簡(jiǎn)介:,WIND,宏觀經(jīng)濟(jì)百圖【國(guó)內(nèi)篇】2018年8月,,,產(chǎn)品簡(jiǎn)介,宏觀經(jīng)濟(jì)百圖產(chǎn)品是WIND金融情報(bào)所基于WIND海量經(jīng)濟(jì)與行業(yè)數(shù)據(jù)庫(kù)(EDB),及其他公開(kāi)資料綜合宏觀經(jīng)濟(jì)多維度視角整合而得的,反映中國(guó)與海外經(jīng)濟(jì)金融市場(chǎng)的量化動(dòng)態(tài)圖表。通過(guò)瀏覽宏觀經(jīng)濟(jì)百圖PDF版本產(chǎn)品,客戶(hù)能迅速把握世界經(jīng)濟(jì)脈動(dòng),贏得投資決勝先機(jī)。宏觀經(jīng)濟(jì)百圖產(chǎn)品采用EXCEL制作而成,圖表美觀,該產(chǎn)品是分析師、研究員及經(jīng)濟(jì)學(xué)者撰寫(xiě)研究報(bào)告的得力助手。,,,,,,,,,,目錄中國(guó)GDP/價(jià)格指數(shù)/景氣調(diào)查中國(guó)利率/貨幣政策工具/貨幣供應(yīng)/存貸款中國(guó)匯率/外匯管理/對(duì)外貿(mào)易中國(guó)采購(gòu)經(jīng)理人指數(shù)/工業(yè)中國(guó)消費(fèi)者信心指數(shù)/零售銷(xiāo)售中國(guó)固定資產(chǎn)投資/房地產(chǎn)/財(cái)政收支中國(guó)證券市場(chǎng)(股票、債券、期貨、基金),中國(guó)GDP/價(jià)格指數(shù)/景氣調(diào)查,數(shù)據(jù)來(lái)源WIND,中國(guó)GDP中國(guó)GDP環(huán)比中國(guó)三類(lèi)產(chǎn)業(yè)占GDP比重中國(guó)三大需求對(duì)GDP增長(zhǎng)的貢獻(xiàn)率中國(guó)GDP與CPI中國(guó)與發(fā)達(dá)國(guó)家經(jīng)濟(jì)增長(zhǎng)金磚國(guó)家(BRICS)經(jīng)濟(jì)增長(zhǎng)中國(guó)CPI與PPI同比增速中國(guó)CPI與PPI環(huán)比增速中國(guó)CPI主要構(gòu)成影響CPI的主要因素(同比),影響CPI的主要因素(環(huán)比)中國(guó)CPIPPI同比剪刀差中國(guó)CPI翹尾因素工業(yè)生產(chǎn)者購(gòu)進(jìn)價(jià)格指數(shù),PPIRM分項(xiàng),宏觀經(jīng)濟(jì)景氣指數(shù)預(yù)警指數(shù)宏觀經(jīng)濟(jì)景氣指數(shù)宏觀經(jīng)濟(jì)預(yù)警指數(shù)與GDP企業(yè)景氣指數(shù)(季度)企業(yè)家信心指數(shù)(季度),,,中國(guó)GDP,初步核算,二季度國(guó)內(nèi)累計(jì)生產(chǎn)總值418,96110億元,按可比價(jià)格計(jì)算,同比增長(zhǎng)680。近四個(gè)季度的當(dāng)季GDP同比增長(zhǎng)分別為670、680、680、680,近四季度增速逐漸平穩(wěn)。WIND統(tǒng)計(jì)的機(jī)構(gòu)預(yù)測(cè)均值顯示,2018年三季度GDP累計(jì)同比增長(zhǎng)670。,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,201809F,67,0,2,4,6,8,10,12,14,16,0,100,000,200,000,300,000,400,000,500,000,600,000,700,000,800,000,900,000,201809F,201703,201509,201403,201209,201103,200909,200803,,第三產(chǎn)業(yè)累計(jì)值億元,,第二產(chǎn)業(yè)累計(jì)值億元,,第一產(chǎn)業(yè)累計(jì)值億元,,GDP當(dāng)季同比(右),,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,中國(guó)GDP環(huán)比,二季度環(huán)比季調(diào)增長(zhǎng)180,較上季度上升04個(gè)百分點(diǎn)。,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,200190180170160150140130,2014/06,2014/09,2014/12,2015/03,2015/06,2015/09,2015/12,2016/03,2016/06,2016/09,2016/12,2017/03,2017/06,2017/09,2017/12,2018/03,2018/06,,,GDP環(huán)比季調(diào),,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,527577,40224041,201806,5432201706,5401,,,第一產(chǎn)業(yè),,,第二產(chǎn)業(yè),,,第三產(chǎn)業(yè),中國(guó)三類(lèi)產(chǎn)業(yè)占GDP比重,二季度,第一產(chǎn)業(yè)累計(jì)增加值22,08700億元;第二產(chǎn)業(yè)累計(jì)增加值169,29850億元;第三產(chǎn)業(yè)累計(jì)增加值227,57560億元。