香港2月標普全球PMI升至53.9，商業信心創新高
標普全球2月香港特區採購經理指數(PMI)經季節調整後，從1月的51.2上升至53.9，顯示私營經濟連續兩月增長，升勢爲去年5月以來最快。2月份，客戶需求升溫，帶動公司增產，企業繼而增聘人手、擴充採購。由於供應鏈瓶頸已經紓緩，供慮商縮短了供貨時間，而整體投入成本通脹亦見放緩。鑑於營商好轉，業者的商業信心衝至破紀錄新高。
中國內地與香港特區先後於新年交接之時放寬防疫措施，加上疫情降溫，促進了市場對香港特區商品與服務的需求，訂單增長因而再度急升，省中以外貿需求最爲顯著，出口訂單升幅創2011年1月以來最佳，而來自中國內地的新增訂單量，升幅也排全歷來最高之一。
企業於是擴張生產，增產速度高見12年以來最快，按分項數據顯示，芸芸行業中，又以消費性服務業的產出增長最爲突出。此外，供應商月內大幅縮短了供貨時間，改善幅度爲24年以來最佳，但即使供應鏈已回覆暢順，企業仍因新接訂單量急劇增加，造成更多積壓。
另一方面，香港特區私營企業承受的價格壓力已見紓緩。2月份整體投入價格雖持續上漲，但升幅收窄至去年10月以來最低。綜觀來看，採購價格通脹隨原材料及運輸成本上漲而升溫，但薪資通脹的幅度已經回落，因此整體成本通脹開始減慢，而企業向客戶轉嫁成本的幅度也相應放緩。不過，整體投入成本通脹和產出價格通脹均處於平均水平之上。
香港特區私營經濟於首季中段的營商情緒維持正面，企業普遍看好末來經濟和銷售前景，經營信心明顯增強，飆至2012年4月以來最佳，反映對未來12個月的業務更加樂觀。
標普全球市場財智經濟硏究部副總監Jingyi Pan表示，標普全球2月香港特區PMI顯示，香港特區私營經濟的增長動力於今年進一步聲固。整體需求轉熾，爲2月急速增長的營商活動勞來了支持，連帶外部需求亦如是，這不僅爲積極訊號，也遠超去年首季PMI錄得新出口訂單急劇萎縮的情況。隨着防疫限制放寬，供應鏈大幅暢順，因此供應商以廿多年來最大的改善幅度縮短供貨時間，預示企業於未來數月繼續增產。
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