大新:本港去年12月通脹數據符預期 維持今年CPI升2.1%預測
大新銀行首席經濟及策略師溫嘉煒表示,本港去年12月份整體消費物價指數通脹按年上升2.4%,升幅較11月放緩0.2個百分點,符合預期,連續兩個月放緩。若扣除一次性紓困措施,基本通脹按年上升1.4%,亦較11月放緩0.2個百分點。2023年全年通脹則爲2.1%,同樣符合預期,較2022年加快0.2個百分點,爲2019年以來最高。
12月私人房屋租金按年升幅維持1.8%;公屋租金按年升幅亦維持13.5%。內地食品價格持續倒退,導致基本食品價格進一步放緩1個百分點至0.1%,升幅爲四個月最慢。受到能源價格持續回落影響,電力、燃氣及水的價格按年跌幅擴大至4.8%,爲一年半以來最大跌幅。
整體而言,他認爲本港物價升幅仍然保持溫和。內地食品價格疲弱,本港食品價格亦可望保持溫和;同時國際能源價格由高位回落,亦可能導致相關燃料價格維持疲弱。另一方面,隨着本港繼續輸入人才,或繼續推動住屋需求,同時樓價下跌,部分人可能轉買爲租,私人住宅租金未來或會保持溫和上升。大新銀行維持2024年通脹升幅預測爲2.1%。
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