2022年10月经济数据点评：复苏再遇波折，隐忧尚未解除

1 ◆ ◆ ◆ wind 2022-102022-092022-082022-072022-062022-052022-042022-03社零（当月同比）-0.52.55.42.73.1-6.7-11.1-3.5 社零：商品零售（当月同比）0.53.05.13.23.9-5.0-9.7-2.1 社零：餐饮（当月同比）-8.1-1.78.4-1.5-4.0-21.1-22.7-16.4固投（累计同比）5.85.95.85.76.16.26.89.3 制造业投资（累计同比）9.710.110.09.910.410.612.215.6 基建投资（累计同比）11.411.210.49.69.38.28.310.5 房地产开发投资（累计同比）-8.8-8.0-7.4-6.4-5.4-4.0-2.70.7固投（当月同比）5.06.66.53.55.84.51.86.7 制造业投资（当月同比）6.910.710.67.59.97.16.411.9 基建投资（当月同比）12.816.315.411.512.07.94.311.8 房地产开发投资（当月同比）-16.1-12.1-13.8-12.1-9.6-7.7-10.1-2.4出口金额（美元，当月同比）-0.35.77.117.817.916.93.914.6进口金额（美元，当月同比）-0.70.30.32.11.04.1-0.10.1工业增加值（当月同比）5.06.34.23.83.90.7-2.95.0服务业生产指数（当月同比）0.11.31.80.61.3-5.1-6.1-0.9制造业PMI49.250.149.449.050.249.647.449.5非制造业PMI48.750.652.653.854.747.841.948.4 建筑业PMI58.260.256.559.256.652.252.758.1 服务业PMI47.048.951.952.854.347.140.046.7 wind wind wind wind wind wind 商品类别2022-102022-092022-082022-072022-062022-052022-042022-032022-022021-122021-112021-10汽车类1.04%3.92%4.56%2.84%3.87%-4.82%-9.93%-2.30%1.14%-2.40%-2.58%-3.59%粮油、食品类0.91%0.98%0.90%0.67%0.91%1.27%1.03%1.27%0.97%1.09%1.38%1.04%中西药品类0.33%0.36%0.36%0.31%0.43%0.40%0.31%0.45%0.28%0.33%0.32%0.21%石油及制品类0.14%1.42%2.44%2.12%1.89%1.17%0.65%1.42%3.03%1.88%2.75%3.69%饮料类0.07%0.10%0.12%0.06%0.04%0.14%0.10%0.20%0.21%0.18%0.24%0.15%限额以上企业商品零售总额0.00%6.60%9.10%7.50%8.80%-5.30%-13.30%-0.42%9.10%1.70%4.50%4.70%烟酒类-0.02%-0.34%0.24%0.22%0.14%0.10%-0.20%0.20%0.52%0.23%0.35%0.40%金银珠宝类-0.05%0.04%0.15%0.38%0.13%-0.32%-0.48%-0.34%0.45%0.00%0.10%0.22%文化办公用品类-0.05%0.26%0.19%0.30%0.28%-0.07%-0.11%0.24%0.25%0.19%0.52%0.27%家具类-0.08%-0.09%-0.10%-0.08%-0.08%-0.13%-0.15%-0.09%-0.06%-0.04%0.07%0.03%化妆品类-0.09%-0.08%-0.16%0.01%0.22%-0.29%-0.51%-0.18%0.17%0.05%0.30%0.17%日用品类-0.10%0.25%0.18%0.03%0.21%-0.32%-0.47%-0.04%0.51%0.78%0.43%0.16%建筑及装潢材料类-0.12%-0.11%-0.13%-0.11%-0.06%-0.10%-0.16%0.01%0.06%0.10%0.17%0.16%通讯器材类-0.44%0.23%-0.17%0.17%0.31%-0.26%-0.81%0.11%0.21%0.01%0.02%1.32%服装鞋帽、针、纺织品类-0.70%-0.04%0.39%0.06%0.10%-1.47%-1.96%-1.08%0.47%-0.23%-0.05%-0.34%家用电器和音像器材类-0.80%-0.35%0.20%0.45%0.25%-0.64%-0.44%-0.26%0.64%-0.39%0.47%0.52% wind wind wind2021 wind2021 wind wind2021 wind2021 wind2021 wind