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受通膨壓力和需求疲軟的影響,澳洲服務業緩慢恢復成長。

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-- 根據標普全球週二發布的月度調查,澳洲服務業活動在4月小幅回升,企業增加了招聘和產量,但受中東緊張局勢影響,燃油成本上漲導致的持續通膨繼續抑制新訂單,並令商業信心低迷。 標普全球澳洲服務業採購經理人指數(PMI)商業活動指數從3月的46.3升至4月的50.7,顯示在短暫收縮後,該產業已恢復小幅擴張。 調查顯示,儘管受中東戰爭相關燃油成本上漲導致訂單下降的影響,但員工人數的增加仍有助於企業擴大了業務活動。成長主要集中在資訊通信和消費者服務業,其他行業則出現下滑。 4月商業活動恢復成長,但由於中東衝突抑制了需求,新訂單連續第二個月下降,且下降速度略有加快。儘管出口訂單在經歷了上月的大幅下滑後有所反彈。 燃油價格上漲推高了投入成本,並加速了通膨,使其增速達到2022年8月以來的最快水準。超過43%的企業報告成本上漲,其中運輸和倉儲業的投入和銷售價格漲幅最為顯著。 調查顯示,由於燃油成本轉嫁給消費者,澳洲服務業的產出價格迅速上漲,通膨率達到2023年1月以來的最快水準。同時,就業連續第16個月維持穩健成長。 儘管市場情緒低迷,但企業擴張計畫提振了未來12個月的前景。就業成長和新訂單疲軟促使企業連續第二個月以2024年11月以來最快的速度清理積壓訂單。 4月綜合產出指數從3月的46.6升至50.4,重回50榮枯線以上,顯示在經歷了上月的下滑之後,商業活動略有復甦。 4月份,由於服務業成長,製造業產出上升,而新訂單在強勁通膨的背景下下降,同時投入和產出價格以2022年以來最快的速度上漲,導致製造業產出下降。 調查也顯示,員工人數大幅增加,超過了3月的增幅,而商業信心進一步下降至22個月以來的最低點。

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