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深圳一季度GDP同比增长5.2% 3月多项经济数据增速高于前两月
Mei Ri Jing Ji Xin Wen· 2025-04-28 15:42
Economic Performance - In Q1 2025, Shenzhen's GDP reached 895.05 billion yuan, with a year-on-year growth of 5.2% [1] - The primary industry added value was 0.0486 billion yuan, growing by 7.2%, while the secondary industry added value was 295.14 billion yuan, increasing by 3.7%, and the tertiary industry added value was 599.42 billion yuan, up by 6.0% [1] Consumer Market - Shenzhen's total retail sales of consumer goods in Q1 2025 amounted to 240.32 billion yuan, reflecting a year-on-year increase of 3.1%, accelerating by 1.4 percentage points compared to January-February [1] - The "trade-in" program has positively impacted consumption, with over 5.35 million units of cars and digital appliances sold, generating sales exceeding 19 billion yuan, including 30,000 cars sold through this program, contributing 8.3 billion yuan in sales, with 70% of new vehicles being electric [1] Industrial Sector - The industrial added value of Shenzhen's above-scale industries grew by 4.2% year-on-year in Q1, with a 1.6 percentage point acceleration compared to January-February [2] - Notable growth in high-tech products included civil drones, industrial robots, and 3D printing equipment, with production increases of 48.2%, 40.1%, and 38% respectively [2] Foreign Trade - Shenzhen's total import and export volume in Q1 2025 was 990.10 billion yuan, a year-on-year decrease of 2.8%, although it remained the second highest for the same period historically [3] - In March, there was a significant recovery in foreign trade, with total imports and exports reaching 387.05 billion yuan, a year-on-year increase of 12.3% [3] Trade Policies - In April, Shenzhen introduced ten policies to stabilize foreign trade, including support for enterprises participating in overseas exhibitions and domestic market expansion, with financial assistance up to 600,000 yuan for exhibition fees [3] - The city encourages the expansion of imports of key products, providing interest subsidies for advanced equipment and technology imports, as well as support for energy, bulk commodities, agricultural products, and consumer goods [3] - Specific measures to strengthen cross-border e-commerce include support for brand development, compliance, and logistics [3]
新加坡金管局:长期贸易战可能进一步阻碍新加坡经济增长
news flash· 2025-04-28 10:18
新加坡央行警告称,持续的全球贸易战可能对经济增长和通胀构成更大风险,首轮关税已预计影响到 60%的该国对美出口。新加坡金管局周一在宏观经济评估报告中指出,经济增长前景已转为"更加谨 慎",美国关税上调可能压缩出口商利润率、削减生产并抑制国内收入。该机构强调,贸易政策走向仍 存在"显著不确定性"。"贸易冲突若长期持续,可能对经济增长构成进一步下行风险,进而影响通 胀,"报告称。"相反,贸易紧张局势可能随时间推移缓和,这可能提振信心和出口活动。"(彭博) ...
对外贸易 以变应变丨河南企业推动打造大马榴莲生态圈
He Nan Ri Bao· 2025-04-27 23:32
Group 1 - The core viewpoint of the articles highlights the strengthening of trade relations between China and Malaysia, particularly in the durian industry, following the joint statement on April 17 to enhance logistics cooperation between Kuala Lumpur International Airport and Zhengzhou Xinzheng International Airport [1][2] - The collaboration between Global Frog and the Malaysian International Durian Industry Development Association (MIDIDA) aims to establish standardized grading and traceability for durians, which is expected to stabilize quality and pricing in the Malaysian durian market [1][2] - Global Frog plans to import over 100 million yuan worth of Malaysian durians this year, with a long-term goal of achieving 3 billion yuan in sales within three years, positioning itself as a leading durian company [2] Group 2 - The establishment of a new trade model supported by technology is transforming cross-border trade, with Global Frog creating a comprehensive inventory system that connects thousands of B2B and B2C users, thereby enhancing the durian consumption experience [2] - Zhengzhou Airport is actively promoting durian imports and integrating cold chain resources to support the development of related industries, aiming to become a hub for high-end fruits and fresh agricultural products [2]
多维发力 江苏多措并举稳外贸促发展
Ren Min Wang· 2025-04-26 23:25
0:00 原题:全聚焦丨多维发力 江苏多措并举稳外贸促发展 当前,外贸企业面临订单波动、不确定因素增加等严峻挑战。作为外贸大省,江苏多措并举稳外贸促发 展,通过加速多元化市场布局,交通物流提速升级等举措,促进外贸经济发展。 南通外贸中心是外贸企业集聚区,目前入驻企业超250家,涉及纺织服装、机械设备等30多个领域。园 区内的江苏亦瑾进出口贸易有限公司,主要从事纺织品及原辅料等商品的进出口业务。公司负责人透 露,前几年公司就有意调整了市场布局,目前在美国的业务量不大。对于部分美国滞留订单,公司根据 不同地区客户需求重新设计,并将其出口到日韩、欧洲、东南亚等地。 今年以来,南通外贸中心联合相关部门多次上门走访企业,及时响应企业诉求,同时组织多场政策宣讲 会、"外贸大讲堂"等活动,加快推进内外贸一体化发展。为帮助外贸企业拓展国内市场,泰州启动"泰 享消费·外贸优品"促消费系列活动,通过线下展销、线上直播等途径,并叠加100万元消费券,把优质 的外贸产品带给国内消费者,实现消费者和外贸企业的"双赢"。 泰州润元户外用品股份有限公司董事长赵立新说:"我们在家里的订单库存有将近800万美元,在海上漂 的有100多万美元的 ...
