FINWIRES · TerminalLIVE
FINWIRES

由於成本飆升,香港私營企業4月進一步萎縮

By

-- 根據標普全球週三發布的數據,受中東戰爭相關成本大幅上漲的影響,香港私人企業4月的經營狀況連續第二個月惡化,產出和新訂單均下滑。 標普全球香港特別行政區採購經理人指數(PMI)從3月的49.3降至4月的48.6,創下10個月以來的最大跌幅。 產出萎縮速度創下2025年6月以來的最快紀錄,新訂單也連續第二個月下降,企業表示經濟狀況疲軟,顧客需求疲軟。 來自中國內地的需求也出現七個月以來的首次疲軟,儘管新出口訂單恢復成長。 受中東戰爭爆發後原物料、石油和燃料價格飆升的影響,投入成本以2011年10月以來的最快速度上漲。由於企業尋求保護利潤率,銷售價格也以2023年8月以來的最快速度上漲。 企業對未來一年的前景仍然悲觀,擔憂主要集中在地緣政治的不確定性和日益激烈的市場競爭。 標普全球經濟學家烏薩馬·巴蒂表示:“4月份標普全球香港特別行政區採購經理人指數(PMI)數據顯示,商業環境再次惡化,預示著今年第二季度開局疲軟。” 他補充說:“企業普遍認為,近期商業環境的惡化與中東戰爭及其對價格的影響有關,尤其是石油和燃料價格。” 積壓訂單連續第二個月下降,而就業人數三個月來首次下降,原因是企業透過裁員和不填補自願離職員工的空缺來減少員工數量。 儘管需求疲軟,但由於企業試圖在原物料價格進一步上漲之前增加庫存,採購活動和投入品庫存仍在持續成長。

Related Articles

Asia

Indonesia's Sovereign Wealth Fund Buys Less Than 1% Stake in GoTo

Indonesia's sovereign wealth fund Danantara purchased less than 1% equity interest in GoTo Gojek Tokopedia (IDX:GOTO), the technology firm said in a Tuesday Indonesia bourse filing.The statement, which confirmed several media reports, comes amid the government's plan to cut ride-hailing commission fees.The Indonesian government is planning to increase the revenue share of driver partners at ride-hailing companies to at least 92% from 80%, Reuters reported May 1.

$IDX:GOTO
Asia

Apis India's CFO Resigns; Shares Down 4%

Apis India's (BOM:506166) chief financial officer and key managerial personnel, Manisha Anand, has resigned from the company, with effect from May 5, according to a Wednesday filing to the Indian stock exchanges.She cited personal reasons for her resignation.The food products company's shares were down nearly 4% in recent trade.

$BOM:506166
US Markets

South Korea's Inflation Rate Jumps to Two-Year High in April

South Korea's inflation in April climbed to its highest in two years as the Middle East war triggered oil price hikes.The consumer price index or CPI rose 2.6% from a year earlier, the steepest since July 2024, according to Wednesday data from the Ministry of Data and Statistics.The current CPI was in line with the median forecast of analysts surveyed by Reuters.Excluding food and energy, the CPI grew 2.2% year on year.Data from the Bank of Korea showed that the price for oil and petroleum jumped 21.9% in April from 9.9% a month earlier as the war in Iran triggered global oil price shocks over concerns the global crude supply will dwindle due to the closure of the Strait of Hormuz.On the contrary, the prices agricultural, livestock and fishery products slipped 0.5% in April due to increased supply of major agricultural products, the central bank said.Hana Securities economist Chun Kyu-yeon said the government's fuel price caps helped ease inflation pressure. However, service price inflation is expected to increased due to the rise in other transportation fares, such as airfare, Reuters reported Wednesday.The ministry's data showed that the CPI for transportation grew 9.7% year on year.Meanwhile, Daishin Securities economist Kong Dong-rak expects the Bank of Korea to be leaning to a rate hike to mitigate inflationary pressures, according to the Reuters report.On the other hand, Min Joo Kang, ING's senior economist for South Korea and Japan, said a rate hike in July is more probable than one in May at the moment, while a 50-basis-point hike is expected in the second half of the year."With core inflation remaining near 2% and the government working to limit price hikes, the Bank of Korea is likely to pause in May," Kang said. "Strong exports, driven by semiconductors, will support overall growth, but the domestic economy will likely be hit harder by energy price hikes. This K-shaped recovery and widening growth gap between the IT and non-IT sectors should be a key challenge for the BoK."

$^KOSDAQ$^KS11