克 01-07 15:40

花旗集团驻香港经济学家Yu Xiangrong撰文指,近期油价抽升料加剧中国消费品通胀,但相信情况不会持久,不影响今年货币宽松速度。

Yu料内地今年1月消息物价指数(CPI)加快至5%,主因去年同期基数较低,油价上升亦推高汽油、化工及其他副产品如及塑料包装的成本。

他预期1月生产者价格指数(PPI)将会转正,中国需要从外国进口十大量石油,高价进口成本将传递至下游板块。中国去年12月的CPI数据将於今年1月9日公布。

Yu认为,美国及伊朗仍有机会透过新协议避免战端,估计由石油供应干扰导致油价抽升的情况不会持久;人行亦继续倾向货币宽松,以限制今年经济下行风险。

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