同比看,第一產(chǎn)業(yè)占GDP的比重同比下降至527,第二產(chǎn)業(yè)占GDP的比重同比上升至4041,第三產(chǎn)業(yè)占GDP的比重同比上升至5432。,,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,中國(guó)三大需求對(duì)GDP增長(zhǎng)的貢獻(xiàn)率,二季度,最終消費(fèi)支出對(duì)GDP累計(jì)同比的貢獻(xiàn)率上升至7850,較上季度上升070個(gè)百分點(diǎn),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,15000130001100090007000500030001000100030005000,201412,201503,201506,201509,201512,201603,201606,201609,201612,201703,201706,201709,201712,201803,201806,單位,,,GDP累計(jì)同比貢獻(xiàn)率初步核算數(shù)資本形成總額,,GDP累計(jì)同比貢獻(xiàn)率初步核算數(shù)最終消費(fèi)支出GDP累計(jì)同比貢獻(xiàn)率初步核算數(shù)貨物和服務(wù)凈出口,,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,中國(guó)GDP與CPI,,,,,,,,,,,,,4,6,8,201808F,2210,12,14,400,200,000,200,400,600,800,201808F,201708,201608,201508,201408,201308,201208,201108,201008,200908,200808,200708,200608,200508,200408,200308,200208,200108,200008,199908,199808,,CPI當(dāng)月同比增長(zhǎng),,GDP當(dāng)季同比(右),,,,,,二季度,GDP當(dāng)季同比增長(zhǎng)670,7月份CPI同比增長(zhǎng)210,較上月增長(zhǎng)020個(gè)百分點(diǎn)。WIND統(tǒng)計(jì)的機(jī)構(gòu)預(yù)測(cè)均值顯示,8月CPI同比增長(zhǎng)220。100016,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,中國(guó)與發(fā)達(dá)國(guó)家經(jīng)濟(jì)增長(zhǎng),美國(guó)二季度GDP環(huán)比折年率修正值為420;日本二季度GDP環(huán)比折年率修正值為190;歐元區(qū)一季度GDP同比增長(zhǎng)為220。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,2000,1500,1000,500,000,500,1000,1500,2000,2003/092004/032004/092005/032005/092006/032006/092007/032007/092008/032008/092009/032009/092010/032010/092011/032011/092012/032012/092013/032013/092014/032014/092015/032015/092016/032016/092017/032017/092018/03,單位,,中國(guó),,美國(guó),,日本,,歐元區(qū),,,,,,返回根目錄,,,金磚國(guó)家(BRICS)經(jīng)濟(jì)增長(zhǎng),巴西GDP一季度同比增長(zhǎng)為354,印度一季度GDP同比增長(zhǎng)774,南非一季度GDP同比下降218,俄羅斯去年四季度GDP同比增長(zhǎng)090。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,20001500100050000050010001500,2003/09,2004/03,2004/09,2005/03,2005/09,2006/03,2006/09,2007/03,2007/09,2008/03,2008/09,2009/03,2009/09,2010/03,2010/09,2011/03,2011/09,2012/03,2012/09,2013/03,2013/09,2014/03,2014/09,2015/03,2015/09,2016/03,2016/09,2017/03,2017/09,2018/03,單位,,中國(guó),,俄羅斯,,印度,,巴西,,南非,,,,,,返回根目錄,,,中國(guó)CPI與PPI同比增速,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,22,200000200400600800,400,1000800600201808F,4201808F,201808F,201806,201804,201802,201712,201710,201708,201706,201704,201702,201612,201610,201608,201606,201604,201602,201512,201510,201508,201506,201504,201502,201412,201410,201408,201406,201404,201402,201312,201310,201308,,CPI當(dāng)月同比增長(zhǎng),,PPI全部工業(yè)品當(dāng)月同比增長(zhǎng),,,,,,返回根目錄,7月份,消費(fèi)者價(jià)格指數(shù)(CPI)同比增長(zhǎng)210,較上月增長(zhǎng)020個(gè)百分點(diǎn)。