【申万宏源：“抢出口”效应或持续至5月，预计6月我国抢出口效应或有所消退】金十数据5月9日讯，申万宏源研报称，展望后续，领先指标显示“抢出口”效应或持续至5月，但6月出口数据或面临不确定性。加工贸易进口是领先抢出口约一个月的观测指标，反映“加快进口零部件-国内加工生产-抢出口”的逻辑。数据上4月加工贸易进口同比回升0.6pct至5.0%，显示5月抢出口仍会延续。从中观指标看，5月下旬洛杉矶港口预订吞吐量和4月下旬以来义乌小商品出口价格指数均明显上行，指向5月抢出口有望延续。然而，新兴经济体的关税暂停期限为90天，考虑到新兴国家货物出港运至美国也存1个月时滞，预计6月我国抢出口效应或有所消退。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.