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2024年8月进出口数据点评:出口同比增速延续高增,进口表现转弱

2024-09-10符旸、刘倩中航证券起***
2024年8月进出口数据点评:出口同比增速延续高增,进口表现转弱

  1  2024年8月拉动力 拉动力较7月变化 7.00% 6.00% 5.00% 4.00% 3.00% 2.00% 1.00% 0.00% -1.00% 式料似及着瓷及其械备用其成车车累及其农电术 产粮口稀成肥制容制附鞋产钢铝零玩设及手电零电底零船计器零产产产品食径土药料品器品件靴品材材件具备其机器件路盘件舶值械件品品品 … 海 高新 机设家及集汽汽组器及机技 照 汽显医明 车示疗装 备和模仪置 用理 的具 陶铝及 塑类物衣 及织及 及中 灯具 液晶平板 成品油 海关 水 : ( ) Wind 纺 自 织 动 音 中 纱 未 数 视 药 箱线服 锻 据 频 材 包、装 造家 通处 设 20248 2.00% 1.50% 1.00% 0.50% 0.00% -0.50% 进口品 2024-08 2024-07 2024-06 2024-05 2024-04 价 量 价 量 价 量 价 量 价 量 肉及杂碎 -9.4% -10.3% -14.5% -20.6% -12.9% -22.7% -7.3% -6.7% -4.8% -8.5% 鲜、干水果及坚果 19.0% 0.7% 0.5% -20.6% 3.8% -20.0% 20.3% 11.7% -24.4% 3.7% 粮食 -9.7% 17.6% -14.1% 2.5% -15.8% 0.8% -21.9% -8.7% -20.5% 20.4% 大豆 -11.6% 29.7% -12.3% 1.2% -17.3% 8.2% -21.0% -15.0% -20.3% 18.0% 食用植物油 11.2% -33.3% 3.9% -17.9% -10.2% -17.1% -14.2% -13.8% -15.6% -42.4% 铁矿砂及其精矿 -4.9% -4.7% 0.7% 10.0% 0.6% 2.2% -9.5% 6.1% -6.2% 12.6% 铜矿砂及其精矿 17.0% -4.7% 15.2% 10.2% 5.5% 8.5% 1.8% -11.7% -4.3% 11.9% 煤及褐煤 3.8% 3.4% -0.3% 17.7% -13.7% 11.9% -17.3% 10.7% -17.6% 11.2% 原油 3.0% -7.0% 11.3% -3.1% 12.3% -10.8% 7.4% -8.7% 8.2% 5.4% 成品油(海关口径) 0.1% 26.6% 33.7% -27.8% 23.4% -32.5% 6.6% -2.4% 3.3% 29.5% 天然气 3.6% 8.3% 0.4% 5.3% -1.4% 0.4% -6.2% 6.5% -10.8% 14.7% 医药材及药品 -14.2% 23.1% -6.9% 14.5% 14.9% 8.6% -8.5% 1.3% -16.7% 21.1% 肥料 -9.2% 14.6% -9.1% -25.4% -23.2% -21.5% -35.5% 25.8% -36.8% -13.6% 美容化妆品及洗护用品 0.1% -9.2% 0.3% -2.6% 8.1% -12.5% -1.3% -3.6% 14.4% -13.9% 初级形状的塑料 3.4% -7.2% -0.8% 10.8% -1.5% -5.5% -2.4% 1.3% -4.7% 13.0% 天然及合成橡胶(包括胶乳) 25.6% -5.2% 21.5% -3.2% 16.1% -25.4% 14.7% -21.3% 15.3% -25.7% 原木及锯材 4.7% 4.3% 11.2% 0.9% 9.2% -23.5% -2.1% -6.4% -0.5% 5.0% 纸浆 25.6% -14.7% 21.6% -14.7% 6.3% -13.6% -5.7% -10.8% -12.6% 8.4% 钢材 4.2% -20.5% 11.5% -26.5% -2.6% -6.6% -5.5% 1.6% -4.6% 13.8% 未锻造的铜及铜材 12.1% -12.3% 17.3% -2.5% 17.9% -2.1% 12.5% 14.9% 1.6% 8.0% 机床 -21.5% 8.2% -20.8% 16.6% -16.3% 1.8% 7.1% -26.2% 21.9% -32.7% 二极管及类似半导体器件 -13.6% 23.7% 59.6% -28.5% -11.8% 6.3% -4.6% 6.5% -8.3% 15.9% 集成电路 -3.0% 14.5% -1.2% 16.3% -8.7% 9.4% 1.7% 15.4% -3.9% 20.4% 汽车和汽车底盘 -8.7% 8.6% 17.3% 0.0% -6.3% 0.0% -0.8% 0.0% -7.2% -16.7% 空载重量超过2吨的飞机 26.2% 71.4% 67.1% -12.5% -12.1% 14.3% -29.3% -50.0% -24.3% -29.6% 出口品 2024-08 2024-07 2024-06 2024-05 2024-04 价 量 价 量 价 量 价 量 价 量 水海产品 -12.2% 17.9% -10.0% 13.8% -7.6% 17.2% -9.5% 6.1% -13.7% 6.7% 粮食 -7.6% -15.4% -9.1% -41.4% -14.2% -19.0% -10.0% 27.8% -16.4% 30.8% 成品油(海关口径) -2.2% -16.5% 5.1% -6.2% 3.8% 19.1% 3.1% 9.4% 0.8% 21.3% 稀土 -36.2% -1.1% -11.4% -9.0% -14.0% -3.6% -67.3% 35.9% -59.9% -0.2% 中药材及中式成药 -2.5% -4.1% - - - - - - - - 肥料 10.7% 18.7% 4.5% 10.4% -10.4% 4.6% -12.1% 3.2% -15.5% 17.3% 箱包及类似容器 -17.5% 8.3% -14.6% 3.3% -11.5% 9.4% -5.7% 6.1% -13.5% 0.0% 鞋靴 -8.9% 3.7% -10.8% 6.2% -9.0% 3.9% -8.0% -4.1% -10.7% -8.5% 陶瓷产品 -24.9% -1.3% -26.2% -1.1% -22.6% -1.2% -23.2% 6.7% -33.1% -0.7% 钢材 -6.8% 14.7% -8.9% 7.1% -13.4% 16.4% -17.5% 15.2% -29.1% 16.3% 未锻造的铝及铝材 2.4% 21.2% 0.0% 20.5% 0.9% 23.8% -2.8% 17.8% -6.9% 12.6% 手机 9.7% 6.7% 4.3% 0.7% -3.1% 5.1% 2.7% 5.3% 8.0% -0.7% 家用电器 -4.8% 17.7% -4.7% 23.0% -5.7% 25.0% -7.4% 27.8% -7.1% 19.3% 集成电路 7.0% 10.5% 12.7% 13.3% 17.1% 5.4% 8.2% 18.8% -5.0% 24.1% 汽车和汽车底盘 -4.3% 38.6% -9.0% 25.0% -5.8% 19.5% -10.0% 29.5% -3.4% 33.3% 船舶 14.1% 40.8% 27.0% 21.9% 18.6% 29.7% 28.1% 22.7% 112.4% -9.9%