中国消费者推动经济活动反弹 I 华尔街日报

  • 中国经济在最近的农历新年假期中显示出复苏的迹象,海外旅行的在线预订激增,国内旅游收入恢复到大流行前的73%。

  • 餐饮企业的销售额同比增长近25%,超过了2019年假期的销售额,票房收入是有记录以来第二高的农历新年。

  • 中国经济以消费为主导的快速复苏,如果持续下去,将推动全球对商品和服务的需求。

  • 国际货币基金组织提高了对2023年全球经济增长的预测,理由是中国最近的重新开放以及美国和欧洲的弹性需求。

  • 据预测,中国经济今年将增长5.2%,高于之前预测的4.4%。

  • 中国服务业的活动在1月份反弹至54.0,这是五个月来首次超过50。

  • 1月份的制造业活动上升至50.1,但仍处于收缩区间。

  • 尽管出现了积极的迹象,经济学家提醒说,风险仍然存在,包括未来潜在的Covid-19感染浪潮,仍然脆弱的劳动力市场,以及持续的房地产低迷。预计今年的商品出口增长将更加缓慢,消费在今年第三季度之前不太可能恢复到大流行前的水平。

  • China’s economy showed signs of recovery during the recent Lunar New Year holiday, with online booking for overseas trips surging and domestic-tourism revenue recovering to 73% of pre-pandemic levels.

  • Sales at catering businesses rose almost 25% YoY, exceeding those from 2019’s holiday, and box-office revenue was the second highest on record for a Lunar New Year.

  • A rapid consumption-led recovery of China’s economy, if sustained, would boost global demand for goods and services.

  • The International Monetary Fund raised its forecast for global economic growth in 2023, citing China’s recent reopening and resilient demand in the US and Europe.

  • China’s economy is predicted to grow 5.2% this year, up from the previous forecast of 4.4%.

  • Activity in China’s services sector rebounded in January to 54.0, the first time it moved above 50 in five months.

  • Manufacturing activity rose to 50.1 in January but remains in contraction territory.

  • Despite the positive signs, economists caution that risks remain, including potential future waves of Covid-19 infections, a still fragile labor market, and a continuing property slump. Exports of goods are expected to grow much more slowly this year, and consumption is unlikely to recover to pre-pandemic levels until Q3 of this year.

链接:China’s Consumers Drive Rebound in Economic Activity - WSJ