黎巴嫩BLOM股票指数 (Blom) 加自选

由于汇率稳定和经济美元化，黎巴嫩的年通货膨胀率从上个月的15.7%降至2024年11月的15.4%，为2020年2月以来的最低水平。服装和鞋类（20.1%对27.6%）、杂项商品和服务（35.3%对37.3%）、餐厅和酒店（18.9%对21%）以及娱乐和文化（10.9%对12.3%）的价格有所下降。此外，通信（-0.3%对28.4%）和家具及家用设备（-1.5%对0.4%）的成本下降。另一方面，住房和公用事业（19.3%对16.9%）、食品和非酒精饮料（23.2%对22.8%）、交通（5.4%对5%）、健康（23%对18.3%）以及酒精饮料和烟草（21%对19.3%）的价格加速上涨。在10月份上涨2%之后，消费者价格指数每月上涨2.3%。

The annual inflation rate in Lebanon fell to 15.4 percent in November 2024, the lowest since February 2020, from 15.7 percent in the previous month due to the stability of the exchange rate and the dollarization of the economy. Prices eased for clothing & footwear (20.1 percent vs 27.6 percent), miscellaneous goods & services (35.3 percent vs 37.3 percent), restaurant & hotels (18.9 percent vs 21 percent), and recreation & culture (10.9 percent vs 12.3 percent). Also, cost fell for communication (-0.3 percent vs 28.4 percent) and furniture & household equipment (-1.5 percent vs 0.4 percent). On the other hand, prices accelerated for housing & utilities (19.3 percent vs 16.9 percent), food & non-alcoholic beverages (23.2 percent vs 22.8 percent), transport (5.4 percent vs 5 percent), health (23 percent vs 18.3 percent), and alcoholic beverages & tobacco (21 percent vs 19.3 percent). On a monthly basis, consumer prices rose 2.3 percent, following a 2 percent increase in October.

2024年11月，BLOM黎巴嫩采购经理人指数从10月的44个月低点45升至48.1，达到四个月来的最高水平。受以色列与真主党冲突的影响，商业活动继续下降，这加剧了安全担忧和经济不稳定。需求疲软持续存在，购买力下降抑制了新订单，尽管非国内销售的收缩有所缓解。投入采购和库存连续第五个月下降，而由于道路状况不佳和不安全，供应商交货时间恶化至20个月来的最高点。此外，就业人数仍略有减少，积压工作连续第14个月下降。成本上涨，尤其是商品成本上涨，导致企业连续第六个月提价。与此同时，由于担心地区冲突升级，悲观情绪持续存在。

The BLOM Lebanon PMI rose to 48.1 in November 2024, up from October’s 44-month low of 45, reaching its highest level in four months. Business activity continued to decline, driven by the impact of Israel's conflict with Hezbollah, which heightened security concerns and economic instability. Weak demand persisted, with subdued purchasing power curbing new orders, though the contraction in non-domestic sales eased. Input purchases and inventories declined for the fifth straight month, while supplier delivery times worsened to a 20-month high due to poor road conditions and insecurity. Additionally, employment remained slightly contracted, and backlogs of work fell for the 14th consecutive month. Rising costs, particularly for goods, led firms to increase prices for the sixth month in a row. Meanwhile, pessimism persisted, fueled by fears of escalating regional conflict.

黎巴嫩的年通货膨胀率从9月份的32.9%降至2024年10月的15.68%，为2020年2月以来的最低水平。交通（9月份为5.0%对7.2%）、住房和公用事业（16.9%对20.3%）、娱乐和文化（12.3%对31.1%）、杂项商品和服务（37.3%对41.7%）的价格有所放缓。与此同时，食品和非酒精饮料（22.8%对19.7%）以及服装和鞋类（27.6%对24.5%）的价格继续上涨。按月计算，10月份消费者价格指数上涨2.02%，从前一个月0.18%的跌幅反弹，这是自2022年2月以来的首次通货紧缩。

Lebanon’s annual inflation rate dropped to 15.68% in October 2024 from September's 32.9%, marking the lowest reading since February 2020. Prices moderated for transportation (5.0% vs 7.2% in September), housing & utilities (16.9% vs 20.3%), recreation & culture (12.3% vs 31.1%), miscellaneous goods & services (37.3% vs 41.7%). Meanwhile, prices continued to rise for food & non-alcoholic beverages (22.8% vs 19.7%) and clothing & footwear (27.6% vs 24.5%). On a monthly basis, consumer prices rose by 2.02% in October, rebounding from a 0.18% drop in the prior month, which was the first deflation since February 2022.

2024年10月，BLOM黎巴嫩采购经理人指数从上个月的47.0降至45.0，这是自2021年2月以来最大的收缩。以色列和真主党之间持续的冲突严重扰乱了商业运营，导致新订单和新出口订单明显减少。因此，就业水平下降了，尽管裁员率很小。此外，供应链面临中断，这阻碍了采购活动，影响了公司库存。在定价方面，总体投入价格通胀率加速至19个月来的最高点，而产出价格也以一年半以来的最快速度上涨。最后，商业信心跌至16个月低点，主要是由于对以色列在黎巴嫩战争长期性的担忧，这削弱了未来的产出预期。

The BLOM Lebanon PMI fell to 45.0 in October 2024, down from 47.0 in the previous month, marking the steepest contraction since February 2021. The ongoing conflict between Israel and Hezbollah has significantly disrupted business operations, leading to a marked decrease in both new orders and new export orders. Consequently, employment levels have dropped, although the rate of job shedding was only marginal. Moreover, supply chains have faced disruptions, which have hampered purchasing activity and affected company inventories. On the pricing front, the overall rate of input price inflation accelerated to a nineteen-month high, while output prices also rose at the fastest rate in just over a year and a half. Lastly, business confidence dipped to a sixteen-month low, mainly due to concerns over the prolonged nature of Israel's war in Lebanon, which dented future output expectations.