7月工業(yè)生產(chǎn)者出廠價(jià)格指數(shù)(PPI)同比上升460,較上月下降010個(gè)百分點(diǎn)。WIND統(tǒng)計(jì)的機(jī)構(gòu)預(yù)測(cè)均值顯示,8月CPI同比增長(zhǎng)220,PPI同比增長(zhǎng)400。,,,中國(guó)CPI與PPI環(huán)比增速,7月份,居民消費(fèi)價(jià)格(CPI)環(huán)比增長(zhǎng)030;7月份工業(yè)生產(chǎn)者出廠價(jià)格(PPI)環(huán)比增長(zhǎng)010。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,150,100,050,000,050,100,150,200,2013/082013/102013/122014/022014/042014/062014/082014/102014/122015/022015/042015/062015/082015/102015/122016/022016/042016/062016/082016/102016/122017/022017/042017/062017/082017/102017/122018/022018/042018/06,,CPI環(huán)比,,PPI全部工業(yè)品環(huán)比,,,,,,返回根目錄,,,中國(guó)CPI主要構(gòu)成,7月份,居民消費(fèi)價(jià)格(CPI)同比上漲210。其中,食品類(lèi)價(jià)格上漲050,較上月上升020個(gè)百分點(diǎn);非食品類(lèi)價(jià)格上漲240,較上月上升020個(gè)百分點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1000800600400200000200400600,2013/08,2013/10,2013/12,2014/02,2014/04,2014/06,2014/08,2014/10,2014/12,2015/02,2015/04,2015/06,2015/08,2015/10,2015/12,2016/02,2016/04,2016/06,2016/08,2016/10,2016/12,2017/02,2017/04,2017/06,2017/08,2017/10,2017/12,2018/02,2018/04,2018/06,單位,,CPI,,非食品類(lèi)CPI,,食品類(lèi)CPI,,,,,,返回根目錄,,,影響CPI的主要因素(同比),食品煙酒價(jià)格同比上漲10,影響居民消費(fèi)價(jià)格指數(shù)(CPI)上漲約031個(gè)百分點(diǎn)。其中,蛋類(lèi)價(jià)格上漲117,影響CPI上漲約006個(gè)百分點(diǎn);禽肉類(lèi)價(jià)格上漲66,影響CPI上漲約008個(gè)百分點(diǎn);鮮菜價(jià)格上漲38,影響CPI上漲約009個(gè)百分點(diǎn);畜肉類(lèi)價(jià)格下降49,影響CPI下降約022個(gè)百分點(diǎn)(豬肉價(jià)格下降96,影響CPI下降約024個(gè)百分點(diǎn));食用油價(jià)格下降07,影響CPI下降約001個(gè)百分點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,40003000200010000001000200030004000,2013/08,2013/10,2013/12,2014/02,2014/04,2014/06,2014/08,2014/10,2014/12,2015/02,2015/04,2015/06,2015/08,2015/10,2015/12,2016/02,2016/04,2016/06,2016/08,2016/10,2016/12,2017/02,2017/04,2017/06,2017/08,2017/10,2017/12,2018/02,2018/04,2018/06,單位,,,,,,,水產(chǎn)品,,糧食鮮菜,,油脂鮮果,,肉禽及制品調(diào)味品,,豬肉煙草,,蛋酒類(lèi),,,,,,返回根目錄,,,影響CPI的主要因素(環(huán)比),食品煙酒價(jià)格環(huán)比上漲02,影響CPI上漲約005個(gè)百分點(diǎn)。其中,鮮菜價(jià)格上漲17,影響CPI上漲約004個(gè)百分點(diǎn);畜肉類(lèi)價(jià)格上漲16,影響CPI上漲約006個(gè)百分點(diǎn)(豬肉價(jià)格上漲29,影響CPI上漲約006個(gè)百分點(diǎn));鮮果價(jià)格下降37,影響CPI下降約006個(gè)百分點(diǎn);水產(chǎn)品、食用油、糧食價(jià)格分別下降04、02和01,合計(jì)影響CPI下降約001個(gè)百分點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,600,400,200,000,200,400,600,800,2012/08,2012/10,2012/12,2013/02,2013/04,2013/06,2013/08,2013/10,2013/12,2014/02,2014/04,2014/06,2014/08,2014/10,2014