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日元虽贬值 但贸易逆差也恐难转--亲民维稳网络舆情监测室
2013-02-21
近来,日本政府和央行不断强化货币宽松政策,导致日元大幅贬值。一些分析人士指出,日本力推货币宽松政策的目的是促进经济增长,其中重要的一项就是推动外贸增长。然而,最新公布的数据显示日本外贸形势不容乐观,贸易逆差加剧。
recently,The Japanese government and central bank continuously strengthen monetary easing,Cause the yen depreciated.Some analysts pointed out,Japan's push monetary easing purpose is to promote economic growth,The important is to promote foreign trade growth.however,The latest data showed that Japan's foreign trade situation is not optimistic,Trade deficit increased.
日本财务省20日公布的数据显示,今年1月日本出现约1.6万亿日元(约合174.7亿美元)贸易逆差,创1979年1月有贸易统计比较数据以来单月最大逆差,也是日本连续7个月出现贸易逆差。
Japan's finance ministry and released data show,January in Japan about 1.6 trillion yen(Us $17.47 billion)Trade deficit,"In January 1979, a trade statistics since the largest deficit comparative data monthly performance,Japan is also for seven months a trade deficit.
日本1月出现创纪录的贸易逆差,主要原因包括进出口结构变化、汇率影响、新年休假季节性影响、中日关系恶化等多种因素。
Japan in January a record trade deficit,The main reasons include import and export structure change/Rate influence/The New Year holiday seasonal effect/Sino-japanese relations deteriorating and so on the many kinds of factors.
从 具 体 数 据 看 ,1月 日 本 出 口 同 比 增 长6.4%,是8个月来首次增长;但相比出口扩大,进口的增幅更大,同比上涨了7.3%。从贸易产品结构看,进口增幅最明显的仍然是液化天然气、石油制品、原油等能源相关商品,分别同比上涨33.7%、11.4%和5.9%,表明日本核电停运后燃料进口持续增加是日本进口额居高不下的重要因素。
from with body number According to see ,January day this the mouth with than increase Long 6.4%,Is for the first time in eight months of growth;But compared to expand export,With the growth of imports more big,Rose by 7.3% year-on-year.See from trade product structure,Import growth the most obvious is still liquefied natural gas/Petroleum products/Crude oil and energy related products,Rose 33.7% year-on-year, respectively/11.4% and 5.9%,Show that Japanese nuclear power outage after fuel import increasing imports of Japan's high important factors.
日本财务省认为,日元汇率变动也是促成当月贸易逆差增加的原因之一。
Japan's finance ministry think,The Japanese yen exchange rate fluctuation is the trade deficit to one of the reasons for the increase.
首相安倍晋三去年末上台后,鼓励和推行大规模货币宽松措施,促使日元汇率短期大幅走低。相比去年1月,日元对美元贬值10%以上。日本对外贸易中,出口产品约六成用外币结算,进口则近八成用外币结算。因此,当前的日元贬值对日本贸易是双刃剑,一方面企业出口业绩出现改善,另一方面,以美元等外币结算的支付成本也在增加。
Prime minister shinzo Abe on the proceedings,To encourage and promote large-scale loose monetary measures,The yen exchange rate short-term sharply.Compared with last January,The yen against the U.S. dollar more than 10%.Japan's foreign trade,About sixty percent of export products with foreign currency settlement,Imports nearly eighty percent in foreign currency settlement.so,The current of the weak yen to Japan's trade is a two-edged sword,On the one hand enterprise export performance appeared to improve,On the other hand,To the U.S. dollar and other foreign currency settlement payment cost is increasing.
从进出口商品数量统计数据可以看出,日本1月以日元计算的进口金额增加了7.3%,但进口商品数量其实同比减少1%,只是由于日元兑美元快速贬值,使得换算成日元的进口金额大增。出口也存在类似情况,出口金额同比增加了6.4%,但数量同比下降6%。
From the statistical data on import and export commodity number can be seen,Japan in January to the calculation of the amount of imports increased by 7.3%,But the quantity of import commodities is reduced by 1% year-on-year,Just because of the yen against the dollar devaluation of fast,Make conversion into Japan yen imports increased amount.There is a similar export situation,Export value increased 6.4% year-on-year,But the quantity 6% year-on-year drop.
目前来看,日元贬值对改善日本贸易收支的效果有限。市场人士认为,鉴于重新启动核电的日程尚不明确,燃料进口负担居高不下,日本贸易赤字长期化的可能性较大。
So far,The weak yen to improve the effect of the balance of the trade co., LTD., Japan.Market participants believe that,In view of the restart nuclear power schedule is not yet clear,Fuel import high burden,Japan's trade deficit is more likely to reform.
