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2023年10月进出口数据点评:出口同比增速降幅超预期扩大,进出口同比增速由负转正

2023-11-07符旸、刘倩中航证券棋***
2023年10月进出口数据点评:出口同比增速降幅超预期扩大,进出口同比增速由负转正

  1  Wind 出口品 2023-10 2023-09 2023-08 2023-07 2023-06 价 量 价 量 价 量 价 量 价 量 水海产品 -14.6% 5.6% -8.6% 0.0% -9.7% -3.3% -10.2% -9.4% -16.5% -6.5% 粮食 6.7% -6.2% -1.8% 16.0% 20.9% -25.0% 12.3% -17.1% 26.6% -36.4% 成品油(海关口径) -4.8% 16.0% -17.0% -3.5% -27.4% 23.2% -32.8% 55.7% -27.1% 40.9% 稀土 -67.3% 19.1% -30.4% -9.1% -47.8% 30.0% -60.8% 49.2% -42.1% 17.4% 中药材及中式成药 7.0% -8.4% - - - - - - - - 肥料 -37.7% 5.9% -36.4% 20.1% -49.9% 22.7% -48.8% 43.3% -39.1% 52.2% 箱包及类似容器 -22.6% 11.6% -19.1% 11.5% -21.0% 15.4% -14.8% 3.4% -11.0% 6.7% 鞋靴 -19.6% -3.0% -20.0% 3.0% -20.3% -2.2% -14.1% -12.2% -12.4% -10.1% 陶瓷产品 -38.2% 9.1% -36.8% 16.8% -28.7% 7.9% -24.0% -3.8% -27.0% -1.7% 钢材 -39.4% 53.3% -41.9% 61.8% -48.4% 34.6% -46.1% 9.6% -42.4% -0.7% 未锻造的铝及铝材 -10.5% -8.1% -14.8% -5.0% -17.1% -9.3% -16.8% -24.9% -20.4% -18.9% 手机 10.7% 10.1% -12.0% 5.5% -16.7% -4.6% 3.7% -1.4% -12.3% -12.6% 家用电器 -10.8% 21.0% -8.6% 23.0% -12.1% 26.7% -7.0% 3.7% -5.6% 10.0% 集成电路 -20.9% 5.4% -8.9% 4.3% -14.1% 11.1% -16.5% 2.1% -17.7% -2.0% 汽车和汽车底盘 -3.7% 50.6% 4.5% 38.9% -4.8% 41.9% 12.5% 63.0% 28.0% 64.0% 船舶 131.9% -42.1% -3.3% 15.7% 48.8% -5.4% 89.6% -3.8% -12.9% -12.7%