-- S&Pグローバルが火曜日に発表したデータによると、タイの製造業は4月も拡大を続けたものの、そのペースは鈍化した。コスト上昇と需要の勢いの弱まりが活動の重荷となったためだ。 S&Pグローバル・タイ製造業購買担当者景気指数(PMI)は、3月の54.1から4月には52.7に低下し、昨年7月以来の最低水準となった。しかし、50の基準値を12ヶ月連続で上回った。 新規受注と生産量はともに増加したが、伸びは鈍化した。企業は購買力の低下が需要を抑制し、売上高の伸びが8ヶ月ぶりの低水準となったことを指摘している。 受注残は増加ペースが加速した一方、雇用は過去2ヶ月間の小幅な減少の後、ほぼ横ばいとなった。 購買活動は引き続き増加したが、サプライヤーの納期は3年以上ぶりの長期化を記録した。これは中東紛争に関連したサプライチェーンの混乱を反映している。 原油、燃料、原材料価格の高騰を背景に、投入価格が3年半ぶりの高水準で上昇し、コスト圧力は強まった。 S&Pによると、企業景況感は3月に4年半ぶりの低水準に落ち込んだ後、4月には回復したものの、価格上昇と需要リスクへの懸念から依然として低迷している。
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