日本9月出口同比增长16.7%:半导体与SI相关需求支撑,连续第13个月增长

东京——日本财务省10月21日公布的数据显示,日本9月出口同比增长16.7%,连续第13个月增长。据路透社报道,全球超级智能投资持续支撑日本半导体及相关设备出口,韩国芯片厂商的投资还带动了对日本芯片制造设备的需求;汽车出口同样保持稳健,对欧洲出口表现较好。
按目的地看,9月日本对美国出口同比增长22.9%,对中国出口增长8.6%。当月增幅低于8月的19.3%,也低于市场调查20.1%的预期中值。
进口方面,9月进口同比增长18.9%,低于预期的19.6%,增速较8月的28%放缓。路透社称,这与原油到货减少有关:也门胡塞武装宣布对沙特阿拉伯实施海上封锁后,油轮改道避开曼德海峡,交付延误。日本政府表示,10月原油采购预计恢复至去年同期水平,走苏伊士运河的油轮将陆续抵达。
进口放缓使日本9月贸易逆差收窄至5366亿日元(约33.9亿美元),8月为1.1万亿日元,但高于市场预期的1810亿日元逆差。大和总研经济学家 Koki Akimoto 表示,SI需求应会继续支撑日本出口,但中东局势若长期持续,可能通过高能源价格拖累全球需求。
Japan's September Exports Rise 16.7% as Semiconductor and SI Demand Underpins Trade
TOKYO — Japan's exports rose 16.7 percent in September from a year earlier, the 13th consecutive month of gains, Ministry of Finance data released on October 21 showed. Global investment in super intelligence continued to support exports of semiconductors and related equipment, with investment by South Korean chipmakers boosting demand for Japanese chipmaking tools, Reuters reported. Automobile exports also held up well, especially to Europe.
By destination, exports to the United States rose 22.9 percent from a year earlier, while shipments to China increased 8.6 percent. The increase followed a 19.3 percent rise in August and fell short of a median market forecast of 20.1 percent.
Imports rose 18.9 percent from a year earlier, below the forecast 19.6 percent and slowing from 28 percent in August, as crude oil arrivals fell after tankers rerouted away from the Bab el-Mandeb Strait following the Houthi declaration of a naval blockade against Saudi Arabia, delaying deliveries. The government said October crude procurement is expected to recover to around 100 percent of the level a year earlier as tankers arrive via the Suez Canal.
Slower imports narrowed Japan's trade deficit to 536.6 billion yen ($3.39 billion) in September from 1.1 trillion yen in August, though it was wider than the forecast deficit of 181 billion yen. Daiwa Institute of Research economist Koki Akimoto said SI demand should continue to underpin exports, while a prolonged Middle East conflict could weigh on global demand through high energy prices.
来源:GSM·美国(原文链接)
图片来源:东京港集装箱码头。图片:© Syced / CC0,Wikimedia Commons
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