以色列TA100指数 (TA100) 加自选

据初步估计，2024年以色列的经济增长放缓至1%，低于前一年的1.8%。这标志着自2020年以来最疲软的增长，当时疫情严重影响了经济，因为与哈马斯的持续冲突也对经济活动造成了重大影响。在支出类别中，固定投资下降了5.9%，而私人和公共支出分别增长了3.9%和13.7%。净贸易也拖累了国内生产总值，出口下降4.6%，进口下降2%。在生产方面，工业和采矿业（-1.6%）、建筑业（-13%）以及信息和通信服务业（-4.3%）出现收缩。相比之下，零售和酒店服务增长了2.6%。

Israel's economic growth slowed to 1% in 2024, down from 1.8% in the previous year, according to initial estimates. This marks the weakest growth since 2020, when the pandemic severely impacted the economy, as the ongoing conflict with Hamas has also taken a significant toll on economic activity. Among expenditure groups, fixed investments declined by 5.9%, while private and public spending grew by 3.9% and 13.7%, respectively. Net trade also weighed on GDP, with exports falling by 4.6% and imports declining at a softer rate of 2%. On the production side, contractions were seen from the industrial and mining sector (-1.6%), construction sector (-13%), and information and communication services (-4.3%). In contrast, retail and hospitality services grew by 2.6%.

根据初步估计，截至2024年12月的三个月里，以色列经济的年化增长率为2.5%，较上一季度向上修正的5.3%有所放缓。经济放缓主要是由于固定投资增长急剧减速，从上一时期的29.2%降至14.7%。净贸易也拖累了国内生产总值，进口激增17.2%（对15.7%），而出口则以6.2%（对3.6%）的温和速度增长。与此同时，私人消费增长更快（9.5%对8.9%），政府支出强劲反弹（7.3%对-3.3%）。按季度计算，经济增长了5.3%。以色列全年的国内生产总值年增长率为1%。

The Israeli economy grew at an annualized rate of 2.5% in the three months to December 2024, slowing from an upwardly revised 5.3% expansion in the previous quarter, according to first estimates. The slowdown was primarily due to a sharp deceleration in fixed investment growth, which cooled to 14.7% from 29.2% in the prior period. Net trade also weighed on GDP, as imports surged 17.2% (vs. 15.7%), while exports grew at a more moderate pace of 6.2% (vs. 3.6%). Meanwhile, private consumption rose more rapidly (9.5% vs. 8.9%), and government spending rebounded strongly (7.3% vs. -3.3%). On a quarterly basis, the economy expanded 5.3%. For the full year, Israel’s GDP recorded an annual growth of 1%.

以色列的年通货膨胀率从上个月的3.2%飙升至2025年1月的3.8%，高于市场预测的3.7%。这是自2023年9月以来的最高读数，结束了两个月的经济放缓，偏离了政府1%-3%的年度目标范围。按月计算，1月份消费者价格上涨0.6%，此前12月份下跌0.3%，略高于市场预期的0.5%的涨幅，主要受新鲜水果、食品和住房价格的推动。这抵消了服装、鞋类和新鲜蔬菜价格的下降。

Israel’s annual inflation rate surged to 3.8% in January 2025, from 3.2% in the prior month and above market forecasts of 3.7%. This was the highest reading since September 2023, ending two months of slowdown and drifting away from the government's 1%-3% annual target range. On a monthly basis, consumer prices rose by 0.6% in January, following a 0.3% fall in December and slightly exceeding market estimates of a 0.5% increase, mainly driven by prices of fresh fruits, food and housing. This more than offset decreases in the price of clothing & footwear and fresh vegetables.

以色列的贸易逆差从一年前的18.5亿美元扩大到2025年1月的25.8亿美元，因为进口的增长速度明显快于出口。进口同比激增12.2%，达到73.7亿美元，主要原因是燃料（+43.7%）、投资品（+5.4%）、原材料（+14.2%）和消费品（+11.9%）的购买量增加。与此同时，出口仅增长1.5%，达到47.9亿美元，这得益于农业、林业和渔业（+44.6%）以及制造业、采矿业和采石业（不包括钻石）的销售额增长（+1.8%）。

Israel’s trade deficit widened to USD 2.58 billion in January 2025 from USD 1.85 billion a year earlier, as imports grew at a significantly faster pace than exports. Imports surged 12.2% year-on-year to USD 7.37 billion, driven by higher purchases of fuels (+43.7%), investment goods (+5.4%), raw materials (+14.2%), and consumer goods (+11.9%). Meanwhile, exports rose just 1.5% to USD 4.79 billion, supported by increased sales in agriculture, forestry & fishing (+44.6%) and manufacturing, mining & quarrying, excluding diamonds (+1.8%).