财新王(吉吉):内地5月生产增速放缓 通胀仍是重中之重
5月财新中国制造业PMI(采购经理指数)较上月上升0.1个百分点至52,符合市场预期,录得2021年以来最高值。不过,5月财新中国制造业PMI与国家统计局制造业PMI走势相反,内外需均强劲,生产受制於原材料短缺和价格高企而增速放缓,就业回落,价格指数继续飙升,财新智库高级经济学家王(吉吉)表示,未来通胀问题仍是重中之重。
王(吉吉)表示,2021年5月制造业继续保持扩张,海内外需求强劲,供给稳步恢复,就业市场保持稳定,制造业景气度仍维持较高水平,後疫情时代经济恢复动能犹在。5月国务院常务会议两次提及大宗商品价格上涨问题,一方面,通胀压力会制约货币政策空间,5月制造业出厂价格指数飙升,价格传导效应已经显现;另一方面,面对原材料价格上涨,部份企业开始囤货,部份企业则面临原材料短缺的困境,供应链受到明显影响,意味着大宗商品的快速上涨已对经济运行秩序造成影响。
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