2026年欧洲与中亚经济展望：增长放缓与政策再平衡.docxVIP

APRIL2026

EuropeCentralAsiaEconomicUpdate

IndustrialPolicy

v

Contents

Acknowledgments viii

Abbreviations ix

Regionalclassificationusedinthisreport x

ExecutiveSummary xi

Chapter1RecentDevelopments,Policies,andOutlook 1

Growthweakened 3

Consumptionremainedresilient 8

Investmentgrowthremainedstrong 10

Exportsfirmedmodestly 11

Disinflationstalled 12

Economicpolicies 16

Outlook:Resiliencetested 19

References 24

Chapter2IndustrialPoliciesinEuropeandCentralAsia 25

Introduction 27