格林大华期货中国宏观经济4月报:实施更加积极有为的宏观政策-20250425
Ge Lin Qi Huo· 2025-04-25 14:51
2025年4月25日 F3063825 Z0016580 liuyang18036@greendh.com 实施更加积极有为的宏观政策 格林大华期货中国宏观经济4月报 刘洋 联系方式: 一季度中国GDP同比增长5.4%,市场预期5.2% 2 一季度第二产业同比增长5.9%,第三产业同比增长5.3% 来源:wind,格林大华 1-3月份,全国固定资产投资同比增长4.2%,市场预期4.0%,增速比1-2月份加快0.1个百分点。分 类来看,1-3月广义基建投资(含电力)同比增长11.5%,市场预期增长7.2%,1-2月增长9.95%。1- 3月制造业投资同比增长9.1%,市场预期增长8.9%,1-2月增长9.0%。1-3月份,全国房地产开发投 资同比下降9.9%,市场预期下降10.2%,1-2月下降9.8%。 4 1-3月份,全国新建商品房销售面积同比下降3.0% 3 1-3月份,全国固定资产投资同比增长4.2%,1-2月4.1% 1-3月份,全国新建商品房销售面积21869万平方米,同比下降3.0%,1-2月同比下降5.1%, 2024年全年同比下降12.9%。1-3月份,全国新建商品房销售额20798亿元,同比 ...
外贸好伙伴 东盟排头位 一季度广东对东盟进出口3494.3亿元
Shen Zhen Shang Bao· 2025-04-19 16:41
民营企业为第一大主体,国有企业较快增长。一季度,广东民营企业对东盟进出口2363.1亿元,增长 4.7%,占广东对东盟进出口总值的67.6%。外商投资企业进出口935.8亿元,增长8.6%,占26.8%;国有 企业190.8亿元,快速增长32.6%,占5.5%。 一季度,广东对东盟的进出口中,越南、马来西亚、泰国、印度尼西亚、新加坡为前5大贸易单一国, 对其进出口分别为908.5亿、777.8亿、609.3亿、394.4亿、360.6亿元,分别增长6.2%、9.4%、 20.2%、-2.9%、0.9%,占广东对东盟进出口总值的26%、22.3%、17.4%、11.3%、10.3%。出口机电产 品增长超两成,劳动密集型产品下降。 一季度,广东对东盟出口机电产品1215亿元,增长21.2%,占广东对东盟出口总值的60.7%。其中,出 口电工器材135.2亿元,增长16%;电子元件112.8亿元,增长32.3%;电脑及其零部件90.5亿元,增长 72.5%。同期,出口劳动密集型产品243.5亿元,下降21.6%。集成电路、电脑及其零部件、半导体制造 设备为主要进口商品。一季度,广东自东盟进口机电产品1047.7亿元 ...
跟踪进出口波动的四条脉络——3月进出口数据点评
一瑜中的· 2025-04-15 15:07
核心观 点 1 、一季度我国出口累计同比高达 5.8% (其中东盟拉动 1.4% ,拉美拉动 0.7%, 美国拉动 0.6% ) , 基本与去年全年增速持平,显示我国出口在外部困难挑战增 多的情况下,韧性十足。近期,美国政府滥施关税,不可避免地对全球包括中美在内的贸易造成负面影响。后续对出口跟踪可能主要沿三条脉络 : 1 ) "抢出 口"的变化。或可跟踪周频指标"我国监测港口集装箱吞吐量", 4 月第二周环比有所回落。 2 ) 美国进口需求冲击。或可跟踪三个高频指标。目前最新至 4 月第一 周的数据或尚未看到快速回落迹象。 3 ) "新三大伙伴"的拉动。一季度新三大伙伴(俄罗斯、非洲、中西亚)拉动出口同比 1.1 个点。若后续维持,则或可部分 对冲其他地区受关税冲击的出口下滑。 2、进口方面,一季度美元计价累计同比-7%,受多个因素影响, 其中 国际大宗价格下跌,工作日减少等约可解释77%。 此外,我们提示关注"硬科技进口映 射"——自动数据处理设备及其零部件, 一季度进口同比高达83.7%,拉动1.7个百分点。 报告摘要 文 : 华创证券研究所副所长 、首席宏观分析师 张瑜(执业证号:S0360518090 ...
