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2022 年中國城鎮就業、人均支出出現罕見下降
uSMART盈立智投 03-01 14:02

2月28日,由於嚴厲的COVID-19遏制措施席捲了世界第二大經濟體,去年中國的城市就業人數出現了60年來的首次下降,人均支出也出現了罕見的下降。

國家統計局的新數據也顯示了三十多年來最小的收入增長。

中國城鎮就業人數減少840萬人至45931萬人,是1962年以來首次下降。

“城市勞動力的減少反映了中國去年面臨的嚴峻經濟挑戰,”Pinpoint Asset Management 總裁張志偉在給客戶的一份報告中寫道。

他指出,中國勞動力規模的縮小、疫情導致的失業以及農民工向城市遷移的速度放緩是下降的主要原因。

然而,張志偉補充說,他預計這將是暫時的下降,因爲中國已經放棄了旨在杜絕每次爆發的嚴厲零COVID政策。

中國在2022年的經濟增長率僅爲3%,是近半個世紀以來的最低水平之一。

統計局數據顯示,人均支出實際下降0.2%。繼2021年躍升12.6%之後,這是自1980年該數據點開始記錄以來的第三次下降。零售額也下降了0.2%,是自1968年以來第二差的表現。

經濟學人智庫經濟學家徐天辰表示,中國最低收入者的收入增長急劇下降是支出數據疲弱的一個關鍵因素。

“在大流行之前,收入最低的羣體是增長最快的羣體之一,但現在它已經成爲收入增長最慢的羣體,從10.1%(收入增長)下降到5.2%。”

中國人均可支配收入實際僅增長2.9%,是1989年以來的第二小增幅。

去年未經調整的人均可支配收入增至人民幣36,883元(合5,310美元),而人均支出增至人民幣24,538元。

農村地區表現好於城鎮化地區,農村家庭可支配收入實際增長4.2%,而城鎮居民的增幅爲1.9%。

 
 
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