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渣打次季大灣區營商景氣指數回落至50中性水平
阿思達克 07-03 16:31
渣打銀行與香港貿易發展局今天(3日)公布2023年第二季「渣打大灣區營商景氣指數」(GBAI)。其中,第二季度的「營商信心」的「現狀指數」回落至50的中性水平,而「預期指數」仍保持在擴張區間(58.7),這是近兩年來的次高值。第二季度信貸「預期指數」也保持擴張(51.6),反映了區內企業對潛在增長的樂觀預期。「預期」和「信貸指數」均表明第三季度將進一步復甦。 「商業活動」現狀指數的各子指數中,各大灣區城市間的表現更顯多樣化。值得注意的是,深圳(51.5升至51.9)和東莞(53.5升至56.4)連續兩個季度有所改善,而大灣區其他城市的多個子指數則略有下降。在各城市子指數中,儘管「科技行業」受訪者的回應稍欠理想,但深圳的「製造和貿易」得分依然最高。大灣區另外兩個核心城市,即廣州和香港,在其他4個行業領域子指數的表現均優於深圳。 儘管市場熱議全球供應鏈的遷移,91%的受訪者表示他們目前沒有將任何產能轉移到海外,87%的受訪者表示目前沒有這樣的計劃。當調查詢問受訪者轉移產能到海外的最大障礙/挑戰時,結果顯示「生產成本高於預期」位居榜首,佔34.6%;其次是「勞動力質素和生產力欠佳」,佔29.9%;「缺乏優質/鄰近的供貨商」則是22.8%。
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