中国5月财新制造业PMI为52 符预期
5月财新中国制造业PMI(采购经理指数)较上月上升0.1个百分点至52,符合市场预期,录得2021年以来最高值。该走势与国家统计局制造业PMI相反。
财新中国制造业PMI分项指数中,5月制造业需求略强於供给。海内外需求齐增,支撑销售增长,5月新订单指数录得2021年内高点,新出口订单指数则继续攀升至2020年12月以来高点。企业反映,新接业务量增速为五个月来最强劲。
新业务量增长,带动产量进一步上升,但原材料短缺且价格高企对供给有所抑制。相比需求侧的高景气度,供给略显疲弱,5月生产指数较上月微降。4月升入扩张区间的就业指数,5月出现回落。
监於需求持续改善,制造商大幅增加采购,5月供应商供应时间指数在收缩区间大幅下降。展望未来一年,制造业企业预期需求增长,加上新产品发布,产出将会随之扩张。不过,业界的乐观度已降至四个月低点,主要原因是担心成本上扬,以及疫情前景未明。
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