配资开户 动态

06.11

2020

恒生聚源:聚源宏观经济数据——全面跟踪复工复产后的经济指标

BIANZHEAN:DANGQIAN,WOGUOMIANLINZHETUIJINYIQINGFANGKONGHEJIAKUAIJINGJISHEHUIFAZHAN,DAYINGTUOPINGONGJIANZHANDEJINPORENWU。XINHUASHEXINHUAJINRONG股票配资 JIAOYISUOXIETONGQUANTIHUIYUANDANWEIHEYOUXIUDESHUJUFUWUSHANG,GONGTONGTUICHU“TIZHENJINGJI • ZHONGGUOSHUJUCHANYEZAIXINGDONG”DAXINGGONGYIXINGSHUJUFUWUHUODONG,LIANHEFABUGELEIJINGJISHEHUISHUJUFENXIBAOGAO,NEIRONGHANGAIHONGGUANJINGJISHUJUFENXI、XIFENCHANYESHUJUFENXI、JINRONGSHUJUFENXIDENG,WEIQIDONGJINGJIYINQINGTIGONGLIANGHUAPANDUANHEZHIYINCANKAO。《HENGSHENGJUYUAN:JUYUANHONGGUANJINGJISHUJU——QUANMIANGENZONGFUGONGFUCHANHOUDEJINGJIZHIBIAO》YOUSHANGHAIHENGSHENGJUYUANSHUJUFUWUYOUXIANGONGSIYANFAZHIZUOBINGLIANHEXINHUAJINRONG股票配资 JIAOYISUOFABU。

XINGUANFEIYANYIQINGFANGKONGZHIJIN,期货配资 DIFENGXIANQUYUZHENGZAIJIAKUAIFUGONGFUCHAN,ZHONGXINZHUBUPIANXIANGCIJIJINGJIFAZHAN,YANGXING、CAIZHENGBU、DIFANGZHENGFULUNFANCHUTAIZHICHIJINGJIZHENGCE。QUANMIAN、JISHIDEGENZONGJINGJIZHIBIAODEBIANHUACHENGWEITOUZIZHE、FENXISHIGUANXINDEWENTI,XIAMIANYINGYONGJUYUANHONGGUANJINGJISHUJUJINXINGYIXIEHONGGUANJINGJIZHIBIAOFENXI。

CONG2010NIANYILAI,WOGUOGDPZENGZHANGSUDUYIZHICHUYUHUANMANXIAXINGZHUANGTAI。2010NIANYIJIDUGDPLEIJITONGBIZENGSUWEI12.20%,ZHI2019NIANSIJIDUGDPZENGSUXIAHUAZHI6.10%。QIZHONGDIERCHANYEZENGSUXIAHUAXIANXIANGBIJIAOMINGXIAN,CONG2010NIANYIJIDUDE15.40%XIAJIANGZHI2019NIANSIJIDUDE5.80%;ERJINJINIANDISANCHANYEDEZENGSUZEXIANGDUIWENDING。

图一:GDP累计同比增速

CONGDUIGUOMINJINGJIFAZHANDEZHICHENGQINGKUANGLAIKAN,DISANCHANYEYEZHUJIANTIDAIDIERCHANYECHENGWEIWOGUOGUOMINJINGJIZENGZHANGZUIZHUYAODEZHICHENG,QIDUIGDPDEZENGZHANGGONGXIANZHANBICONG2010NIANYIJIDUDE41.70%SHANGSHENGZHI2019NIANSIJIDUDE60.60%,2016NIAN2JIDUDEFENGZHIGENGSHIDADAOLE62.20%。ERDIERCHANYEZECONG2010NIANDE56.40%XIAJIANGZHI2019NIANDE36.30%。DIYICHANYEDUIGDPZENGZHANGDEGONGXIANZHANBIWENDINGBAOCHIZAI4%ZUOYOU。

图二:三大产业GDP增长贡献率

速配资2019NIANQUANNIAN,GUANGDONG、JIANGSU、SHANDONG、ZHEJIANGDEGDPZONGZHIZAIQUANGUO31GEDIQUZHONGPAIMINGQIAN4WEI,XIZANG、QINGHAI、NINGXIADEGDPZONGZHIPAIMINGJIAOHOU。DANCONGGDPZENGSULAIKAN,GUIZHOU、YUNNAN、XIZANGDEZENGSUXIANGDUIJIAOKUAI,GAOYU8.0%,YIFANGMIANZAIYUQIZONGLIANGJIAODI,ZENGZHANGXIANGDUIRONGYI;LINGYIFANGMIANYEYUGUOJIAJIAQIANGXIBUDIQUJINGJIJIANSHEYOUGUAN。ERCONGRENJUNGDPQINGKUANGLAIKAN,BEIJING、SHANGHAI、TIANJIN、JIANGSUDERENJUNGDPYIRANBAOCHILINGXIAN。

图三:各地区GDP总值比较   图四: 各地区人均GDP比较

CONGGUDINGZICHANTOUZIZENGSULAIKAN,QUANGUOGUDINGZICHANTOUZIZENGSUCONG2010NIANDE26.60%XIAJIANGZHI2019NIANDE5.40%,QIJIANDIYICHANYEDEZENGSUXIANGDUIJIAOKUAI,YIFANGMIANZAIYUXIANGCUNZHENXINGZHANLVEYIJINONGYEGONGJICEJIEGOUXINGGAIGEDEYINGXIANG,LINGYIFANGMIANYESHICHENGXIANGJUMINXIAOFEIJIEGOUSHENGJIDELADONG,RENMINDEXUQIUCONGCHIBAOSHANGSHENGDAOCHIHAO,CHIDEJIANKANG、ANQUAN、YOUZHI、GEXINGHUA。LINGWAI,XIUXIANNONGYEXIANGCUNLVYOU、NONGYEFEIQIWUDEZIYUANHUALIYONG、NONGCUNDIANSHANGDENGTOUZILINGYUDEJINYIBUKUOZHANYETUIDONGLEDIYICHANYEDEGUDINGZICHANTOUZIZENGSU。

