肯尼亚内罗毕20指数 (Nairobi20) 加自选

肯尼亚央行行长Kamau Thugge周三表示，肯尼亚将于下周在华盛顿与国际货币基金组织就一项潜在的新计划恢复谈判。在讨论之前，肯尼亚36亿美元的国际货币基金组织计划于今年早些时候到期，官员们寻求一项包括贷款部分的新安排。“下周我们前往华盛顿时，讨论将继续，当然，我们希望尽快就我们资助的计划达成一致，”Thugge在新闻发布会上说。分析人士表示，国际货币基金组织新的贷款协议将有助于肯尼亚管理其外债偿还，并在持续的财政压力下加强金融稳定。

Kenya will resume talks with the International Monetary Fund next week in Washington on a potential new programme, Central Bank Governor Kamau Thugge said Wednesday. The discussions follow the expiry earlier this year of Kenya’s USD 3.6 billion IMF programme, with officials seeking a new arrangement that includes a lending component. “The discussions will continue next week when we go to Washington, and of course, we hope to reach agreement on our funded programme as soon as possible,” Thugge said at a press conference. Analysts say a fresh IMF loan deal would help Kenya manage its external debt repayments and strengthen financial stability amid ongoing fiscal pressures.

肯尼亚央行在2025年10月的会议上将其央行利率下调25个基点至9.25%，这是自2024年4月利率达到12年来的最高点以来连续第八次降息，以扩大支持信贷和经济增长的努力。该行行长Kamau Thugge指出，限制较少的政策将继续刺激经济，预计肯尼亚的国内生产总值今年将增长5.2%，明年将增长5.5%，而去年的增长率为4.7%。由于Thugge声称通胀预期保持稳定，对通胀上升的担忧有所减弱，因此也有理由削减。此外，美元走软有助于稳定先令，并支持肯尼亚最近15亿美元欧元债券的流动。

The central bank of Kenya cut its Central Bank Rate by 25bps to 9.25% in its October 2025 meeting, an eighth consecutive rate cut since the rate was at a 12-year high in April of 2024 to extend efforts of supporting credit and economic growth. The Bank's Governor Kamau Thugge noted that the less-restrictive policy would continue to stimulate the economy, estimating the Kenya's GDP would expand by 5.2% this year and 5.5% the next, compared to the 4.7% growth rate from last year. The cut was also warranted by softer concerns of higher inflation as Thugge claimed inflation expectations remained stable. Additionally, the softer dollar aided the anchoring of the shilling and supported flows from Kenya's recent $1.5 billion eurobond.

肯尼亚的年通货膨胀率在2025年9月连续第三个月加速至4.6%，从8月份的4.5%升至去年6月以来的新高。尽管如此，通胀率仍连续16个月低于央行目标区间的5%中点。占通胀篮子三分之一的食品和非酒精饮料指数进一步攀升至8.4%，高于上月的8.3%。额外的上行压力来自交通（4%对4.4%）和住房与公用事业（1.4%对0.8%）。按月计算，9月份CPI在上个月上涨0.3%后上涨了0.2%。

Kenya's annual inflation rate accelerated for the third month to 4.6% in September 2025, a new high since June last year, from August's 4.5%. Still, inflation remained below the 5% midpoint of the central bank’s target range for a 16th straight month. The food and non-alcoholic drinks index, which represents a third of the inflation basket, climbed further to 8.4%, up from 8.3% in the prior month. Additional upward pressure came from transportation (4% vs 4.4%) and housing & utilities (1.4% vs 0.8%). On a monthly basis, the CPI rose by 0.2% in September, after a 0.3% increase in the previous month.

继前三个月增长4.9%之后，肯尼亚经济在2025年第二季度同比增长5%。这一扩张主要得益于主要农业部门的强劲表现（第一季度增长4.4%，而第二季度为6%），咖啡、蔬菜、水果、切花和牛奶产量增加。其他行业也支持增长，特别是运输和仓储（+5.4%对3.8%）；金融和保险（+6.6%对+5.1%）；住宿和餐饮服务（+7.8%对4.1%）；专业、行政和支持服务（8.5%对4.6%）和信息与通信（+6%对5.8%）。经季节性调整后，第二季度国内生产总值增长了1.2%，而前一时期增长了0.8%。

The economy of Kenya advanced by 5% year-on-year in Q2 2025, following a 4.9% growth in the previous three-month period. The expansion was largely fueled by strong performance in the key agricultural sector (+4.4% vs 6% in Q1), amid higher production of coffee, vegetables, fruits, cut flowers, and milk. Other sectors also supported growth, notably transportation and storage (+5.4% vs 3.8%); finance and insurance (+6.6% vs +5.1%); accommodation & food services (+7.8% vs 4.1%); professional, administrative & support services (8.5% vs 4.6%) and information & communication (+6% vs +5.8%). On a seasonally adjusted basis, the GDP expanded by 1.2% in Q2, following a 0.8% rise in the previous period.