金吾财讯 | 中信证券表示，今年7月份高温、暴雨洪涝等极端天气较多，受暴雨影响北方部分地区发生洪涝灾害，而中东部地区则出现阶段性高温天气。8月份仍需关注暴雨洪涝、高温热浪和台风登陆等极端天气对相关省份的影响。7-8月高温天气可能会带来全社会用电量和煤炭消耗量有所增加，但受暴雨洪涝等极端天气影响，近期工业生产景气边际回落，该机构预计7月工业增加值增速可能下滑至5.5%左右。在对物价的影响层面，该机构预计本次洪涝灾害并不具备持续性冲击，对全月总量的影响也相对可控。
金吾财讯 | 中信证券表示，今年7月份高温、暴雨洪涝等极端天气较多，受暴雨影响北方部分地区发生洪涝灾害，而中东部地区则出现阶段性高温天气。8月份仍需关注暴雨洪涝、高温热浪和台风登陆等极端天气对相关省份的影响。7-8月高温天气可能会带来全社会用电量和煤炭消耗量有所增加，但受暴雨洪涝等极端天气影响，近期工业生产景气边际回落，该机构预计7月工业增加值增速可能下滑至5.5%左右。在对物价的影响层面，该机构预计本次洪涝灾害并不具备持续性冲击，对全月总量的影响也相对可控。
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