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由于成本飙升,香港私营企业4月份进一步萎缩

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-- 根据标普全球周三发布的数据,受中东战争相关成本大幅上涨的影响,香港私营企业4月份的经营状况连续第二个月恶化,产出和新订单均出现下滑。 标普全球香港特别行政区采购经理人指数(PMI)从3月份的49.3降至4月份的48.6,创下10个月以来的最大跌幅。 产出萎缩速度创下2025年6月以来的最快纪录,新订单也连续第二个月下降,企业表示经济形势疲软,客户需求疲软。 来自中国内地的需求也出现七个月以来的首次疲软,尽管新出口订单恢复增长。 受中东战争爆发后原材料、石油和燃料价格飙升的影响,投入成本以2011年10月以来的最快速度上涨。由于企业寻求保护利润率,销售价格也以2023年8月以来的最快速度上涨。 企业对未来一年的前景依然悲观,担忧主要集中在地缘政治的不确定性和日益激烈的市场竞争上。 标普全球经济学家乌萨马·巴蒂表示:“4月份标普全球香港特别行政区采购经理人指数(PMI)数据显示,商业环境再次恶化,预示着今年第二季度开局疲软。” 他补充道:“企业普遍认为,近期商业环境的恶化与中东战争及其对价格的影响有关,尤其是石油和燃料价格。” 积压订单连续第二个月下降,而就业人数三个月来首次下降,原因是企业通过裁员和不填补自愿离职员工的空缺来减少员工数量。 尽管需求疲软,但由于企业试图在原材料价格进一步上涨之前增加库存,采购活动和投入品库存仍在持续增长。

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