Malinga ndi China Federation of Logistics and Purchasing, PMI yopanga padziko lonse lapansi mu Marichi 2022 inali 54.1%, kutsika ndi 0.8 peresenti kuchokera mwezi watha ndi 3.7 peresenti kuyambira nthawi yomweyi chaka chatha.Kuchokera kumadera ang'onoang'ono, kupanga PMI ku Asia, Europe, America ndi Africa zonse zinagwera pamlingo wosiyana poyerekeza ndi mwezi wapitawo, ndipo ku Ulaya kupanga PMI inagwa kwambiri.

Kusintha kwa mndandandawu kukuwonetsa kuti chifukwa cha zovuta ziwiri za mliri ndi mikangano yapadziko lonse lapansi, kukula kwamakampani opanga zinthu padziko lonse lapansi kwatsika, kukumana ndi kugwedezeka kwakanthawi kochepa, kuchepa kwa kufunikira ndi ziyembekezo zofooka.Kuchokera pamawonedwe operekera, mikangano yapadziko lapansi yakulitsa vuto la kuchuluka kwa zinthu zomwe zidayambika chifukwa cha mliriwu, mtengo wazinthu zambiri zopangira mphamvu makamaka mphamvu ndi tirigu wachulukitsa kutsika kwamitengo, ndipo kukakamizidwa kwa mtengo wamagetsi kwakwera;mikangano yazandale zadzetsa kulepheretsa mayendedwe apadziko lonse lapansi komanso kuchepa kwa kayendetsedwe kazinthu.Kuchokera pamalingaliro ofunikira, kuchepa kwa PMI yopanga padziko lonse lapansi kukuwonetsa vuto la kuchepa kwa kufunikira mpaka pamlingo wina, makamaka PMI yopanga ku Asia, Europe, America ndi Africa yatsika, zomwe zikutanthauza kuti vuto la kuchepa kwa kufunikira ndi vuto wamba. kukumana ndi dziko mu nthawi yochepa.Malinga ndi zomwe amayembekeza, poyang'anizana ndi zotsatira zophatikizana za mliri ndi mikangano ya mayiko, mabungwe apadziko lonse achepetsa zolosera za kukula kwachuma kwa 2022. Msonkhano wa United Nations wokhudzana ndi Zamalonda ndi Chitukuko posachedwapa unatulutsa lipoti lomwe linachepetsa kukula kwachuma padziko lonse cha 2022. kuneneratu kuchokera 3.6% mpaka 2.6%.

Mu Marichi 2022, PMI yopanga ku Africa idatsika ndi 2 peresenti kuyambira mwezi watha kufika 50.8%, zomwe zikuwonetsa kuti kuchira kwa kupanga ku Africa kwatsika kuyambira mwezi watha.Mliri wa COVID-19 wabweretsa zovuta pakukula kwachuma ku Africa.Panthawi imodzimodziyo, kukwera kwa chiwongoladzanja cha Fed kwachititsanso kuti anthu atuluke.Mayiko ena a ku Africa adavutika kuti akhazikitse ndalama zapakhomo pokweza chiwongola dzanja ndikupempha thandizo la mayiko.

Kupanga ku Asia kukupitirirabe pang'onopang'ono, ndi PMI ikupitirizabe kuchepa pang'ono

Mu Marichi 2022, PMI yopanga ku Asia idatsika ndi 0.4 peresenti kuyambira mwezi watha kufika 51.2%, kutsika pang'ono kwa miyezi inayi yotsatizana, zomwe zikuwonetsa kuti kukula kwamakampani opanga ku Asia kukuwonetsa kutsika kosalekeza.Malinga ndi maiko akuluakulu, chifukwa chazifukwa zazifupi monga kufalikira kwa mliri m'malo ambiri komanso mikangano yazandale, kuwongolera pakukula kwakukula kwakupanga ku China ndiye chifukwa chachikulu chomwe chikuchepetsa kukula kwa msika waku Asia. .Poyembekezera zam'tsogolo, maziko a kuyambiranso kokhazikika kwachuma cha China sanasinthe, ndipo mafakitale ambiri alowa pang'onopang'ono panyengo yachimake yopanga ndi kutsatsa, ndipo pali malo ogulitsa msika ndi kufuna kuyambiranso.Ndi kuyesayesa kogwirizana kwa ndondomeko zingapo, zotsatira za chithandizo chokhazikika chachuma chidzawonekera pang'onopang'ono.Kuphatikiza ku China, kukhudzidwa kwa mliri kumayiko ena aku Asia ndikokulirapo, ndipo PMI yopanga ku South Korea ndi Vietnam nayonso yatsika kwambiri poyerekeza ndi mwezi watha.

