中新社香港2月27日电 (记者 魏华都)香港特区政府统计处27日公布，2026年1月份香港商品整体出口货 值为5206亿港元，较去年同期上升33.8%。 香港1月商品整体出口货值同比升33.8% 大新金融集团首席经济及策略师温嘉炜分析，1月进出口表现延续去年底的强势。长远而言，人工智能 及电子产品需求，以及新兴市场仍是香港进出口的支撑因素。(完) 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 期内，输往亚洲的整体出口货值上升37.3%；输往其他地区的大部分主要目的地的整体出口货值也录得 升幅，尤其是瑞士升105.1%、荷兰升39.5%和美国升23.3%。 大部分主要货品类别的整体出口货值录得升幅，尤其是"电动机械、仪器和用具及零件"增加716亿港 元，提升39.4%；"通讯、录音及音响设备和仪器"增加242亿港元，提升51.9%。 特区政府发言人表示，香港出口基本增长势头依然蓬勃。展望未来，商品贸易表现会受惠于环球经济持 续的温和扩张，以及全球对人工智能相关电子产品的强劲需求。 2月27日，香港特区政府统计处公布，2026年1月份香港商品整体出口货值为5 ...

经季节性调整的数字显示，截至2026年1月止的三个月与对上三个月比较，商品整体出口货值上升 9.4%。同时，商品进口货值上升10.9%。 智通财经APP获悉，2月27日，香港政府统计处发表的对外商品贸易统计数字显示，2026年1月份香港整 体出口和进口货值均录得同比升幅，分别上升33.8%和38.1%。 继2025年十二月份录得26.1%的同比升幅后，2026年1月份商品整体出口货值为5,206亿港元，较2025年 同月上升33.8%。同时，继2025年十二月份录得30.6%的同比升幅后，2026年1月份商品进口货值为5,347 亿港元，较2025年同月上升38.1%。2026年1月份录得有形贸易逆差141亿港元，相等于商品进口货值的 2.6%。 按主要货品类别分析 2026年1月份与2025年同月比较，大部分主要货品类别的整体出口货值录得升幅，尤其是"电动机械、仪 器和用具及零件"(增716亿港元，升39.4%)和"通讯、录音及音响设备和仪器"(增242亿港元，升51.9%)。 同期，大部分主要货品类别的进口货值录得升幅，尤其是"电动机械、仪器和用具及零件"(增762亿港 元，升44.8%)和"通讯、录音及 ...

Core Insights - The core Consumer Price Index (CPI) in the U.S. increased by 0.3% in January compared to December, marking the smallest year-over-year increase since 2021 [1] - The slight rise in inflation is attributed to price increases in airfare, personal care, entertainment, medical services, and communications [1] - Conversely, prices for used cars, trucks, household goods, and auto insurance experienced declines [1]

Core Viewpoint - Hong Kong's merchandise export value is projected to increase by 15.4% year-on-year in 2025, reaching a record high of 524.03 billion HKD, marking two consecutive years of growth [1][3]. Group 1: Export Performance - In December 2025, Hong Kong's overall merchandise export value was 51.28 billion HKD, showing a significant year-on-year increase of 26.1% [1][3]. - Major export destinations saw substantial growth, with Malaysia up by 61.6%, Vietnam by 50.5%, Taiwan by 43.6%, mainland China by 16.7%, and Japan by 13.5% compared to 2024 [3]. - Key product categories experienced notable increases, particularly "electrical machinery, instruments, and apparatus" which rose by 3.762 billion HKD (17.2%), and "office machines and automatic data processing machines" which increased by 1.35 billion HKD (24.9%) [3]. Group 2: Import and Trade Balance - Hong Kong's merchandise import value is expected to rise by 15.5% year-on-year in 2025 [3]. - The territory recorded a tangible trade deficit of 446.6 billion HKD, equivalent to 7.9% of the merchandise import value [3]. Group 3: Economic Context - The growth in Hong Kong's merchandise trade is supported by a moderate expansion of the global economy and stronger economic ties with emerging markets, alongside robust global demand for AI-related electronic products [3].