速配资2020NIAN2YUE,QUANGUOGUDINGZICHANTOUZILEIJITONGBIZENGSUWEI-24.50%,SANDACHANYEGUDINGZICHANTOUZILEIJITONGBIZENGSUFENBIEWEI:-25.60%、-28.20%、-23.00%,XINGUANYIQINGDEYINGXIANGDAOZHIJINNIANYILAIDEGUDINGZICHANTOUZISHUJUDAFUXIAJIANG,DANWEISHIXIANJINGJIWENZENGZHANG,HOUXUGEXIANGTIZHENCUOSHIYOUWANGDAILAITOUZIZENGSUDEFANDAN。

图五:固定资产投资累计同比增速

2019NIAN,WOGUOJINCHUKOUZONGZHI315446YIYUANRENMINBI,TONGBIZENGZHANG3.4%,QIZHONGJINKOU143148YIYUANRENMINBI,TONGBIZENGZHANG1.60%,CHUKOU172298YIYUANRENMINBI,TONGBIZENGZHANG5.00%。JINNIANLAISHOUZHONGMEIMAOYIMOCAYIJIQUANQIUJINGJIFANGHUANDEYINGXIANG,WOGUOJINCHUKOUZENGZHANGFUDUZONGTIJIANGDI。DANSUIZHE“YIDAIYILU”ZHENGCEDESHIXING,WOGUODUIYANXIANGUOJIADEJINKOUZENGSUDADATIGAO,JINNIANLAI,WOGUODUIDONGMENGDEJINCHUKOUZONGEZHUJIANCHAOYUEMEIGUO。2019NIAN,WOGUODUIOUMENGDEJINCHUKOUZONGEWEI7053YIMEIYUAN,TONGBIZENGZHANG3.40%,DUIDONGMENGDEJINCHUKOUZONGEWEI6415YIMEIYUAN,TONGBIZENGZHANG9.20%,ERDUIMEIGUODEJINCHUKOUZONGEWEI5414YIMEIYUAN,TONGBIXIAJIANG14.50%。

图六:世界主要国家和地区进出口总值比较

速配资2019NIANQUANGUOJUMINXIAOFEIJIAGE(CPI)BISHANGNIANSHANGZHANG2.9%,SHOUZHUWENDAOZHIZHUROUJIAGESHANGZHANGDEYINGXIANG,CPIZHENGTIRENGRANCHENGXIANSHIPINDAIDONGDEJIEGOUXINGSHANGZHANGTEZHENG。JINNIAN2YUEFEN,XINGUANFEIYANYIQINGDUIJIAGEZOUSHIXINGCHENGLEJIAOWEIFUZADECHONGJI,2YUEFEN,SHIPINJIAGETONGBISHANGZHANG21.9%,HUANBISHANGZHANG4.3%,YINGXIANGCPISHANGZHANGYUE0.98GEBAIFENDIAN。JIAOTONGGUANKONG、RENLIDUANQUEHEQIYEYANCHIKAIGONGZAOCHENGCHENGBENYOUSUOSHANGSHENG,ERJUMINDEDUNGOUXINGWEIYEZHUTUILEJIAGEDESHANGZHANG。

图七:CPI指数比较

速配资2020NIAN2YUE,GUANFANGZHIZAOYEPMIWEI35.70,FEIZHIZAOYE-SHANGWUHUODONGPMIWEI29.60,FEIZHIZAOYE-JIANZHUYEPMIZHI26.60,FEIZHIZAOYE-FUWUYEPMIWEI30.10。YIQINGDUIPMIDECHONGJIZAI2YUEJIZHONGTIXIAN。SUIZHEGONGCHANGZHUJIANFUGONGFUCHAN,3YUEPMIYUJIHUIYOUSUOHUISHENG。

图八:PMI指数比较

2020NIAN2YUE,WOGUOXINZENGSHEHUIRONGZIGUIMO8554YIYUAN,TONGBIDUOZENG1465YIYUAN。XINZENGRENMINBIDAIKUAN7202YIYUAN,ZHANBI84.19%,XINZENGWAIBIDAIKUAN252.00YIYUAN,ZHANBI2.95%。XINZENGQIYEZHAIQUAN3860YUAN,ZHANBI45.13%,XINZENGWEITIEXIANYINXINGCHENGDUIHUIPIAO-3961YIYUAN,ZHANBI-46.31%。

图九:社会融资增量比较

2019NIAN,QUANGUOJIUYERENYUANSHU77471WANREN,CHENGZHENDENGJISHIYELV3.62%。DISANCHANYEJIUYERENYUANSHUZHUNIANSHANGSHENG,DIYI、DIERCHANYEDEJIUYERENYUANSHUCHENGXIAJIANGQUSHI。2018NIAN,DISANCHANYEJIUYERENYUANZHANBI46.32%,DIYICHANYEJIUYERENYUANZHANBI26.11%,DIERCHANYEJIUYERENYUANZHANBI27.57%。

图十:三大产业就业人员比较