Kuwonjezera pa zotsatira za mliriwu, mikangano ya mayiko ndi kutsika kwa mitengo ndi zinthu zofunikanso zomwe zikuvutitsa chitukuko cha mayiko omwe akutukuka ku Asia.Maiko ambiri azachuma ku Asia amaitanitsa gawo lalikulu la mphamvu ndi chakudya, ndipo mikangano yazandale yakulitsa kukwera kwamitengo yamafuta ndi chakudya, ndikukweza mtengo woyendetsera maiko akuluakulu aku Asia.The Fed yayamba kuzungulira kwa chiwongola dzanja chokwera, ndipo pali chiwopsezo cha ndalama zomwe zimachokera kumayiko omwe akutukuka kumene.Kuzama kwa mgwirizano pazachuma, kukulitsa zokonda zazachuma, komanso kukulitsa kuthekera kokulirapo kwa chigawo ndi njira yomwe mayiko aku Asia akuyesetsa kuthana ndi zovuta zakunja.RCEP yabweretsanso chilimbikitso chatsopano pakukhazikika kwachuma ku Asia.

Kupanikizika kwapang'onopang'ono kwa mafakitale opanga ku Europe kwatulukira, ndipo PMI yagwa kwambiri

Mu Marichi 2022, European kupanga PMI inali 55.3%, kutsika ndi 1.6 peresenti kuchokera mwezi watha, ndipo kutsikako kudakulitsidwa kuchokera mwezi wapitawo kwa miyezi iwiri yotsatizana.Malingana ndi maiko akuluakulu, kukula kwa kupanga m'mayiko akuluakulu monga Germany, United Kingdom, France ndi Italy kwachepa kwambiri, ndipo kupanga PMI yatsika kwambiri poyerekeza ndi mwezi wapitawu, Germany kupanga PMI yatsika. ndi zoposa 1 peresenti, ndipo PMI yopanga ku United Kingdom, France ndi Italy yatsika ndi 2 peresenti.PMI yopanga ku Russia idatsika pansi pa 45%, dontho loposa 4 peresenti.

Kuchokera pakuwona kusintha kwa ndondomeko, pansi pa mphamvu ziwiri za mikangano ya geopolitical ndi mliri, kukula kwa makampani opanga zinthu ku Ulaya kwatsika kwambiri poyerekeza ndi mwezi watha, ndipo kutsika kwapansi kwawonjezeka.ECB idadula zomwe zanenedweratu pakukula kwachuma kwa eurozone mu 2022 kuchoka pa 4.2% kufika pa 3.7 peresenti.Lipoti la United Nations Conference on Trade and Development likuwonetsa kuchepa kwakukulu kwakukula kwachuma m'madera aku Western Europe.Panthawi imodzimodziyo, mikangano yokhudzana ndi chikhalidwe cha dziko yachititsa kuti ku Ulaya kuchuluke kwambiri.Mu February 2022, kukwera kwa mitengo m'dera la yuro kudakwera mpaka 5.9 peresenti, mbiri yakale kuyambira pomwe yuro idabadwa.Mfundo za ECB za "kusala" kwasintha kwambiri pakuwonjezera ziwopsezo zakukwera kwa inflation.Bungwe la ECB laganiziranso kukonzanso ndondomeko yazachuma.

Kukula kwakupanga ku America kwatsika ndipo PMI yatsika

Mu Marichi 2022, Manufacturing PMI ku America idatsika ndi 0.8 peresenti kuyambira mwezi watha kufika 56.6%.Deta yochokera kumayiko akuluakulu ikuwonetsa kuti PMI yopanga ku Canada, Brazil ndi Mexico yakwera mosiyanasiyana poyerekeza ndi mwezi wapitawu, koma US kupanga PMI yatsika kuyambira mwezi watha, ndikutsika kwa 1 peresenti, zomwe zimabweretsa kutsika kwathunthu kwa PMI yamakampani opanga zaku America.

