智通财经APP获悉,标普全球香港采购经理指数(PMI)经季节性调整后,4月按月持平报48.3,为去年7月以来的最低数值,香港私营经济持续转差,但收缩速度温和。综观产出、新订单、就业、供应商供货时间、采购库存在内的五大单项指数,皆对4月份PMI数值构成负面影响。
月内,新增订单量创去年7月以来的最大跌幅,而出口订单跌幅则见2022年4月以来最差。至于来自内地的订单需求也持续偏弱,但跌幅已较3月收窄。调查资料透露,美国开征关税的影响、客户的不确定走向,以及市场竞争加剧,该些因素都拖累销情。私营企业在三个月内第二度缩减生产,不过4月跌幅并不太大。行业数据显示,4月以批发及零售业的紧缩程度最为明显。
至于香港私营企业的悲观情绪比3月强烈,业者主要忧虑美国关税影响和经济疲弱。整体负面情绪为2020年10月以来最深。
标普全球市场财智经济学家Usamah Bhatti表示,4月出口订单跌幅加剧至三年以来最大,是整体需求减弱的原因之一。受访业者透露,经济疲软和美国关税影响,造成产出量和订单需求在4月同时走弱。企业看淡后续一年的经营前景,悲观情绪加深至四年半以来最强烈,于是在4月精简人手、减少采购,并降低库存水平。
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