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升至2025年9月的48.1，标志着该行业连续第六个月收缩。然而，最新数据显示，这是自6月以来最温和的衰退，受到新订单近乎稳定的支撑。住房和土木工程活动继续下降，住宅项目急剧下降，这是两年半来下降最快的一次。与此同时，商业活动略有上升，这是三个月来的首次增长。为了应对工作量的减轻，公司缩减了人员编制，这是自2022年底以来首次连续裁员，而投入购买连续第四个月下降。由于燃料成本上升，交付周期稳步延长，尽管是自5月以来的最低程度。在价格方面，由于燃料和原材料价格上涨，投入成本通胀加速。最后，受新订单增强的预期支撑，市场情绪升至四个月高点。

The AIB Ireland Construction PMI rose to 48.1 in September 2025, up from 45.9 in August, signaling the sixth consecutive monthly contraction in the sector. However, the latest reading indicated the mildest downturn since June, supported by a near-stabilisation in new orders. Housing and civil engineering activity continued to decline, with residential projects falling sharply — the fastest drop in two and a half years. Meanwhile, commercial activity rose slightly, marking its first increase in three months. In response to easing workloads, firms scaled back staffing levels, posting the first back-to-back reductions in employment since late 2022, while input buying declined for the fourth straight month. Lead times lengthened solidly, though to the least extent since May, amid higher fuel costs. On prices, input cost inflation accelerated, driven by rising fuel and raw material prices. Finally, sentiment improved to a four-month high, supported by expectations of stronger new orders.

继8月份下调23.8%的激增后，爱尔兰工业生产在2025年9月同比增长10.3%。制造业增长9.5%，公用事业产出增长6.3%。与此同时，包括化学、制药、计算机和电子行业在内的现代行业的产量增长了12.3%，而传统行业的产量下降了3.1%。与上月相比，工业产出暴跌9.4%，扭转了8月份9.5%的涨幅。

Industrial production in Ireland increased 10.3% year-on-year in September 2025, following a downwardly revised 23.8% surge in August. Manufacturing went up 9.5% and utilities output rose 6.3%. Meanwhile, production on the modern sector which includes the chemical, pharmaceutical, and computer & electronic sectors, jumped 12.3% while the output for the traditional sector declined 3.1%. Compared to the previous month, industrial output tumbled 9.4%, reversing a 9.5% jump in August.

惠誉评级确认爱尔兰的长期外汇评级为“AA”，前景稳定，理由是尽管存在美国政策不确定性带来的风险，但信贷基本面强劲。该评级得到了强有力的机构和惠誉评级主权国家中人均GDP第二高的支持，即使在调整了跨国企业（MNE）对国民账户数据的巨大影响后也是如此。爱尔兰面临着美国贸易和税收政策的不确定性，因为其33%的商品出口是针对美国的。2025年上半年，整体GDP增长了18.2%，反映了在关税之前对美国的前期出口。惠誉表示：“我们预计2025年整体GDP将增长约10%，强劲的跨国公司出口将带来上行风险，而国内需求仍将保持稳定。”。标普对爱尔兰的信用评级为“AA”，前景乐观。穆迪对爱尔兰的信用评级最后被定为“Aa3”，前景乐观，而DBRS对爱尔兰的信贷评级最后被报告为“AA”，前景稳定。

Fitch Ratings affirmed Ireland’s long-term foreign currency rating at ‘AA’ with a stable outlook, citing strong credit fundamentals despite risks stemming from US policy uncertainty. The rating is supported by strong institutions and the 2nd-highest GDP per capita among Fitch-rated sovereigns, even after adjusting for the large impact of multinational enterprises (MNEs) on national accounts data. Ireland faces uncertainty regarding US trade and tax policies, as 33% of its goods exports were directed to the US. Headline GDP rose 18.2% in H1 2025, reflecting front-loaded exports to the US ahead of tariffs. “We forecast around 10% headline GDP growth in 2025, with upside risks from strong MNE exports, while domestic demand remains solid,” Fitch said. S&P’s credit rating for Ireland stands at ‘AA’ with a positive outlook. Moody’s credit rating for Ireland was last set at ‘Aa3’ with a positive outlook, while DBRS’s credit rating for Ireland was last reported at ‘AA’ with a stable outlook.

经季节性调整的爱尔兰失业率从上个月向上修正的5.1%降至2025年10月的5%。失业人数环比减少1700人，达到147400人。按性别划分，男性失业率从9月份修订后的5.1%降至5%，而女性失业率保持在5%不变。从年龄组来看，15-24岁人群的失业率从上个月修正后的13.3%小幅上升至13.4%。对于25-74岁的人来说，失业率从上个月的3.9%略微降至3.8%。相比之下，2024年10月经季节性调整的失业率为4.2%。

The seasonally adjusted unemployment rate in Ireland edged down to 5% in October 2025, from an upwardly revised 5.1% in the previous month. The number of unemployed persons decreased by 1,700 month-on-month, reaching 147,400. By gender, the unemployment rate for males ticked lower to 5% from a revised 5.1% in September, while the rate for females remained unchanged at 5%. Looking at age groups, the unemployment rate for people aged 15–24 years rose slightly to 13.4% from a revised 13.3% in the prior month. For those aged 25–74 years, the unemployment rate fell marginally to 3.8% from 3.9% in the previous month. By comparison, the seasonally adjusted unemployment rate was 4.2% in October 2024.