中国经济评论：复苏持续，但依旧温和
建银国际证券·2024-07-03 12:30
CCBI SECURITIES | RESEARCH China Economics Update: Recovery continues, though still at a modest pace 中国经济评论: 复苏持续，但依旧温和 Kevin Xie (852) 3911 8241 kevinxie@ccbintl.com Huiting Yan (852) 3911 8012 yanhuiting@ccbintl.com 我们预计保增长的政策在年内持续。6 月下调存款准备金率 25 个基点仍是我们的基准预测，但 有可能推迟到 3 季度。降息目前概率较小。 Economics | 17 June 2024 Industrial production (IP) growth slowed to 5.6% YoY in May (previous: 6.7% YoY; consensus: 6.2% YoY). Seasonally adjusted sequential growth edged down to 0.3% MoM in May (versus 1.0% MoM in Apr). By i ...