2023年11月进出口数据点评：基数影响下出口同比增速转正，进口同比不及预期

1 ◆ ◆ ◆ Wind -25-20-15-10-505101520:(%):(%)-1.00%0.00%1.00%2.00%3.00%4.00%5.00%水海产品粮食成品油(海关口径)稀土中药材及中式成药肥料塑料制品箱包及类似容器纺织纱线、织物及制品服装及衣着附件鞋靴陶瓷产品钢材未锻造的铝及铝材家具及其零件玩具通用机械设备自动数据处理设备及其零部件手机家用电器音视频设备及其零件集成电路汽车和汽车底盘汽车零件船舶液晶平板显示模组:累计值医疗仪器及器械灯具照明装置及其零件农产品机电产品高新技术产品拉动力较上月变化2023年11月拉动力 -4.50%-3.50%-2.50%-1.50%-0.50%0.50%1.50%欧盟美国东南亚国家联盟日本中国香港韩国中国台湾澳大利亚俄罗斯印度英国加拿大新西兰拉丁美洲非洲拉动力较上月变化2023年11月拉动力价量价量价量价量价量水海产品-15.1%9.4%-15.1%6.3%-8.6%0.0%-9.7%-3.3%-10.2%-9.4%粮食27.8%-19.1%7.5%-6.9%-1.8%16.0%20.9%-25.0%12.3%-17.1%成品油(海关口径)-3.9%-17.2%-4.8%15.9%-17.0%-3.5%-27.4%23.2%-32.8%55.7%稀土-55.3%42.6%-67.3%19.1%-30.4%-9.1%-47.8%30.0%-60.8%49.2%中药材及中式成药14.0%-8.1%--------肥料-26.2%53.3%-37.7%5.8%-36.4%20.1%-49.9%22.7%-48.8%43.3%箱包及类似容器-19.7%18.3%-22.9%12.0%-19.1%11.5%-21.0%15.4%-14.8%3.4%鞋靴-18.4%-2.0%-19.6%-3.0%-20.0%3.0%-20.3%-2.2%-14.1%-12.2%陶瓷产品-25.1%3.8%-38.0%8.8%-36.8%16.8%-28.7%7.9%-24.0%-3.8%钢材-38.4%43.2%-39.4%53.3%-41.9%61.8%-48.4%34.6%-46.1%9.6%未锻造的铝及铝材-9.8%7.5%-10.5%-8.1%-14.8%-5.0%-17.1%-9.3%-16.8%-24.9%手机24.5%24.2%10.7%10.1%-12.0%5.5%-16.7%-4.6%3.7%-1.4%家用电器-10.0%24.3%-10.8%21.0%-8.6%23.0%-12.1%26.7%-7.0%3.7%集成电路-1.7%14.0%-20.8%5.3%-8.9%4.3%-14.1%11.1%-16.5%2.1%汽车和汽车底盘-9.7%41.6%-4.2%51.4%4.5%38.9%-4.8%41.9%12.5%63.0%船舶71.9%25.5%131.9%-42.1%-3.3%15.7%48.8%-5.4%89.6%-3.8%2023-112023-102023-092023-082023-07出口品 价量价量价量价量价量肉及杂碎-15.9%-16.9%-22.1%-12.7%-21.2%-9.2%-19.6%-4.5%-16.6%6.3%鲜、干水果及坚果-12.3%-4.4%18.5%25.6%31.8%23.6%10.5%13.0%2.8%6.8%粮食-22.2%34.0%-21.2%38.1%-21.1%-1.8%-17.1%14.3%-16.6%10.3%大豆-14.4%7.8%-17.6%24.6%-20.4%-7.4%-23.0%30.5%-23.5%23.5%食用植物油-19.2%-18.9%-22.4%28.4%-24.4%17.9%-38.1%90.0%-39.9%47.2%铁矿砂及其精矿24.2%3.9%16.7%4.6%2.5%1.5%-3.9%10.6%-17.0%2.5%铜矿砂及其精矿10.1%1.4%9.2%23.5%8.3%-1.3%1.4%18.9%-8.3%3.7%煤及褐煤-22.2%34.7%-22.3%23.3%-21.1%27.5%-34.0%50.5%-38.8%66.9%原油-3.9%-9.2%-4.5%13.5%-12.1%13.7%-23.2%30.9%-32.3%17.0%成品油(海关口径)-6.9%34.1%-4.3%63.2%-9.8%84.6%-23.8%86.8%-42.8%176.1%天然气-25.4%6.1%-32.5%15.5%-33.8%0.0%-29.0%22.7%-13.4%18.5%医药材及药品-7.1%29.5%19.0%20.2%-7.3%34.1%-27.1%40.3%-16.0%23.7%肥料-44.3%86.0%-44.8%98.3%-46.4%59.7%-44.0%-3.2%-38.4%52.0%美容化妆品及洗护用品-11.8%-14.2%-16.1%-10.4%-14.5%-10.6%-0.5%-26.4%-1.1%-24.0%初级形状的塑料-8.0%-6.6%-11.1%0.0%-14.0%-3.3%-20.6%4.8%-22.8%-1.3%天然及合成橡胶(包括胶乳)-3.7%-7.4%-9.1%-1.6%-15.9%-3.1%-21.4%10.2%-19.7%8.6%原木及锯材-8.5%-8.7%-11.4%-2.4%-14.3%-13.5%-15.2%-19.2%-19.5%-9.3%纸浆-32.0%29.6%-34.4%34.4%-35.1%30.4%-33.4%26.1%-29.5%24.8%钢材-6.6%-18.1%-11.7%-13.0%3.4%-28.1%-1.2%-28.1%-6.8%-13.9%未锻造的铜及铜材3.0%2.0%3.6%23.7%4.9%-5.8%-2.2%-5.0%-5.4%-2.7%机床2.5%-8.1%17.1%-25.1%70.7%-39.9%64.4%-42.5%9.8%-35.5%二极管及类似半导体器件-1.3%-17.2%-3.7%-4.6%-12.2%-7.9%-1.6%-22.8%-33.6%22.4%集成电路7.9%0.5%-11.7%1.9%-7.3%-10.5%-7.4%-3.1%-11.5%-5.8%汽车和汽车底盘-7.9%18.6%11.8%0.0%4.9%-12.5%8.4%-12.5%-12.0%0.0%空载重量超过2吨的飞机-56.9%5.9%31.2%-58.8%-35.7%-50.0%-22.4%-12.5%2.9%23.1%进口品2023-112023-102023-092023-082023-07