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《歐洲經濟》德國7月製造業PMI初值意外創三個月高 服務業PMI及綜合產出意外創紀錄高
阿思達克 07-23 15:59
IHS Markit/BME數據顯示,經季節調整後,德國今年7月製造業採購經理指數(PMI)初值意外連升兩個月,由前值65.1,續升至65.6,創三個月高,市場原預期續降至64.2。期內,製造業產出由前值65.2,回落至63,主因受累於原材料短缺;但新訂單增速續加快至三個月高;新出口訂單增長放緩。

德國7月服務業PMI初值意外創紀錄高,由前值57.5,續升至62.2,爲1997年6月有收集數據以來最高,且已連續三個月擴張,也遠勝市場預期59.1。期內,服務商的新業務增速僅次於2011年1月,爲系列歷史第二快;新出口訂單增速放緩。

德國7月綜合產出指數初值意外創紀錄高,由前值60.1,續升至62.5,爲1998年1月有可比數據以來最高。期內,綜合新業務增速加快至紀錄高;私企創造就業率屢創紀錄高,製造與服務業員工均出現前所未有增長;私企積壓工作增速連續第二個月創紀錄高,當中製造業在手工作急增,而服務業手頭工作量增速爲逾十年高。私企的投入品價格通脹率八個月來首次回順,由6月所創紀錄高位回落,主因是服務業投入價格放緩,抵消製造業購進價格通脹創紀錄高;產出價格也類似,服務收費增長略放緩,但出廠價格急劇加速上漲,導致綜合通脹率爲2002年9月該系列開始以來最第二快。私企對來年業務前景預期由前值所創紀錄高位回落,兩個部門前景信心均減少。

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