大和证券:日本面临通胀持续时间延长的风险

格隆汇
3 hours ago
大和证券经济学家Kento Minami表示,随着油价重新上涨以及企业持续将成本上涨转嫁给消费者,日本通胀压力持续时间延长的风险正在上升。他表示,近期原油价格大幅上涨,可能会在约3至8个月的滞后期后,于2027年初开始传导至电费。“油价、物流成本和劳动力成本都在上涨,使企业更容易将成本增加转嫁至零售价格的环境得以延续,”他指出。他补充称,随着企业将更高的成本转嫁给消费者,成本上升可能令食品通胀持续更长时间。周五公布的数据显示,日本8月剔除生鲜食品后的食品价格同比上涨2.7%。

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