主题：【原创】熊猫闲拍郎咸平 -- evilpanda

不该用management accounting来解释的，直接上宏观经济数据好了。不能贴图，直接上数据表

这是从CEIC挖来的2000年以来全国出口（左）入口（右）3个月移动平均增长率。这两数据基本上一直都是同步进退的，直到2004年底开始入口开始有缺口一直到2007年底才开始重新交集,入口值才开始追上来

Jan, 2000 26.18% 29.99%

Feb, 2000 28.11% 35.76%

Mar, 2000 39.37% 44.09%

Apr, 2000 36.42% 36.94%

May, 2000 34.78% 27.00%

Jun, 2000 37.81% 32.30%

Jul, 2000 32.90% 34.73%

Aug, 2000 32.14% 44.85%

Sep, 2000 25.04% 43.48%

Oct, 2000 25.34% 42.58%

Nov, 2000 20.82% 33.71%

Dec, 2000 15.75% 29.43%

Jan, 2001 7.73% 17.60%

Feb, 2001 13.10% 20.18%

Mar, 2001 15.22% 18.09%

Apr, 2001 18.63% 23.83%

May, 2001 9.83% 15.54%

Jun, 2001 4.68% 11.55%

Jul, 2001 3.17% 7.69%

Aug, 2001 2.31% 6.28%

Sep, 2001 3.96% 6.55%

Oct, 2001 1.80% 3.97%

Nov, 2001 4.27% 0.53%

Dec, 2001 6.62% 0.22%

Jan, 2002 16.00% 7.64%

Feb, 2002 13.12% 4.64%

Mar, 2002 10.28% 5.87%

Apr, 2002 6.62% 4.46%

May, 2002 12.86% 15.10%

Jun, 2002 17.82% 15.25%

Jul, 2002 21.28% 18.91%

Aug, 2002 23.49% 20.07%

Sep, 2002 28.57% 29.30%

Oct, 2002 29.82% 30.80%

Nov, 2002 31.48% 35.83%

Dec, 2002 30.52% 33.16%

Jan, 2003 32.46% 43.23%

Feb, 2003 31.71% 47.07%

Mar, 2003 33.24% 52.55%

Apr, 2003 31.94% 42.84%

May, 2003 35.11% 40.00%

Jun, 2003 34.38% 38.42%

Jul, 2003 33.44% 38.73%

Aug, 2003 30.03% 34.19%

Sep, 2003 29.67% 34.12%

Oct, 2003 31.73% 35.58%

Nov, 2003 33.97% 35.95%

Dec, 2003 40.40% 38.47%

Jan, 2004 34.82% 30.32%

Feb, 2004 36.77% 46.44%

Mar, 2004 34.16% 44.83%

Apr, 2004 38.28% 53.99%

May, 2004 35.92% 40.18%

Jun, 2004 37.12% 42.82%

Jul, 2004 37.63% 39.96%

Aug, 2004 39.23% 40.03%

Sep, 2004 34.75% 30.54%

Oct, 2004 32.92% 28.86%

Nov, 2004 35.76% 29.80%

Dec, 2004 35.65% 30.64%

Jan, 2005 40.24% 28.89%

Feb, 2005 34.82% 14.44%

Mar, 2005 34.83% 12.56%

Apr, 2005 31.42% 10.14%

May, 2005 31.62% 17.01%

Jun, 2005 30.91% 15.96%

Jul, 2005 29.81% 14.56%

Aug, 2005 30.76% 17.10%

Sep, 2005 29.14% 19.62%

Oct, 2005 29.50% 23.30%

Nov, 2005 24.65% 22.52%

Dec, 2005 22.14% 22.16%

Jan, 2006 21.60% 22.82%

Feb, 2006 22.83% 25.68%

Mar, 2006 26.16% 25.38%

Apr, 2006 24.75% 22.09%

May, 2006 25.72% 19.45%

Jun, 2006 24.07% 18.60%

Jul, 2006 23.64% 19.89%

Aug, 2006 26.16% 20.87%

Sep, 2006 28.58% 21.93%

Oct, 2006 30.89% 20.36%

Nov, 2006 30.90% 18.26%

Dec, 2006 28.98% 15.46%

Jan, 2007 30.26% 19.73%

Feb, 2007 36.59% 17.95%

Mar, 2007 30.63% 18.28%

Apr, 2007 28.42% 16.20%

May, 2007 20.73% 18.28%

Jun, 2007 27.43% 18.21%

Jul, 2007 29.92% 20.10%

Aug, 2007 27.93% 20.40%

Sep, 2007 26.52% 20.98%

Oct, 2007 22.56% 20.50%

Nov, 2007 22.57% 22.24%

Dec, 2007 22.18% 25.40%

Jan, 2008 23.63% 26.07%

Feb, 2008 18.20% 29.35%

Mar, 2008 21.21% 29.13%

Apr, 2008 19.62% 28.83%

May, 2008 26.84% 30.50%

Jun, 2008 22.53% 32.62%

Jul, 2008 24.21% 34.96%

Aug, 2008 21.89% 29.24%

Sep, 2008 23.09% 25.80%