冰岛股票指数 (ICEX) 加自选

冰岛的贸易逆差从去年同期的209亿冰岛克朗大幅扩大到2025年5月的634亿冰岛克朗，达到历史最高水平。进口同比大幅增长30%，达到1432亿冰岛克朗，主要原因是资本货物（+121%）和运输设备（48%）的采购激增，资本货物的采购激增是由于在该国经营数据中心的公司大规模进口计算机产品造成的。相反，燃料和润滑油（-14%）以及食品和饮料（-10%）的采购量下降。与此同时，由于农产品（-20%）、海产品（-17%）、养殖鱼类（-14%）和制造业产品（-6%）供应减少，出口额同比下降10%，至798亿冰岛克朗。在过去的一年里，冰岛的贸易逆差从上一时期的3818亿冰岛克朗增加到4795亿冰岛克朗。

Iceland’s trade deficit expanded significantly to ISK 63.4 billion in May 2025 from ISK 20.9 billion in the same month last year, reaching a historic high. Imports rose sharply by 30% year-on-year to ISK 143.2 billion, driven by a surge in purchases of capital goods (+121%)—due to the large-scale imports of computer products by companies that run data centres in the country—and transport equipment (48%). Conversely, purchases declined in fuels and lubricants (-14%) and food and beverages (-10%). Meanwhile, exports declined by 10% from a year earlier to ISK 79.8 billion, driven by lower supplies of agricultural products (-20%), marine products (-17%), farmed fish (-14%), and manufacturing products (-6%). For the last twelve months, Iceland's trade deficit increased to ISK 479.5 billion from ISK 381.8 billion in the previous period.

冰岛的经常账户赤字从去年同期的376亿冰岛克朗急剧扩大到2025年第一季度的595亿冰岛克朗。2025年第一季度，商品账户赤字从去年同期的518亿冰岛克朗大幅增加到853亿冰岛克朗。与此同时，中等收入差距从104亿冰岛克朗上升到123亿冰岛克朗。与此同时，服务账户盈余从2024年第一季度的157亿冰岛克朗略微扩大到197亿冰岛克朗，主要收入盈余从89亿冰岛克朗增加到183亿冰岛克朗。

The current account deficit in Iceland widened sharply to ISK 59.5 billion in the first quarter of 2025 from ISK 37.6 billion in the corresponding period of the previous year. The goods account deficit increased significantly to ISK 85.3 billion in Q1 of 2025 from ISK 51.8 billion in the same period a year earlier. At the same time, the secondary income gap rose to ISK 12.3 billion from ISK 10.4 billion. Meanwhile, the services account surplus expanded slightly to ISK 19.7 billion from ISK 15.7 billion, and the primary income surplus increased to ISK 18.3 billion from ISK 8.9 billion in Q1 of 2024.

继上一季度下调0.8%的收缩后，冰岛经济在2025年第一季度同比增长2.6%。这是自2023年第三季度以来最快的扩张。固定投资（18.0%对第四季度的15.6%）、家庭消费（2.3%对0.8%）和政府支出（2.6%对2.1%）的激增推动了增长。净外部需求也对GDP做出了积极贡献，因为出口（13.5%对10.5%）的增长超过了进口（4.4%对1.4%）。经季节性调整的季度数据显示，3月季度GDP增长2.7%，较前一季度1.4%的下降有所回升。

Iceland’s economy expanded by 2.6% year-on-year in the first quarter of 2025, following a downwardly revised 0.8% contraction in the previous quarter. This marked the fastest expansion since the third quarter of 2023. Growth was driven by a surge in fixed investments (18.0% vs 15.6% in Q4), household consumption (2.3% vs 0.8%), and government spending (2.6% vs 2.1%). Net external demand also contributed positively to the GDP, as exports (13.5% vs. 10.5%) rose more than imports (4.4% vs 1.4%). On a seasonally adjusted quarterly basis, GDP rose by 2.7% in the March quarter, rebounding from a 1.4% fall in the preceding period.

2025年5月，冰岛的年通货膨胀率降至3.8%，与3月份的四年低点持平，低于上个月的4.2%。交通（4月份为0.9%对2.6%）、娱乐和文化（2.9%对3.2%）以及杂项商品和服务（4.1%对5.3%）的价格有所回落。住房和公用事业的通货膨胀保持稳定（7.2%），而家具和家用设备的成本下降（-0.7%对1.6%）。相比之下，食品和非酒精饮料（5.9%对5.6%）以及通信（1.7%对0.6%）的价格上涨更快。按月计算，5月份消费者价格指数上涨0.2%，为四个月来最慢增速，此前4月份上涨0.9%。

The annual inflation rate in Iceland fell to 3.8% in May 2025, matching March's four-year low, down from 4.2% in the previous month. Prices eased for transport (0.9% vs 2.6% in April), recreation and culture (2.9% vs 3.2%), and miscellaneous goods and services (4.1% vs. 5.3%). Inflation remained steady for housing and utilities (at 7.2%), while the cost of furnishing and household equipment declined (-0.7% vs 1.6%). In contrast, prices rose more quickly for food and non-alcoholic beverages (5.9% vs 5.6%) and communications (1.7% vs 0.6%). On a monthly basis, consumer prices increased by 0.2% in May, the slowest pace in four months, following a 0.9% rise in April.