/12,2015/02,2015/042015/062015/082015/102015/12,2016/02,2016/04,2016/06,2016/08,2016/10,2016/12,2017/02,2017/04,2017/06,2017/08,2017/10,2017/12,2018/02,2018/04,2018/06,,,,,,,CPI衣著環(huán)比CPI交通通訊及服務(wù)環(huán)比,,CPI食品環(huán)比CPI家庭設(shè)備用品及服務(wù)環(huán)比CPI娛樂(lè)教育文化用品及服務(wù)環(huán)比,,CPI煙酒及用品環(huán)比CPI醫(yī)療保健及個(gè)人用品環(huán)比CPI居住環(huán)比,,,,,,返回根目錄,,,中國(guó)CPIPPI同比剪刀差,7月份,CPI和PPI同比剪刀差為250,剪刀差整體有擴(kuò)大趨勢(shì)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,800,600,400,200,000,200,400,600,800,1000,2013/082013/102013/122014/022014/042014/062014/082014/102014/122015/022015/042015/062015/082015/102015/122016/022016/042016/062016/082016/102016/122017/022017/042017/062017/082017/102017/122018/022018/042018/06,單位,,,CPIPPI,,CPI,,PPI,,,,,,返回根目錄,,,中國(guó)CPI翹尾因素,7月份,CPI翹尾因素為139,CPI同比上漲210。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,050,000,050,100,150,200,250,300,350,2014/012014/032014/052014/072014/092014/112015/012015/032015/052015/072015/092015/112016/012016/032016/052016/072016/092016/112017/012017/032017/052017/072017/092017/112018/012018/032018/052018/07,,CPI當(dāng)月同比翹尾因素,,CPI當(dāng)月同比增長(zhǎng),,,,,,返回根目錄,,,工業(yè)生產(chǎn)者購(gòu)進(jìn)價(jià)格指數(shù),7月份,工業(yè)生產(chǎn)者購(gòu)進(jìn)價(jià)格指數(shù)(PPIRM)同比上升520,而同期工業(yè)生產(chǎn)者出廠價(jià)格指數(shù)(PPI)同比上升460。,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,12001000800600400200000200400600800,2013/08,2013/10,2013/12,2014/02,2014/04,2014/06,2014/08,2014/10,2014/12,2015/02,2015/04,2015/06,2015/08,2015/10,2015/12,2016/02,2016/04,2016/06,2016/08,2016/10,2016/12,2017/02,2017/04,2017/06,2017/08,2017/10,2017/12,2018/02,2018/04,2018/06,,PPIRM全部原材料當(dāng)月同比,,PPI全部工業(yè)品當(dāng)月同比,,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,PPIRM分項(xiàng),7月份PPIRM分項(xiàng)中,黑色金屬材料類(lèi)價(jià)格同比上升770,化工原料類(lèi)價(jià)格上升570,有色金屬材料類(lèi)價(jià)格上升560,燃料、動(dòng)力類(lèi)價(jià)格上升990。,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,2000,1500,1000,500,000,500,1000,1500,2000,2500,2013/09,2013/11,2014/01,2014/03,2014/05,2014/07,2014/09,2014/11,2015/01,2015/03,2015/05,2015/07,2015/09,2015/11,2016/01,2016/03,2016/05,2016/07,2016/09,2016/11,2017/01,2017/03,2017/05,2017/07,2017/09,2017/11,2018/01,2018/03,2018/05,2018/07,單位,,,,,,,,燃料、動(dòng)力類(lèi)化工原料類(lèi)其他工業(yè)原材料及半成品類(lèi),,黑色金屬材料類(lèi)木材及紙漿類(lèi)農(nóng)副產(chǎn)品類(lèi),,有色金屬材料類(lèi)建筑材料類(lèi)紡織原料類(lèi),,,,,,返回根目錄,數(shù)據(jù)來(lái)源WIND,,,宏觀經(jīng)濟(jì)景氣指數(shù)預(yù)警指數(shù),截止2017年12月末,中國(guó)宏觀經(jīng)濟(jì)景氣指數(shù)預(yù)警指數(shù)為7070點(diǎn),目前處于景氣度偏低的淺藍(lán)色區(qū)的位置,較上月持平。