黎巴嫩BLOM股票指数 (Blom) 加自选

BLOM黎巴嫩采购经理人指数从2024年12月的48.8上升到2025年1月的50.6，标志着该国制造业恢复扩张。新订单和商业活动出现了18个月来的首次增长，达到了自2013年5月以来的最高速度。此外，私营部门公司在1月份保持了稳定的就业水平，以及稳定的采购活动。在定价方面，成本压力有所缓解，购买价格通胀降至八个月来的最低水平。与此同时，企业继续提价，但幅度不大，为2024年8月以来最低涨幅。展望未来，对未来一年前景的信心增强，新总统的当选加剧了人们对经济活动前景的乐观情绪。

The BLOM Lebanon PMI rose to 50.6 in January 2025, up from 48.8 in December 2024, signaling a return to expansion in the country's manufacturing sector. New orders and business activity saw their first increase in eighteen months, reaching their strongest pace since May 2013. Additionally, private sector companies maintained steady employment levels in January, as well as stable purchasing activity. On the pricing front, cost pressures eased, with purchasing price inflation dropping to its lowest level in eight months. Meanwhile, firms continued to raise their prices, but only marginally, with the weakest increase since August 2024. Looking ahead, confidence in the outlook for the year ahead strengthened, with the election of a new president fueling optimism about the prospects for economic activity.

2024年12月，黎巴嫩的年通货膨胀率攀升至18.1%，高于上月的15.4%，为2020年2月以来的最低水平。价格加速主要是教育（11月为31.3%对0.9%）；杂项商品和服务（39.7%对35.3%）；住房和公用事业（21.3%对19.3%），尤其是租金；交通（9%对5.4%）。按月度计算，12月份消费者价格指数上涨2.4%，而前一个月上涨2.3%。

The annual inflation rate in Lebanon climbed to 18.1% in December 2024, up from 15.4% in the preceding month, which was the lowest since February 2020. Prices accelerated primarily for education (31.3% vs 0.9% in November); miscellaneous goods & services (39.7% vs 35.3%); housing & utilities (21.3% vs 19.3%), notably rents; and transportation (9% vs 5.4%). On a monthly basis, consumer prices rose by 2.4% in December, after a 2.3% increase in the prior month.

2024年12月，BLOM黎巴嫩采购经理人指数连续第二个月上升至48.8，高于上月的48.1。这是自4月以来的最高读数，因为产出、新订单、出口和采购活动的收缩有所缓和，反映了私营部门经济某些部门的销售反弹。与此同时，就业保持稳定，私营部门的人员配置水平保持不变，导致劳动力成本稳定。在定价方面，由于供应商收费上涨，采购价格上涨带来的成本压力持续存在。然而，投入成本的增长速度放缓至三个月来的最低水平。尽管企业继续将部分增加的运营费用转嫁给客户，但产出价格通胀也有所缓和，达到三个月来的最低点。最后，12月商业信心飙升，以色列-真主党停火被广泛认为是导致前景更加乐观的一个因素。

The BLOM Lebanon PMI improved for a second consecutive month to 48.8 in December 2024, up from 48.1 in the previous month. This marked the highest reading since April, as contractions softened in output, new orders, exports, and purchasing activity, reflecting a rebound in sales across certain sectors of the private sector economy. Meanwhile, employment remained stable, with private sector staffing levels unchanged, leading to steady labor costs. On the pricing front, cost pressures from rising purchasing prices persisted, driven by higher supplier charges. However, the rate of increase in input costs slowed to its lowest pace in three months. Output price inflation also softened, reaching a three-month low, despite businesses continuing to pass some of their increased operating expenses onto clients. Finally, business confidence surged in December, with the Israel-Hezbollah ceasefire widely cited as a contributing factor to the more optimistic outlook.

由于汇率稳定和经济美元化，黎巴嫩的年通货膨胀率从上个月的15.7%降至2024年11月的15.4%，为2020年2月以来的最低水平。服装和鞋类（20.1%对27.6%）、杂项商品和服务（35.3%对37.3%）、餐厅和酒店（18.9%对21%）以及娱乐和文化（10.9%对12.3%）的价格有所下降。此外，通信（-0.3%对28.4%）和家具及家用设备（-1.5%对0.4%）的成本下降。另一方面，住房和公用事业（19.3%对16.9%）、食品和非酒精饮料（23.2%对22.8%）、交通（5.4%对5%）、健康（23%对18.3%）以及酒精饮料和烟草（21%对19.3%）的价格加速上涨。在10月份上涨2%之后，消费者价格指数每月上涨2.3%。

The annual inflation rate in Lebanon fell to 15.4 percent in November 2024, the lowest since February 2020, from 15.7 percent in the previous month due to the stability of the exchange rate and the dollarization of the economy. Prices eased for clothing & footwear (20.1 percent vs 27.6 percent), miscellaneous goods & services (35.3 percent vs 37.3 percent), restaurant & hotels (18.9 percent vs 21 percent), and recreation & culture (10.9 percent vs 12.3 percent). Also, cost fell for communication (-0.3 percent vs 28.4 percent) and furniture & household equipment (-1.5 percent vs 0.4 percent). On the other hand, prices accelerated for housing & utilities (19.3 percent vs 16.9 percent), food & non-alcoholic beverages (23.2 percent vs 22.8 percent), transport (5.4 percent vs 5 percent), health (23 percent vs 18.3 percent), and alcoholic beverages & tobacco (21 percent vs 19.3 percent). On a monthly basis, consumer prices rose 2.3 percent, following a 2 percent increase in October.