离岸人民币兑美元汇率跌至7.10左右，受中国经济数据弱于预期的压力。2024年8月，工业生产同比放缓至4.5%的五个月低点，低于4.8%的预测，低于7月份的5.1%。同样，零售额同比增长放缓至2.1%，低于2.5%的预期，比上月的2.7%有所放缓。此外，与市场预测和7月份的5.2%相比，8月份的失业率微升至5.3%的六个月高点。失业率上升，加上工业和消费活动减弱，加剧了人们对中国经济前景的担忧，进一步表明需要采取额外的刺激措施。现在，人们的注意力转向了中国央行即将就关键贷款利率做出的决定，特别是将于周五公布的1年期贷款最优惠利率和5年期贷款利率。
The offshore yuan slipped to around 7.10 per dollar, pressured by weaker-than-expected economic data from China. Industrial production slowed to a five-month low of 4.5% year-on-year in August 2024, missing the 4.8% forecast and down from 5.1% in July. Similarly, retail sales growth moderated to 2.1% year-on-year, falling short of expectations of 2.5% and slowing from 2.7% in the previous month. Additionally, the unemployment rate edged up to a six-month high of 5.3% in August, compared to market forecasts and July’s reading of 5.2%. This rising joblessness, coupled with weakening industrial and consumer activity, heightened concerns over China’s economic outlook, further signaling the need for additional stimulus measures. Attention now turns to the PBoC's upcoming decisions on key lending rates, particularly the 1-year loan prime rate and the 5-year rate, which are set to be announced on Friday.
