中国经济触底回升了吗？ Has China’s economy bottomed?

东谈西论

今年1月下旬开始，中国股市跑赢全球，成为2024年全球资本市场的一个小亮点。其中，中国大陆与香港上市的中国房地产股，过去一个月来也大幅上涨。

与此同时，今年第一季度中国GDP同比增长5.3%，超出预期。最新公布的4月份工业利润增长4.0%，增速回升7.5个百分点。

中国经济已经触底反弹了吗？在积极的势头上，中共中央政治局确定将在7月召开三中全会。中国国家主席习近平不久前还召开了企业和专家座谈会。这是否意味着中国将进一步采取更多刺激经济的政策？中国经济复苏的道路，还会面对哪些风险？

这期的早报播客《东谈西论》，听主持人韩咏红与中国经济学者、辽宁大学特聘研究员陈波教授详细解析中国经济触底回升。

延伸阅读：

• 习近平促改革就业住房等八领域 分析：预告三中全会关注领域
• 陈婧：迟来的刺激政策

China’s stock market has been outperforming global markets since January, with the Chinese real estate stocks listed in mainland China and Hong Kong also seeing significant rises in the past month.

China's GDP growth in the first quarter surpassed expectations with a robust 5.3% increase year-on-year. Industrial profits in April mirrored this optimism, climbing by 4.0% and marking a notable rebound in growth rate by 7.5 percentage points.

Amid the positive outlook, the Chinese Communist Party’s central committee will hold its third plenary session in July. Is China’s economy bottoming out and on the path to recovery? What are the risks? Will China roll out more policies to stimulate the economy after Chinese President Xi Jinping's recent symposium with business leaders and experts?

In this episode of Global Heartbeat podcast, Chinese academic and Adjunct Professor of Economics at Liaoning University Chen Bo shares his in-depth analysis of China's economic rebound with host Han Yong Hong.

Hosted by Lianhe Zaobao’s Associate Editor, Han Yong Hong, Global Heartbeat is a Mandarin weekly news and current affairs podcast that is updated every Tuesday, 7.00 PM SGT. It is available on zaobao.sg, Apple Podcast, Google Podcasts, Spotify and other podcast platforms.

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Chapitres

1. 中国经济触底回升了吗？ Has China’s economy bottomed? (00:00:00)

2. 中国经济已触底回升？ (00:01:33)

3. 下一步的宏观政策走向 (00:09:00)

4. 保住经济增长势头，需要避开哪些风险？ (00:15:41)