标普全球最新调查报告：中国经济有所回稳，但信心依旧不足

财经姝婷说11-19

国际三大评级机构之一的标普全球针对全球制造业和服务业开展了《全球商业前景调查》，该调查基于对约12,000家制造商和服务提供商的调查，调查内容是询问他们对未来商业状况的看法。上周，标普全球发布了最新调查报告。标普全球市场情报公司经济副总监Jingyi Pan在评论《中国商业展望》调查数据时表示：“最新的标普全球商业展望调查显示，中国各地的乐观情绪有所改善，自2023年初以来首次扭转了下行趋势。在年...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2484153915?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/om_ls/OqCJJQSTNNbJdRB9vM3m6p6UBym2PYE_dIoVIyNo1K_vsAA_294195/0","is_english":false,"pubTime":"2024-11-19 16:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484153915","market":"hk","top_or_hot":-1,"title":"标普全球最新调查报告：中国经济有所回稳，但信心依旧不足","media":"财经姝婷说","content":"<div>\n<p>国际三大评级机构之一的标普全球针对全球制造业和服务业开展了《全球商业前景调查》，该调查基于对约12,000家制造商和服务提供商的调查，调查内容是询问他们对未来商业状况的看法。上周，标普全球发布了最新调查报告。标普全球市场情报公司经济副总监Jingyi Pan在评论《中国商业展望》调查数据时表示：“最新的标普全球商业展望调查显示，中国各地的乐观情绪有所改善，自2023年初以来首次扭转了下行趋势。在年...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241119A06NMF00\">网页链接</a>\n\n</div>\n","source":"tencent_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>标普全球最新调查报告：中国经济有所回稳，但信心依旧不足</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普全球最新调查报告：中国经济有所回稳，但信心依旧不足\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 16:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20241119A06NMF00><strong>财经姝婷说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国际三大评级机构之一的标普全球针对全球制造业和服务业开展了《全球商业前景调查》，该调查基于对约12,000家制造商和服务提供商的调查，调查内容是询问他们对未来商业状况的看法。上周，标普全球发布了最新调查报告。标普全球市场情报公司经济副总监Jingyi Pan在评论《中国商业展望》调查数据时表示：“最新的标普全球商业展望调查显示，中国各地的乐观情绪有所改善，自2023年初以来首次扭转了下行趋势。在年...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241119A06NMF00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772923.USD","symbol_name":"CPR Invest - Climate Action A2 Acc USD-H","start_time":0,"source_url":"https://new.qq.com/rain/a/20241119A06NMF00","article_id":"2484153915","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/OqCJJQSTNNbJdRB9vM3m6p6UBym2PYE_dIoVIyNo1K_vsAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20241119A06NMF00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2484153915","pubTimestamp":1732005713,"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"国际三大评级机构之一的标普全球针对全球制造业和服务业开展了《全球商业前景调查》，该调查基于对约12,000家制造商和服务提供商的调查，调查内容是询问他们对未来商业状况的看法。上周，标普全球发布了最新调查报告。标普全球市场情报公司经济副总监Jingyi Pan在评论《中国商业展望》调查数据时表示：“最新的标普全球商业...","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4534":"瑞士信贷持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4585":"ETF&股票定投概念","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","BK4566":"资本集团","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4588":"碎股","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0971096721.USD":"富达环球金融服务 A","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4581":"高盛持仓","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1989763005.USD":"东方汇理教育基金A2 Acc","SPGI":"标普全球","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"translate_title":"The latest S&P Global survey report: China's economy has stabilized, but confidence is still insufficient","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPGI":1},"content_text":"国际三大评级机构之一的标普全球针对全球制造业和服务业开展了《全球商业前景调查》，该调查基于对约12,000家制造商和服务提供商的调查，调查内容是询问他们对未来商业状况的看法。上周，标普全球发布了最新调查报告。标普全球市场情报公司经济副总监Jingyi Pan在评论《中国商业展望》调查数据时表示：“最新的标普全球商业展望调查显示，中国各地的乐观情绪有所改善，自2023年初以来首次扭转了下行趋势。在年中短暂跌入净负值区域后，盈利能力的情绪再次转为积极。这在很大程度上围绕着对中国刺激措施后经济改善的预期，而推出具有更好技术的新产品和其他业务发展努力也有望推动更高的商业活动。Pan指出，“定价能力的看法比四个月前有所改善，产出价格上涨的净平衡读数达到三年来的最高水平，这归因于制造业和服务业的上涨。”但同时，Pan认为，“尽管政府迄今为止宣布了政策支持，但乐观情绪水平仍然处于历史低位。企业对就业和资本支出增长的看法也相对较弱。”10月份的标普全球中国商业展望调查显示，中国企业对未来产出增长的乐观情绪自2023年初以来首次改善。随着对未来一年销售价格上涨的预期增强，盈利能力情绪转为积极。因此，企业计划在未来一年小幅提高员工水平，并增加研发支出。与此同时，工资和非员工成本将进一步上升。10月份，预计未来一年商业活动将增加的中国企业净余额为+15%，高于6月份+11%的低点。尽管这是自2022年10月以来的第二低，但最新数据表明，整体信心自2023年2月以来首次增强。中国的数据高于德国和法国，尽管低于全球（+24%）和金砖国家（+20%）的平均水平。详细行业数据显示，制造业和服务业的信心水平均有所上升，服务业的净余额为+17%，高于6月份的+12%。服务业的读数为一年来最高。与此同时，商品生产商的乐观情绪上升幅度较小，从6月份的+10%上升至+13%。企业对未来一年商业活动增长持乐观态度，通常将其归因于政府政策支持和外部环境改善带来的国内条件改善预测。企业还提到业务发展计划和技术进步是推动未来一年商业活动增长的因素。另一方面，人们担心竞争加剧和地缘政治不确定性。一些企业还强调，材料、运输和劳动力成本上升威胁着未来12个月的增长前景。招聘意向依然低迷尽管较四个月前有所改善，但10月份仅有+2% 的中国企业计划在未来12个月内扩大员工数量，因此表明预计未来一年的就业情况只会略有改善。该数据较6月份的+1%有所回升，但为2022年6月以来的第二低。行业数据再次表明，招聘意向仅限于服务业（净余额为+4%），而制造商预计就业人数将略有下降（-1%）。通胀预期上升在中国运营的公司预计未来一年投入成本将增加。10月份净余额为+11%，低于6月份的+12%，但非员工成本预测略有下降。另一方面，公司上调了员工成本预测，相应的净余额从6月份的+10%上升至+11%。总体而言，与接受调查的其他经济体相比，预计中国的成本压力将保持相对低迷。与此同时，预计未来一年中国销售价格将上涨。净余额为+9%的公司预计产出成本将上升，高于6月份的+3%，为三年来最高。这归因于服务费（+9%）和制造业产出价格（+8%）的预期上升。对未来盈利能力转为乐观10月份，对未来盈利能力的情绪从6月份的-2%上升至+4%，再次转为乐观。然而，乐观程度仍处于历史低位，是过去四年来最低的水平之一。尽管10月份对销售价格上涨的预期有所上升，但乐观程度仍然高于历史水平。研发支出上升软最新调查数据显示，虽然中国企业的资本支出计划略有下调，从6月份的+5%降至+4%的最低水平，但研发支出指标较四个月前上升，从+8%升至+9%。从全球来看，资本支出计划净余额处于最低水平，但研发支出高于平均水平。责编:黄晟俊查看原图 12K","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484153915"}