美化企对关税政策“期待转担忧”

Beautify enterprises' "expectation to worry" about tariff policy

中化新网讯 近日，ICIS发布最新报告显示，10月美国化学品产量出现下降，受制造业整体低迷影响，企业对关税的担忧日益加剧，纷纷反馈相关疑虑。

Sinochem News Recently, ICIS released the latest report showing that chemical production in the United States declined in October. Affected by the overall downturn in the manufacturing industry, enterprises are increasingly worried about tariffs, and they have reported related doubts.

美国供应管理协会(ISM)发布的最新采购经理人指数(PMI)显示，10月美国制造业产量较9月进一步恶化，PMI降至48.7点，陷入更深的收缩区间。ISM指出，尽管10月化学品产量下滑，但化工产品销售价格有所上涨。与此同时，塑料与橡胶行业产量从9月的收缩状态回升，实现扩张。

The latest purchasing managers' index (PMI) released by the Institute for Supply Management (ISM) showed that U.S. manufacturing output deteriorated further in October compared with September, with the PMI falling to 48.7 points, falling into a deeper contraction range. ISM pointed out that despite the decline in chemical production in October, the sales price of chemical products rose. At the same time, the output of the plastics and rubber industry rebounded from the contraction in September and achieved expansion.

一位参与PMI调查的化工行业受访者表示：“对于关税政策如何影响业务，我们的态度已从‘期待’转为‘担忧’。多数部门订单量下降，我们已下调2025年财务预期。”另有化工企业补充道：“当前业务依旧艰难。受全球经济环境不确定性及关税政策频繁变动影响，客户不断取消或减少订单。”

A chemical industry respondent who participated in the PMI survey said: "Our attitude has changed from'expectation 'to'worry' about how the tariff policy will affect the business. Orders in most departments have declined, and we have lowered our financial forecast for 2025." Another chemical company added: "The current business is still difficult. Affected by the uncertainty of the global economic environment and frequent changes in tariff policies, customers continue to cancel or reduce orders."

美国供应管理协会PMI商业调查委员会主席苏珊·斯彭斯指出，8月新订单增长与9月产量改善带来的短期利好似乎并未转化为制造业的持续增长。斯彭斯表示：“四大需求指标(新订单、新出口订单、未完成订单、客户库存指数)均有所改善，但仍处于收缩区间，其中客户库存指数收缩速度放缓。”

Susan Spence, chairman of the PMI Business Survey Committee of the Institute for Supply Management, pointed out that the short-term benefits brought by the increase in new orders in August and the improvement in production in September did not seem to translate into sustained growth in the manufacturing industry. Spence said: "The four major demand indicators (new orders, new export orders, outstanding orders, customer inventory index) have all improved, but they are still in the contraction range, with the contraction rate of customer inventory index slowing down."