Page 10 - CCFA Journal - 8th Issue

经济热点 Economy hotspots 加中金融

图 4. 疫情以来，购房看收入 来源：WIND，笔者测算
Picture 4. Income, Housing Market and Mortgage Rate: Since the Pandemic

2021 年中以来，几乎每轮海外疫情爆发后约一个月， Since mid-2021, the mutated strain of COVID-19
变异毒株都能通过各种方式引致国内疫情的升级。近 continue to cause additional shutdowns in China. In
期海外新增确诊人数有所抬升，且变种病毒的传播力 addition, the number of confirmed COVID-19 cases has
大幅增强。在动态清零政策不变的前提下，或预示着 risen outside China, including the spread of the mutated
我国未来防疫形势依然严峻。事实上，7 月以来，我 virus. Under the zero covid policy, China still has a long
国疫情波及省市的 GDP 占比已自 6 月初 20%的低位回 way to go in terms of pandemic prevention. In July, GDP
升至近 40%。 in China’s provinces and cities affected by the pandemic
has rebounded from 20% in early June to nearly 40%.

图 5. 海外疫情领先国内，预示未来防疫形势仍严峻 来源：WIND，笔者测算
Picture 5. Pandemic waves: Inside and outside of China

CCFA JOURNAL OF FINANCE August 2022
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