希腊二季度经济增速回升

Core Points - Greece's GDP showed a recovery in Q2 2025, with a quarter-on-quarter growth of 0.6%, surpassing the previous quarter's 0.1% growth, marking the best performance since Q2 2024 [1] - Year-on-year, Greece's economic growth rate reached 1.7%, standing out amidst sluggish growth in the Eurozone [1] - The recovery was primarily driven by external trade and investment, with exports increasing by 1.3% and imports decreasing by 0.9%, leading to a significant improvement in the trade balance [1] - Fixed capital formation surged by 7.4% quarter-on-quarter and 6.5% year-on-year, indicating strong investment recovery [1] - Domestic consumption showed signs of weakness, with a slight decline of 0.1% quarter-on-quarter, reflecting cautious consumer behavior amid high inflation and living costs [1] Economic Signals - The Q2 GDP growth reflects not only external environmental improvements but also the accumulation of domestic economic momentum [2] - The recovery in tourism and services, with service exports rising by 2.6%, helped offset a slight decline in goods exports [2] - Investment recovery is supported by the ongoing injection of the EU recovery fund and improved domestic fiscal conditions, with Greece achieving an unexpected fiscal surplus in 2024 [2] - Long-term challenges include weak consumption growth, high prices affecting household purchasing power, and demographic pressures from aging and declining birth rates [2] Policy Announcements - The 89th Thessaloniki International Fair (TIF) served as a platform for the Greek government to announce new economic and social policies aimed at consolidating growth and addressing public concerns about living costs and social equity [3] - Key measures include a comprehensive income tax reduction plan, benefiting most workers, and a zero-tax policy for low-income families with four or more children [3] - Adjustments to real estate taxes aim to alleviate burdens on families and promote regional development, particularly in rural areas [4] - The government plans to gradually increase pensions starting in 2026 to address aging population pressures [4] - New regulations on short-term rentals are set to be implemented to control rising housing costs and ensure housing resources are directed towards long-term residents [4] Future Outlook - The signals from TIF indicate that the government aims to ensure that growth benefits are widely distributed, particularly to the middle class and young families [5] - Greece's economy is at a crossroads of recovery and transformation, with Q2 GDP growth setting a positive tone for the year [5] - If reform measures are effectively implemented, Greece may stabilize its growth trajectory and potentially develop a healthier economic structure in the coming years [6]