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《經濟》標普全球香港6月PMI降至47.8 企業信心近五年最弱
阿思達克 07-04 08:59
標普全球香港採購經理指數(PMI)經季節性調整後,由5月的49降至47.8,顯示營商環境連續五個月轉差,而倒退幅度更是2022年4月以來最大。 綜觀整體私營經濟,企業6月新接的訂單量已連續五個月減少。受訪業者透露,客戶的財政預算緊絀,加上美國貿易政策不明朗,有關因素打擊客戶需求。再者,來自內地和海外市場的業務量都比5月大幅縮減,導致企業擴大減產,而產量跌幅更是一年以來最明顯。 由於新增訂單減少,產能隨之釋放,企業因此更有能力處理手頭未完訂單,即使員工人數與5月維持不變,但積壓工作卻照樣連跌六個月。 企業審慎部署員工招聘,多少因爲對業務前景存有憂慮。業者的悲觀情緒爲2020年9月以來最顯着,對本地需求偏軟、全球經濟疲弱加劇,以及美國貿易政策不明朗感到困擾。 整體投入成本上揚,升幅呈2021年2月以來最小,受訪業者普遍表示,薪資通脹放緩有利壓抑成本升溫。同時,原材料價格向上,大幅推高採購價格,惟升幅已比5月緩和。行業數據反映,製造業、批發及零售業、服務業的投入成本加重,但建造業卻有所減輕。 隨着通脹壓力放緩,香港私營企業在過去4個月內,已經第三度調低售價,惟減幅不大,有受訪公司爲刺激銷路,因此向客戶提供折扣優惠。 標普全球市場財智經濟學家Usamah Bhatti表示,隨着本地和海外市場的需求同時走弱,經營業務因此大幅縮減。包括新訂單指數、業務預期指數在內的前瞻性指標作出提示,今年下半年的局面可能更加嚴峻。整體商業信心下降至近五年最低,令人憂慮。全球經濟和貿易環境疲弱,加上美國貿易政策不明朗,皆有可能影響近期的營商表現。要待信心和需求明顯好轉後,就能迎來複蘇。
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