【行业研究报告】-周报:经济边际走弱,期待进一步稳增长政策

类型: 国际宏观周报

机构: 中航证券

发表时间: 2023-05-28 00:00:00

更新时间: 2023-05-29 16:14:20

社零(当月同比)18.4%10.6%3.5%-1.8%-5.9%-0.5%2.5%5.4%2.7%3.1%-6.7%-11.1%-3.5%
社零:商品零售(当月同比)15.9%9.1%2.9%-0.1%-5.6%0.5%3.0%5.1%3.2%3.9%-5.0%-9.7%-2.1%
社零:商品零售(当月同比)15.9%9.1%2.9%-0.1%-5.6%0.5%3.0%5.1%3.2%3.9%-5.0%-9.7%-2.1%
社零:餐饮(当月同比)43.8%26.3%9.2%-14.1%-8.4%-8.1%-1.7%8.4%-1.5%-4.0%-21.1%-22.7%-16.4%
固投(累计同比)4.7%5.1%5.5%5.1%5.3%5.8%5.9%5.8%5.7%6.1%6.2%6.8%9.3%
制造业投资(累计同比)6.4%7.0%8.1%9.1%9.3%9.7%10.1%10.0%9.9%10.4%10.6%12.2%15.6%
基建投资(累计同比)9.8%10.8%12.2%11.5%11.7%11.4%11.2%10.4%9.6%9.3%8.2%8.3%10.5%
房地产开发投资(累计同比)-6.2%-5.8%-5.7%-10.0%-9.8%-8.8%-8.0%-7.4%-6.4%-5.4%-4.0%-2.7%0.7%
固投(当月同比)3.7%4.7%5.5%3.1%0.7%5.0%6.6%6.5%3.5%5.8%4.5%1.8%6.7%
制造业投资(当月同比)5.3%6.2%8.1%7.4%6.2%6.9%10.7%10.6%7.5%9.9%7.1%6.4%11.9%
基建投资(当月同比)7.9%9.9%12.2%10.4%13.9%12.8%16.3%15.4%11.5%12.0%7.9%4.3%11.8%
房地产开发投资(当月同比)-7.3%-5.9%-5.7%-12.7%-19.9%-16.1%-12.1%-13.8%-12.1%-9.6%-7.7%-10.1%-2.4%
出口金额(美元,当月同比)8.5%14.8%-6.8%-9.9%-8.7%-0.3%5.9%7.2%18.0%17.1%16.3%3.5%14.4%
进口金额(美元,当月同比)-7.9%-1.4%-10.2%-7.5%-10.6%-0.7%0.3%0.2%2.0%0.4%3.7%0.2%0.7%
工业增加值(当月同比)5.6%3.9%2.4%1.3%2.2%5.0%6.3%4.2%3.8%3.9%0.7%-2.9%5.0%
服务业生产指数(当月同比)13.5%9.2%5.5%-0.8%-1.9%0.1%1.3%1.8%0.6%1.3%-5.1%-6.1%-0.9%
制造业PMI49.251.91月50.1,2月52.647.048.049.250.149.44950.249.647.449.5
非制造业PMI56.458.21月54.4,2月56.341.646.748.750.652.653.854.747.841.948.4
建筑业PMI63.965.61月56.4,2月60.254.455.458.260.256.559.256.652.252.758.1
服务业PMI55.156.91月54.0,2月55.639.445.14748.951.952.854.347.14046.7