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《亞洲經濟》日本11月服務業PMI終值意外上修至53 創逾兩年高
阿思達克 12-03 10:05
Jibun Bank/Markit數據顯示,經季節調整後,日本今年11月服務業採購經理人指數(PMI)終值意外上修,由10月九個月來首呈擴張50.7,續升至53,增速爲2019年8月以來最高,市場原預期確認初值52.1。 期內,服務商新業務去年1月以來首次重返擴張區域,且增速爲2019年3月以來最快;新出口訂單也恢復增長,但增速不及新訂單量;但就業四個月來首陷溫和收縮,未完成業務重新增長。服務商平均成本負擔增速加快,投入價格連漲一年,其通脹率升至2008年8月以來最高,但產出費用通脹爲連升三個月中最低。然而,服務商對來年產出預期樂觀情緒連續第三個月增強至2007年9月有調查以來最高,主因是企業希望疫情進一步消散而撤銷國內外邊境限制後,將引發國內外需求的提振。 日本11月綜合產出指數終值意外上修,由前值半年來首呈擴張50.7,續升至53.3(初值52.5),增速爲2017年10月以來最高,主因是服務業及製造業產出增速分別創逾兩年高及七個月高。期內,綜合新訂單增速加快至2018年10月以來最高,導致積壓訂單錄得七個月來首增,且積累速度爲近三年最快;但私企就業創造率連續第二個月放緩,就業水平增速爲四個月來最慢。綜合成本負擔進一步快速上升,推動總投入價格錄得2008年8月以來最快增速。
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