拉美日报：秘鲁经济7月强劲增长全球经济学

关键论点

• 7月GDP同比增长3.6%，高于彭博调查中值2.2%及丰业银行3.3%的预估。
• 内需相关非初级产业同比增长近5%，贡献3.8个百分点；初级产业下降约1%，拖累0.2个百分点。
• 沿海厄尔尼诺由3月的弱事件升级为7月的强事件，导致渔业同比下降27.4%，农业下降1.2%。
• 丰业银行预计2026年第三季度增长3.3%，高于第二季度的2.6%，但维持2026年GDP增长3.5%的预测，风险偏下行。

对应原文证据

1. The result for July was slightly higher than our estimate of 3.3%, but it came in well above the 2.2% expected by the median of analysts surveyed by Bloomberg.
2. The mining sub -sector (+1.1% y/y) was driven by higher copper production, supported by increased output at Antamina, one of Peru ’s largest copper mines, which has been extracting ore with higher copper content and lower zinc content.
3. The construction sector (+9.9% y/y) led the expansion of non -primary sectors, driven by dynamic private investment, which continues to grow at a double -digit rate across residential housing, infrastructure, mining, and energy, among other areas.