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全球制造业复苏受阻于多种因素(1)

2021年9月30日

全球制造业复苏受阻(1)

1

   Under the continuous impact of the Delta mutant strain epidemic, the recovery of the global manufacturing industry is slowing down, and some areas have even stalled. The epidemic has always disturbed the economy. "The epidemic can't be controlled and the economy can't rise" is by no means alarmist. The intensification of the epidemic in important raw material supplies and manufacturing processing bases in Southeast Asia, the prominent side effects of stimulus policies in various countries and the continuous skyrocketing of global shipping prices have become the "stuck neck" factor of the current global manufacturing recovery, and the threat to the global manufacturing recovery has increased sharply.

9月6日,中国物流与采购联合会公布,8月份全球制造业PMI为55.7%,比上月下降0.6个百分点,连续3个月环比下降。这是自2021年3月以来首次下降到56。%以下。从不同地区来看,亚洲和欧洲的制造业PMI均较上月有不同程度的下降。美国制造业PMI与上月持平,但总体水平低于第二季度的平均水平。之前,市场研究机构IHS Markit发布的数据还显示,许多东南亚国家的制造业采购经理人指数8月继续在收缩范围,并促进当地经济发展严重受到疫情影响,这可能对全球供应链的影响更大。


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