指数回落,全球经济复苏现波动——2020年11月份CFLP-GPMI分析
指数回落,全球经济复苏现波动——2020年11月份CFLP-GPMI分析

文章来源:AG注册_AG注册官网|正规授权
AG注册JUZHONGGUOWULIUYUCAIGOULIANHEHUIFABU,2020NIAN11YUEFENQUANQIUZHIZAOYEPMIWEI53.9%,JIAOSHANGYUEHUILUO0.6GEBAIFENDIAN,LIANXU5GEYUEBAOCHIZAI50%YISHANG。OUZHOU、MEIZHOUHEFEIZHOUZHIZAOYEPMIJIAOSHANGYUEYOUBUTONGCHENGDUHUILUO,YAZHOUZHIZAOYEPMIJIAOSHANGYUEYOUXIAOFUSHANGSHENG。
ZONGHEZHISHUBIANHUA,ZAIQUANQIUYIQINGCHIXUMANYANDEQINGKUANGXIA,MEIZHOUHEOUZHOUJIFEIZHOUDEZHUYAOGUOJIAZHIZAOYEZENGSUJIAOSHANGYUEJUNYOUBUTONGCHENGDUHUILUO,DAIDONGQUANQIUZHIZAOYEFUSUSHITOUCHUXIANBODONG。ZAIYIQINGDEDAOYOUXIAOFANGKONGDEQINGKUANGXIA,ZHONGGUOZHIZAOYEFUSUTAISHIJINYIBUZENGQIANG,SHICHANGGONGXUJIAKUAIZENGZHANG,YOUXIAOZHICHENGLEYAZHOUZHIZAOYEDEWENZHONGQUSHENG。
CONGHUANBIJIANGFUKAN,QUANQIUZHIZAOYEPMIBINGWEICHUXIANMINGXIANHUILUO,RENGBAOCHIZAI53%YISHANG,BIAOMINGDANGQIANQUANQIUJINGJIFUSUTAISHIMEIYOUGAIBIAN,ZHISHIZENGSUYOUSUOBODONG。DANQUANQIUYIQINGDECHIXUMANYANJISHIJIEJINGJIFUSUDAILAILEBUQUEDINGXING,JINGJIXIAXINGYALIYIRANCUNZAI。JINGHEZUZHIYUJI2021NIANQUANQIUGDPJIANGZENGZHANGYUE4.2%,JIAO9YUEFEN5%DEYUCEYOUSUOXIAJIANG。QUANQIUJINGJIFUSUDEBUJUNHENGSHIZUAIJINGJIFUSUBUFADEZHONGYAOYUANYINZHIYI。YIQINGKONGZHIHAODEDIQU,FUSUSUDUHUIJIAKUAI。YIQINGFANFUDEDIQU,FUSUJINCHENGHUIYOUSUOFANFU。
AG注册WEILEJIXUFANGZHIJINGJIDEKUAISUXIAHUA,SHIJIEGEGUOJUNZAIJIHUAJIADACAIZHENGCIJILIDU,LAIDUICHONGXINGUANFEIYANYIQINGDUIJINGJIDEYINGXIANG。CIJIZHENGCEFALIDELINGYUBAOKUOSHIYEJIUZHU、XIAOQIYEYUANZHU、ZHONGDIANCHANYEFUCHIHEJINRONGANQUANDENGFANGMIAN。JIAQIANGDUOBIANHEZUOYIJINGCHENGWEIDANGQIANSHIJIEGEGUODIYUYIQINGCHONGJIDEZHONGYAOGONGSHI,GUOJIAJIANDEJINGMAOHEZUOZHUBUSHENHUA。RCEPDECHENGLI,YIWEIZHEDUOBIANMAOYIHEZUOJINYIBUTUIJIN,DUIYUQUYUJINGJINAIZHIQUANQIUJINGJIWENDINGDOUJUYOUBIAOZHIXINGYIYI。
分区域来看,呈现如下特点:
非洲制造业增速放缓 PMI回落明显
AG注册2020NIAN11YUEFEN,FEIZHOUZHIZAOYEPMIWEI51.2%,JIAOSHANGYUEHUILUO3.2GEBAIFENDIAN,BIAOMINGFEIZHOUZHIZAOYEZENGSUJIAOSHANGYUEMINGXIANFANGHUAN。GEZHUYAOGUOJIAZHONG,NANFEIHEAIJIZHIZAOYEPMIJIAOSHANGYUEYOUSUOHUILUO,NIRILIYAZHIZAOYEPMIHUISHENGZHI50%YISHANG。FEIZHOUYIQINGDEFANDANDAOZHIFEIZHOUZHIZAOYEZENGSUYOUSUOFANGHUAN。SHIWEIZUZHIFEIZHOUQUYUBANSHICHU11YUE19RIBIAOSHI,FEIZHOUZHENGTIXINZENGBINGLIYOUZENGDUOQUSHI。