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香港3月標普全球PMI跌至42
阿思達克 04-06 08:48
標普全球香港特區採購經理指數(PMI)經季節調整後,由2月份的42.9跌至3月份的42,處於50持平點之下,反映私營經濟連續三個月收縮,並創下2020年4月以來的最大跌幅。 報告指出,企業新增的產出量和訂單量連續三個月下跌,而在第五波疫情持續衝擊下,3月份跌速亦見加快。隨著內地針對疫情實施封控,企業從內地新接的訂單量繼續縮減。至於海外訂單,情況也大致相約。 由於需求轉弱,業者3月份並不積極採購,庫存量也隨之縮減。調查資料透露,社交距離措施對業務營運造成干擾,因此當經濟環境轉差,往往減持存貨。不過,企業於月內增聘人手。 此外,整體投入成本出現2011年10月以來的最大升幅,反映香港私營經濟3月承受的價格壓力大增。隨著烏克蘭局勢推高原材料及運輸成本,因此整體投入成本由採購價格帶動向上。香港私營企業3月的整體營商情緒維持悲觀。受訪業者繼續憂慮,第五波疫情牽動更多不明朗因素。 標普全球經濟研究部副總監Jingyi Pan表示,3月份香港供應鏈瓶頸因內地封控變得更脆弱,而烏克蘭局勢則加劇價格壓力,兩者都使企業營運百上加斤,因此預料第一季會出現收縮,影響當季增長。重新擴充人手固然是良好徵兆,但員工薪資目前仍受擠壓,經營信心也依然低迷。
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