
一 | (Yonhap)South Korea’s business sentiment rose to its highest level in nearly four years in August, driven by improving confidence in the manufacturing sector led by semiconductors, increased passenger demand during the summer vacation season, and a recovery in the information and communications technology (ICT) sector.According to the Bank of Korea on Wednesday, the composite business sentiment index (CBSI) for all industries rose 1.1 points from July to 99.6 in August. It was the highest level since September 2022, when the index stood at 102, marking a second straight monthly increase after falling 1.2 points in June and rising 0.8 points in July.The CBSI is a measure of corporate sentiment calculated from five major indicators for manufacturing and four for non-manufacturing. A reading above the 2003-2025 average of 100 signals optimism, while a reading below 100 signals pessimism.The BOK noted that manufacturing, led by semiconductors, has driven the recovery in business sentiment since the downturn in late 2022, while nonmanufacturing also improved this month, pushing overall sentiment to a nearly four-year high.The manufacturing CBSI rose 0.6 point to 103.8 in August, extending its gains to five straight months and reaching its highest level since June 2022, when it was 107.1. It has stayed above its long-term average of 100 for four months after surpassing it in May at 100.8, its first reading above 100 in three years and nine months.Higher finished-product inventories, up 0.6 point, and improved financial conditions, up 0.4 point, drove the August gain.The CBSI for large companies fell 1.6 points to 103.7, ending a five-month rise, while the index for small and midsize enterprises rose 2.2 points to 99.8, its highest since June 2023, when it was 103.2. Sentiment among small and midsize enterprises has risen for two straight months since July.The CBSI for export-oriented companies rose 1 point to 108.5, its highest since May 2022, when it was 114. The index for domestic-oriented companies fell 0.6 point to 99.4.The BOK, however, called the declines at large and domestic-oriented companies temporary, saying sentiment has broadly improved across companies of all sizes and both export- and domestic-oriented businesses since the start of the year.The nonmanufacturing CBSI rose 1.5 points to 96.7, rebounding after two straight monthly declines from May’s 97.5. Higher sales, up 0.6 point, and improved financial conditions, up 0.5 point, led the gain.The BOK said nonmanufacturing sentiment improved more sharply as transportation and passenger demand increased during the summer vacation season and the broadcasting, film and services industries recovered.Among manufacturers, sentiment in electronics, video and telecommunications equipment improved on higher printed circuit board prices and the use of stockpiled inventories as operating rates were reduced during the vacation season.Food products also improved as the exchange rate lowered prices for imported ingredients and selling prices rose for products including processed meat.In nonmanufacturing, transportation and warehousing sentiment improved on higher ocean freight rates and increased passenger demand, while information and communications sentiment rose on better performance among video, broadcasting and IT service companies.The outlook for September also improved, with the all-industry CBSI forecast rising 3.1 points from August to 99.6. The manufacturing outlook rose 2 points to 102.5 and the nonmanufacturing outlook 3.9 points to 97.6.The Economic Sentiment Index (ESI), which combines the BSI and Consumer Sentiment Index (CSI), rose 1.5 points to 99.4 in August. Its seasonally adjusted cyclical component rose 0.4 points to 96.9, the highest since September 2022, when it was 97.9.The survey was conducted from August 10 to 18 among 3,524 companies nationwide, with 3,170 responding, including 1,770 manufacturers and 1,400 nonmanufacturers.。

二 | 广州8月26日电 (许青青 陈琳)据海关总署广东分署26日消息,今年前7个月广东省内综合保税区(含跨境工业区、保税区)进出口1.05万亿元,同比增长32.3%,创历史同期新高,比上年度提前2个月迈上万亿元关口。

三 | 今年4月,国务院转发海关总署促进综合保税区扩能提质若干措施。在新政助推下,广东全省综保区今年前7月对广东外贸增长贡献率达23.3%。

四 | 全省综保区保税物流进出口9102.9亿元,同比增长39.6%。其中,电子元件进出口4901.5亿元,同比增长34.4%。 前海综保区企业反映,叠加应用“一线直通、智联监管”等模式后,可以对标国际自贸港,直接在前海开展国际中转分拨业务。相较绕道釜山、新加坡等传统中转港,每标箱可节省成本400美元。

五 | 进口货物理货入区时间由2—3天压缩至半天,降低申报差错率超90%以上,大幅提升整体物流效率。 新政突破保税维修“原进原出”限制,打通了“维修—加工—出口”全链条,区内维修成品无需出口后复进口再进行下一环节加工,推动综合保税区产业链价值链进一步延伸完善。广州南沙综保区超两万片液晶显示面板完成保税维修再生产并出口南美和东南亚,新模式为再加工企业压缩近50%经营成本。 新政支持重大装备无需实际进出综保区即可享受保税融资租赁政策。海关立足异地委托监管制度框架,搭建跨关区协同监管通道,降低了飞机进口的物流成本、缩短交付周期,有效赋能航空融资租赁产业发展。

六 | 前7个月,深圳前海、广州南沙、白云机场综保区累计完成飞机保税租赁异地委托监管业务38架次,累计货值超150亿元。
Current article:http://aooj1h.taokenlaichunlei.bond/5ejquk/20260826/1548263.htm
Published on:04:36:11