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香港5月標普全球PMI降至50.6 新訂單增長放緩
阿思達克 06-05 08:46
標普全球最新PMI數據顯示,5月份香港特區採購經理指數(PMI)經季節調整後,由4月的52.4降至50.6,仍高於50持平點,反映香港私營經濟景氣好轉。綜觀今年以來數據,則按月皆有增長,惟升幅放緩,乃目前擴張期內最慢。 報告提及,防疫限制放寬,配合消費券派發、旅遊活動頻繁,企業因此在5月新接更多業務,但從整體訂單與新出口訂單的升幅來看,卻都比4月收窄。至於來自內地的新增訂單則持續強勁,在內地與香港之間跨境旅遊全面恢復,以及清關手續暢順的利好下,5月份升幅創13年以來最大。 就業方面,企業因員工離職和精簡人手而縮減職位,整體僱員人數自六個月來首次下降。受訪公司特別提到,積壓工作量累升四個月後,終於在5月大致持平,因此毋須急於在第二季中擴充人力。需求雖然降溫,但供應商表現卻於六個月好轉後倒退,反映供應鏈瓶頸故態復萌。 此外,有見於跨境業務的空間不斷擴大,香港私營企業憧憬在未來12個月擴張業務,因此對經營前景維持樂觀。不過,業者繼續憂慮全球經濟走向,因此整體信心度進一步偏離2月的歷史高位。 標普全球經濟研究部副總監Jingyi Pan表示,從需求降溫,企業隨之調整員工規模來看,則新訂單增長放緩對就業的影響似乎令人擔憂。再者有資料顯示,企業在全球經濟充滿挑戰之際,更加審慎部署後續的經營活動,對儲備庫存顯得猶豫。業者雖繼續看好來年業務,但對需求持續升溫的顧慮卻愈來愈大,因此整體樂觀度下滑至六個月低位。
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