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企稳信号出现进口仍需加力--亲稳舆论引导监测室
2012-11-16

  11月10日,海关总署发布了今年前10个月外贸进出口情况。据海关统计,1至10月,我国进出口总值31615.7亿美元,比去年同期(下同)增长6.3%。其中,进口14906.7亿美元,增长4.6%。10月当月进口1435.8亿美元,增长2.4%,增速与9月份持平。

On November 10th,The general administration of customs released the first 10 months of this year foreign trade import and export situation.According to customs statistics,1 to October,China import and export (GDP) of us $3.16157 trillion,Than the same period last year(Similarly hereinafter)Growth of 6.3%.the,Imported 1.49067 trillion us dollars,Growth of 4.6%.October the imported 143.58 billion us dollars,Growth of 2.4%,With the same growth in September.

  尽管还不尽如人意,但在受欧债危机等因素拖累的整体世界经济背景下,进口从9月开始与出口双双回归正增长,已让人们看到经济企稳的曙光。

Although is not satisfactory,But under the debt crisis factors drag whole world economic background,Import from September to start with the export both return to positive growth,Already let people see the dawn of the economy stabilises.

  大宗商品价格回落

Commodity prices fell back

  其实,早在年初时,业内人士就曾指出,虽然去年年底时已出现单月收窄,但我国2011年外贸数据总体增势仍在正常与合理的区间内。而由于外部不稳定因素增强,2012年我国进出口总体增速放缓将成定局。而这与宏观经济增速回落、工业生产恢复力度欠佳有关。

In fact,As early as in earlier this year,The personage inside course of study was pointed out,Although last year at the end of the year already appear narrow monthly performance,But our country in 2011 the foreign trade data overall growth is still in the normal and reasonable interval.And because external unstable factors increase,In 2012, general import and export growth slowed to a foregone conclusion.And this and macro economic growth dropped/Industrial production recovery efforts on the poor.

  商务部研究院外贸部主任李健就指出,欧美经济体复苏形势不振致使大宗商品价格进入回落轨道,同样抑制了我国进口数额的增长。

The ministry of commerce institute of ministry of foreign trade director li is pointed out,Europe and the United States economy recovery situation of the commodity prices fell into orbit,Also inhibit the growth of China's imported amount.

  查阅今年年中的统计数据,发现中国月度进口价格自去年8月开始已逐月回落,今年1月、2月回落到7%和5.4%,3月份同比持平,4月~6月则分别下跌了0.2%、1.1%和1%。

Refer to the statistical data in this year,Find China to monthly import prices since last August, the beginning of month by month back,In January/February dropped to 7% and 5.4%,March flat year-on-year,April to June fell 0.2%, respectively/1.1% and 1%.

  而进口原油月度价格涨幅从去年8月的49.6%逐月回落到今年6月的0.8%;铁矿砂从去年8月上涨23.8%下滑到今年6月下跌17.3%;棉花从去年4月上涨80.3%下滑到今年6月下跌24.8%。在介绍今年上半年国家进出口有关情况时,海关总署新闻发言人、综合统计司司长郑跃声认为,中国经济减速回落、内需放缓和大宗商品价格明显回落抑制了进口。

And the monthly import crude oil price rise since last August 49.6% month by month back to 0.8% in June this year;Iron ore from August last year rose 23.8% declines to June this year fell 17.3%;Cotton last year rose 80.3% from April to June decline this year fell 24.8%.In this paper, the first half of this year the national import and export situation,The general administration of customs spokesman/Comprehensive statistics of priests ZhengYueSheng think,China's economic downward trend/Domestic demand slowdown and commodity prices dropped significantly inhibit the import.

  而在此次10月的海关统计数据显示,在进口商品中,1至10月,除大豆价格有小幅上涨外,其它大宗商品如煤、初级形状塑料等虽然有不同涨幅,但价格均呈下跌态势,铁矿砂和未锻造铝及铝材的价格下跌都在20%以上,而钢材的进口数量同比还下降了12.%。

And in this October, according to the statistics,In the imported goods,1 to October,In addition to soybean prices are rising slightly outside,Other commodities such as coal/The primary shape plastic although there are different or,But the price on downward trend,Iron ore and not forging aluminum and aluminum prices are more than 20%,And steel import quantity up also dropped %.

