标准普尔南非全球采购经理人指数从3月份的48.3升至2025年4月的50.0,表明在经历了四个月的收缩后趋于稳定。产出、新订单和就业的温和反弹推动了这一改善,一些公司表示需求和营销成功增强。服务业引领增长,而工业则因产量下降而滞后。值得注意的是,供应商交货时间自2023年年中以来首次改善,这得益于德班港口拥堵的减少。随着企业对缓解供应问题的反应,采购活动也有所增加,尽管库存略有下降。在价格方面,受兰特疲软和进口价格上涨的推动,投入成本通胀急剧加速至八个月来的最高点,促使企业在暂停一个月后提高售价。展望未来,由于持续的政治和经济不确定性,商业预期减弱,达到19个月来的第二低水平。尽管如此,仍有40%的公司对未来的产量持乐观态度。
The S&P Global South Africa PMI rose to 50.0 in April 2025 from 48.3 in March, signaling stabilization after four months of contraction. Modest rebounds in output, new orders, and employment drove the improvement, with some firms citing stronger demand and marketing success. Services led growth, while industry lagged with a decline in production. Notably, supplier delivery times improved for the first time since mid-2023, aided by reduced congestion at Durban's port. Purchasing activity also rose as firms responded to easing supply issues, though inventories dipped slightly. On prices, input cost inflation accelerated sharply to an eight-month high, driven by rand weakness and higher import prices, prompting firms to raise selling prices after a one-month reprieve. Looking ahead, business expectations weakened, reaching the second-lowest level in 19 months, amid continued political and economic uncertainty. Nonetheless, 40% of firms remained optimistic about future output.