内地出口韧性再超市场预期2025年7月中国出口金额 (美元口径,下同) 同比上升7.2% (Wind一致预期为+5.8%,下同),6月同比上升5.9%;7月进口金额同比增长4.1% (预期为+0.3%),6月同比增长1.1%;7月贸易差额为982.4亿美元,同比增长14.9%。7月出口增速继续超预期,对东盟、非洲出口保持快速增长,有效对冲了美国方面需求的下滑。从出口商品结构上来看,根据我们测算,7...
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