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July 22, 2021
Uncategorized

2月ISM製造業PMI報60.8 創三年最大擴張

供應管理協會 (ISM) 週一 公布 2 月製造業採購經理人指數 (PMI) 報 60.8,攀至 3 年高位,惟工廠仍持續面臨原物料和投入品的高額成本壓力,價格指數攀至 2008 年以來最高。

供應管理協會 ISM 周一公布的報告,2 月製造業 PMI 自上月的 58.7,升至 60.8,寫下 2018 年 2 月以來最高水平。其中,2 月新訂單指數自上月的 61.1,升至 64.8,生產和僱傭指數也都以更快速度增長,為滿足需求,工廠繼續增加僱員人數,將僱傭指數推升至 2019 年 3 月以來最高水平,報 54.4。儘管如此,長達 1 年的新冠疫情仍為製造商帶來高昂的成本壓力。價格指數自上月的 82.1 躍升至 86,為 2008 年 7 月以來最高水平。

IHS Markit首席經濟學家Chris Williamson表示,美國機械和設備的需求明顯改善,這強烈暗示企業投資支出正在加強。消費品新訂單出現疫情爆发以來最強勁的月度增幅,表明家庭支出增加也在帶動生產增加。

令人擔憂的是,原材料短缺已成為一個日益嚴重的問題,2月報告的供應鏈延誤達到創紀錄水平,導致原材料成本出現過去10年最大幅度的上漲。因此,工廠生產的各種商品價格都在上漲,這可能會推動消費通脹的上升。

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