内需不振的情况下,外需好转无疑是中国二季度经济企稳的重要动力。从外部看,全球经济摆脱美国极寒天气冲击,迎来一轮触底反弹;从内部看,政府也连续出台扩大出口退税、通关便利化等“稳外贸”措施,同时人民币实际有效汇率大幅贬值,对出口也产生一定的刺激作用。2014年7月份出口总额2 129亿美元,同比增长14.5%,时隔5个月后重回两位数增长,但未必是外需大幅提振的表现。专家认为,7月欧美进口数据并未明显反弹,而且欧洲PMI连续回落,中国出口集装箱指数也稳中 In the case of sluggish domestic demand, the improvement in external demand is undoubtedly an important impetus for China’s economy to stabilize in the second quarter. From an external perspective, the global economy has emerged from the impact of the extremely cold weather in the United States and ushered in a round of bottom-out rebound. From the internal perspective, the government has also successively introduced measures to “stabilize foreign trade,” such as expanding export tax rebates and facilitating customs clearance, while the RMB real effective exchange rate A sharp devaluation also has some stimulating effect on exports. Total exports in July 2014 were 212.9 billion U.S. dollars, up 14.5% from the same period of last year. After a lapse of five months, the total figure of the U.S. economy returned to double-digit growth but it may not be a sign of a sharp boost in external demand. Experts believe that the July European and American import data did not rebound significantly, and the European PMI fell continuously, China’s export container index is also steady