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亚太发展中经济体提升内生增长动能
Sou Hu Cai Jing· 2026-02-11 23:58
亚洲开发银行近日发布《亚洲发展展望》报告预测,2026年亚太地区发展中经济体经济增速为4.6%, 较此前预期上调0.1个百分点。在稳定的经济基本面与有利的投资环境支撑下,亚太地区发展中经济体 不断提升内生增长动能,整体经济保持稳健增长态势,继续发挥全球增长引擎作用。 根据这份报告,在全球增速趋缓、不确定性上升的背景下,东亚地区2025年和2026年经济预期增速分别 上调至4.6%和4.1%,通胀水平整体温和。亚洲开发银行驻中国代表处经济和战略部主任萩原景子表 示,2025年,中国高科技和创新产品出口表现突出,电动汽车、光伏产品、锂电池等绿色产品出口增势 明显,有力带动亚太地区经济高质量发展。 东南亚地区2025年经济增速据估达4.5%,2026年预计增长4.4%。其中,印度尼西亚、马来西亚、新加 坡和越南在2025年第三季度经济增长强劲,带动全年经济增长提速,如2025年印尼经济增速超5%,越 南经济增长超8%。得益于第四季度快速增长,马来西亚2025年经济增速可达4.9%,超出此前预期。 亚洲开发银行首席经济学家朴之水分析认为,亚太地区经济保持向好增势,一方面得益于地区发展中经 济体稳增长政策显现成效,夯实 ...
国泰海通|宏观:分化延续,政策需加力——2025年11月经济数据点评
国泰海通证券研究· 2025-12-16 14:09
Group 1 - The core viewpoint of the article indicates that the national economy in November exhibits characteristics of "stable production, differentiated consumption, and pressured investment" [1] - The production side is recovering to a normal pace as the impact of holiday disruptions fades, with emerging industries becoming the main support for production and investment, although industrial growth has slightly slowed down and significant industry differentiation is evident [1] - In the consumption sector, the pattern of "weak goods, strong services" continues, with limited promotional effects during the sales season; there is a need for policy support to boost commodity retail, especially for durable goods in the bulk and real estate chains [1] Group 2 - The investment sector is under overall pressure, with infrastructure investment showing lackluster performance due to funding and project constraints, while real estate investment remains under pressure; however, there are bright spots in high-tech manufacturing investment [1] - Short-term policy efforts and marginal improvements in foreign trade provide some support, but long-term growth still requires integrated policy strengthening to consolidate endogenous growth momentum [1]