2024年4月进出口数据点评：4月进出口同比增速超预期，外需对我国出口支撑力增强

  1  : ( ) : : % % 20 15 10 5 0 -5 -10 -15 -20 2024年4月拉动力 拉动力较3月变化 6.00% 5.00% 4.00% 3.00% 2.00% 1.00% 0.00% -1.00% -2.00% -25 Wind 3.00% 2.00% 1.00% 0.00% -1.00% -2.00% 20244 出口品 2024-02 2024-01 价量价量 2023-12 价 家用电 2024-04 2024-03 价 量 价 量 水海产品 -12.6% 5.3% -18.7% 0.0% -14.1% -17.4% -10.6% 33.3% 粮食 -18.4% 33.8% 9.0% -7.1% -18.5% -11.1% -7.2% 2 成品油(海关口径) 0.8% 21.4% 1.0% 10.5% -4.4% -32.4% -8 稀土 -59.9% -0.2% -35.2% 5.9% -48.1% 6.0% 中药材及中式成药 11.3% 1.3% - - - 肥料 -15.5% 17.4% -46.3% -2.0% 箱包及类似容器 -13.5% 0.0% -8.0% -2 鞋靴 -10.2% -9.0% -8.0% 陶瓷产品 -32.9% -1.0% 钢材 -29.2% 16.3 未锻造的铝及铝材 -6.9% 手机 8 进口品 2024-04 2024-03 2024-02 2024-01 2023-12 价 量 价 量 价 量 价 量 价 量 肉及杂碎 -5.5% -7.8% -5.0% -10.8% -4.4% -21.3% -4.6% -10.1% -11.5% -18.6% 鲜、干水果及坚果 -24.4% 3.5% -0.3% 1.5% 35.1% 20.4% -8.3% 17.4% -15.9% 7.3% 粮食 -20.5% 20.4% -22.9% -2.9% -24.4% -5.9% -20.6% 5.7% -24.0% 33.4% 大豆 -20.3% 18.1% -18.0% -19.1% -16.8% -27.3% -13.3% -13.3% -13.0% -6.9% 食用植物油 -16.2% -41.9% -15.3% -30.2% -14.9% -30.6% -21.1% 2.6% -19.3% -11.0% 铁矿砂及其精矿 -6.2% 12.6% 7.0% 0.5% 18.0% 7.6% 28.5% 8.1% 33.9% 11.0% 铜矿砂及其精矿 -4.2% 11.8% -1.5% 15.3% 1.4% -3.5% 3.1% 4.2% 7.9% 18.1% 煤及褐煤 -17.6% 11.2% -22.6% 0.5% -22.0% 15.7% -22.3% 29.5% -19.4% 53.0% 原油 8.2% 5.4% 3.0% -6.2% -0.4% 8.3% -2.4% 1.9% -5.1% 0.6% 成品油(海关口径) 3.2% 29.5% -0.8% 18.3% 0.3% 20.7% -5.4% 68.6% -4.4% 45.1% 天然气 -10.7% 14.7% -12.1% 21.3% -22.9% 22.5% -23.6% 23.9% -20.4% 23.1% 医药材及药品 -16.7% 21.1% 4.7% -16.7% -5.2% -26.1% -20.6% 27.3% 26.8% -9.1% 肥料 -36.4% -14.1% -39.5% 22.4% -40.3% 22.8% -40.2% 92.9% -42.6% 107.4% 美容化妆品及洗护用品 14.4% -13.9% -0.1% -20.3% -12.2% -35.9% -5.8% 16.1% -2.3% -19.2% 初级形状的塑料 -4.7% 13.0% -5.5% 0.8% -6.3% -19.7% -6.7% 14.3% -6.7% 2.8% 天然及合成橡胶(包括胶乳) 14.6% -25.3% 10.2% -12.2% 6.5% -32.4% 3.1% 7.8% 1.2% -5.3% 原木及锯材 -0.5% 5.1% -1.6% 4.5% -1.9% -6.3% -1.3% -3.8% -2.1% -10.3% 纸浆 -12.7% 8.6% -17.5% 9.3% -21.3% 22.3% -27.0% -2.0% -30.5% 50.4% 钢材 -4.3% 13.4% -2.8% -8.8% -7.2% -15.9% -4.4% 1.7% -7.8% -5.7% 未锻造的铜及铜材 2.1% 7.5% -0.7% 15.1% -2.3% -7.2% 0.0% 10.7% 3.6% -10.6% 机床 21.9% -32.7% 19.7% -35.7% 100.4% -60.3% 25.4% 13.1% -7.6% 14.4% 二极管及类似半导体器件 -8.2% 15.8% -9.8% -0.7% -10.7% -8.5% -23.9% 61.7% -27.2% 12.8% 集成电路 -3.8% 20.3% -3.7% 5.9% 0.4% 0.9% -3.3% 32.1% -8.9% 6.0% 汽车和汽车底盘 -10.8% -13.3% -9.0% -16.7% -29.2% 25.0% -16.2% 0.0% -7.9% 33.3% 空载重量超过2吨的飞机 -24.3% -29.6% -23.1% 0.0% -29.0% -20.0% 35.6% -22.2% -29.2% -54.8%