7月標普香港PMI降至52.3 私營經濟連續四個月擴張
標普全球最新PMI數據顯示,經季節調整後,7月份標普全球香港特區採購經理指數(PMI)由6月的52.4,降至52.3,反映私營經濟連續四個月高於50持平線,景氣狀況進一步好轉,標誌著第三季開局仍處增長率的歷史高位之一。
標普全球市場財智經濟學家Laura Denman表示,數據顯示訂單需求與業務營運的增長惠及整體行業,本港私營經濟於7月持續好轉。就業水平重現跌幅,乃7月PMI最為消極的一環,但人手縮減由員工自願離職所觸發,而非由公司主導。企業匯報,為挽留及吸納人才,公司不惜調整薪酬,但仍難以物色合適人選。倘員工短缺的問題持續,則可能拖慢本港私營經濟復甦的步伐。
報告指出,由於7月份需求轉佳,企業連續第四個月增產。至於新接訂單,則受惠於疫情趨穩、防控政策放寬,因此連升四個月,情況與產出相符。
價格方面,整體投入成本於7月已連升22個月,有關升幅由採購價格與員工成本兩者帶動。業者普遍指出,原材料及運輸成本上揚,推高採購價格;公司為保持員工陣容,也調整了僱員的薪酬。企業匯報,銷售價格已連續五個月累升,顯示投入成本出現通脹,但有關升幅屬目前擴張期內最小。
展望未來一年,本港私營企業於7月由看淡轉為樂觀。綜合而言,業者普遍期望疫情紓緩、內地放寬防疫限制後,經濟得以持續復甦,因此看好前景。
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