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〈台经院看景气〉忧成本垫高 制造业、服务业8月营业气候均下滑

2026-11-08 17:51:04 网络 阅读(75)

台湾经济研究院今(24)日发布8月营业气候测验点,制造业、服务业和营建业均较上月下滑,其中,制造业为100.73点,月减0.49点,降幅有限,显示景气看法与上月大致持平,服务业为97.30点,月减1.19点,呈连二个月下滑。

〈台经院看景气〉忧成本垫高 制造业、服务业8月营业气候均下滑

台经院调查,制造业厂商认为当(8)月景气为「好」比率为17.8%,月减 13.9个百分点,认为当月景气为「坏」的比率为27.5%,月增12.0个百分点;而看好未来半年的厂商比率减少4.0个百分点至27.9%,看坏比率增加1.3个百分点至16.9%。

台经院说明,由于美伊冲突扩大、航运受阻且国际油价上涨,原料成本与外部不确定性同步升高,使制造业者对8月景气看法转趋保守,展望未来,除中东地缘政治风险仍高外,AI热潮推升记忆体与晶片成本,也可能抑制消费性电子终端需求,使厂商对后市看法略为转弱,不过,看好者比重仍高于看坏者。

服务业方面,零售业受惠于暑期出游人潮及高温天气,带动外出消费、冷饮冰品和轻食需求增加,加上中元节备货及中秋预购活动陆续展开,挹注民生商品与节庆礼盒销售,使8月零售业约有半数业者看好当月景气;不过,银行业因现金股息收入减少、部分业者增提呆帐准备,且上月基期较高等因素,银行业看坏当月景气比例高于看好;保险业方面,8月受投资型保单销售降温和产险淡季影响,寿险与产险保费收入均较上月回落,本业转弱,惟受惠于台股上涨、现金股利入帐,投资收益与资产评价明显改善,使景气以持平视之。

在未来半年景气看法上,零售业持续受惠于国内经济表现稳健、上市柜公司业绩成长和台股回升所带动的财富效果,近60%业者表态看好,而证券业约70%业者持平看待,近30%业者则看坏。