Core Insights - Hong Kong's overall export and import values showed significant year-on-year increases in December 2025, with exports rising by 26.1% and imports by 30.6% [1] - The total export value for December 2025 reached HKD 512.8 billion, while imports amounted to HKD 576.0 billion, resulting in a trade deficit of HKD 63.3 billion [1] - For the entire year of 2025, total export and import values increased by 15.4% and 15.5% respectively, with a trade deficit of HKD 446.6 billion [1] By Country/Region Analysis - In December 2025, exports to Asia increased by 26.6%, with notable growth to Malaysia (138.6%), Thailand (76.6%), and Taiwan (72.7%) [2] - Exports to other regions also saw significant increases, particularly to Switzerland (48.8%) and the United States (47.5%) [2] - For the full year 2025, exports to Malaysia rose by 61.6%, Vietnam by 50.5%, and Taiwan by 43.6% [2] By Major Product Category Analysis - In December 2025, major product categories saw substantial export increases, especially in "Electrical machinery, instruments and appliances" (HKD 60.8 billion, 30.7%) and "Communication, recording and sound equipment" (HKD 21.2 billion, 46.8%) [4] - Imports in December also rose significantly in these categories, with "Electrical machinery, instruments and appliances" increasing by HKD 58.1 billion (27.9%) and "Communication, recording and sound equipment" by HKD 29.5 billion (59.6%) [4] - For the entire year, exports in "Electrical machinery, instruments and appliances" increased by HKD 376.2 billion (17.2%) and "Office machines and automatic data processing machines" by HKD 135.0 billion (24.9%) [4] Future Outlook - The government anticipates continued growth in Hong Kong's trade performance, supported by global economic expansion and strong demand for AI-related electronic products [5] - There is an emphasis on maintaining vigilance regarding various uncertainties that may impact trade [5]

新华财经香港12月29日电（记者林迎楠）香港特区政府统计处29日发表的对外商品贸易统计数字显示， 11月香港整体出口和进口货值继续表现强劲，同比分别上升18.8%和18.1%。 统计数据指出，11月，香港商品整体出口货值为4689亿港元，同比上升18.8%；商品进口货值为5174亿 港元，同比上升18.1%。11月有形贸易逆差485亿港元，相等于商品进口货值的9.4%。 按国家和地区分析，11月从香港输往亚洲的整体出口货值同比上升17.1%。除亚洲目的地外，输往其他 地区的大部分主要目的地的整体出口货值同比也有提升，尤其是美国同比上升44.4%，荷兰同比上升 36.4%。 同期，来自大部分主要供应地的进口货值同比上升，尤其是越南，中国内地、马来西亚、英国和美国， 同比分别上升102.3%、25.0%、21.1%、19.7%和17.8%。 按主要货品类别分析，11月大部分主要货品类别的整体出口货值同比提升，其中"电动机械、仪器和用 具及零件"增加315亿港元，同比上升15.9%；"通讯、录音及音响设备和仪器"增加164亿港元，同比上升 36.8%。同期，大部分主要货品类别的进口货值同比也有提升。 香港特区政府发 ...

Core Viewpoint - Hong Kong's overall export and import values showed year-on-year increases in November 2025, with exports rising by 18.8% and imports by 18.1% compared to November 2024 [1] Group 1: Trade Statistics - In November 2025, the total export value reached HKD 468.9 billion, marking an 18.8% increase from the same month in 2024 [1] - The total import value for November 2025 was HKD 517.4 billion, reflecting an 18.1% increase year-on-year [1] - The trade deficit for November 2025 was HKD 48.5 billion, equivalent to 9.4% of the import value [1] - For the first 11 months of 2025, total export value increased by 14.3% compared to the same period in 2024, while total import value rose by 14.1% [1] - The trade deficit for the first 11 months of 2025 was HKD 382.8 billion, representing 7.5% of the import value [1] - Seasonally adjusted figures indicated a 1.4% increase in total export value and a 2.8% increase in total import value for the three months ending November 2025 compared to the previous three months [1] Group 2: Regional Analysis - In November 2025, exports to Asia increased by 17.1%, with significant rises to Malaysia (72.0%), Vietnam (54.9%), Taiwan (45.3%), Thailand (39.6%), and mainland China (16.4%) [2] - Exports to the US and the Netherlands also saw substantial increases of 44.4% and 36.4%, respectively [2] - Import values from major suppliers rose, particularly from Vietnam (102.3%), mainland China (25.0%), Malaysia (21.1%), the UK (19.7%), and the US (17.8%) [2] - For the first 11 months of 2025, exports to Malaysia increased by 55.1%, Vietnam by 52.9%, Taiwan by 40.5%, mainland China by 15.8%, and Japan by 13.7% [2] Group 3: Product Category Analysis - In November 2025, the export value of "electrical machinery, instruments, and appliances" rose by HKD 31.5 billion (15.9%), and "communication, recording, and sound equipment" increased by HKD 16.4 billion (36.8%) [4] - Import values for these categories also increased, with "electrical machinery, instruments, and appliances" rising by HKD 34.1 billion (16.9%) and "communication, recording, and sound equipment" by HKD 16.8 billion (34.3%) [4] - For the first 11 months of 2025, exports of "electrical machinery, instruments, and appliances" increased by HKD 315.5 billion (15.9%), and "office machines and automatic data processing machines" rose by HKD 129 billion (26.6%) [4] - Import values for these categories also saw significant increases, with "electrical machinery, instruments, and appliances" up by HKD 334.7 billion (16.8%) and "office machines and automatic data processing machines" up by HKD 112.9 billion (27.7%) [4] Group 4: Commentary and Outlook - A government spokesperson noted the strong performance of export values, which rose by 18.8% in November, with growth in most markets [5] - The outlook suggests that moderate global economic growth and strong demand for electronic products will support Hong Kong's trade growth in the short term [6] - The government aims to strengthen trade relations with various markets while remaining vigilant about external uncertainties [6]

