【环球财经】研究机构称德国工业界初级材料短缺问题加剧

Core Insights - The latest survey by the Ifo Institute indicates that the German industrial sector is facing a significant shortage of primary materials, with 11.2% of surveyed companies reporting difficulties in obtaining necessary production materials, a sharp increase from 5.5% in October [1] Industry Summary - The automotive, electronics, and optical products sectors are particularly affected, with over a quarter of German automotive companies reporting material shortages, up from less than 1% in October [1] - The proportion of German electronics and optical products companies facing issues rose from 10.4% to 17.5% [1] - The share of electrical equipment manufacturers encountering material shortages increased from 10% to 16%, while the percentage of machinery manufacturers facing similar issues rose to 8.2% [1] Economic Context - Klaus Wohlrabe, an economist at the Ifo Institute, noted that the semiconductor shortage has exacerbated the already severe situation in the German industrial sector [1] - The report highlights that the most severe material shortage situation occurred in December 2021, when 81.9% of German industrial companies were affected, compared to a long-term average of only 5.2% from 2021 to 2023 before the crisis [1]