首页|东风随春归:温州工业经济运行形势分析与预测(2023-2024)

东风随春归:温州工业经济运行形势分析与预测(2023-2024)

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2023年温州工业经济在均衡复苏中稳健前行,综合分析超前指标、先行指标、同步指标和滞后指标等多个维度的进度数据和历史数据发现:工业生产的"恢复性"动能叠加"内生性"动力共同拉动工业景气上行;当前价格接近底部区间,正向价差抬高盈利下限,利润率攀升带动工业企业利润增长;当期需求与产能投放存在阶段性错配,库存回补驱动缺乏接续动能;需求偏弱抑制了产能释放和库存回补动能,产能修复时间拉长;工业企业债务关系的脆弱性上升,投资意愿有所减退,投资增速上行动能较弱.展望2024年,生产端延续温和复苏,预计全年工业经济增长轨迹中枢为10.36%;工业投资存在超调,全年工业投资增速中枢将重返至正常区间;工业利润率曲线平坦化,价格回升拐点临近,年内企业盈利浅回升.
East Wind Returns with Spring:Analysis and Forecast of Wenzhou's Industrial Economy Operation(2023-2024)
In 2023,Wengzhou's industrial economy has advanced steadily within a balanced recovery.Through comprehensive analysis of progress data and historical data from multiple dimensions such as advancing indicators,leading indicators,synchronous indicators,and lagging indicators,it is found that the industrial production's"recovery"momentum,coupled with"endogenous"forces,jointly drives the industrial boom upwards;current prices are near the bottom range,and positive price differentials elevate the profit floor,leading to a climb in profit margins that drives growth in industrial profits;a periodic mismatch between current demand and capacity output exists,lacking continuous momentum for inventory replenishment;weakened demand suppresses the release of capacity and the energy for inventory replenishment,prolonging the time for capacity recovery;the fragility of industrial enterprises'debt relationships has increased,reducing the willingness to invest,with weaker upward momentum in investment growth.Looking ahead to 2024,production is expected to continue its mild recovery,with the central trajectory of industrial economic growth predicted at 10.36%for the full year;industrial investment may overshoot,with the central growth rate of annual industrial investment expected to return to the normal range;the industrial profit margin curve will flatten,with a turning point in price recovery approaching,leading to a modest rebound in corporate earnings within the year.

industrial economyeconomic operationindustry cycleWenzhou

任晓

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中共温州市委党校,浙江 温州 325013

工业经济 经济运行 产业周期 温州

2024

温州职业技术学院学报
温州职业技术学院

温州职业技术学院学报

影响因子:0.398
ISSN:1671-4326
年,卷(期):2024.24(1)
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