Core Insights - Greece's economy is projected to grow by 2.3% in 2025, indicating a positive outlook for economic recovery and growth [1] - The primary budget surplus is expected to account for 3.2% of GDP, reflecting strong fiscal management and potential for increased public investment [1]

以下文章来源于城市进化论 ，作者淡忠奎 城市进化论 . 探寻城市路径，揭秘经济逻辑 （互联网新闻信息服务许可证编号：51120190017） 本文来自微信公众号： 城市进化论 （ID：urban_evolution） ，作者：淡忠奎，题图来自：AI生成 随着4月29日武汉、长沙相继"出分"，全国27个GDP万亿城市中，已有25个公布一季度经济数据，仅剩郑州及佛山成绩待揭晓。 从增速看动能，25城中，16个跑赢全国大盘 （5.4%） ，其中烟台以6.9%的增速领跑。除烟台外，苏州、成都、福州、合肥、南通、常州等6个城市增 速也在6%以上；武汉与全国增速持平，上海 （5.1%） 、深圳 （5.2%） 、重庆 （4.3%） 、广州 （3.0%） 、杭州 （5.2%） 、南京 （5.3%） 、长沙 （5.0%） 、东莞 （5.3%） 等8个城市则跑输全国平均线。 从经济总量来看，上海、北京携手迈过1.2万亿元，也是一季度唯二迈上万亿门槛的城市；对比去年同期，重庆、广州两个"老对手"越走越近，宁波逼 近南京，西安则反超南通。 从一季度看全年，万亿城市作为经济发展的排头兵，谁在强势进阶？谁又在承压前行？ 一、头部引领 G ...

月度策略/A 股市场 2025 年 4 月 30 日 继续企稳修复 2025 年 5 月份投资策略报告 分析师：费小平 SAC 执业证书编号： S0340518010002 电话：0769-22111089 邮箱：fxp@dgzq.com.cn 分析师：尹炜祺 SAC 执业证书编号： S0340522120001 电话：0769-22118627 邮箱： yinweiqi@dgzq.com.cn 分析师：曾浩 SAC 执业证书编号： S0340523110001 电话：0769-22119276 邮箱： zenghao@dgzq.com.cn | 市场主要指数 | 4 | 月份表现 | | --- | --- | --- | | | 收盘点位 | 涨跌幅 | | 上证指数 | 3279.03 | -1.70% | | 深证成指 | 9899.82 | -5.75% | | 沪深 300 | 3770.57 | -3.00% | | 创业板指 | 1948.03 | -7.40% | | 北证 50 | 1331.13 | 4.72% | | 科创 50 | 1012.42 | -1.01% | 资料来源：东莞 ...

Core Viewpoint - The Bank of Thailand indicates that there is still limited policy space to promote economic growth, suggesting a cautious approach to monetary policy adjustments [1] Economic Policy - The central bank acknowledges the necessity for economic growth stimulation but emphasizes that the available policy tools are constrained [1] - The statement reflects a balancing act between supporting growth and managing inflationary pressures [1] Economic Outlook - The Bank of Thailand's comments suggest a careful monitoring of economic indicators to determine the timing and extent of any policy changes [1] - The limited policy space may impact future economic forecasts and investment strategies within the region [1]

泰国央行：美国关税将影响泰国下半年的经济增长。 ...

法国财政部长隆巴尔：新税将影响经济增长。 ...

法国一季度经济微增，但仍面临贸易冲击 金十数据4月30日讯，法国经济在年初恢复了增长，但由于全球贸易紧张局势的影响，经济进入了一个 更加艰难的环境，增长动力不足。法国国家统计与经济研究所称，第一季度GDP较前三个月增长了 0.1%。增长完全得益于库存增加，而国内需求停滞不前，贸易也带来了负面影响。总体小幅增长符合 分析师的预期，但当前经济评估尚难反映特朗普关税影响，因为大部分关税是在4月2日才宣布的。美国 贸易威胁引发的动荡已迫使法国政府将今年增长预期从0.9%下调至0.7%，并推出更多支出削减以控制 预算赤字。此前因政治危机导致2025年财政措施推迟实施，加之潜在增税带来的不确定性，已对经济造 成干扰。一季度数据显示企业、家庭及公共部门投资全面下降，出口环比下降0.7%。 ...

Group 1: Logistics Industry - In the first quarter, the total social logistics volume in China reached 91 trillion yuan, reflecting a year-on-year growth of 5.7% [3] - The logistics demand structure is continuously optimizing, driven by large-scale equipment updates and policies promoting the replacement of consumer goods [3] - In the industrial logistics sector, logistics demand for general equipment and specialized equipment manufacturing grew by 9.4% and 4.1% year-on-year, respectively [3] Group 2: Service Trade - In the first quarter, China's service trade experienced rapid growth, with total service import and export amounting to 19,741.8 billion yuan, a year-on-year increase of 8.7% [4][6] - The service trade deficit was 3,038.8 billion yuan, which is a reduction of 244.6 billion yuan compared to the same period last year [6] Group 3: Marine Economy - The marine GDP in China for the first quarter was 2.5 trillion yuan, showing a year-on-year growth of 5.7%, which is 0.3 percentage points higher than the overall GDP growth rate [8] - Key indicators in shipbuilding, including new ship orders, completed ships, and hand-held ship orders, remained stable within a reasonable range, maintaining a leading position in the international market [8] Group 4: Cultural New Business Formats - The cultural new business formats sector achieved revenue of 1,484.6 billion yuan in the first quarter, with a year-on-year growth of 12.5% [10] - This sector contributed 83.5% to the revenue growth of all large-scale cultural enterprises, with significant growth in areas such as smart drones for entertainment, digital publishing, and internet advertising services, which grew by 36.8%, 19.8%, and 16.4% respectively [10] Group 5: Employment Situation - In the first quarter, 3.08 million new urban jobs were created, an increase of 50,000 compared to the previous year [11] - The urban survey unemployment rate in March was 5.2%, a decrease of 0.2 percentage points from the previous month, indicating overall stability in the employment situation [11]

欧洲央行调查：欧元区通胀预期在美关税前上升 金十数据4月29日讯，欧洲央行周二调查显示，在美国对大多数国家加征关税、发起可能削弱经济增长 的全球贸易战之前，欧元区消费者在3月提高了对未来几年的通胀预期。未来12个月的通胀预期为 2.9%，高于上月调查的2.6%；未来三年通胀预期从2.4%升至2.5%。尽管此类上升通常会引起欧洲央行 警惕，但该数据采集于美国加征关税前，而关税政策已根本性改变全球经济前景。欧元走强、能源价格 下跌、经济增长可能减弱，这些因素都有可能降低物价增长。由于前景发生了巨大变化，欧洲央行在4 月再次降息，并警告经济增长乏力。一些政策制定者甚至认为通胀目标再次失守2%的风险。 ...