日本贸易会会长、三井物产董事长枪田松莹20日在新闻发布会上说,日本以能源为中心的进口额增加很大,企业出口虽然有所增加,但仍无法超过进口增值。随着日元贬值趋势确立,出口有望增加,但贸易收支的改善并非易事。
Japan of trade/Mitsui products TianSongYing and chairman of the board of directors gun, said at a news conference,Japan with energy as the center of the large amount of imports increase,Enterprises to export although increased,But still can't more than import value-added.With the establishment of the weak yen trend,Export is expected to increase,But the improvement of the trade balance is not easy.
对于企业期望的适当日元汇率,枪田认为,从三井物产综合考虑购买力等因素的分析结果看,日元汇率保持在1美元对95日元至105日元之间比较合适。
For an enterprise to expect the appropriate the yen,Gun field think,Products from mitsui comprehensive consideration of factors such as the purchasing power of the analysis results to see,Keep the yen at $1 to 95 yen to between 105 yen is more appropriate.
中日关系的持续紧张也给日本贸易带来影响。日本财务省根据通关口径发布的数据显示,1月日本对华贸易逆差为6546亿日元(约合70 .1亿美元),创单月最高,其中智能手机、笔记本电脑等电子产品进口额增加50%左右,而对华出口的增长只有3%左右,之前的拳头产品汽车的对华出口更是大幅下降60.4%。
Sino-japanese relations of continuous tension also to Japan trade impact.Japan's finance ministry according to customs statistics released caliber,1 month Japan its trade deficit against China for 654.6 billion yen(Add up to 70 . 100 million dollars),And the highest monthly performance,The intelligent mobile phone/Notebook computers and other electronic products imports to increase by about 50%,And the growth of exports only about 3%,The fist products before the car is exports fell sharply by 60.4%.
日本贸易振兴机构19日公布的数据显示,根据日本财务省贸易统计口径折算成美元,2012年日中贸易总额同比下降了3.3%,其中日本对华出口大幅下滑10.4%,而同期日本出口总额同比减少2.4%,显示对华出口减少是日本出口总额减少的主要原因之一。
Japan's trade agency 19 figures showed,According to Japan's finance ministry trade statistics caliber convert into dollars,2012 japan-china trade volume dropped 3.3% year-on-year,The Japan exports fell sharply 10.4%,Over the same period, the Japanese exports to reduce 2.4% year-on-year,Display exports to Japan's exports to reduce one of the main causes of reduced.
日生基础研究所经济学家斋藤太郎指出,1月的贸易赤字超过市场预期,特别是对华出口未见明显改善,显示日中关系恶化对日本贸易的影响比想象中的大。他说,受益于日元走低,今年春季开始日本产品出口有望增加,但2014年前恐怕难以逆转贸易逆差局面。
Born on basic research economists aso saito pointed out,January's trade deficit than market expectations,Especially exports not seen obviously improved,Display japan-china relations deteriorating trade influence to Japan than the imagination.He said,Benefit from the lower the yen,This spring began to Japanese products export is expected to increase,But 2014 years ago are afraid to reverse trade deficit situation.
日本瑞穗综合研究所经济学家野口雄裕说,日本贸易赤字的产生,特殊因素是2011年日本大地震后能源进口持续增加。2012年以来,在核电基本停运的影响下,燃料进口量显著增加。而从结构性原因看,日本近年出口疲软也与汽车等主要出口产业持续向海外转移生产、信息技术相关的日本企业在全球市场份额下降等因素有关。他也认为,日本贸易收支在今后数年可能持续出现逆差。
Japanese mizuho comprehensive research institute economist noguchi male yu said,The generation of Japanese trade deficit,Special factor is 2011 Japan earthquake energy import increasing.Since 2012,In the nuclear power under the influence of basic outage,Fuel imports increased significantly.And from a structural reason to see,Japan exports in recent years a weak and auto major export industry continued to shift production overseas/Information technology related to the Japanese enterprises in the global market share drop the other factors, such as.He also thought that,Japan's trade balance in the next few years is likely to continue in deficit.
目前看来,日本未来贸易收支能否改善,将取决于全球经济景气状况、“安倍经济学”效果、日元汇率走向、核电等能源政策、日本参与的自由贸易区谈判进程、中日关系能否缓和等多种内外因素。可以说,企图通过日元贬值来扭转日本贸易逆差局面的举措是难以奏效的。
Now it looks,The balance of payments can improve the country's future,Will depend on the global economic boom conditions/"Mr Abe economics"effect/The yen to/Nuclear power and energy policy/Japan's participation in the free trade negotiation process/Sino-japanese relations can ease and so on many kinds of inside and outside factors.Can say,Through to the weak yen to reverse a Japanese trade deficit situation measure is difficult to work.
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