【招银研究|宏观点评】“抢出口”尾声——进出口数据点评(2025年3月)
招商银行研究· 2025-04-15 11:57
2025年一季度,我国进出口规模平稳增长,按美元计价,进出口总金额1.43万亿美元,同比小幅增长0.2%。其 中,出口8,536.7亿美元,同比增长5.8%。在贸易摩擦加剧、美国对华加征关税的压力下,我国出口表现出较 强的韧性,海外制造业经济景气度提升、中国高端智能绿色产品竞争力增强、以及"抢出口"效应是主要支撑。 进口5,807亿美元,同比下降7.0%。进口表现较弱,主要受铁矿砂、煤炭、原油、大豆等国际大宗商品价格下 跌、国内有效需求不足制约。贸易顺差2,729.7亿美元,同比扩张897.9亿美元(+49.0%)。 2025年3月,我国进出口金额同比增速表现分化,出口大幅提升,进口降幅收窄,贸易顺差大幅扩张。按美元 计价,进出口总金额5,251.8亿美元,同比增长5.0%。其中,出口3,139.1亿美元,同比12.4%;进口2,112.7亿美 元,同比-4.3%;贸易顺差1,026.4亿美元,同比扩张440.5亿美元(+75.2%)。 资料来源:Macrobond、招商银行研究院 图1:3月出口同比高增,进口同比降幅收窄 图4:我国对美出口依赖度持续下降 一、出口:增速提升,冲击初显 3月出口金额同比增速较 ...
一季度进出口数据点评:“扩内需”仍将是未来宏观政策的主要发力点
Bank of China Securities· 2025-04-15 06:29
Trade Data Summary - In Q1 2025, China's exports increased by 5.8% year-on-year in USD terms, accelerating by 3.5 percentage points compared to January-February[2] - Imports fell by 7.0% year-on-year, with the decline narrowing by 1.4 percentage points from the previous two months[2] - The trade surplus reached $272.97 billion in USD terms, or ¥1.96142 trillion in RMB[2] Monthly Performance - In March 2025, exports surged by 12.4% year-on-year, improving by 15.4 percentage points from February[2] - Imports decreased by 4.3%, a significant drop of 5.8 percentage points compared to the previous month[2] - The trade surplus for March was $102.64 billion, an increase of $70.92 billion from February[2] Key Trade Partners - Exports to ASEAN countries rose by 11.6% in March, marking the highest share since 2008 at 17.9% of total exports[2] - Exports to the EU increased by 10.3%, with a notable improvement of 21.8 percentage points from the previous month[2] - Exports to the US grew by 9.1%, with an increase of 18.9 percentage points compared to February[2] Economic Outlook - The Chinese government emphasizes "expanding domestic demand" as a key focus for future macroeconomic policy[3] - The spokesperson highlighted the resilience of the domestic market, stating it remains a significant support for the economy[3] - Risks include potential economic recession in Europe and the US, along with increasing international complexities[3]
多家平台扶持外贸转内销,人民币中间价创新低 | 财经日日评
吴晓波频道· 2025-04-14 15:39
中国3月社融增量5.89万亿元 4月13日消息,中国人民银行公布金融数据显示,2025年一季度社会融资规模增量累计为15.18万亿元,比上年同期多2.37万亿元。结合前值计 算可得,3月社融规模增量为5.89万亿元。前值为2.23万亿元。一季度人民币贷款增加9.78万亿元,人民币存款增加12.99万亿元。结合前值计算 可得,3月新增人民币贷款3.64万亿元,新增人民币存款4.25万亿元。 点击上图 ▲立即报名 3月末,广义货币(M2)余额326.06万亿元,同比增长7%。狭义货币(M1)余额113.49万亿元,同比增长1.6%。流通中货币(M0)余额13.07万亿 元,同比增长11.5%。M2-M1剪刀差为5.4%,较2月的6.9个百分点缩小了1.5%。(央行官网) |点评| 3月信贷需求回暖,政府发债力度加大,社融数据整体走高。3月是各大银行"开门红"的最后发力月,今年央行降息预期较为明确,银 行更倾向于早放贷,信贷前置的趋势明显。企业短期信贷高增与债券融资减少相对应,表明在债市利率波动幅度加大的背景下,企业更倾向于 通过信贷方式补充资金,实际融资需求并没有明显增加。 政府发债速度加快,但财政存款减少,表明 ...