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韓國4月製造業PMI報告顯示,製造業類股走強

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-- 標普全球週一發布的報告顯示,韓國製造商4月面臨成本上升,但需求也更強勁。 標普全球引述其月度調查稱,經季節性調整的韓國製造業採購經理人指數(PMI)4月份錄得53.6,高於3月份的52.6,並進一步突破了50榮枯分界線。 標普全球指出,韓國製造業的「擴張幅度為2022年2月以來最強勁」。 標普全球表示,儘管部分客戶可能出於對海灣戰爭和霍爾木茲海峽封鎖可能引發未來供應緊張的擔憂而下單,但4月份對韓國產品的需求仍然有所增長。 事實上,標普全球報告稱,韓國製造商在4月表示,他們正在消耗庫存以滿足需求,同時也面臨訂單積壓增加的問題。 此外,工廠經理在4月還面臨營運成本上升的問題。 標普全球表示:“投入價格通膨率本月大幅加速,創歷史新高。受訪者普遍認為,原材料價格飆升是造成價格上漲的主要原因,而交貨延遲和供應短缺加劇了這一問題。石油和燃料價格上漲尤為顯著。” 標普全球指出,韓國工廠經理通常將營運成本轉嫁給客戶。 標普全球報告稱,受波斯灣局勢動盪的影響,韓國工廠經理「信心降至五個月來的最低點,他們擔心衝突可能會持續下去」。 韓國製造業採購經理人指數(PMI)由標普全球依據4月9日至22日期間對400家製造商的調查數據編製而成。

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