日本11月出口增长6.1%,受美欧需求推动

据日本财务省数据,日本11月出口额同比增加6.1%,超出经济学家5.0%的预测。对美出口增长8.8%,对欧盟增长19.6%,抵消了对中国的下降。整体贸易收支出现3223亿日元顺差。

日本财务省周三报告,日本11月出口额自2月以来增幅最大,同比上涨6.1%。这一增幅超出经济学家5.0%的预测,主要受半导体零部件和医疗用品需求推动。

对美出口攀升8.8%,结束连续八个月下降,助推对美贸易顺差达7398亿日元(约48亿美元),较上年同期增长11.3%。自美国总统唐纳德·特朗普第二任期于1月开始以来,这一顺差持续未断,尽管其政府推动提高关税以缩小差距。

对美出口回升对日本银行而言是个积极信号,该行预计将于周五上调基准利率。美国关税政策的不确定性是日本银行自1月以来推迟另一次加息的主要原因之一。

对华出口下降2.4%,芯片制造机械和有色金属出口下滑是主要拖累因素,而从中国进口增长2.3%。总体而言,日本录得未调整贸易顺差3223亿日元,进口增长1.3%,低于市场共识预期的3%。

继上月因首相高市早苗就假设台湾突发事件发表言论引发外交争端后,与北京的贸易面临更多不确定性。

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