标普全球台湾制造业PMI在2024年11月升至51.5，高于10月的六个月低点50.2。这标志着五个月来首次加速增长，也是自8月以来的最高读数，这得益于产量和新订单的增长，其中国外销售额的增长是自2022年2月以来的最大增幅。由于企业继续专注于提高生产率，就业人数连续第三个月下降，而积压的工作在三个月内增加最多。与此同时，由于运输时间表不稳定和劳动力短缺，交货时间连续第七个月延长。在价格方面，投入成本通胀仍略高于趋势水平，而产出成本通胀在竞争压力下小幅加速。最后，商业信心升至三个月高点。

The S&P Global Taiwan Manufacturing PMI increased to 51.5 in November 2024, up from October’s six-month low of 50.2. This marks the first acceleration of growth in five months, and the highest reading since August, boosted by gains in both output and new orders, with foreign sales rising the most since February 2022. Employment declined for a third straight month as firms continued to focus on bolstering productivity, while backlogs of work increased the most in three months. Meanwhile, delivery times lengthened for a seventh month in a row, due to unstable shipping schedules and labor shortages. On prices, input cost inflation remained slightly above its trend pace while output cost inflation accelerated modestly, amid competitive pressures. Lastly, business sentiment improved to a three-month high.

台湾消费者信心指数从上月的77.06下降至2024年11月的75.49。这是自7月以来的最低水平，因为大多数组成部分的情绪都在恶化：购买耐用品的时间（103.1比107.69）、股票投资时间（55.88比60.29）、国内经济繁荣（89.21比89.37）、就业机会（78.04比78.18）和家庭财务状况（84.91比85.03）。与此同时，对价格预期的信心有所改善，从10月份的41.77微升至41.79。

The consumer confidence index in Taiwan dropped to 75.49 in November 2024, down from 77.06 in the previous month. This marked the lowest reading since July, as sentiments deteriorated for most components: timing for purchasing durable goods (103.1 vs. 107.69), stock investment timing (55.88 vs. 60.29), domestic economic prosperity (89.21 vs. 89.37), employment opportunities (78.04 vs. 78.18), and family financial conditions (84.91 vs. 85.03). Meanwhile, confidence improved regarding price expectations, which edged up slightly to 41.79 from 41.77 in October.

台湾广义M2货币供应量在上月增长5.6%后，于2024年10月同比增长5.83%，达到63386亿新台币，主要归因于贷款和投资的年增长率。考虑到今年前十个月，累计年均增长率为5.9%。

Broad M2 Money Supply in Taiwan increased by 5.83% year-on-year to TWD 63,386 billion in October 2024, following a 5.6% rise in the previous month, primarily attributed to the annual growth rate of lending and investment. Considering the first ten months of the year, the cumulative average annual growth rate was 5.9%.

台湾零售额从上月的3.2%同比下滑0.5%。这标志着零售贸易自2021年8月以来首次下降，因为药品和医疗用品以及化妆品（-0.14%对9月的2.41%）和机动车、摩托车及相关零部件（-7.93%对9.72%）的销售额大幅下降。此外，专卖店的纺织品和服装销售额继续下降（-2.12%对-0.05%），文化和娱乐用品销售额下降（-6.63%对-1.14%），燃料和相关产品销售额下降（-10.17%对-6.83%），非商店/摊位贸易销售额下降（-0.72%对-0.62%）。相比之下，家用电器和商品的销售加速（3.78%对1.73%）。按月计算，10月份零售贸易较上月3.6%的四个月高点下降0.1%。

Retail sales in Taiwan slipped 0.5% year-on-year in October 2024 from a 3.2% gain in the previous month. This marked the first fall in retail trade since August 2021, as sales tumbled for pharmaceutical and medical goods and cosmetics (-0.14% vs 2.41% in September) and motor vehicles, motorcycles and related parts (-7.93% vs 9.72%). Moreover, sales continued to fall for textiles and clothing in specialized stores (-2.12% vs -0.05%), cultural and recreation goods (-6.63% vs -1.14%), fuel and related products (-10.17% vs -6.83%), and trade not in stores/stalls (-0.72% vs -0.62%). In contrast, sales accelerated for household appliances and goods (3.78% vs 1.73%). On a monthly basis, retail trade fell 0.1% in October from a four-month high of 3.6% growth in the previous month.