英大證券:明年CPI同比漲幅大概率呈“U”型走勢
中證網訊(記者 倪銘婭)英大(da)(da)證券研究所(suo)所(suo)長鄭后成12月(yue)(yue)9日解讀(du)11月(yue)(yue)CPI數據(ju)時(shi)表示,今(jin)年(nian)(nian)(nian)核(he)心CPI當(dang)(dang)月(yue)(yue)同比(bi)前高后低(di),疊(die)加明(ming)(ming)年(nian)(nian)(nian)宏觀經濟復蘇向好,預(yu)計明(ming)(ming)年(nian)(nian)(nian)核(he)心CPI當(dang)(dang)月(yue)(yue)同比(bi)大(da)(da)概(gai)率前低(di)后高。從豬(zhu)(zhu)(zhu)肉(rou)價格(ge)走(zou)勢看,明(ming)(ming)年(nian)(nian)(nian)1-2月(yue)(yue)受(shou)春節(jie)因素(su)影響,豬(zhu)(zhu)(zhu)肉(rou)平均批發價難以大(da)(da)幅下(xia)行(xing),而3月(yue)(yue)之后豬(zhu)(zhu)(zhu)肉(rou)價格(ge)有望大(da)(da)幅下(xia)行(xing),將拉低(di)豬(zhu)(zhu)(zhu)肉(rou)CPI當(dang)(dang)月(yue)(yue)同比(bi)漲幅,預(yu)計7月(yue)(yue)左右(you)豬(zhu)(zhu)(zhu)肉(rou)價格(ge)到達底部(bu)區間,疊(die)加今(jin)年(nian)(nian)(nian)7月(yue)(yue)起豬(zhu)(zhu)(zhu)肉(rou)價格(ge)出現(xian)(xian)下(xia)行(xing),預(yu)計明(ming)(ming)年(nian)(nian)(nian)下(xia)半年(nian)(nian)(nian)豬(zhu)(zhu)(zhu)肉(rou)CPI當(dang)(dang)月(yue)(yue)同比(bi)企穩回升。根據(ju)豬(zhu)(zhu)(zhu)肉(rou)CPI當(dang)(dang)月(yue)(yue)同比(bi)走(zou)勢以及核(he)心CPI當(dang)(dang)月(yue)(yue)同比(bi)走(zou)勢,預(yu)計明(ming)(ming)年(nian)(nian)(nian)CPI當(dang)(dang)月(yue)(yue)同比(bi)漲幅大(da)(da)概(gai)率呈(cheng)現(xian)(xian)“U”型走(zou)勢。