您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[南华期货]:南华宏观研究团队周度报告:从经济数据看政策基调 - 发现报告
当前位置:首页/其他报告/报告详情/

南华宏观研究团队周度报告:从经济数据看政策基调

2024-01-22曹杨慧、潘响南华期货杨***
南华宏观研究团队周度报告:从经济数据看政策基调

20240119 2023GDPGDP12605825.2%GDP5% 2023 2024 20240119 i 1. ..................................................................................... 1 2. .................................................................................. 4 3. ............................................................................................. 7 4. ............................................................................................. 8 20240119 ii 1.1GDP5.2%% ......................................................................... 1 1.2% ................................................... 2 1.1% .............. 2 1.3% ................................................... 3 2.1........................................................................................... 4 2.2........................................................................................... 5 3.1 ..................................................................................................... 7 3.2 .............................................................................................. 7 3.3 .............................................................................................. 7 4.1 ................................................................................... 8 20240119 1 1. 2023GDPGDP12605825.2%35%10138800488003%3.8%12PSLGDP5% 1.1GDP5.2%% Wind 2023CPICPI2023CPI2023CPI12 -10.00-5.000.005.0010.0015.0020.002018-062018-092018-122019-032019-062019-092019-122020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-092023-12:GDP:: 20240119 2 1.2% Wind 1.1% Wind 2023 -20.00-15.00-10.00-5.000.005.0010.0015.002020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-092023-11:20212023:202120232023-112023-102023-092023-082023-072023-062023-052023-04出口依赖度4.1016.9027.608.1010.3018.1019.3025.4020.507.5023.6034.0060.705.004.504.3040.909.50 20240119 3 1.3% Wind 20242024 65.0067.0069.0071.0073.0075.0077.0079.0081.0083.002017-122018-032018-062018-092018-122019-032019-062019-092019-122020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-09: 20240119 4 2. 2.1 11515MLF65%PSL 2.1 1 510 1 2 3 1 99501MLF2.50% 2 2023GDP12605825.2% 20240119 5 3 127.4%22 2.2 2.2 1 2% 2 3 1 1-43.720205 2 120.6%350% 3 11318.72022924 1 2024 2 20240119 6 3 1 2 72 3 4 5 Yahia Sinouar 6 7 20240119 7 3. 3.1 iFinD 3.2 iFinD 3.3 iFinD 2021.01.19 20240119 8 4. 4.1 ifindwind 20240119 / 136 310008 400 8888 910 www.nanhua.net 603093