Kusintha kwa ndondomekoyi kumasonyeza kuti kuchepa kwa kukula kwa makampani opanga zinthu ku US poyerekeza ndi mwezi wapitawu ndizomwe zimayambitsa kuchepa kwa kukula kwa makampani opanga zinthu ku America.Lipoti la ISM likuwonetsa kuti mu Marichi 2022, US yopanga PMI idatsika ndi 1.5 peresenti kuyambira mwezi watha kufika 57.1%.Ma index ang'onoang'ono akuwonetsa kuti kuchuluka kwa zinthu zomwe zimaperekedwa komanso kufunikira kwamakampani opanga zinthu ku US kwatsika kwambiri poyerekeza ndi mwezi watha.Mlozera wopanga ndi madongosolo atsopano adatsika ndi mfundo zopitilira 4 peresenti.Makampani akuti makampani opanga zinthu ku US akukumana ndi kufunikira kopanga ma contract, mayendedwe akunja ndi mayiko akutsekedwa, kusowa kwa antchito, komanso kukwera kwamitengo yazinthu.Pakati pawo, vuto la kukwera kwa mitengo ndilofunika kwambiri.Malingaliro a Fed okhudzana ndi chiwopsezo cha inflation nawonso asintha pang'onopang'ono kuchoka pa "kanthawi kochepa" mpaka "kutsika kwa inflation kwatsika kwambiri."Posachedwapa, Federal Reserve idatsitsa zomwe zaneneratu zakukula kwachuma kwa 2022, kutsitsa kwambiri zomwe zikuyembekezeka kukula mpaka 2.8% kuchokera pa 4% yam'mbuyomu.

Multi-factor superposition, China yopanga PMI idabwereranso pamlingo wocheperako

Zambiri zomwe zidatulutsidwa ndi National Bureau of Statistics pa Marichi 31 zidawonetsa kuti m'mwezi wa Marichi, index ya oyang'anira ogula ku China (PMI) inali 49.5%, kutsika ndi 0,7 peresenti kuyambira mwezi watha, ndipo kuchuluka kwachuma kwamakampani opanga zinthu kudagwa.Makamaka, kupanga ndi kufunidwa kumathera nthawi imodzi kutsika.Mlozera wopanga ndi maoda atsopano adatsika ndi 0.9 ndi 1.9 peresenti motsatana ndi mwezi watha.Pokhudzidwa ndi kusinthasintha kwakukulu kwaposachedwa kwamitengo yazinthu zapadziko lonse lapansi ndi zinthu zina, index yamtengo wogula ndi index yamitengo yakale yakufakitale yazinthu zazikulu zopangira zidakhala 66.1% ndi 56.7%, motsatana, kuposa 6.1 ndi 2.6 peresenti mwezi watha, zonse zidakwera mpaka pafupifupi miyezi 5.Kuphatikiza apo, mabizinesi ena omwe adafunsidwa adanenanso kuti chifukwa cha zovuta zomwe zidachitika pakali pano, kubwera kwa ogwira ntchito sikunali kokwanira, zoyendetsa ndi zoyendetsa sizinali zosalala, ndipo nthawi yobweretsera idakulitsidwa.Mndandanda wa nthawi yoperekera katundu wa mwezi uno unali 46.5%, kutsika kwa 1.7 peresenti kuchokera mwezi wapitawo, ndipo kukhazikika kwa njira zopangira zinthu zopangira zinthu kunakhudzidwa kwambiri.

M'mwezi wa Marichi, PMI yopangira zida zapamwamba kwambiri inali 50.4%, yomwe inali yotsika kuposa mwezi wapitawo, koma idapitilirabe kukhala pakukulitsa.Mndandanda wa ogwira ntchito zamakono zamakono komanso zoyembekeza zochitika zamalonda zinali 52.0% ndi 57.8%, motero, apamwamba kuposa makampani opanga zinthu zonse za 3.4 ndi 2.1 peresenti.Izi zikuwonetsa kuti makampani opanga zamakono ali ndi chitukuko cholimba cha chitukuko, ndipo mabizinesi akupitirizabe kukhala ndi chiyembekezo cha chitukuko cha msika wamtsogolo.