《歐洲經濟》德國6月製造業PMI初值意外回升至64.9 服務業PMI急漲至58.1逾十年高遠勝預期
IHS Markit/BME數據顯示,德國今年6月製造業採購經理指數(PMI)初值意外終止由紀錄高位連續兩個月回落,由5月64.4,回升至64.9,市場原預期續降至63。期內,製造業產出結束由紀錄高位連降兩個月,由前值62.8,回升至65.1;工廠新訂單繼續強增長,員工人數進一步急劇增加。製造商投入價格由前值所創紀錄高位略降,但產出收費屢創紀錄高。製造商對來年產量預期樂觀情緒創2012年7月有紀錄以來最高。
德國6月服務業PMI初值連續第二個月急升,由前值重現擴張52.8,急升至58.1,同創123個月高,遠勝市場預期55.5。期內,服務商的新業務增速加快至逾十年高,新出口訂單恢復增長;就業增速逼近紀錄高。服務商的投入價格升幅爲歷來最高,服務平產出價通脹率同樣加快。服務商對來年業務前景樂觀情緒升至2000年2月以來最高,反映疫苗接種進展加快令信心增強。
德國6月綜合產出指數初值連升兩個月兼創逾十年高,由前值56.2,續升至60.4,同創123個月高,也遠高於市場預期57.5,反映私企活動擴張進一步急速加快。期內,綜合新業務增速進一步加快至2011年1月以來最高,主要受惠於服務業增速加快至逾十年推動;私企創造就業速度連續第四個月加速,並創1998年1月有可比數據以來最高;積壓工作增速繼續爲紀錄最快之一。私企的投入成本及產出價格通脹率均加速至紀錄高。企業對來年業務前景預期更加樂觀。
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