財新7月服務業PMI回升至52.1 勝預期 就業指數升至去年9月後最高 (10:02) – 20240805 – 即時財經新聞

報告稱,服務業景氣度回升,用工改善,就業指數升至擴張區間,並錄得2023年9月來最高,企業樂觀度亦低位反彈,但仍是2020年4月以來次低。服務業PMI較6月回升0.9個百分點,顯示服務業擴張速度加快。不過外需對總體需求的支撐力度減弱,新出口訂單指數明顯回落,僅略高於榮枯線,爲2023年9月來最低。

財新智庫高級經濟學家王喆表示,7月服務業景氣度向好,製造業相對承壓,價格水平依然較爲低迷,尤其是銷售價格處於低位,企業盈利空間受到進一步擠壓,市場樂觀情緒略有修復,但仍處於低位。國內有效需求不足、市場樂觀預期不強仍是當前最爲突出的問題,穩增長、促就業、保民生,加大政策刺激力度,推動前期政策落地顯效,更大力度激發市場活力和內生動力,當是近期政策工作重點。

國家統計局近期公布的數據顯示,7月製造業PMI下行0.1個百分點至49.4,連續三個月低於榮枯線,服務業商務活動指數微降0.2個百分點至50.0;兩大行業景氣度同時下降,拖累綜合PMI走低0.3個百分點至50.2,為2023年1月以來最低。

從財新中國服務業PMI分項數據來看,7月服務業供需擴張速度均有加快,兩大指數在擴張區間反彈。不過外需對總體需求的支撐力度減弱,新出口訂單指數明顯回落,僅略高於榮枯線,爲2023年9月來最低。

7月服務業用工情况好轉,就業指數升至擴張區間,並錄得2023年9月來最高。受訪企業表示,增加人手主要是爲了應對新增業務。隨着用工增加、工作效率提升,企業消化在手訂單能力增強,積壓工作量指數在6月短暫上升後,再度下行至收縮區間。

服務業成本繼續增加,除了原材料、用工和運費上漲,企業還在高溫天氣下增加員工津貼,投入額外支出。儘管成本壓力不減,企業銷售價格並未延續漲勢,7月服務業銷售價格指數回落至臨界點,部分企業降價促銷,抵消了漲價部分的影響。

企業樂觀度低位反彈。7月服務業經營預期指數在擴張區間小幅回升,但仍是2020年4月以來次低。服務業企業普遍寄希望於未來市況改善和業務開發爲經營活動帶來增長,也有部分企業擔心未來一年經濟環境可能轉弱,令需求受挫。

其他報道

本港7月PMI升至49.5 第3個月低於50 內地新增業務回復增長

滬深三大指數低開 人行淨回籠3009億人幣

恒指今早低開268點 科指跌1.5% 50天線跌穿100天線

港股ADR跌162點 夜期低水45點 中電等業績 美期亞股跌

日央行委員:情況適合應加息 日圓兌港元升穿5.35見7個月最強 日股挫逾4%

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