作者: 发布时间:2017-04-21 来源:复旦发展研究院+收藏本文
2017年3月28日,彭博社援引“复旦-ZEW经济景气指数”调查数据及结果,发表了题为“Earliest China Data Show Strong March Activity, Brighter Outlook”的文章,预测中国经济走强。
“复旦-ZEW经济景气指数”是由复旦发展研究院金融研究中心与设立在德国曼海姆的欧洲经济研究中心共同合作,自2013年5月起,以“中国经济调查”项目为核心,对活跃在中国金融领域以及其他相关工业经济部门的国内外两百多位专家进行月度访问,将各领域专家的观点进行汇总,并通过科学的计算方法行成未来3个月到1年的经济形势预测,并结合美国、欧洲的指数数据,探讨世界经济形式变化的深层次原因。
每期“复旦-ZEW经济景气指数”都会在德国进行同步发布,得到了国内外几十家媒体的长期关注和报道。本次彭博社援引的为2017年3月发布的第43期“复旦-ZEW经济景气指数”调查。本次调查的预测未来一年经济形势、GDP、股票市场及地区经济等指数来看,都显示出中国经济走强的趋势。复旦发展研究院金融研究中心主任孙立坚教授认为,“受两会利好政策推动,借国家“创新、民生、改革”的东风,市场对未来的中国经济信心在逐步上升”。
彭博社原文:
China’s economy is strengthening and the future looking brighter, according to the freshest readings from small domestic businesses and global financial professionals alike.
Sales manager sentiment and confidence of small-and medium-sized enterprises jumped to the highest in almost two years, according to earliest private indicators for March. International market experts see a significantly stronger outlook and a gauge of manufacturing activity based on satellite imagery remains robust.
Momentum across the world’s No. 2 economy has been rebounding since late last year as producer prices surged, industrial output picked up and property prices strengthened. That gives breathing room to policy makers looking to reduce the nation’s high leverage.
Here’s what the earliest indicators show:
ZEW Panel
A survey of global financial market experts shows their outlook for the economy continues to improve. So says the China Economic Panel, a joint project of The Centre for European Economic Research (ZEW) in Mannheim, Germany, and Fudan University in Shanghai.
The reading for expectations over the coming year surged to 14.5 from minus 4.2 in February, while the gauge for the current situation slipped to 3.3 from 4.3 last month. The survey tracks the percentage of positive answers minus percentage of negative answers.
Satellite View
The China Satellite Manufacturing Index indicates factories are still chugging along, with one of the best readings in the past five years. It rose to 51.8 from 51.1 in February, according to San Francisco-based SpaceKnow Inc., which uses commercial satellite imagery to monitor activity across thousands of industrial sites. Readings above 50 signal improving conditions.
The official purchasing managers index probably matched a post-2012 high, edging up to 51.7 from 51.6 in February, according to economists surveyed by Bloomberg as of Sunday. The National Bureau of Statistics is releasing the factory gauge early in March, moving to the last day of the current month from the first day of the following month.
Smaller Businesses
Standard Chartered Plc’s Small and Medium Enterprise Confidence Index rebounded to 60 this month, the highest in almost two years. Sub-indexes tracking sales, production and profitability all strengthened, while the outlook for investment softened, according to a report by economists Yan Se and Ding Shuang at the bank.
While investment is likely to remain strong in coming months, smaller businesses aren’t sure about the sustainability of the robust recovery, Yan said by email. “Many people believe this is a temporary one, and the economy may still have downward pressure,” he said.
Sales Managers
A survey-based gauge of sales manager sentiment picked up to a 20-month high of 52.2 this month. Business confidence continues to grow and “improving sentiment is being vindicated by solid sales and market growth,” World Economics Ltd. analysts wrote in a report.
Steel Surge
The S&P Global Platts China Steel Sentiment Index jumped to 49.19 in March from 25.21 last month. The gauge is based on a survey of about 75 to 90 China-based market participants including traders and steel mills.
Higher prices are spurring an uptick in steel production, Paul Bartholomew, a senior managing editor at S&P Global Platts in Melbourne, wrote in a release. “It remains to be seen if domestic demand is strong enough to absorb the additional output.”
供稿: 沈琛
编辑:姚思文