《歐洲經濟》歐元區10月製造業PMI初值僅微降至58.5勝預期 惟服務業PMI創半年低遜預期
IHS Markit數據顯示,歐元區今年10月製造業採購經理人指數(PMI)初值由紀錄高位連跌第四個月至58.5(前值58.6),增速爲八個月來最低,但仍遠勝市場預期57,且已連續16個月擴張。期內,製造業產出由前值55.6,降至53.2,增速爲16個月來最低;新訂單增速放緩;就業增速低於近期峯值。製造商投入成本增速創紀錄高,產出價格創近20年曆史最高。
歐元區10月服務業PMI初值由逾15年高位連跌第三個月至54.7(前值56.4),增速仍半年來最低,遜於市場預期55.5。期內,服務商的新業務連增六個月,增速略加快;就業增速達2007年以來最大。服務業的投入成本增速爲2000年9月以來最快,產出價格通脹創近20年曆史最高。
受德國及法國10月產出增速分別放緩至八個月及半年低主導,歐元區10月綜合產出指數初值由逾15年高位連跌第三個月至54.3(前值56.2),增速同創半年低,也遜於市場預期55.2,但已連續8個月擴張。期內,綜合新訂單增速放緩至半年低;但私企創造就業機會加快至廿年來最高,主要受德法兩國推動;歐元區積壓工作繼續增加,但增速爲半年來最慢;由於供應短缺和運輸問題持續惡化,導致供貨延時超過20年最長之一,僅次於今年5月。綜合投入成本及產出價格升幅均創紀錄高。私企信心續降至八個月低,主因是服務業前景略好轉,但製造業前景樂觀情緒創一年低,主因是擔心疫情大流行對供應鏈影響揮之不去。
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