中国经济_采购经理人指数超预期,名义增长表现亮眼-China Economics PMI Beat Points to Nominal Growth Surprise
Vi e w p o i n t | 31 Mar 2026 01:43:33 ET │ 10 pages China Economics PMI Beat Points to Nominal Growth Surprise CITI'S TAKE March PMI data beat expectations, pointing to material upside risks to 26Q1 growth forecasts, particularly in nominal terms. The IEEPA ruling aided Chinese exporters, while the global oil shock reinforced China's role as the world's reliable manufacturing hub. We estimate a 10% oil price rise could lift PPI by ~1.15ppt and CPI by ~0.23ppt, with PPI turning positive as early as March. ...