NANFEIZHIZAOYEPMIYOUSHANGYUEDE60%YISHANGJIANGZHI52%ZUOYOU,YIQINGFANFUDEYINGXIANGSHIZHUDAOYINSU。YIQINGDUIFEIZHOUJINGJIFAZHANDERENXINGDAILAILEKAOYAN,RUHEZAIFANGYIHEJINGJIFUSUZHIJIANYOUXIAOPINGHENG,CHENGWEIFEIZHOUJINGJINENGFOUWENDINGFUSUDEZHONGYAOKAOLIANG。FEIZHOUGEGUOYEZAINULITONGGUOGEZHONGZHENGCECIJITIZHENBENGUOJINGJI。
亚洲制造业稳中趋升 PMI连续上升
AG注册2020NIAN11YUEFEN,YAZHOUZHIZAOYEPMIJIAOSHANGYUESHANGSHENG0.5GEBAIFENDIANZHI51.9%,ZAICHUANGNIANNEIXINGAO,LIANXU2GEYUEWENDINGZAI51%YISHANG,LIANXU7GEYUEHUANBISHANGSHENG。CONGZHUYAOGUOJIAKAN,ZHONGGUOZHIZAOYEPMICHENGXIANWENZHONGQUSHENGZOUSHI,RIBENHEHANGUOZHIZAOYEPMIYECHENGXIANLIANXUSHANGSHENGZOUSHI。YAZHOUSANDAZHUYAOJINGJITIDEWENZHONGQUSHENGWEIYAZHOUZHIZAOYEPINGWENYUNXINGTIGONGLEZHICHENG。TEBIESHIZHONGGUOZHIZAOYEPMIZAILIANXU4GEYUEWENDINGZAI51%DEJICHUSHANG,SHENGZHI52%YISHANG,ZAICICHUANGCHUNIANNEIXINGAO,BIAOMINGZHONGGUOJINGJIFUSUSHITOUWENZHONGYOUJIN。
YAZHOUZHIZAOYEDECHIXUQUSHENGYOUZHUYUZENGQIANGQUANQIUJINGJIFUSUDEWENDING。DANYEYAOKANDAOYIQINGDUIYIXIEYAZHOUGUOJIADEYINGXIANGYIRANCUNZAI,YAZHOUJINGJIFUSUDEWENDINGXINGRENGJIANGMIANLINTIAOZHAN。YIYINDUWEILI,ZAIYIQINGCHIXUMANYANDEYINGXIANGXIA,YINDUJINGJIYIJINGXIANRU“JISHUXINGSHUAITUI”。2020NIANSANJIDUYINDUGDPTONGBIXIAHUA7.5%,JIAZHIERJIDUDETONGBIXIAHUA23.9%,YINDUJINGJIYIJINGLIANXULIANGGEJIDUWEISUO。YAZHOUGEGUOBIXUJIXUJIAQIANGHEZUO,TIGAOYAZHOUJINGJIFAZHANDERENXINGHECHIXUXING,GONGTONGTUIDONGYAZHOUJINGJIJIAKUAIFUSU。
欧洲制造业增速放缓 PMI有所回落
2020NIAN11YUEFEN,OUZHOUZHIZAOYEPMIJIAOSHANGYUEHUILUO0.6GEBAIFENDIANZHI52.8%。CONGZHUYAOGUOJIAKAN,DEGUO、YINGGUO、FAGUOHEYIDALIDENGGUOZHIZAOYEPMIJIAOSHANGYUEJUNYOUBUTONGCHENGDUHUILUO。ZONGHEZHISHUBIANHUA,ZAIYIQINGYOUSUOFANDANDEQINGKUANGXIA,OUZHOUZHIZAOYEZENGSUJIAOSHANGYUEYOUSUOFANGHUAN,DANZHENGTIHUIDIAOFUDUXIANGDUIKEKONG。OUZHOUDE“ERCIFENGJIN”BINGFEIQUANMIANXINGDE,ZHENDUIXINGGENGQIANG、MUBIAOGENGMINGQUE,ZHUYAOZHENDUILINGSHOU、CANYINDENGAGZHUCEYE,ZHIZAOYESHOUDAOYINGXIANGXIANGDUIJIAOXIAO。ZAIZHEIYANGDEQIANTIXIA,OUZHOUZHIZAOYEFUSUBUFASUIYOUSUOFANGHUAN,DANRENGBAOCHIFUSUQUSHI。
