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標普全球香港12月PMI升至49.6 惟市場需求續弱
阿思達克 01-05 08:52
標普全球去年12月香港採購經理指數(PMI)經季調後,由11月的48.7升至49.6,連續四個月低於50持平線,反映本港私營經濟進一步收縮,但跌幅不大。受惠於防疫限制放寬,私營企業12月的生產活動轉趨活躍,連帶供應商表現亦見改善。整體而言,增產幅度雖然輕微,卻是去年8月份以來首見。 報告指出,本港私營承受的價格壓力繼續加劇,投入成本通脹率呈九個月以來最急。不論採購成本(包括原材料、運輸成本在內),還是薪酬成本,都於去年底推高整體投入成本。為減輕負擔,公司藉加價將成本升幅轉嫁客戶,導致上月產出銷售價格向上。 即使客戶需求疲弱、價格壓力未減,但本港私營經濟的商業情緒維持樂觀。企業普遍期望,經濟環境將隨防疫鬆綁而好轉,商業信心進一步增加至八個月高位,頗高於2012年4月調查歷史以來的平均值。 標普全球市場財智經濟研究部副總監JingyiPan表示,數據顯示隨著防疫限制進一步放寬,多項指數於上月陸續改善,包括私營經濟自8月以來首次增產、供應商表現再度好轉等。但從出口訂單跌幅錄全年高位來看,反映外圍環境對本港私營企業仍具挑戰。即使防疫已見放寬,但來自內地的訂單需求似乎卻還受疫情困擾。不過,產出預期指數透露,整體的商業信心已於去年底恢復。重點在於需求重回升軌,為本港經濟帶來更多積極變化。 此外,標普全球市場財智預測,本港繼2022年萎縮3%後,可望於今年增長2.8%。
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