哥伦比亚10年期国债 (Colombia10Y) 加自选

哥伦比亚的工业信心指数从3月份的2.1降至2025年4月的-0.3，为2024年11月以来的最低水平。这一下降是由于当前订单量减少（-18.2比3月份的-12.7）和下一季度生产预期放缓（22.7比26.7），而库存水平上升幅度较小（3.2比5.6）。在商业部门，对下半年的预期有所改善（19.5比18.5），同时对当前形势的看法有所恢复（15.0比12.1），库存减少（3.2比8.7）。相比之下，一年前信心指数已降至-3.4。

The industrial confidence indicator for Colombia fell to -0.3 in April 2025 from 2.1 in March, marking its lowest level since November 2024. This decline was driven by a reduction in current order volumes (-18.2 vs. -12.7 in March) and a slowdown in production expectations for the next quarter (22.7 vs. 26.7), while inventory levels rose less (3.2 vs. 5.6). In the commercial sector, expectations for the next half-year improved (19.5 vs. 18.5), accompanied by a recovery in the perception of the current situation (15.0 vs. 12.1) and a reduction in inventories (3.2 vs. 8.7). By comparison, the confidence indicator had fallen to -3.4 a year earlier.

哥伦比亚10年期政府债券收益率升至26个月高点12.40%。在过去的4周里，哥伦比亚10年期债券收益率上涨了85.70个基点，在过去的12个月里，它上涨了166.20个基点。

Colombia 10 Year Government Bond Yield increased to a 26-month high of 12.40%. Over the past 4 weeks, Colombia 10Y Bond Yield gained 85.70 basis points, and in the last 12 months, it increased 166.20 basis points.

由于出口增长快于进口，哥伦比亚的贸易逆差从去年同期的9.27亿美元扩大到2025年3月的12.05亿美元。外国购买量增长16.5%，至55.431亿美元，标志着在上个月下降后出现反弹，主要受制成品购买量增长20.9%的推动。与此同时，出口同比增长12.2%，达到43.381亿美元，主要原因是农产品、食品和饮料的销售额激增50.9%。美国的关税战增加了不确定性，并重新绘制了全球贸易流。随着美国公司和消费者寻找新的供应商，哥伦比亚的农产品和食品出口有所增长。

Colombia’s trade deficit widened to $1.205 billion in March 2025 from the $0.927 billion gap in the same month last year, amid sharper export growth than imports. Foreign purchases rose 16.5% to $5.543,1 billion, marking a rebound after a decline in the previous month, mainly driven by a 20.9% increase in purchases of manufactured goods. In the meantime, exports rose 12.2% from the same month last year to $4.3381 billion, primarily due to a 50.9% surge in sales of agricultural products, food, and beverages. The US tariff war has increased uncertainty and redrawn global trade flows. With American companies and consumers looking for new suppliers, Colombia's agricultural and food exports have gained ground.

继2月份增长10.5%之后，哥伦比亚2024年3月的进口额同比增长16.5%，达到55.4亿美元。这标志着连续第九个月的增长，也是近一年来最大的年度增长。这一激增主要是由于制造业进口增长了20.9%，占总采购量的73.7%。农产品、食品和饮料的进口也增长了8.3%，占收购总额的15.3%。与此同时，燃料和采掘业产品的进口小幅增长2.8%，与2月份51.7%的激增相比明显放缓。这些产品占3月份进口总额的10.9%，低于上月贸易构成的72%。美国是哥伦比亚最大的进口伙伴，占总采购量的24.3%，紧随其后的是中国，占24.2%。墨西哥和巴西跻身前四，分别贡献5.2%和4.7%。

Colombia’s imports jumped 16.5% year-on-year to USD 5.54 billion in March 2024, following a 10.5% increase in February. This marked the ninth consecutive month of growth and the sharpest annual rise in nearly a year. The surge was primarily driven by a 20.9% increase in manufacturing imports, which accounted for 73.7% of total purchases. Imports of agricultural products, food, and beverages also rose by 8.3%, representing 15.3% of total acquisitions. Meanwhile, imports of fuels and extractive industry products edged up by 2.8%, a stark slowdown from the 51.7% surge recorded in February. These products made up 10.9% of total imports in March, down from a 72% share in the previous month’s trade composition. The United States was Colombia’s top import partner, accounting for 24.3% of total purchases, followed closely by China at 24.2%. Mexico and Brazil rounded out the top four, contributing 5.2% and 4.7%, respectively.