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《大行報告》高盛:中國上季GDP符市場預期 去年12月經濟數據好壞參半
阿思達克 01-17 16:19
高盛發表報告指出,內地去年第四季國內生產總值(GDP)按年增長5.2%,相對於第三季按年增長4.9%,大致符合市場預期(但較該行預期低),主要由於基數較低,而單計12月經濟數據好壞參半。全年GDP按年增長5.2%。 該行認為,內地去年12月的工業生產值按年有所回升,略高於市場預期,部分由於汽車出口強勁、基數較低,而鋼材和水泥生產按年增長放緩。儘管受有利的基數效應影響,對疫情敏感的餐廳銷售額按年增長進一步上升,但上月零售銷售額按年增長顯著回落,低過市場預期,主要由於汽車和家電銷售增長放緩。 此外,內地去年12月的固定資產投資增長溫和加速,略為高於市場預期,但符合該行預期,雖然房地產投資仍然低迷,但財政寬鬆政策持續改善。國家統計局恢復發布16至24歲年齡層的失業率,上月為14.9%。整體而言,最近數月持續增長動能基本穩定,但各行業的強弱分佈不均。
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