您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[中航证券]:周报:7月经济转弱,内松外紧的分歧加剧 - 发现报告
当前位置:首页/宏观策略/报告详情/

周报:7月经济转弱,内松外紧的分歧加剧

2022-08-21符旸、刘庆东中航证券娇***
周报:7月经济转弱,内松外紧的分歧加剧

  1   CME wind wind wind wind wind 2021 wind 2021 wind 2021 同比正增长城市数 合计 北京 上海 广州 成都 南京 武汉 西安 苏州 郑州 重庆 深圳 长沙 昆明 南宁 东莞 石家庄 厦门 合肥 8月上旬 15 18.6% 14.8% -12.0% 11.0% 3.9% 283.0% 108.2% 46.5% 29.5% - 22.1% -4.5% 216.0% 40.9% 4.9% 7.9% 66.0% 74.1% 43.0% 7月下旬 8 -10.2% -20.3% -22.2% -3.8% -33.4% 109.2% -1.2% -8.7% 9.3% - 0.3% -22.9% 22.3% 21.9% -7.5% -1.9% 11.6% 13.8% 21.8% 7月中旬 6 -13.1% -17.7% -35.0% -1.2% -11.6% -12.3% 2.5% -20.6% -17.6% -28.8% -5.1% -5.0% 5.7% 12.6% -1.5% -4.3% 8.6% 8.8% 9.6% 7月上旬 9 -16.5% -32.8% -39.1% 8.4% -6.5% -21.9% 1.9% -32.8% -16.8% -32.6% 0.6% -12.4% 8.5% 10.8% 13.9% 18.5% -7.2% 1.0% 4.7% 6月下旬 10 -9.0% -31.5% -39.0% 46.4% 0.6% -10.7% 5.5% -8.8% -3.5% -32.4% 4.0% 1.0% -1.9% 2.0% 15.4% 72.6% -8.8% 20.2% 12.2% 6月中旬 7 -11.0% -46.0% -47.1% 96.3% -0.1% -7.5% 2.4% -10.8% -13.0% -38.4% -2.0% 9.2% -16.4% -12.5% 2.5% 13.3% -14.1% 30.2% 9.9% 6月上旬 6 -19.4% -63.2% -61.6% 82.8% -4.0% -11.5% -1.5% -9.5% -13.3% -41.5% -1.3% 0.8% -8.8% -0.8% 21.0% 17.5% -11.2% 27.3% 12.6% 5月下旬 3 -38.5% -87.0% -99.8% 1.5% -9.7% -23.7% -7.2% -18.6% -25.8% -49.0% -11.7% -5.0% -15.3% -25.0% -0.4% -19.8% -18.4% 30.2% 6.0% 5月中旬 3 -41.0% -77.2% -100.0% -22.9% -6.5% -20.7% -3.9% -14.9% -31.1% -63.7% -15.3% -14.3% -13.0% -15.1% 1.0% -26.2% -14.6% 24.7% 9.8% 5月上旬 0 -45.3% -67.4% -100.0% -33.8% -12.8% -38.2% -27.0% -27.9% -64.0% -88.0% -14.9% -17.4% -34.7% -27.6% -10.2% -40.0% -31.2% -16.4% -32.4% 4月下旬 2 -38.6% -33.8% -100.0% -29.8% -12.3% -39.1% -31.4% -26.0% -71.9% -43.9% -7.7% -13.9% 25.3% -19.2% -5.5% -26.4% -23.5% 25.5% -48.8% 4月中旬 1 -41.4% -13.3% -100.0% -50.8% -18.0% -42.9% -34.3% -47.9% -69.4% -41.3% -8.1% -17.1% -30.6% -25.6% -28.5% -39.7% -18.6% 19.3% -33.7% 4月上旬 0 -43.4% -24.0% -100.0% -28.7% -32.9% -57.4% -15.4% -30.3% -56.4% -50.9% -20.5% -31.1% -61.9% -45.6% -36.1% -51.3% -28.3% -9.5% -43.3% 3月下旬 0 -35.6% -14.8% -84.6% -21.3% 0.0% -65.8% -10.0% -29.8% -46.9% -38.2% -17.3% -41.2% -60.1% -37.3% -20.7% -50.4% -9.5% -5.5% -20.4% 3月中旬 1 -39.6% -19.2% -68.1% -31.7% -5.3% -45.2% -19.9% -57.3% -42.2% -25.3% -20.7% -87.5% -16.4% -52.8% -13.1% -79.1% -5.0% 0.8% -4.0% 3月上旬 8 -8.1% 3.9% -5.0% -4.9% -10.1% 3.6% -30.9% -16.4% -25.0% -11.3% 5.4% -41.3% 9.9% -9.1% 6.6% -27.5% 18.0% 46.7% 28.7% 7月 11 -12.7% -23.6% -32.4% 0.7% -16.9% 6.4% 1.0% -20.7% -9.2% 3.8% -1.4% -13.8% 12.1% 15.2% 1.6% 3.0% 4.4% 7.9% 11.9% 6月 8 -13.1% -47.2% -49.2% 71.5% -1.1% -9.9% 2.2% -9.7% -9.9% -37.4% 0.2% 3.5% -9.1% -4.0% 12.6% 28.9% -11.4% 25.5% 11.6% 5月 1 -41.5% -77.9% -99.9% -19.2% -9.6% -27.6% -12.9% -20.6% -40.7% -66.5% -13.9% -12.1% -21.8% -22.8% -3.5% -29.4% -21.5% 10.2% -7.1% 4月 1 -41.1% -24.0% -100.0% -36.4% -21.1% -46.7% -26.9% -34.7% -65.7% -45.5% -12.1% -20.5% -29.1% -30.4% -23.6% -39.7% -23.4% 12.0% -42.0% 3月 3 -28.2% -10.3% -54.0% -19.6% -4.9% -38.1% -19.6% -34.6% -38.7% -25.6% -11.1% -56.4% -24.7% -33.1% -9.4% -53.4% 0.2% 12.9% 0.3% wind 7 8