AG注册ZAIYIQINGSHANGWEIYOUXIAOKONGZHIDEQINGKUANGXIA,OUZHOUJINGJIQIANJINGBURONGLEGUAN,RENGMIANLINJIAODAXIAXINGYALI。YIDEGUOWEILI,DEGUOLIANBANGTONGJIJUZUIXINSHUJUXIANSHI,DISANJIDUDEGUOJINGJIZENGZHANGYIJINGJIANGDIERJIDUXIAHUADEQUEKOUJIBENBUQI,DANJIAOQUNIANTONGQIRENGCHUXIANMINGXIANXIAHUA。XIANGGUANJIGOUCHUBUYUCEXIANSHI,JINNIANDEGUODISIJIDUJINGJIYOUKENENGZAICIXIAHUA,FUDUJIANGZAI1%ZUOYOU。YUQIXIAGEYUEOUZHOUZHIZAOYERENGCUNZAIJIXUFANGHUANDEKENENG,YIXIEGUOJIAJIANGFANGYIXIANZHICUOSHIYANZHANGZHI12YUEDI。WEILEGENGHAODIDIYUYIQINGCHONGJI,OUZHOUDUOGUOZHENGFUHUIYANZHANGXIANGGUANJIUZHUCUOSHILAIHUANJIEQIYEYALI。TONGSHI,OUZHOUDUOGUOZHENGZAIHUYUOUZHOUJINGJIFUSUJIJINJIHUADEJINKUAISHISHI。
美洲制造业增速放缓 PMI较上月回落
2020NIAN11YUEFEN,MEIZHOUZHIZAOYEPMIJIAOSHANGYUEHUILUO1.6GEBAIFENDIANZHI57.1%。ZHUYAOGUOJIAZHONG,MEIGUO、BAXIZHIZAOYEPMIJIAOSHANGYUEYOUSUOHUILUO,JIANADAZHIZAOYEPMIJIAOSHANGYUEYOUSUOHUISHENG,MOXIGEZHIZAOYESUIYOUHUISHENG,DANZHISHURENGZAI50%YIXIA。ZONGHEZHISHUBIANHUA,ZAIYIQINGDECHIXUYINGXIANGXIA,MEIZHOUZHIZAOYEZENGSUJIAOSHANGYUEYOUSUOFANGHUAN。
MEIGUOZHIZAOYEZENGSUDEHUILUOSHIMEIZHOUZHIZAOYEZENGSUFANGHUANDEZHUDAOYINSU。ISMFABUDEPMISHUJUXIANSHI,MEIGUOZHIZAOYEPMIJIAOSHANGYUEHUILUO1.8GEBAIFENDIANZHI57.5%。FENXIANGZHISHUXIANSHI,MEIGUOZHIZAOYEGONGXUZENGSUJIAOSHANGYUEJUNYOUFANGHUAN,DANRENGBAOCHIJIAOKUAIZENGZHANG。YOUYUMEIGUOBINGWEIZHENDUIYIQINGCAIQUJIAOWEIYANLIDEFENGSUOCUOSHI,SUOYIYIQINGDUIJINGJIDEYINGXIANGXIANGDUIJIAOXIAO,DANXINGUANFEIYANYIQINGBINGLIYEGAOJUBUXIA。MEIGUOJIUYEYINCISHOUDAOJIAODAYINGXIANG。ISMSHUJUXIANSHI,11YUEMEIGUOZHIZAOYECONGYERENYUANZHISHUJIANGZHI48.4%,JIAOSHANGYUEHUILUO4.8GEBAIFENDIAN。MEIGUOLAOGONGBU11YUE25RIFABUDESHUJUXIANSHI,ZAIJIEZHI11YUE21RIDEYIZHOU,MEIGUOSHOUCISHENQINGSHIYEJIUJIRENSHUHUANBISHANGSHENG3WANDADAO77.8WAN,YOUGUANSHUJULIANXULIANGZHOUPANSHENG。XUDUOSHOUDIAOCHAQIYEFANYINGQIYEYONGGONGSHOUDAOYINGXIANG,GONGYINGSHANGPEISONGSUDUYOUSUOFANGHUAN。
YOUYUMEIGUOYIQINGCHIXUWEIJIANHUANJIEJIXIANG,MEIGUOJINGJIFUSURENGCUNZAIZULI。MEILIANCHUHECAIZHENGBUJIUSHIFOUYANZHANGNIANDIJIJIANGDAOQIDEJINJIDAIKUANJIHUARENGWEIDACHENGYIZHIYIJIAN,WEIMEIGUOJINGJIFUSUDAILAILEBUQUEDINGXING。MEIGUOMOGENDATONGFABUDE《2021NIANMEIGUOZHANWANG》ZHONGYUJI,2021NIANDIYIJIDUMEIGUOJINGJIANNIANLVJISUANJIANGWEISUO1%。GAOSHENG、BAKELAIDENGDUOJIAHUAERJIEJIGOUYEDAFUXIADIAOLEDUIJINNIANDISIJIDUHEMINGNIANDIYIJIDUMEIGUOJINGJIZENGZHANGYUQI。
【ZERENBIANJI: WUQUAN】