-- 标普全球周五发布的报告显示,尽管全球石油市场低迷,日本制造业4月份仍实现扩张,但部分生产是为了建立预防性缓冲和库存。 标普全球援引其月度调查报告称,日本制造业采购经理人指数(PMI)4月份升至55.1,高于3月份的51.6,进一步突破了50荣枯分界线。 标普全球解释说,一些制造业经理指出,“由于担心中东战争导致未来供应链延迟和价格上涨,客户下达了新的订单”,同时工厂也在4月份建立了预防性库存。 然而,日本制造业在4月份也受益于全球人工智能热潮。标普全球表示,“也有报道称,对人工智能相关技术的需求增加支撑了销售额的增长。” 日本制造商报告称,4月份成本上升,同时也提高了对客户的价格。 标普全球表示,工厂经理们“在最新调查期间频繁提及原材料、石油和运输价格上涨”。“为了缓解利润压力,企业提高了销售价格。” 日本制造业4月份新增就业岗位数量也创下2022年初以来的最快增速。 尽管需求强劲,但日本制造商在4月份仍保持谨慎,并将地缘政治因素列为担忧因素。 标普全球指出,由于“中东战争及其对全球经济状况的影响存在不确定性”,受访者对未来一年经济前景的乐观情绪下滑至2020年6月以来的第二低水平。 日本制造业采购经理人指数(PMI)由标普全球根据4月9日至23日期间对400家制造商的调查数据编制而成。
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