斯里兰卡科伦坡指数 (ASPI) 加自选

上周早些时候，债权人批准了斯里兰卡125.5亿美元的债务改革，惠誉评级将该国的长期外币违约评级从“限制性违约”（RD）上调至“CCC+”。该机构还将该国的本币IDR从“CCC-”上调至“CCC+”。据斯里兰卡政府称，新的重组方案预计将在其为期四年的国际货币基金组织计划中为该国节省95亿美元的偿债支出。惠誉通常不会为评级为“CCC+”或以下的主权国家分配展望。穆迪对斯里兰卡的信用评级最后被定为Ca，前景正在审查中。

Fitch Ratings upgraded Sri Lanka’s long-term foreign-currency default rating to 'CCC+' from 'restricted default' (RD) following approval by creditors of the country's $12.55 billion debt overhaul earlier last week. The agency also upgraded the country's local-currency IDR to 'CCC+' from 'CCC-'. According to Sri Lanka's government, the new restructuring package is expected to save the country $9.5 billion in debt service payments throughout its four-year IMF program. Fitch typically does not assign an Outlook to sovereigns with a rating of 'CCC+' or below. Moody's credit rating for Sri Lanka was last set at Ca with an under-review outlook.

2024年第三季度，斯里兰卡经济同比增长5.5%，这是自2017年第四季度以来最快的增长，因为该国继续从几十年来最严重的金融危机中复苏。值得注意的是，在此期间，通胀压力进一步缓解，与利率下降相吻合。工业部门激增10.8%，建筑业和采矿及采石业分别实现了23.8%和25.4%的惊人增长。此外，制造业增长5.3%，主要受纺织（13.5%）、纸制品（10.9%）、木制品（10.7%）、橡胶和塑料（9.0%）、基本金属（7.2%）等关键子行业的推动。农业增长3%，谷物（46.7%）、动物（19.9%）、茶叶（16.3%）、海洋渔业和水产养殖（9.9%）以及水果（7.3%）产量增加。服务业增长2.6%，几乎所有活动都有所增长，主要是住宿和餐饮服务（18.8%）和IT服务（16.0%）。

Sri Lanka's economy advanced by 5.5% yoy in Q3 2024, marking the fastest expansion since Q4 2017, as the country continued to recover from its worst financial crisis in decades. Notably, inflationary pressures eased further during the period, coinciding with a decline in interest rates. The expansion was led by a 10.8% surge in the industrial sector, with the construction and mining & quarrying industries posting impressive growths of 23.8% and 25.4%, respectively. Additionally, manufacturing rose by 5.3%, driven by key sub-sectors such as textiles (13.5%), paper products (10.9%), wood products (10.7%), rubber and plastics (9.0%), basic metals (7.2%). Agriculture grew by 3%, on higher production of cereals (46.7%), animals (19.9%), tea (16.3%), marine fishing and aquaculture (9.9%), and fruits (7.3%). The services sector rose by 2.6%, with almost all activities recording growth, primarily accommodation and food services (18.8%) and IT services (16.0%).

2024年11月，斯里兰卡的外国游客人数同比飙升21.6%，达到184158人，而前一个月增长了24.5%。尽管11月的保守目标为182693人，但最新数据超出预期，表明需求强劲 今年该行业增长的积极趋势。在主要市场中，印度（22.3%）仍然是最大的旅游客源市场，其次是俄罗斯（15.8%）、英国（7.0%）、德国（6.8%）、中国（4.5%）、澳大利亚（4.3%）、法国（3.6%）、荷兰（1.8%）和孟加拉国（1.8%）。今年前11个月，外国游客数量同比激增41.3%，达到1804873人。按月计算，外国游客人数增长了35.5%。

The number of foreign tourist arrivals in Sri Lanka soared by 21.6% year-on-year to 184,158 in November 2024, following a 24.5% jump in the previous month. Despite a conservative target of 182,693 for November, the latest figures exceeded expectations, showcasing robust demand and a positive trend in the sector’s growth this year. Among key markets, India (22.3%) remained the top tourist source market, followed by Russia (15.8%), the UK (7.0%), Germany (6.8%), China (4.5%), Australia (4.3%), France (3.6%), the Netherlands (1.8%), and Bangladesh (1.8%). For the first eleven months of the year, the number of foreign tourists surged by 41.3% compared to the corresponding period of the previous year, reaching 1,804,873. On a monthly basis, foreign tourist arrivals jumped 35.5%.

2024年10月，斯里兰卡的贸易逆差缩小至5.44亿美元，而去年同期为6.82亿美元。出口激增24.8%，达到11.58亿美元，主要原因是食品和活体动物（+28.1%）、矿物燃料、润滑油和相关材料（+135.6%）以及杂项制成品（+23.9%）的销售额大幅增长。相比之下，进口小幅增长5.7%，达到17.024亿美元，主要受矿物燃料、润滑油和相关材料采购大幅下降（-31.9%）的影响。

Sri Lanka's trade deficit narrowed to USD 544 million in October 2024, compared to USD 682 million in the same month of the previous year. Exports surged by 24.8% to USD 1,158 million, driven by significant increases in sales of food and live animals (+28.1%), mineral fuels, lubricants, and related materials (+135.6%), and miscellaneous manufactured articles (+23.9%). In contrast, imports rose modestly by 5.7% to USD 1,702.4 million, largely influenced by a sharp decline in purchases of mineral fuels, lubricants, and related materials (-31.9%).