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随着海关和外汇局监管力度的增强,以及人民币升值预期的缓和,贸易数据中“伪装贸易”的水分将被挤出来。海关总署5月8日发布的数据显示,2013年4月份,中国对外贸易进出口总值为3559.61亿美元,比去年同期增长15.7%。其中,出口为1870.61亿美元,同比增长14.7%(环比增长2.7%),高于市场一致预期的10.2%和笔者预期的
With the enhancement of the supervision of the Customs and Foreign Exchange Bureau and the expected easing of the appreciation of the renminbi, trade data will be squeezed out of the water of “disguised trade.” According to the data released by the General Administration of Customs on May 8, in April 2013, China’s foreign trade volume totaled 355.961 billion U.S. dollars, up 15.7% over the same period of last year. Of this total, exports were US $ 187.061 billion, up 14.7% YoY and up 2.7% MoM, higher than consensus of 10.2% in the market and the expected