中国消费者物价在节日支出激增后继续上涨

2026年前两个月,中国消费者物价指数上涨0.8%,得益于延长春节假期期间的支出激增。不过,分析师仍对长期通缩风险表示担忧。

中国消费者物价在2026年前两个月上涨,得益于比以往更长的春节假期推动的支出增加,但分析师警告,北京可能需要采取更强有力的措施来刺激需求,以维持复苏势头。

根据国家统计局(NBS)周一发布的数据,全国消费者物价指数(CPI)在1-2月同比上涨0.8%。这一数据通常将前两个月合并,以减少春节假期带来的扭曲影响。今年春节假期落在2月,而去年则在1月。

2月份,消费者物价同比上涨1.3%,这是约三年内录得的最大月度涨幅,国家统计局主要归因于延长假期的不同时机以及需求复苏。该月度读数超过市场预期0.93%的涨幅,根据金融数据提供商Wind对经济学家的调查,该机构未提供1-2月的预测。

尽管短期数据显示积极迹象,但分析师指出,长期通缩风险依然存在,需要政府进一步干预以支持经济。

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