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世界贸易组织:2023年全球贸易展望与统计报告(10月刊)(中译版)(16页).pdf

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1、Global Trade Outlookand StatisticsUpdate:October 2023About the WTOThe World Trade Organization is the international body dealing with the global rules of trade between nations.Its main function is to ensure that trade flows as smoothly,predictably and freely as possible,with a level playing field fo

2、r all its members.GLOBAL TRADE OUTLOOK AND STATISTICS-UPDATE:OCTOBER 20231WTO lowers trade growth forecast amid global manufacturing slowdownA continued slump in goods trade that began in the fourth quarter of 2022 has led WTO economists to scale back their trade projections for the current year whi

3、le maintaining a more positive outlook for 2024.The volume of world merchandise trade is now expected to grow by 0.8%this year,down from the 1.7%forecast in April,while the 3.3%growth projected for 2024 remains nearly unchanged from the previous estimate.Trade volume and GDP growthWorld trade and ou

4、tput slowed abruptly in the fourth quarter of 2022 as the effects of tighter monetary policy were felt in the United States,the European Union and elsewhere,but falling energy prices and the end of Chinese pandemic restrictions raised hopes of a quick rebound.So far,these hopes have not materialized

5、,as strained property markets have prevented a stronger recovery from taking root in China,and as inflation has remained sticky in the United States and the EU.Together with the after-effects of the war in Ukraine and the COVID-19 pandemic,these developments have cast a shadow over the outlook for t

6、rade in 2023 and 2024.The WTO now expects world merchandise trade volume growth of 0.8%in 2023 down from 1.7%in our April forecast accompanied by real GDP growth of 2.6%at market exchange rates(see Chart 1).Trade growth should then pick up to 3.3%in 2024 nearly unchanged from the previous 3.2%estima

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本文是关于世界贸易组织(WTO)2023年10月的全球贸易展望与统计更新。主要内容包括: 1. WTO下调了2023年全球贸易增长预测,从4月份的1.7%下调至0.8%,原因是全球制造业放缓。 2. 2023年全球商品贸易量预计增长0.8%,低于2024年的3.3%。全球GDP增长预计为2.6%。 3. 贸易放缓似乎是全球性的,涉及多个国家和广泛商品,尤其是某些制造业类别,如铁和钢、办公和电信设备、纺织品和服装。 4. 商品价格在乌克兰战争开始后飙升,但随后大幅下跌,但仍高于历史标准。 5. 2023年上半年,北美出口增长最快,为5.4%,其次是非洲(0.9%)和南美洲(1.4%)。亚洲出口增长预计在下半年转为正值。 6. 尽管亚洲的商品出口量已保持一段时间的平稳,但得益于中国在疫情期间的制造品出口激增,其水平仍远高于2019年。 7. 一些国家层面的数据看似反直觉,例如,尽管亚洲2023年上半年的进口同比下降了2.3%,但中国的进口实际上增长了2.0%。 8. 制造业采购经理指数(PMI)显示,全球经济在2023年8月连续第12个月出现萎缩,但新出口订单指数表明商品贸易仍持续疲弱。 9. 商业服务贸易在2023年第一季度同比增长了9%,但增长势头似乎正在减弱。 10. 尽管存在一些证据表明全球供应链可能出现区域和政治方向的重新调整,但目前没有证据表明存在更广泛的去全球化趋势,可能对贸易产生更严重的影响。
2023年全球贸易展望如何? 哪些因素导致全球贸易增长放缓? 2023年哪些地区的贸易增长最快?
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