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↑5%,韧性、活力!经合组织今年内第三次上调对中国经济预测
Yang Shi Wang· 2025-12-07 06:30
央视网消息:日前,经济合作与发展组织发布了最新的经济展望报告,其中,对2025年中国经济增速预测继续上调到5%,这是 经合组织今年内第三次上调对中国的经济预测。对于2025年中国经济呈现出的特点,多位国际机构的驻华负责人都表示,中国经济呈 现出了韧性、转型和活力,中国仍然是全球增长的关键贡献者。 中国"两新"政策有效拉动消费增长 经合组织驻华代表海博表示,今年中国加力扩围实施大规模设备更新和消费品以旧换新政策,这有效拉动了消费增长,出口和支 撑出口的制造业也表现强劲。 经济合作与发展组织驻华代表 海博:如果我要用三个关键词来描述2025年的中国经济,我肯定会说"韧性"、"转型"和"活力",不 管外部环境如何,中国经济表现良好,工业和产业结构加速转型,技术升级快速推进。 技术创新驱动产业变革迸发新活力 他表示,2025年,受技术创新的驱动,不少产业经历了颠覆性的变革,迸发出新的活力。低空经济等新兴领域的最新成果让他印 象深刻。 经济合作与发展组织驻华代表 海博:在武汉的汽车展览会上,我看到了电动飞行器。我觉得这真的很酷,它展示了技术的未 来,但它不仅仅是存在于纸面的技术,它实际上可能很快就会进入商业运营。 超四 ...
关键信息出炉!详细解读!
格兰投研· 2025-06-14 15:13
Core Viewpoint - The latest financial data for May indicates a mixed economic outlook, with M1 growth reaching a one-year high but a significant decrease in liquidity, suggesting ongoing issues with consumer and investment sentiment [1][2][4]. Monetary Supply - M1 growth increased by 2.3%, reaching a new high for the year, but a month-on-month decrease of 230.7 billion indicates reduced liquidity for businesses and households [1]. - M2 growth stands at 7.9%, reflecting a stable monetary supply [1]. Social Financing - Social financing increased by 2.3 trillion, with a year-on-year increase of 227.1 billion, maintaining an 8.7% growth rate [5]. - Government bonds contributed significantly to social financing, with an increase of 1.4633 trillion, accounting for 64% of the total new social financing [9][10]. Loan Dynamics - New loans in May totaled 620 billion, a decrease of 330 billion year-on-year, marking a historical low for the period [12]. - The reluctance of both businesses and households to borrow is attributed to overcapacity and weak demand, with consumer loans also declining [13][14]. Consumer Subsidies - Local governments are pausing national subsidies due to budget constraints, with over 210 billion of the planned 300 billion already consumed by mid-year [16][17]. - The rapid consumption of subsidy funds raises concerns about the sustainability of consumer incentives [17]. Real Estate Market - The real estate sector shows signs of recovery, with medium to long-term loans for housing increasing by 746 billion, indicating a resurgence in homebuyer demand [19]. - However, the market remains cautious, with a significant portion of potential buyers adopting a wait-and-see approach due to unstable price expectations [21]. Future Outlook - The recovery of the real estate market is expected to occur in phases, starting with stabilizing transaction volumes, followed by improvements in second-hand property sales, and ultimately leading to increased new property sales [24][26][27].
英国经济出现18个月来最严重萎缩,降息预期飙升
Hua Er Jie Jian Wen· 2025-06-12 08:03
Group 1 - The UK economy faced its most severe monthly decline in 18 months, with April GDP shrinking by 0.3%, significantly worse than the expected contraction of 0.1% [2][3] - The decline marks the end of a brief recovery earlier in the year, where Q1 GDP had grown by 0.7%, outperforming both the Eurozone and the US [3] - The drop in exports to the US, attributed to tariff policies, has severely impacted overall economic performance, revealing the UK's reliance on foreign trade [4] Group 2 - The global trade environment has worsened, leading to increased caution among local businesses, particularly affecting investment decisions [5] - Structural issues, including long-term low investment and stagnant productivity, have weakened the UK's economic growth foundation, exacerbated by Brexit and the pandemic [7] - Recent tax reforms and increased operational costs due to higher employer taxes and minimum wage hikes are adding further burdens on businesses [7] Group 3 - The labor market, previously resilient, is now facing pressures that could lead to a surge in unemployment, with companies experiencing hiring freezes and layoffs [8]