Group 1 - The AIB Ireland Manufacturing Purchasing Managers' Index (PMI) for July is reported at 53.2, indicating growth for the seventh consecutive month despite rising costs and a slowdown in new business [1] - Manufacturing output in July showed strong growth, surpassing the average growth rate of the first half of the year [1] - Employment in the manufacturing sector stands at 246,000, making it the largest single industry for employment in Ireland [3] Group 2 - New orders from abroad have increased for the first time in four months, with some Irish manufacturers expanding into new markets in Asia and the Middle East [3] - Approximately one-third of manufacturers expect production to continue increasing, while only 8% anticipate a decline in output [3] - AIB's survey includes 250 manufacturers across various sectors such as food, beverages, pharmaceuticals, high-tech equipment, and plastics, many of which are involved in exports [3] Group 3 - The manufacturing PMI in the Eurozone has dropped to 49.8, while the US and UK reported PMIs of 49.5 and 48.2 respectively, indicating a slowdown in factory production in these regions [2] - Despite facing US export tariffs, manufacturers in Ireland remain optimistic about future production [3] - There is potential for pent-up demand if global trade uncertainties diminish over the next year [3]

Group 1 - The core point of the article is that the UK manufacturing Purchasing Managers' Index (PMI) reached 48.0 in July, marking a six-month high, but it remains in the contraction zone [1] - The PMI has been in the contraction zone for ten consecutive months, indicating ongoing challenges in the manufacturing sector [1] - Standard & Poor's Global noted that the pace of decline in UK manufacturing has slowed to the mildest level in this downturn cycle, with business confidence rising to a five-month high [1] Group 2 - Despite the improvements, there are still downside risks present, including weak domestic and international market conditions, low customer confidence, and manufacturers' concerns regarding government budget decisions [1]

（文章来源：央视新闻） 人民财讯8月1日电，当地时间8月1日，美国供应管理协会（ISM）最新公布数据显示，美国7月制造业 采购经理人指数（PMI）为48%，低于6月的49%。 ...

新华财经莫斯科8月1日电（记者包诺敏）根据标准普尔全球最新发布的行业调查报告，2025年7月俄罗 斯制造业采购经理人指数（PMI）录得47.0点，较6月的47.5点继续呈现收缩态势。 因新业务流失速度加快，俄罗斯制造业产出出现近三年来最大幅度收缩。与此同时，企业运营成本与产 品出厂价格延续上涨趋势，但成本通胀率及产出价格增速均放缓至温和区间。 调查显示，受国内市场需求持续疲软影响，7月新订单总量出现五个月内的第四次下降，且降幅较前月 扩大。尽管本土需求承压，海外客户需求呈现回暖迹象，当月新出口订单量实现五个月以来的首涨。 （文章来源：新华财经） 对于未来行业前景，企业保持乐观预期，认为新产品线开发及设备更新将助力销售额提升，但受宏观经 济不确定性及客户财务状况趋紧影响，商业信心指数已降至2022年8月以来低点。 俄制造业经营环境已连续两个月处于50点荣枯线下方，创下2022年3月以来的最差表现。 ...

Group 1 - The trade conflict has led to a pervasive pessimism among American businesses regarding the economic outlook, creating significant uncertainty for the U.S. economy [1] - The CEO Confidence Index for the second quarter of 2025 has dropped from 60 points to 34 points, marking the lowest level since Q4 2022 and the largest month-over-month decline since the survey began in 1976 [1] - The U.S. manufacturing Purchasing Managers' Index (PMI) for May is reported at 48.5%, slightly down from April's 48.7% [1] Group 2 - The unpredictable tariff policies of the U.S. have impacted the overall European economy, particularly affecting German manufacturing, despite the limited direct steel business of the German company in the U.S. market [2] - The European Commission is urged to expedite the previously decided trade countermeasures in response to the U.S. tariffs [2]

Core Insights - The latest data from the Institute for Supply Management (ISM) indicates that the U.S. manufacturing Purchasing Managers' Index (PMI) for May is at 48.5%, which is a decrease from April's 48.7% [1] Summary by Category Economic Indicators - The U.S. manufacturing PMI for May stands at 48.5%, reflecting a slight decline from the previous month's figure of 48.7% [1]

