全球经济不祥之兆 中国工厂海外订单萎缩
中国出口贸易强劲增长,将惠及包括大马在内的区域经济。
(北京15日讯)如果想了解全球消费者的信心如何,投资者目前只需要看一看中国的工厂订单也就够了。
彭博新闻采访的十多位出口经理表示,从圣诞装饰品到服装、帐篷,中国厂家收到的海外客户订单正趋于枯竭,一些人预计最好也不过与去年持平。
中国主要产业枢纽地区的这一大致情况显示,全球各地的家庭已经勒紧腰带来应对生活成本快速上升局面,并可能长时间保持谨慎,这使得全球经济可能陷入衰退的警告更显真切。
宁波市一家纺织企业的营销经理马温蒂(译音)说,通胀飙升,消费者没有钱消费,需求突然就下降了。
她说,由于美国和欧洲等主要市场需求下降,7月和8月包括纽扣、拉链和缝纫线在内的订单比去年下降了约30%。
制造业反馈的情况显示,中国出口数据的持续韧性可能正在消退。当然了此前的良好状况在一定程度上也得益于价格上涨,以及赶交因冠病疫情封锁而延误的订单,还有些订单则因为担心供应链不畅而提前了。
“总体方向是,未来几个月出口增长将放缓,到今年年底有可能达到负值,”麦格理集团中国经济研究负责人胡伟俊说。不过对中国商品需求的下降将是渐进的,而非崩溃,他说。
这种不利情况几个月来慢慢发展。Vita Leisure Co.从国内采购帐篷和家具销往境外,公司的冯克拉克(译音)说出口订单自3月以来持续下降,欧洲客户需求只有去年的30%到50%左右。
他进行采购的一些工厂解雇工人或让工人休假,这是他在这个行业十年没有见过的情况。
他说,海外客户希望清理现有库存,而不是订购新产品。
“我们的产品去年非常畅销,现在从一个极端走到了另一个极端,需求甚至低于疫情之前。有一种恐慌感。”
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