-- 受中东冲突导致价格和供应承压的影响,印尼4月份工厂活动萎缩,成本通胀升至四年来的最高水平。 标普全球印尼制造业采购经理人指数(PMI)从3月份的50.1降至49.1,该智库周一发布的新闻稿显示。 当月产量降幅为2025年5月以来最大。尽管制造商报告新订单略有回升,但企业仍将产量下降归因于原材料价格上涨、供应短缺和客户需求放缓。 产量放缓反映了伊朗战争对各类商品,尤其是石油和原油价格的影响。根据印尼中央统计局的数据,4月份印尼通胀率放缓至2.42%。 标普全球市场情报经济学家乌萨马·巴蒂表示:“中东战乱加剧了印尼制造业的通胀压力。4月份,企业产量出现大幅萎缩,种种迹象表明,原材料价格上涨和供应短缺对生产造成了严重影响。” 印尼是受伊朗战争引发的油价冲击影响的国家之一。国有石油天然气企业Pertamina在4月份提高了非补贴燃油产品的价格,例如Pertamax Turbo、Dexlite和Pertamina Dex等品牌的燃油。 截至周一,Pertamina Dex在雅加达的燃油价格为每升27,900印尼盾,而Dexlite的燃油价格为每升26,000印尼盾。据印尼国家石油公司(Pertamina)官网显示,Pertamax Turbo公司在印尼首都的汽油价格为每升19,900印尼盾。 与此同时,标普全球表示,为满足生产需求,制造商在第二季度初减少了员工人数。 企业也对未来12个月的产量增长保持乐观。 “新订单略有回升是一个积极的信号。然而,调查数据显示,这通常是由于客户提前采购,以应对冲突可能带来的进一步干扰,”巴蒂表示。“此外,由于战争持续时间的不确定性,乐观情绪降至五个月来的最低点。”
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