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大新:內地整體出口仍受壓 進口短期內維持偏弱
阿思達克 08-09 09:44
大新銀行經濟研究及投資策略部表示,內地7月外貿表現進一步轉弱。整體出口按美元計按年減少14.5%,跌幅大過市場預期的13.2%,連續三個月倒退,亦為近三年半以來最大跌幅。7月進口按年跌幅意外擴大5.6個百分點至12.4%,市場原本預期跌幅收窄至5.6%。7月貿易順差擴大至806億美元,多過市場預期的700億美元。 大新銀行認為,外圍製造業活動持續收縮、新訂單減少的情況下,內地整體出口或仍會受壓一段時間。美日韓等國繼續對華實施科技限制,或繼續不利未來高端技術產品進出口。內地出口和投資均表現疲弱,消費表現也有所降溫,經濟增長復甦動力轉弱,而最近公布的內需支持政策帶來的提振作用或需時才會顯現,進口短期內或會維持偏弱。
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