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      "title": "巨亨速报 - Factset 最新调查:大立光(3008-TW)EPS预估上修至190元,预估目标价为5220元",
      "shortTitle": "巨亨速报 - Factset 最新调查:大立光(3008-T",
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      "createdAt": "2026-07-27T00:14:08.000Z",
      "description": "FactSet 最新调查:大立光(3008-TW)EPS预估上修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
      "pv": 265,
      "pinyin": "tw",
      "name": "台股",
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      "id": 2528,
      "title": "巨亨速报 - Factset 最新调查:健策(3653-TW)EPS预估下修至54.92元,预估目标价为5000元",
      "shortTitle": "巨亨速报 - Factset 最新调查:健策(3653-TW",
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      "createdAt": "2026-06-20T02:10:48.000Z",
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    {
      "id": 869,
      "title": "巨亨速报 - Factset 最新调查:弘塑(3131-TW)EPS预估上修至69.62元,预估目标价为4000元",
      "shortTitle": "巨亨速报 - Factset 最新调查:弘塑(3131-TW",
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      "shortTitle": "巨亨速报 - Factset 最新调查:力旺(3529-TW",
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      "description": "FactSet 最新调查:联发科(2454-TW)EPS预估上修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
      "pv": 238,
      "pinyin": "tw",
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      "title": "闳康(3587)出售上海子公司80%股权引进策略投资人、加速AI高阶分析全球布局",
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      "description": "2026年07月31日(优分析/产业数据中心报导)⸺ 半导体分析检测厂闳康(3587-TW)董事会31日通过出售旗下闳康技术检测(上海)80%股权,交易金额约人民币19亿元,交易对象为厦门多家投资机构组成的投资团体及Red Peak Limited,全数以现金支付。交易完成后,闳康仍保留20%股权,预计于2026年底前完成交割,但仍须经股东会及主管机关核准。 闳康股票先前因重大讯息而暂停交易、将自8/3恢复交易的公告。 相较于一般资产处分案,此次交易更反映闳康对全球半导体产业重心转移的策略调整。",
      "pv": 237,
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      "shortTitle": "巨亨速报 - Factset 最新调查:臻鼎-KY(4958",
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      "description": "FactSet 最新调查:臻鼎-KY(4958-TW)EPS预估上修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
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      "id": 16808,
      "title": "钢铁输欧配额「黑箱」? 经济部:8成业者沿用旧制 自由配额维持20%",
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    "shortTitle": "〈台经院看景气〉忧成本垫高 制造业、服务业8月营业气候均下滑",
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    "description": "台经院8月营业气候测验点:制造业100.73点月减0.49点,服务业97.30点月减1.19点,营建业也下滑。
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零售业受惠暑期出游、中元节与中秋预购支撑,近60%看好半年后;惟证券业约70%持平。",
    "img": "https://cimg.cnyes.cool/prod/news/6614857/l/1971872ed2ebab232ed63aba7adb207c.jpg",
    "content": "<p>台湾经济研究院今(24)日发布8月营业气候测验点,制造业、服务业和营建业均较上月下滑,其中,制造业为100.73点,月减0.49点,降幅有限,显示景气看法与上月大致持平,服务业为97.30点,月减1.19点,呈连二个月下滑。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6614857/l/1971872ed2ebab232ed63aba7adb207c.jpg\" alt=\"〈台经院看景气〉忧成本垫高 制造业、服务业8月营业气候均下滑\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>台经院调查,制造业厂商认为当(8)月景气为「好」比率为17.8%,月减 13.9个百分点,认为当月景气为「坏」的比率为27.5%,月增12.0个百分点;而看好未来半年的厂商比率减少4.0个百分点至27.9%,看坏比率增加1.3个百分点至16.9%。</p>\n\n<p>台经院说明,由于美伊冲突扩大、航运受阻且国际油价上涨,原料成本与外部不确定性同步升高,使制造业者对8月景气看法转趋保守,展望未来,除中东地缘政治风险仍高外,AI热潮推升记忆体与晶片成本,也可能抑制消费性电子终端需求,使厂商对后市看法略为转弱,不过,看好者比重仍高于看坏者。</p>\n\n<p>服务业方面,零售业受惠于暑期出游人潮及高温天气,带动外出消费、冷饮冰品和轻食需求增加,加上中元节备货及中秋预购活动陆续展开,挹注民生商品与节庆礼盒销售,使8月零售业约有半数业者看好当月景气;不过,银行业因现金股息收入减少、部分业者增提呆帐准备,且上月基期较高等因素,银行业看坏当月景气比例高于看好;保险业方面,8月受投资型保单销售降温和产险淡季影响,寿险与产险保费收入均较上月回落,本业转弱,惟受惠于台股上涨、现金股利入帐,投资收益与资产评价明显改善,使景气以持平视之。</p>\n\n<p>在未来半年景气看法上,零售业持续受惠于国内经济表现稳健、上市柜公司业绩成长和台股回升所带动的财富效果,近60%业者表态看好,而证券业约70%业者持平看待,近30%业者则看坏。</p><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/tw/article-14580.html\" title=\"建新旗下新物流中心拚年底前仓储利用率过半 进入营收贡献阶段\">建新旗下新物流中心拚年底前仓储利用率过半 进入营收贡献阶段</a></li>\n    <li><a href=\"/new/tw/article-8857.html\" title=\"巨亨速报 - Factset 最新调查:华航(2610-TW)EPS预估上修至2.13元,预估目标价为25.7元\">巨亨速报 - Factset 最新调查:华航(2610-TW)EPS预估上修至2.13元,预估目标价为25.7元</a></li>\n    <li><a href=\"/new/tw/article-4933.html\" title=\"信邦Q3营收估续创单季新高 人形机器人专案迈入试量产\">信邦Q3营收估续创单季新高 人形机器人专案迈入试量产</a></li>\n    <li><a href=\"/new/tw/article-9313.html\" title=\"〈台股盘后〉亚股一枝独秀 受制月线反压 涨点收敛至266点收43386点\">〈台股盘后〉亚股一枝独秀 受制月线反压 涨点收敛至266点收43386点</a></li>\n    <li><a href=\"/new/tw/article-17752.html\" title=\"东元携安达康参与新加坡Data Center World亮相MDC整合方案 攻东南亚AI基建商机\">东元携安达康参与新加坡Data Center World亮相MDC整合方案 攻东南亚AI基建商机</a></li>\n    <li><a href=\"/new/tw/article-17751.html\" title=\"十月飙股霸气赢起跑点、全友⊕、 宏齐、金像电、贸联、群创\">十月飙股霸气赢起跑点、全友⊕、 宏齐、金像电、贸联、群创</a></li>\n  </ul>\n</div>",
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