Core Insights - The Brazilian Consumer Price Index (CPI) rose by 4.46% year-on-year and increased by 0.18% month-on-month in November, marking the first time since September 2024 that the annual inflation rate has fallen within the Brazilian Central Bank's target range of 1.5% to 4.5% [1] - Analysts suggest that the November inflation data is unlikely to lead to an interest rate cut in the upcoming central bank meeting, but there is a possibility of a rate cut in January next year [1] Category Summaries - The largest increases in consumer spending categories were observed in personal expenditures and housing, which rose by 0.77% and 0.52% respectively [1] - Price declines were noted in categories such as household goods, communications, health and personal care, as well as food and beverages [1]

证券代码：001298 证券简称：好上好 编号：2025-005 | | 特定对象调研 | | □分析师会议 | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 | | 业绩说明会 | | 类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 | | | | | 康卫荣 | 东方财富证券 | | | | 吕建新 | 亚威投资 | | | | 梁正芳 | 汇杰资本 | | | | 安佟亮 | 粤民投基金 | | | | 范尊武 | 涵崧基金 | | | | 林秋杏 | 涵崧基金 | | | 参与单位名称及 | 束佳黛 | 瑞业资产 | | | 人员姓名 | 刘靖 | 坚石资产 | | | | 陈建富 | 亿方富投资 | | | | 徐灵娥 | 前海骏杰 | | | | 孔庆华 | 前海骏杰 | | | | 李强 | 证金投资 | | | | 黄自成 | 图灵资产 | | | | 余礼冰 | 晓喆基金 | | | 时间 | 2025 年 11 | 月 28 日 | | | 地点 | 公司会议室 | | | | 上市公司接待人 | ...

Core Insights - Hong Kong's overall export and import values recorded year-on-year increases in October 2025, with exports rising by 17.5% and imports by 18.3% [1] - The trade deficit for October 2025 was HKD 39.9 billion, equivalent to 8.0% of the import value [1] - For the first ten months of 2025, exports increased by 13.8% and imports by 13.6% compared to the same period in 2024, resulting in a trade deficit of HKD 334 billion, or 7.3% of imports [1] By Country/Region Analysis - In October 2025, exports to Asia increased by 15.6%, with significant growth to Malaysia (up 139.4%), Vietnam (up 56.0%), Taiwan (up 50.2%), India (up 31.8%), and mainland China (up 9.8%) [2] - Exports to other regions also saw increases, particularly to the Netherlands (up 56.8%) and the United States (up 40.5%) [2] - For the first ten months of 2025, exports to major destinations rose, especially to Malaysia (up 53.7%), Vietnam (up 52.8%), Taiwan (up 40.0%), mainland China (up 15.8%), and Japan (up 14.1%) [2] By Major Product Category Analysis - In October 2025, most major product categories saw export value increases, particularly electrical machinery, instruments, and parts (up HKD 30.3 billion, or 16.1%) and communication, recording, and sound equipment (up HKD 17.6 billion, or 35.7%) [4] - Import values also increased for major categories, especially electrical machinery, instruments, and parts (up HKD 40.6 billion, or 21.5%) and communication, recording, and sound equipment (up HKD 23.2 billion, or 45.5%) [4] - For the first ten months of 2025, significant export increases were noted in electrical machinery, instruments, and parts (up HKD 284 billion, or 15.9%) and office machines and automatic data processing equipment (up HKD 122.3 billion, or 28.0%) [4] Future Outlook - The global economy is expected to maintain moderate growth, with reduced uncertainty in external trade policies and sustained demand for electronic products likely benefiting Hong Kong's trade in the short term [5] - The government is committed to strengthening economic ties with various markets, which will continue to support trade growth [5] - Ongoing trade barriers remain a concern, and the government will remain vigilant [5]