Core Insights - The ISM Manufacturing Purchasing Managers' Index (PMI) indicates that U.S. manufacturing activity has contracted for the third consecutive month in May, with a PMI reading of 48.5%, down from 48.7% in April, remaining below the 50% threshold that signifies expansion [1][2] Manufacturing Activity - The new orders index stands at 47.6%, showing a slight improvement from April's 47.2%, but still indicating contraction for the fourth month in a row [1] - The production index increased to 45.4% in May from 44% in April, yet remains in a contraction phase [1] - The prices index is at 69.4%, slightly lower than April's 69.8%, indicating ongoing price expansion [1] Employment and Orders - The employment index rose marginally to 46.8%, but continues to reflect contraction, suggesting companies are still opting for layoffs to manage costs [1][2] - The backlog of orders index increased to 47.1%, indicating a slight easing in the contraction of backlogged orders [1] Supplier and Inventory Dynamics - The supplier delivery index recorded 56.1%, up from 55.2% in April, indicating slower deliveries, which is typically associated with economic recovery and increased customer demand [2] - The inventory index dropped significantly from 50.8% in April to 46.7%, entering a contraction phase [2] External Demand and Export Orders - The new export orders index fell to 40.1%, down 3 percentage points from April, while the import index plummeted to 39.9%, a drop of 7.2 percentage points, reflecting weakened external demand [2] - The overall manufacturing GDP shows that 57% is in contraction, significantly higher than April's 41% [3] Sector Performance - Only the petroleum and coal products and machinery sectors experienced expansion in May, while seven sectors contracted, including paper products and transportation equipment [3] - The sectors that showed growth include plastics and rubber products, nonmetallic mineral products, and electrical equipment [3] Business Sentiment and Challenges - Manufacturers report that tariffs, economic uncertainty, and supply chain issues are ongoing challenges affecting their operations [4] - Companies are in a "wait-and-see" mode, with business activities slowing down due to price instability and uncertain trade policies [4] - Concerns about potential supply shortages in consumer goods persist if trade agreements between the U.S. and China are not reached [4]

Group 1 - The official manufacturing PMI for April fell by 1.5 percentage points to 49%, indicating a contraction in the manufacturing sector, while the Caixin manufacturing PMI recorded 50.4, down 0.8 percentage points from March, marking the lowest in three months [2] - The central bank has maintained a net injection of over 1 trillion yuan in the past five trading days to stabilize the funding environment, with the latest reverse repo operation amounting to 530.8 billion yuan at a rate of 1.50% [2] - Public funds have actively participated in the bond market, with net purchases of interest rate bonds reaching 44.4 billion yuan on April 29, indicating a shift in sentiment compared to a net sell-off of 3 billion yuan on April 28 [3] Group 2 - The recent PMI data highlights the impact of tariffs and trade tensions, leading to an expected acceleration in government bond issuance, particularly supporting technology, consumption, and foreign trade sectors [2] - The 10-year government bond yield is anticipated to decline to around 1.5%, with a potential interest rate cut of approximately 20 basis points expected in May or June [2] - The overall trading theme in the bond market is influenced by macroeconomic data and stable funding prices, with mixed performance observed in government bond futures on April 30 [1]

（Reuters） 江苏省的工厂 日本经济新闻（中文版：日经中文网）盐崎健太郎 北京报道 4月30日，中国国家统计局公布的4月份制造业采购经理人指数（PMI）为49.0。比上月下降1.5个 百分点，时隔2个月跌破50这一好坏临界点。由于美国对中国加征关税，生产指数和订单指数低 迷。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 PMI以3200家制造业企业为调查对象。按照项目调查新订单、生产、员工人数等。指数超过50表 明景气度比上月扩大，指数低于50则表示景气度缩小。 作为支柱的新订单指数比上月下降2.6个百分点至49.2，时隔2个月跌破50。生产指数也下降2.8 个百分点至49.8，时隔2个月跌破50。 按企业规模来看，大企业的指数比上月下降2.0个百分点至49.2，低于50。中型企业和以民营企 业为主的小微企业也均低于50。关税的影响似乎已扩大到广泛的企业。 海外新订单指数下降4.3个百分点至44.7，低于50。创下2022年12月疫情期间经济活动停滞以来 的新低。 海外新订单指数下降4.3个百分点至44.7，低于50。创下2022年12月疫情期间以来的新低…… 与此同时发布 ...

工会会长稻叶善治在记者会上发言（19日，东京都港区） 丰田等日本7家车企2024年10~12月的营业利润连续2个季度下降。在过去10年中，从利润增长转为下降 的局面发生过5次。从转为下降的下一季度来看，包括本次（2024年10~12月）在内，4次都出现持续下 降或亏损…… 北美订单为257亿日元，略有增长。航空和造船等领域出现大笔订单。经济低迷的欧洲仅为154亿日元， 减少10%。德国和意大利的订单已持续减少一年以上。 日本国内订单增长4%，达到337亿日元，连续4个月实现增长。按行业来看，一般机械、电气和精密行 业有所下降，另一方面，航空、造船和运输用机械则大幅增加。 日工会于3月上旬以会员企业为对象，调查了4～6月的订单预期。从回答"增加"的比例中减去回答"减 少"的比例后得出的指数为-4.1。与3个月前调查的1～3月指数（-8.2）相比有所改善。稻叶会长表 示，"我们期待汽车和半导体相关投资在下半年正式启动"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本工作机械工业会（简称日工会）3月19日公布的数据显示，2月份机床订单总额（确定值）为1182亿 日元，比上年同期增长 ...