渣打大湾区营商指数按季升至50.2 显示经济持续复苏
渣打与贸发局合作对粤港澳大湾区运营的1,000多家公司作调查的「大湾区营商景气指数」公布最新季度结果,反映商业活动「现状」的营商指数从去年第三季的42.4攀升至第四季的50.2,超过了50的中界线。虽然具前瞻性的「预期」指数从之前的56.2降至54.1,但依然处於扩张区间,表明随着中国走过了新冠疫情後经济复苏曲线的最陡峭部分,经济发展步伐进一步走向正轨。
子指数方面,在生产与销售、订单及利润的带动下,经济正在全方位复苏。「制造与贸易」超越「创新与科技」;在强劲生产与出口的带动下,「制造与贸易」的「现状」和「预期」指数分别录得51.6和55.4,为表现最出色的行业。随着货币政策转向中性,制造业受访者大多表示其借贷成本已触底回升,但盈余现金及应收账款周转率的改善抵消了这方面的影响。
城市方面,受惠於深圳和广州的溢出效应下,东莞和佛山继续迎头追赶,该两座城市的子指数跑赢其他城市。主题调查显示,受访者计划在今年再次提升加薪幅度,相对於全球市场将更多依托境内市场,受访者倾向扩大在大湾区大型内地城市的运营。
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