爱尔兰综合指数 (ISEQ) 加自选

AIB爱尔兰建筑业采购经理人指数从8月份的45.9降至2025年9月的43.7，标志着该行业连续第五个月收缩。这也是自2022年12月以来的最大跌幅，原因是新订单大幅下降，而就业人数七个月来首次下降。 土木工程活动的降幅最大，而商业活动则经历了自2023年12月以来的最大跌幅。新订单连续第二个月下降，下降速度虽然不大，但却是一年半以来最快的。采购活动也稳步缩减，而供应商的交货时间继续延长，因为有报道称供应商人手短缺，进口商品困难。投入成本通胀降至十个月低点，而产出成本通胀放缓至三个月低点。最后，商业情绪略有减弱，仍低于系列平均水平。

The AIB Ireland Construction PMI fell to 43.7 in September 2025, down from 45.9 in August, marking the fifth consecutive monthly contraction in the sector. This also represented the steepest decline since December 2022, driven by a sharper fall in new orders, while employment decreased for the first time in seven months. The sharpest reduction was seen in civil engineering activity, while commercial activity experienced its largest drop since December 2023. New orders fell for the second consecutive month, with the pace of decline, although modest, being the fastest in over a year and a half. Purchasing activity was also scaled back at a solid pace, while suppliers' delivery times continued to lengthen amid reports of staff shortages at vendors and difficulties importing items. Input cost inflation eased to a ten-month low, while output cost inflation slowed to a three-month low. Finally, business sentiment weakened slightly and remained below the series average.

2025年8月，爱尔兰的工业生产同比增长25%，与上个月向上修正的10.5%相比大幅加速。最新数据标志着自5月以来最强劲的增长，因为制造业（24.4%对7月的8.6%）和可运输商品（25.8%对10.6%）的产出增长速度要快得多。另一方面，电力、天然气、蒸汽和空调供应的生产放缓（5.1%对13.1%）。按月计算，8月份工业生产从上月的0.5%攀升至9.8%的三个月高点。

Industrial production in Ireland surged by 25% year-on-year in August 2025, accelerating sharply from an upwardly revised 10.5% gain in the previous month. The latest figure marked the strongest growth since May, as output increased at a much faster pace for both manufacturing industries (24.4% vs 8.6% in July) and transportable goods (25.8% vs 10.6%). On the other hand, production moderated for electricity, gas, steam, and air conditioning supply (5.1% vs 13.1%). On a monthly basis, industrial production climbed to a three-month high of 9.8% in August, from 0.5% in the previous month.

爱尔兰的年通货膨胀率从上个月的2%上升到2025年9月的2.7%。这是自2024年3月以来的最高水平，原因是运输成本反弹（1.2%对8月的-2.3%）以及服装和鞋类价格上涨（3.7%对3.4%）、娱乐和文化（2.7%对2%）、餐馆和酒店（3%对2.6%）以及杂项商品和服务（3.7%对1.9%）。相比之下，食品和非酒精饮料（4.7%对5.1%）、住房和公用事业（2.3%对2.4%）以及健康（2.5%对2.6%）的通货膨胀有所缓解。按月计算，消费者价格指数下降0.2%，扭转了8月份0.4%的涨幅。9月份，不包括能源和未加工食品的核心通胀率从上月的2.1%攀升至2.8%，为2024年8月以来的最高水平。

The annual inflation rate in Ireland rose to 2.7% in September 2025 from 2% in the previous month. This marked the highest level since March 2024, driven by a rebound in transport costs (1.2% vs -2.3% in August) and higher prices for clothing and footwear (3.7% vs 3.4%), recreation and culture (2.7% vs 2%), restaurants and hotels (3% vs 2.6%), and miscellaneous goods and services (3.7% vs 1.9%). In contrast, inflation eased for food and non-alcoholic beverages (4.7% vs 5.1%), housing and utilities (2.3% vs 2.4%), and health (2.5% vs 2.6%). On a monthly basis, consumer prices decreased by 0.2%, reversing a 0.4% increase in August. Core inflation, which excludes energy and unprocessed food, climbed to 2.8% in September, the highest since August 2024, from 2.1% in the prior month.

2025年9月，AIB爱尔兰服务业采购经理人指数从8月的19个月低点50.6升至53.5，这是四个月来的首次增长。这也标志着服务业自5月以来的最快扩张，因为产出和新业务都以四个月来的最快速度增长。就业人数也稳步增长，从8月份的失业中反弹。9月份，三个行业的活动有所增长。科技、媒体和电信行业的扩张速度最快，也是两年来最强劲的，而交通、旅游和休闲行业则连续第七个月出现下滑。在价格方面，由于工资、能源、运费、食品、燃料和差旅成本的上涨，投入成本通胀加速至六个月来的最高点。因此，销售价格以四个月来最快的速度上涨，并保持在长期平均水平之上。最后，情绪有所改善，尽管在全球经济和地缘政治持续存在不确定性的情况下，情绪仍低于长期调查趋势。

The AIB Ireland Services PMI rose to 53.5 in September 2025, up from August’s 19-month low of 50.6, marking the first increase in four months. It also signaled the fastest expansion in the services sector since May, as both output and new business grew at their quickest pace in four months. Employment also increased solidly, rebounding from job losses in August. Three sectors registered growth in activity during September. Technology, media & telecoms recorded the fastest expansion—and the strongest in two years, while the transport, tourism & leisure sector posted a seventh consecutive monthly decline. On prices, input cost inflation accelerated to a six-month high, driven by rising wages, energy, freight, food, fuel, and travel costs. As a result, selling prices rose at the fastest pace in four months and remained above the long-run average. Finally, sentiment improved, though it remained below the long-run survey trend amid continued global economic and geopolitical uncertainty.