印度农村的消费量在第2FY26季度猛增7.7%,在17个季度最高,受高工资和有利耕作条件的驱动。 Rural India's consumption surged 7.7% YoY in Q2 FY26, highest in 17 quarters, driven by strong wages and favorable farming conditions.

印度农村消费在Q2 FY26年同比上升了7.7%,为17个季度的最高水平,其动力是强劲的工资、信贷扩张、有利的季风和稳定的农业价格,据Motial Oswal的ECOSPE报告。 Rural consumption in India rose 7.7% year-on-year in Q2 FY26, the highest in 17 quarters, driven by strong wages, credit expansion, favorable monsoon, and stable farm prices, according to Motilal Oswal’s ECOSCOPE report. 尽管个人信贷、汽油需求和非农用进口受到抑制,但城市需求在节庆季节之前仍然受到抑制。 Urban demand remained subdued ahead of the festive season, though personal credit, petrol demand, and non-farm imports held up. 由于GST 2.0和价格削减,预计城市支出在Q3中将有所改善,汽车和首饰的复苏最为突出。 Urban spending is expected to improve in Q3 due to GST 2.0 and price cuts, with autos and jewelry leading recovery. 高频率指标表明消费势头持续不减。 High-frequency indicators show sustained consumption momentum. 预计农村需求将在强劲前景和低通货膨胀率下继续增长,而城市需求在自行酌定的类别中可能会增加。 Rural demand is forecast to continue growing on strong rabi prospects and low inflation, while urban demand may strengthen in discretionary categories. 报告保持了26财政年度国内生产总值实际增长率6.8%的预测,名义国内生产总值为9%。 The report maintains a 6.8% real GDP growth forecast for FY26, with nominal GDP at 9%.