Morgan Stanley Fixed-China Economics Export-driven Growth Continues-108130071
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- 📄 文件全名
- 《Morgan Stanley Fixed-China Economics Export-driven Growth Continues-108130071.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- expected to 1.5%Y (consensus: 1.3%) from -7.5% in March. While seasonally adjusted
- MoM growth softened to -0.5%, exports level remained elevated after five
- resilience was supported by continued strength in autos (8%M) and ships (5%M),
- while consumer electronics shipment value also jumped by 5%. In contrast, labor-
- intensive consumer goods contracted at -3%M after improving in 4Q23-1Q24.
- 🏷️ 核心议题
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