中信证券：后续稳增长还有时间和空间，经济有望在二三季度实现修复

新浪期货每日研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20220419/c519-38c57eeb8d1530955cd978c710c315e4.jpg"]},"commentid":"live:finance-152-2635654:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-04-19 08:38:10","update_time":"2022-04-19 08:38:15","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-04-19\/doc-imcwiwst2674381.shtml","docid":"mcwiwst2674381"}","old_live_cid":"0","tag":[{"id":"5","name":"市场"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-04-19/detail-imcwiwst2674381.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2635653,"zhibo_id":152,"type":0,"rich_text":"【中信证券：后续稳增长还有时间和空间，经济有望在二三季度实现修复】中信证券指出，在2月末以来的集聚性疫情冲击下，2022年一季度GDP同比增长4.8%，略弱于2021年三季度水平，数据反映出了经济增速的下行压力。结构特点更值得关注：1）生产端中，服务业边际转弱，但工业总体保持韧性；2）需求端中，基建投资加速上行，其他需求变量受到不同程度冲击，消费压力有所凸显。需要看到，由于一季度GDP、固定资产投资等指标占全年比重相对较小，后续稳增长还有时间和空间，随着政策的进一步发力，经济有望在二三季度实现修复。