,數(shù)據(jù)來(lái)源WIND,,,0,20,40,60,80,100,120,140,160,2013/072013/092013/112014/012014/032014/052014/072014/092014/112015/012015/032015/052015/072015/092015/112016/012016/032016/052016/072016/092016/112017/012017/032017/052017/072017/092017/112018/012018/032018/05,,,趨熱穩(wěn)定,,過(guò)熱,,偏低,,過(guò)冷,,,,,,返回根目錄,,,宏觀經(jīng)濟(jì)景氣指數(shù),2017年12月末,我國(guó)先行指數(shù)為10053點(diǎn),較上月下降011點(diǎn);滯后指數(shù)為9241點(diǎn),與上月下降01點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,60,65,70,75,80,85,90,95,80,85,90,95,100,105,2013/072013/092013/112014/012014/032014/052014/072014/092014/112015/012015/032015/052015/072015/092015/112016/012016/032016/052016/072016/092016/112017/012017/032017/052017/072017/092017/112018/012018/032018/05,,一致指數(shù),,先行指數(shù),,滯后指數(shù),,預(yù)警指數(shù)(右),,,,,,返回根目錄,,,宏觀經(jīng)濟(jì)預(yù)警指數(shù)與GDP,12月份,宏觀經(jīng)濟(jì)預(yù)警指數(shù)為7070點(diǎn),較上月持平;二季度當(dāng)季GDP同比增長(zhǎng)67,增速與上季度持平。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,000,200,400,600,800,1000,1200,1400,1600,0,20,40,60,80,100,120,140,160,1993/101994/041994/101995/041995/101996/041996/101997/041997/101998/041998/101999/041999/102000/042000/102001/042001/102002/042002/102003/042003/102004/042004/102005/042005/102006/042006/102007/042007/102008/042008/102009/042009/102010/042010/102011/042011/102012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/04,,,GDP當(dāng)季同比(右),,,,,,返回根目錄,,,企業(yè)景氣指數(shù)(季度),二季度,企業(yè)景氣指數(shù)(中國(guó)人民銀行)為5850(臨界值為50),較上期下降010點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,4000,4500,5000,5500,6000,6500,7000,7500,10000,10500,11000,11500,12000,12500,13000,13500,14000,14500,200803200806200809200812200903200906200909200912201003201006201009201012201103201106201109201112201203201206201209201212201303201306201309201312201403201406201409201412201503201506201509201512201603201606201609201612201703201706201709201712201803201806,,企業(yè)景氣指數(shù)(國(guó)家統(tǒng)計(jì)局)點(diǎn),,企業(yè)景氣指數(shù)(中國(guó)人民銀行)(右),,,,,,返回根目錄,,,企業(yè)家信心指數(shù)(季度),二季度,企業(yè)家信心指數(shù)(中國(guó)人民銀行發(fā)布)為7580(臨界值為50),較上期上升150點(diǎn)。,數(shù)據(jù)來(lái)源WIND,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,4000,4500,5000,5500,6000,6500,7000,7500,8000,8000,9000,10000,11000,12000,13000,14000,201306,201309,201312,201403,201406,201409,201412,201503,201506,201509,201512,201603,201606,201609,201612,201703,201706,201709,201712,201803,201806,,企業(yè)家信心指數(shù)(國(guó)家
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