GS 高盛：中国每日报告 07.20

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GS 高盛：中国每日报告 07.20

China-Daily-Insights 07.20 10页

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2007-7-20 23:09:00 上传

GS 高盛：中国每日报告 07.20
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Today’s focus
China Views: Raising our growth and inflation forecasts for 2007 and 2008
China Views: Real GDP growth came in at 11.9% and CPI inflation 4.4% for June—readings of the 2Q2007 data
Asia Economics Flash: China: How significant is the exchange rate pass-through effect on CPI inflation?
Asia Economics Analyst 07/14: Is China overheating?
Fuyao Glass (600660.SS): 1H07 earnings up strongly by 41% yoy, in line with our expectation
Headline news
CSRC unveils annual legislative plan (China Daily)
June auto production up 27.82%, sales up 30% (China Daily)
China capable of controlling growth of fixed assets investment (Xinhua)
Chinese insurers report 21 pct rise in first half premiums (People’s Daily)
More oil reserve bases to be built (People’s Daily)
China Views: Raising our growth and inflation forecasts for 2007 and 2008, Hong Liang
• We have raised our growth and inflation forecasts for 2007 and 2008 on the back of the stronger- than-expected macro data in 1H2007 and given the limited policy adjustments so far.
• Specifically: 1) We have raised our real GDP growth forecasts to 12.3% for 2007, up

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关键词：pass-through China Daily Overheating expectation controlling 中国 高盛