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標普全球3月香港PMI跌至53.5 產出價格創近12年來最大升幅
阿思達克 04-06 08:53
標普全球3月香港特區採購經理指數(PMI)經季節調整後,由2月的53.9降至53.5,增長率雖按月放緩,但綜觀目前三個月的擴張期,則改善程度仍屬歷史高位之一。 市場對企業產品及服務的需求轉佳,延續年初以來升勢,而擴張速度更達2011年1月以來最快。隨著內地與香港疫後經濟好轉,企業從內地及其他區域新接的整體訂單量亦見大幅上升。因此,企業首季尾積極增產。行業數據顯示,當中以消費性服務業3月的業務增長最為突出。 由於訂單急增,企業增壓的工作量因而連續三個月累升,並進而增聘人手,以期清理未完成的業務,但有受訪業者透露,因僱員離職,所以就業增長不大。此外,香港私營企業於3月普遍看好經營前景,對未來一年的銷售增長表示樂觀,因此整體商業信心雖從2月的歷史高位回落,但仍遠高於12個月平均線。 標普全球市場財智經濟研究部副總監Jingyi Pan表示,最新PMI指數顯示,香港經濟繼續受益於重啟,並以強勁增長為首個季度作結。同時反映營商信心大增,對訂單需求攀升預示企業於未來數月增產,提出有力支持。不過,投入成本通脹自年初曾一度回落,但卻於3月再次急升,令產出價格出現近12年以來的最大升幅,這雖反映經濟重新開放,但值得審視如何影響企業的後續經營發展。此外,人力市場緊絀,也是另一有待觀察的範圍,尤其因為薪資通脹升至2013年以來新高。
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