As the government’s next-generation Goods and Services Tax (GST 2.0) takes effect on Monday, consumer goods makers are rolling out price cuts, system upgrades and mass communication campaigns to ensure a smooth transition. From ITC to Parle and Bisleri, companies say they are expecting boost in consumption as they are ready to pass on the benefits of tax rationalisation to shoppers.During the transition period, stocks with both old and new price tags will remain visible. Distributors said almost all existin ...

通胀数据表现 - 印度8月零售通胀同比升至2.07% 较7月的1.61%上升46个基点 仍处于央行2%-6%的舒适区间内[1][12] - 食品价格结束数月温和态势开始走强 但整体食品通胀仍保持温和[1][9] - 通胀上升主因基数效应减弱 需求稳固及卢比贬值[6][9] 机构预测调整 - S&P Global将FY26平均CPI通胀预期从3.5%下调至3.3%[7] - CareEdge将FY26通胀预期从3.1%大幅下调至2.7%[10] - Crisil将本财年通胀预期从3.5%下调至3.2%[11] 政策影响分析 - 印度央行在2025年2月进行五年来首次降息 此前连续十一次维持基准回购利率于6.5%[2][12] - GST 2.0改革方案预计通过简化两档税率结构降低生产成本 进而刺激消费[8] - 商品服务税合理化预计每年可降低CPI通胀70-90个基点[10] 行业展望 - 农业活动健康及有利基数将支撑食品通胀保持温和[9] - 季风进展良好 水库水位充足及秋收作物播种强劲有利于食品价格稳定[9] - 预计10月起商品服务税率下调效果将显现 抑制通胀加速势头[6][7]