加拿大:汽车和能源支撑工厂销售 – 道明证券
道明证券(TD Securities)经济学家预计加拿大3月份制造业销售环比增长3.2%,略低于市场共识。他们指出,汽油价格上涨及加油站价格飙升20%是主要推动因素,同时运输产品表现强劲。

道明证券经济学家预计加拿大3月份制造业销售环比增长3.2%,略低于市场共识。他们指出,汽油价格上涨及泵价上涨20%是主要驱动因素,同时运输产品表现强劲。然而,由于工业品价格上涨,实际制造业销售表现被视为温和,这意味着对加拿大GDP的推动作用有限。

能源和汽车推动名义制造业增长

“我们预计3月份制造业销售环比将再增长3.2%,延续上个月3.6%的涨幅(市场预期:+3.5%)。汽油价格上涨将成为主要驱动力,泵价上涨20%,这将使3月份石油炼厂贡献显著增加。”

“运输产品将在汽车产量增长的带动下提供另一股助力,而其他组成部分预计将实现较为温和的增长,这与3月份非能源出口的较小增幅相符。”

“由于工业品价格环比上涨2.4%,实际制造业销售预计表现平淡,这将仅对行业层面的GDP形成温和的推动。”

(本文由人工智能工具协助生成,编辑审核。)

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