国家统计局城市司首席统计师董莉娟解读2026年9月CPI和PPI数据。CPI环比上涨0.2%,涨幅比上月回落0.2个百分点;同比上涨0.9%,涨幅比上月扩大0.1个百分点。核心CPI同比上涨1.0%,涨幅与上月相同。PPI环比上涨1.2%,涨幅比上月扩大0.8个百分点;同比上涨5.0%,涨幅比上月扩大1.2个百分点。
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国家统计局城市司首席统计师董莉娟解读2026年9月份CPI和PPI数据。9月份,居民消费价格指数(CPI)环比上涨0.2%,涨幅比上月回落0.2个百分点;同比上涨0.9%,涨幅比上月扩大0.1个百分点;扣除食品和能源价格的核心CPI同比上涨1.0%,涨幅与上月相同。工业生产者出厂价格指数(PPI)环比上涨1.2%,涨幅比上月扩大0.8个百分点;同比上涨5.0%,涨幅比上月扩大1.2个百分点。
中新网10月14日电 据国家统计局网站消息,14日,国家统计局城市司首席统计师董莉娟解读2026年9月份CPI和PPI数据。9月份,居民消费价格指数(CPI)环比上涨0.2%,涨幅比上月回落0.2个百分点;同比上涨0.9%,涨幅比上月扩大0.1个百分点;扣除食品和能源价格的核心CPI同比上涨1.0%,涨幅与上月相同。工业生产者出厂价格指数(PPI)环比上涨1.2%,涨幅比上月扩大0.8个百分点;同比上涨5.0%,涨幅比上月扩大1.2个百分点。
一、CPI环比涨幅回落,同比涨幅扩大
从环比看,全国CPI上涨0.2%,涨幅比上月回落0.2个百分点。其中,服务价格由上月上涨0.1%转为下降0.2%,对CPI环比的影响由上月上拉约0.04个百分点转为下拉约0.08个百分点。服务中,随着暑假结束,飞机票、宾馆住宿和旅行社收费价格分别下降8.7%、7.0%和6.0%,合计影响CPI环比下降约0.12个百分点;秋季开学,教育服务价格上涨0.4%,影响CPI环比上涨约0.03个百分点。工业消费品价格上涨0.7%,涨幅比上月回落0.1个百分点,影响CPI环比上涨约0.22个百分点。工业消费品中,受国际市场价格变动影响,国内汽油价格上涨4.9%,涨幅比上月回落2.3个百分点,黄金饰品价格由上月上涨7.6%转为下降2.1%,两项合计影响CPI环比上涨约0.14个百分点;受成本走高影响,移动电话机、计算机、数据存储设备和平板电脑价格分别上涨3.7%、2.0%、1.7%和1.5%,合计影响CPI环比上涨约0.04个百分点;秋装上市,带动服装价格上涨0.7%,影响CPI环比上涨约0.03个百分点。食品价格上涨0.4%,涨幅与上月相同,低于季节性水平0.8个百分点,影响CPI环比上涨约0.06个百分点。食品中,鲜菜、猪肉、鸡蛋和鲜果价格涨幅在0.5%—2.3%之间,合计影响CPI环比上涨约0.05个百分点;牛肉和羊肉价格持续上涨,本月分别上涨3.1%和1.4%,涨幅均有扩大,合计影响CPI环比上涨约0.04个百分点;休渔期结束,水产品供应充足,价格下降0.8%,影响CPI环比下降约0.02个百分点。
从同比看,全国CPI上涨0.9%,涨幅比上月扩大0.1个百分点。其中,汽油价格上涨16.6%,涨幅扩大7.3个百分点,影响CPI同比上涨约0.47个百分点,带动能源价格涨幅由上月的4.1%扩大至本月的7.3%。扣除能源的工业消费品价格上涨1.6%,涨幅回落0.2个百分点,影响CPI同比上涨约0.39个百分点。其中,黄金饰品价格上涨22.5%,涨幅回落11.1个百分点,影响CPI同比上涨约0.11个百分点;数据存储设备、平板电脑、计算机和移动电话机价格分别上涨46.7%、23.6%、21.8%和14.9%,涨幅均有扩大,合计影响CPI同比上涨约0.23个百分点。服务价格上涨0.8%,涨幅与上月相同,影响CPI同比上涨约0.40个百分点。服务中,出行服务价格上涨2.1%,涨幅扩大0.8个百分点;医疗服务价格上涨4.0%,涨幅与上月相同。食品价格下降1.7%,降幅比上月扩大0.3个百分点,影响CPI同比下降约0.29个百分点。食品中,猪肉和鲜菜价格分别下降10.0%和8.1%,合计影响CPI同比下降约0.33个百分点;粮食、食用油、奶类和鲜果价格降幅在0.6%—1.5%之间,合计影响CPI同比下降约0.07个百分点;鸡蛋价格上涨17.4%,涨幅回落1.1个百分点,影响CPI同比上涨约0.07个百分点;牛肉和羊肉价格分别上涨7.5%和6.4%,涨幅继续扩大,合计影响CPI同比上涨约0.08个百分点。
二、PPI环比和同比涨幅均扩大
从环比看,全国PPI上涨1.2%,涨幅比上月扩大0.8个百分点。本月PPI环比运行的主要特点:一是国际原油、有色金属价格上行带动国内相关行业价格上涨。石油开采、精炼石油产品制造、有机化学原料制造价格分别上涨14.5%、7.4%和5.4%,有色金属矿采选业、有色金属冶炼和压延加工业价格分别上涨1.6%和1.5%,5个行业合计影响PPI环比上涨约0.63个百分点。二是部分能源和原材料行业供需状况变化拉动价格上涨。受冬季供暖备煤需求增加、主产矿区供应阶段性偏紧、国际煤价上涨预期效应等因素影响,煤炭开采和洗选业、煤炭加工价格分别上涨9.5%和13.6%;钢材、水泥等建筑材料需求有所回升,加之原材料成本上涨,非金属矿物制品业价格在连降7个月后转为上涨0.3%,黑色金属冶炼和压延加工业价格上涨0.2%,4个行业合计影响PPI环比上涨约0.38个百分点。三是人工智能、算电协同等领域加快发展带动部分行业需求增加、价格上涨。电气机械和器材制造业、计算机通信和其他电子设备制造业价格均上涨0.4%,2个行业合计影响PPI环比上涨约0.07个百分点。
从同比看,全国PPI上涨5.0%,涨幅比上月扩大1.2个百分点。分主要行业看,价格上涨的行业中,煤炭开采和洗选业上涨35.3%,石油和天然气开采业、石油煤炭及其他燃料加工业、化学原料和化学制品制造业分别上涨24.5%、21.6%和12.1%,有色金属矿采选业、有色金属冶炼和压延加工业均上涨21.4%,电气机械和器材制造业上涨6.2%,计算机通信和其他电子设备制造业上涨5.8%,8个行业涨幅比上月均扩大,合计影响PPI同比上涨约5.42个百分点,上拉影响比上月增加1.12个百分点。价格下降的行业中,酒饮料和精制茶制造业下降5.3%,电力热力生产和供应业下降3.9%,医药制造业下降3.3%,非金属矿物制品业下降2.5%,汽车制造业下降2.0%,5个行业合计下拉PPI同比约0.66个百分点。
AI outlook — possibilities, not facts
后续月份CPI同比涨幅可能继续温和上行
Possible · Within months
PPI涨幅可能在短期内保持高位但面临回落压力
Possible · Within months

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