中国每周市场速览：市场小幅走高；受能源供应冲击，实际 GDP 增速小幅下调但通胀预测上调；1-2 月贸易增速大幅加快

14 March 2026 | 12:33AM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Markets edged up; Modestly lower real GDP growth but higher inflation forecasts on energy supply shock; Trade growth accelerated sharply in Jan-Feb MXCN/CSI300 edged up 0.5%/0.2%, outperforming AC World/EM (-1.3%/-1.9%) this week. The NPC concluded on Mar 12 and lawmakers officially approved the government work report and the outline of the 15th Five-Year Plan (2026-2030). Due to longer disruptions in supply, our commodity strate ...