《欧洲经济》欧元区2月制造业PMI终值上修至57.9三年高 信心创纪录高
IHS Markit数据显示,经季节调整後,欧元区今年2月季调後制造业采购经理人指数(PMI)终值意外上修,由前值54.8,回升至57.9,创三年高,且已连续八个月扩张,市场原预期确认初值57.7。期内,投资商品生产商增速最为强劲,达2018年1月以来最高,其次是中间商品增速,消费品增速温和,但也是去年9月以来最好表现。
欧元区2月产出及新订单增速均加快至四个月高;新出口订单增速加快至2018年1月以来最高;采购活动增速继续加快至逾三年高;就业出现近两年首次增长,积压连增七个月。原材料和半成品库存连降25个月。供货时间近24年历来倒数第二,导致欧元区投入成本通胀率逼近十年高,产出价格也录得2018年4月以来最大升幅。欧元区制造商信心升至2012年中有纪录以来最高。
欧元区2月制造业PMI排名次序分别为:德国终值略上修回升至60.7创37个月高;荷兰续升至59.6,创29个月高;奥地利续升至58.3,创36个月高;意大利续升至56.9,创37个月高;法国终值上修至56.1,创37个月高;西班牙重现扩张,由前值所创七个月低位49.3,回升至52.9,创七个月高;爱尔兰回升至52,创两个月高;但希腊回落至49.4重陷收缩。
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