经济月刊：东盟、印度和澳大利亚（2026年9月）（690KB）

关键论点

• 2026年第二季度东盟增长分化：新加坡、印尼、泰国和菲律宾放缓，马来西亚加速。
• 多数东盟经济体国内需求走弱，私人消费和固定资本形成总额放缓。
• 新加坡和泰国净出口因进口上升而转为负贡献，马来西亚和菲律宾则转为正贡献。
• 澳大利亚GDP环比小幅回升至0.4%，但加息后消费者信心仍疲弱，9月降至84.4。

对应原文证据

1. Despite a slowdown in services (8.1% y/y), there was a rise from the previous year across manufacturing (10.2% y/y); agriculture, forestry and fisheries (3.9% y/y); construction (9.5% y/y); and mining (6.7% y/y).
2. The breakdown shows an expansion of mining (18.5% y/y) and a slowdown in production in the manufacturing (14.6% y/y) and electricity and gas (11.8% y/y) sectors.
3. A breakdown by sector shows an expansion of the manufacturing sector (9.2% y/y) and a slowdown of the agriculture, forestry and fisheries sector (3.6% y/y).