火星情报局

Beijing's Jan–July exports hit record high_我的网站

一 | ■苏向杲近日,全球债市波动加剧。 (ECNS) -- Beijing region posted goods trade of 2.12 trillion yuan ($293.6 billion) in the first seven months of 2026, up 16.3% yearonyear, Beijing Customs said Thursday. Exports climbed 5.1% to 370.43 billion yuan, a record for the period, while imports rose 19% to 1.75 trillion yuan. Private firms saw trade surge 43.5% to 343.63 billion yuan, while stateowned enterprises accounted for nearly 70% of the total. Switzerland, the EU, Brazil, Australia and ASEAN were top partners, with combined trade making up 41.2% of Beijing’s total. Belt and Road trade reached 1.08 trillion yuan, or 51.1% of the overall. 。以美国为代表的主要经济体长期国债收益率持续攀升,部分券种甚至创下多年新高。

二 | 对比来看,我国长期国债收益率总体保持平稳,走出了独立行情。截至8月19日,我国10年期、30年期国债收益率分别为1.68%、2.14%,较上月同期分别下降5.73个基点、10.7个基点。长期国债收益率不仅是衡量宏观融资成本的关键指标,也是金融资产定价的“锚”。海外长期国债收益率持续走高,正不断加重相关经济体企业与居民的债务负担,并对权益类资产估值形成压制。