南非全股指数 (JALSHAllShare) 加自选

2025年8月，南非批准的建筑计划价值同比下降8.8%，至80.97亿南非兰特，此前一个月修正后下降5.3%，标志着连续第三个月下降。经济衰退主要是由增建和改建造成的（-22.0%对7月份的2.4%），而非住宅部门继续收缩（-10.5%对-25.2%）。在其他地区，住宅项目持平（0.0%对2.5%）。

The value of building plans approved in South Africa fell 8.8% year-on-year to ZAR 8,097 million in August 2025, following a revised 5.3% drop in the prior month, marking the third consecutive monthly decline. The slump was driven primarily by additions & alterations (-22.0% vs 2.4% in July), while the non-residential segment continued to contract (-10.5% vs -25.2%). Elsewhere, residential projects remained flat (0.0% vs 2.5%).

2025年8月，南非零售贸易同比增长放缓至2.3%，低于7月份向上修正的5.7%。主要细分市场的销售增长放缓，包括一般经销商（0.8%对3.3%）、纺织品、服装和鞋类（1.6%对9.9%）、家用家具和电器（6.2%对9.3%）、五金、油漆和玻璃（8.1%对13.3%）以及所有其他零售商（7.9%对12.1%）。食品、饮料和烟草销售额大幅下降3.7%（对-1.4%），而药品和医疗用品在下降0.1%后飙升4.1%。经季节性调整的月度数据显示，8月份零售贸易下降1.2%，7月份增长2.3%。

South Africa’s retail trade growth slowed to 2.3% year-on-year in August 2025, down from an upwardly revised 5.7% in July. Sales growth decelerated across key segments, including general dealers (0.8% vs 3.3%), textiles, clothing and footwear (1.6% vs 9.9%), household furniture and appliances (6.2% vs 9.3%), hardware, paint and glass (8.1% vs 13.3%), and all other retailers (7.9% vs 12.1%). Food, beverages and tobacco sales fell sharply by 3.7% (vs -1.4%), while pharmaceutical and medical goods surged 4.1% after a 0.1% decline. On a seasonally adjusted monthly basis, retail trade declined 1.2% in August, following 2.3% growth in July.

南非兰特小幅下跌至每美元17.5左右，因为美元保持坚挺，主要贵金属，特别是黄金、钯和铂，下跌。与此同时，交易员分析了最近的国内数据以及全球贸易和政治发展，重点关注美中贸易关系和美国政府持续关闭。南非8月份的矿业产量意外下降，这是自4月以来的首次萎缩。在贸易方面，南非贸易部长帕克斯·陶周日表示，南非即将达成一项新的贸易协议，以降低8月初对其对美国出口征收的30%的关税。官员们还表示，尽管《非洲增长与机会法》于9月30日到期，但该协议仍然有效，美国立法者计划短期延期，同时继续讨论撒哈拉以南市场的修订贸易框架。

The South African rand edged down to around 17.5 per USD, as the dollar held firm and key precious metals, notably gold, palladium, and platinum, lost ground. Meanwhile, traders analyzed recent domestic data alongside global trade and political developments, with US-China trade relations and the ongoing US government shutdown in focus. South Africa's mining output unexpectedly declined in August, marking the first contraction since April. On the trade front, South Africa’s trade minister Parks Tau said on Sunday that South Africa was on the verge of a new trade deal to reduce the 30% tariffs imposed in early August on its exports to the United States. Officials also stated that the AGOA agreement remains in effect despite its September 30 expiry, with US lawmakers planning a short-term extension while discussions continue on a revised trade framework for sub-Saharan markets.

南非工商会（SACCI）商业信心指数在2025年9月升至121.1，为六个月来的最高水平，高于8月的120。这一增长得益于海外游客的涌入、全球黄金和铂金价格的上涨、商品出口量的增加、新车销量的增加以及JSE股价超过中期趋势。SACCI表示：“短期内，金融环境支撑了商业情绪，而实际经济活动保持稳定，但也有一些负面因素。一年来，经济活动和金融环境都比一年前强劲。”。与此同时，商会指出，经济活动受到关税不确定性的压力，由于永久安排进展有限，《非洲增长与机会法》和美国贸易协定的最后期限到期。

The South African Chamber of Commerce and Industry (SACCI) business confidence index rose to 121.1 in September 2025, the highest reading in six months, up from 120 in August. The increase was supported by an influx of overseas tourists, rising global gold and platinum prices, higher merchandise export volumes, increased new vehicle sales, and JSE share prices surpassing their medium-term trend. "In the short term, the financial climate supported business sentiment, while real economic activity was stable with some negatives. Over the year, both economic activity and the financial environment were stronger than a year ago.", SACCI said. Meanwhile, the chamber noted that economic activity was under pressure from tariff uncertainty, with AGOA and US trade agreement deadlines expiring amid limited progress on permanent arrangements.