节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10


今年前5个月中国经济延续总体平稳、向新向优态势。生产端夏粮生产形势较好,1-5月规模以上工业增加值同比增长5.4%,服务业生产指数增长4.8%。需求端市场销售持续增长,社会消费商品和服务零售总额同比增长2.8%,其中服务零售额增长5.4%,商品零售额增长1.2%;社会消费品零售总额206031亿元,同比增长1.4%。

货物进出口保持较快增长,1-5月进出口总额206827亿元,同比增长15.3%,其中出口119137亿元增长11.8%,进口87691亿元增长20.5%。就业物价稳定,1-5月全国城镇调查失业率平均值5.2%,5月为5.1%环比降0.1个百分点;CPI同比上涨1.0%。5月单月规模以上工业增加值增长4.5%(加快0.4),服务业生产指数增长4.4%(加快0.1),进出口增长16.9%(加快2.7)。当前外部不稳定不确定因素较多,国内供强需弱矛盾突出,企业生产经营困难,经济稳中向好基础需巩固。

新旧动能加快转换成为鲜明特征。5月装备制造业增加值同比增长9.5%(加快1.2),高技术制造业增长15.1%(加快2.3)。1-5月高技术制造业贡献近四成工业增长,装备制造业贡献近六成,引领作用突出。...

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