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]:2022年8月21-8月27周报:外胀内滞仍是主要矛盾 - 发现报告
当前位置:首页/宏观策略/报告详情/

2022年8月21-8月27周报:外胀内滞仍是主要矛盾

2022-08-28符旸、刘庆东中航证券望***
2022年8月21-8月27周报:外胀内滞仍是主要矛盾

  1  wind CME wind wind 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月中旬 11 4.8% 3.2% -19.6% 6.1% -3.3% 130.6% 123.0% 3.0% 20.9% - -12.2% -7.9% 100.6% 16.9% 11.6% -6.5% 46.1% -26.6% 38.2% 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