瑞典10年期国债 (Sweden10Y) 加自选

2025年9月，瑞典的贸易顺差为54亿瑞典克朗，扭转了去年同期2亿瑞典克朗的逆差。出口同比增长2.5%，达到1743亿瑞典克朗的三个月高点，这是由于对欧盟国家的销售额增加（增长6.8%，达到978亿瑞典克朗），而对非欧盟国家的出口下降2.5%，达到765亿瑞典克朗。另一方面，进口下降0.8%，至1689亿瑞典克朗，原因是非欧盟国家的采购减少（下降2.7%，至542亿瑞典克朗），而欧盟国家的进口小幅增长0.1%，至1147亿瑞典克朗。1月至9月，累计贸易顺差从去年同期的551亿瑞典克朗增至564亿瑞典克朗。经季节性调整后，9月份的盈余从8月份的53亿瑞典克朗收窄至50亿瑞典克朗。

Sweden’s trade balance recorded a surplus of SEK 5.4 billion in September 2025, reversing a deficit of SEK 0.2 billion in the same month last year. Exports rose 2.5% year-on-year to a three-month high of SEK 174.3 billion, driven by higher sales to EU countries (up 6.8% to SEK 97.8 billion), while exports to non-EU countries fell 2.5% to SEK 76.5 billion. On the other hand, imports declined 0.8% to SEK 168.9 billion, due to lower purchases from non-EU countries (down 2.7% to SEK 54.2 billion), while imports from EU countries edged up 0.1% to SEK 114.7 billion. For January–September, the cumulative trade surplus increased to SEK 56.4 billion from SEK 55.1 billion in the same period last year. On a seasonally adjusted basis, the surplus narrowed to SEK 5.0 billion in September from SEK 5.3 billion in August.

2025年9月，瑞典家庭贷款年增长率从8月的2.7%微升至2.8%，为2023年2月以来的最高水平。住房贷款占家庭总贷款的83%，同比增长2.6%，而消费贷款占家庭贷款的6%，增长4.4%，低于8月份的5.1%。对非金融公司的贷款同比增长2.5%。与此同时，9月份新抵押贷款协议的平均利率为2.80%，低于8月份的2.86%，而新住房贷款（1-5年）的平均固定利率略高，为2.88%。家庭存款从上个月的28690亿瑞典克朗降至28600亿瑞典克朗，其中75%存于按需账户。

The annual growth rate of lending to Swedish households inched up to 2.8% in September 2025 from 2.7% in August, marking the highest level since February 2023. Housing loans, which make up 83% of total household lending, increased by 2.6% year-on-year, while consumer loans, accounting for 6% of household lending, grew 4.4%, down from 5.1% in August. Lending to non-financial corporations rose 2.5% over the year. Meanwhile, the average interest rate on new mortgage agreements stood at 2.80% in September, down from 2.86% in August, while the average fixed rate on new housing loans (1–5 years) was slightly higher at 2.88%. Deposits from households decreased to SEK 2,860 billion from SEK 2,869 billion in the previous month, with 75% held in on-demand accounts.

斯德哥尔摩30指数升至2770.00点，为1998年4月以来的最高点。在过去的4周里，瑞典股市指数（斯德哥尔摩30指数）上涨了4.69%，在过去的12个月里上涨了7.42%。

Stockholm 30 increased to 2770.00 Index Points, the highest since April 1998. Over the past 4 weeks, Sweden Stock Market Index (Stockholm 30) gained 4.69%, and in the last 12 months, it increased 7.42%.

2025年9月，瑞典生产者价格指数同比上涨0.5%，从前一个月0.7%的跌幅反弹。这标志着自2月以来生产者价格首次出现年度上涨，主要原因是能源相关产品大幅上涨（16.4%对8月的10.9%）。资本品价格也以较慢的速度下跌（-1.0%对-2.2%），而消费品价格下跌0.1%，扭转了8月份0.6%的涨幅。不包括能源相关产品，生产者价格指数同比下跌1.6%，跌幅低于8月份2.2%的跌幅。按月计算，9月份生产者价格指数（PPI）下降0.7%，这是三个月来的首次月度下降，扭转了8月份0.5%的增长。

Producer prices in Sweden rose 0.5% year-on-year in September 2025, rebounding from a 0.7% decline in the previous month. This marked the first annual increase in producer prices since February, driven mainly by a sharp rise in energy-related products (16.4% vs 10.9% in August). Prices for capital goods also fell at a slower pace (-1.0% vs -2.2%), while consumer goods prices declined 0.1%, reversing a 0.6% gain in August. Excluding energy-related products, producer prices fell 1.6% year-on-year — a softer drop than the 2.2% decrease recorded in August. On a monthly basis, the Producer Price Index (PPI) fell 0.7% in September, marking the first monthly decline in three months and reversing a 0.5% increase in August.