  业内人士认为,事实上,今年以来,市场的需求依然疲弱的态势不仅影响大宗商品的进口,而在中国需求“魔力褪色”的传导下,反过来也压低了国际大宗商品的价格提振空间。

The personage inside course of study thinks,In fact,Since this year,The demand of the market is still the weak trend not only affects commodity import,While in China demand"Magic fades"Under the conduction,Turn down the international commodity prices boost space.

  据方正证券(601901,股吧)预计,今年全年我国出口增速大约为8.3%左右,进口增速大约为4.8%左右。

Founder securities according to(601901,guba)Is expected to,This year our country export growth throughout the year is about 8.3%,Imports about 4.8% or so.

  缓慢回升可能性大

Slow rebound great possibility

  虽然10月进口同比增速反弹并无较大起色,不过令人高兴的是,国内对大宗商品需求已经有所回升,业内人士认为这显示国内经济出现一定复苏。

Although October import year-on-year growth rebound and no great improvement,But to the delight of,Domestic demand for commodities have been picks up,The personage inside course of study thinks this shows that domestic economic appear certain recovery.

  从进口量看来,对石油和铁矿石的增速均达10%以上,但由于大宗商品价格在近期一直表现疲软,所以总体进口增速表现不尽如人意。但值得一提的是机电产品和高新技术产品同比增速分别达到7.5%和16.9%,增速继续强于进口整体增速,显示进口产品格局由过去单一以大宗商品为主转向多元化趋势,也是国内产业转型升级的体现。

It seems from imports,The growth of oil and iron ore are more than 10%,But as a result of commodity prices in the near future has been weak,So overall import growth performance is not satisfactory.But what is worth mentioning mechanical and electrical products and new high-tech product year-on-year growth was 7.5% and 16.9% respectively,Continue to grow faster than imports overall growth,Display products imported by the past a single pattern in commodities is given priority to to diversified trend,But also for the domestic industry of the transformation and upgrade of reflect.

  为平衡贸易,发挥进口的积极作用,商务部一直积极组织引导大宗商品的进口。

For the balance of trade,Play the positive role of import,The ministry of commerce has been actively organize guide commodities import.

  商务部对外贸易司司长王受文此前接受采访时表示,中国明确提出扩大进口统筹国际国内两个市场,积极进口先进技术设备和关键零部件,并进一步优化进口结构,积极扩大新型技术设备,关键主机和能源原材料进口。中国将进一步加强进口,稳定和引导大宗商品进口,适度扩大消费品进口。

Foreign trade department of ministry of commerce, and of the chief priests, WangShouWen after an interview said,China has clearly stated expand imports as a whole both international and domestic markets,Actively import advanced technology equipment, and key spare parts,And further optimize import structure,Actively expand new technology and equipment,Key host and energy the import of raw materials.China will further strengthen the import,Stability and guide the commodity import,Moderately expand consumer goods import.

  他同时表示,“我们呼吁欧美发达国家进一步放宽对中国实施的技术出口限制,这些都是欧美有竞争力的产品,中国要扩大从发达国家的产品进口,也要增加从发展中国家商品进口。”

He also said,"We appeal to the European and American developed country further relax restriction on the implementation of China's technology export restrictions,These are Europe and the United States competitive products,China will expand from developed countries import products,Also to increase imports from developing countries."

  未来对进口预期,华泰证券(601688,股吧)刘煜辉等分析师认为,我国内需正稳步回升,国内经济平稳复苏将对进口将起到拉动效用。而随着国内刺激经济政策的出台实施,经济将逐步好转,进口缓慢回升可能性较大。

The future is expected to import,Huatai securities(601688,guba)Analysts believe that LiuYuHui, etc,Our country is steadily domestic demand picks up,Domestic economic recovery will smoothly to import will play a pull utility.But along with the domestic economic stimulus policy appearing implementation,The economy will gradually turn for the better,Import more likely to slow rebound.



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