中国经济评论：二季度复苏步伐放缓
建银国际证券·2024-07-30 07:30
二季度复苏步伐受服务业影响而放缓。工业生产仍是经济增长的主要驱动力，制造业升级、贸易 和绿色相关行业持续走强。尽管线下消费稳步改善，但服务业修复总体较为疲软。地产业出现了 一些改善迹象。GDP 平减指数同比降幅较一季度有所收窄，总体价格水平有所回升。 Kevin Xie (852) 3911 8241 kevinxie@ccbintl.com GDP growth for 2Q 2024 came in at 0.7% QoQ, missing both our and the Bloomberg consensus expectation of 0.8% QoQ and 0.9% QoQ, respectively. Furthermore, the National Bureau of Statistics (NBS) lowered its 1Q 2024 sequential growth estimate by 0.1ppt. Therefore, year-to-date GDP growth slowed to 5.0% YoY in 1H 2024, in line with the gove ...