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2024年9月进出口数据点评:进出口同比增速双双转弱

2024-10-15符旸、刘倩中航证券王***
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2024年9月进出口数据点评:进出口同比增速双双转弱

  1  : ( ) : : 20 15 10 5 0 -5 -10 -15 -20 2024年9月拉动力 拉动力较8月变化 2.00% 1.00% 0.00% -1.00% -2.00% -3.00% -4.00% -5.00% -6.00% 式料似及着瓷及其械零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部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件机器件路盘件舶值械件品品品 海 高新机技 备和模仪置 家及集汽汽组器及 显医明示疗装 汽车 照 音视频设 中药材及中 灯具 液晶平板 自动数据处理设通备用及机其 纺织 纱未 箱线服锻 包、装造家 及织及的具塑类物衣陶铝及 成品油 海关 水 -25 Wind 1.00% 0.50% 0.00% -0.50% -1.00% -1.50% -2.00% 20249 进口品 2024-09 2024-08 2024-07 2024-06 2024-05 价 肉及杂碎-6.1% 鲜、干水果及坚果16.5% 粮食-5.4% 大豆-12.7% 食用植物油11.6% 铁矿砂及其精矿-10.6% 铜矿砂及其精矿10.1% 煤及褐煤-3.5% 原油-10.2% 成品油(海关口径)-7.6% 天然气4.7% 医药材及药品-20.0% 肥料-8.9% 美容化妆品及洗护用品2.6% 初级形状的塑料4.8% 天然及合成橡胶(包括胶乳)26.9% 原木及锯材5.4% 纸浆26.9% 钢材2.5% 未锻造的铜及铜材10.4% 机床-40.3% 二极管及类似半导体器件-10.8% 集成电路-4.9% 汽车和汽车底盘3.3% 空载重量超过2吨的飞机28.9% 量 -8.3% 1.2% 24.9% 59.0% -31.8% 2.9% 8.7% 12.9% -0.6% 6.9% 18.1% 22.9% 13.0% -11.3% -12.6% -2.5% 4.4% -17.9% -13.4% -0.3% 50.5% 9.9% 16.7% -21.4% 55.6% 价 -10.2% 19.7% -9.7% -11.6% 11.9% -4.9% 17.2% 3.8% 3.0% 0.0% 3.6% -14.2% -8.9% 0.1% 3.4% 24.8% 4.6% 25.5% 4.0% 10.7% -21.6% -13.6% -2.9% -13.3% 26.2% 量 -9.5% 0.0% 17.6% 29.7% -33.7% -4.7% -4.8% 3.4% -7.0% 26.6% 8.3% 23.1% 14.1% -9.2% -7.2% -4.6% 4.3% -14.6% -20.3% -11.3% 8.2% 23.7% 14.5% 14.3% 71.4% 价 -14.5% 0.5% -14.1% -12.3% 3.9% 0.7% 15.2% -0.3% 11.3% 33.7% 0.4% -6.9% -9.1% 0.3% -0.8% 21.5% 11.2% 21.6% 11.5% 17.3% -20.8% 59.6% -1.2% 17.3% 67.1% 量 -20.6% -20.6% 2.5% 1.2% -17.9% 10.0% 10.2% 17.7% -3.1% -27.8% 5.3% 14.5% -25.4% -2.6% 10.8% -3.2% 0.9% -14.7% -26.5% -2.5% 16.6% -28.5% 16.3% 0.0% -12.5% 价 -12.9% 3.8% -15.8% -17.3% -10.2% 0.6% 5.5% -13.7% 12.3% 23.4% -1.4% 14.9% -23.2% 8.1% -1.5% 16.1% 9.2% 6.3% -2.6% 17.9% -16.3% -11.8% -8.7% -6.3% -12.1% 量 -22.7% -20.0% 0.8% 8.2% -17.1% 2.2% 8.5% 11.9% -10.8% -32.5% 0.4% 8.6% -21.5% -12.5% -5.5% -25.4% -23.5% -13.6% -6.6% -2.1% 1.8% 6.3% 9.4% 0.0% 14.3% 价 -7.3% 20.3% -21.9% -21.0% -14.2% -9.5% 1.8% -17.3% 7.4% 6.6% -6.2% -8.5% -35.5% -1.3% -2.4% 14.7% -2.1% -5.7% -5.5% 12.5% 7.1% -4.6% 1.7% -0.8% -29.3% 量 -6.7% 11.7% -8.7% -15.0% -13.8% 6.1% -11.7% 10.7% -8.7% -2.4% 6.5% 1.3% 25.8% -3.6% 1.3% -21.3% -6.4% -10.8% 1.6% 14.9% -26.2% 6.5% 15.4% 0.0% -50.0% 出口品 2024-09 2024-08 2024-07 2024-06 2024-05 价 量 价 量 价 量 价 量 价 量 水海产品 -10.5% 13.2% -11.7% 17.2% -10.0% 13.8% -7.6% 17.2% -9.5% 6.1% 粮食 4.9% -36.9% -6.2% -16.7% -9.1% -41.4% -14.2% -19.0% -10.0% 27.8% 成品油(海关口径) -14.8% -4.6% -2.2% -16.5% 5.1% -6.2% 3.8% 19.1% 3.1% 9.4% 稀土 -45.8% 6.2% -36.3% -1.1% -11.4% -9.0% -14.0% -3.6% -67.3% 35.9% 中药材及中式成药 1.3% -12.8% - - - - - - - - 肥料 0.9% -14.2% 10.6% 18.8% 4.5% 10.4% -10.4% 4.6% -12.1% 3.2% 箱包及类似容器 -16.1% 0.3% -16.2% 6.7% -14.6% 3.3% -11.5% 9.4% -5.7% 6.1% 鞋靴 -5.7% -8.9% -8.4% 3.2% -10.8% 6.2% -9.0% 3.9% -8.0% -4.1% 陶瓷产品 -20.5% -11.4% -25.0% -1.1% -26.2% -1.1% -22.6% -1.2% -23.2% 6.7% 钢材 -11.6% 26.0% -6.9% 14.7% -8.9% 7.1% -13.4% 16.4% -17.5% 15.2% 未锻造的铝及铝材 0.7% 19.2% 3.1% 20.4% 0.0% 20.5% 0.9% 23.8% -2.8% 17.8% 手机 -2.7% -2.6% 9.7% 6.6% 4.3% 0.7% -3.1% 5.1% 2.7% 5.3% 家用电器 -3.2% 7.9% -4.8% 17.7% -4.7% 23.0% -5.7% 25.0% -7.4% 27.8% 集成电路 -6.7% 13.9% 7.1% 10.4% 12.7% 13.3% 17.1% 5.4% 8.2% 18.8% 汽车和汽车底盘 3.2% 21.8% -4.3% 38.6% -9.0% 25.0% -5.8% 19.5% -10.0% 29.5% 船舶 89.9% 12.6% 14.1% 40.8% 27.0% 21.9% 18.6% 29.7% 28.1% 22.7%