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China Introduces Vaccine Mandates for Most Public Venues for First Time_我的网站

A |     新加坡制造业在经历了一段时期的下滑之后，终于在7月份迎来了令人振奋的反弹。

B | 据新加坡经济发展局于8月26日发布的预估数据显示，7月份制造业产值同比大幅增长1.8%，成功扭转了6月份4.3%的下降趋势，并且这一成绩远超市场预期。    Beginning next week, people wanting to enter certain public facilities in China will need to show proof of COVID-19 vaccination or of having a medical reason for not getting the shot, Li Ang, deputy director of the Beijing Municipal Health Commission, told reporters on Wednesday.,The list includes museums, theaters, stadiums, gyms, and other entertainment venues; in addition, elderly people will also have to show proof of vaccination to enter community facilities such as game rooms. Restaurants and public transportation are exempt from the new requirement.,The new mandate is in addition to a standing requirement for residents of the Chinese capital city to get tested every three days and to need a negative test to enter public venues.,A year ago, when the Delta variant of COVID-19 caused the worst outbreak in China since the one that started the pandemic, and Beijing responded by ushering in the “Zero Covid” policy, the National Health Commission urged provincial authorities to keep the vaccination program “informed, consented and voluntary” and not to introduce mandates for public access, as many Western states had done.,However, that was before China succeeded at vaccinating 87% of its 1.4 billion-strong population, including 97% of Chinese adults, and before the Omicron variant caused the worst and most persistent outbreaks for China until now in the pandemic.,The change also comes as the NHC relaxes travel quarantine requirements for the first time since the start of the pandemic in early 2020, but also as Beijing health authorities indicated they were planning for “Zero Covid” to last another five years.,The NHC reported 427 new cases on the Chinese mainland on Wednesday, most of them concentrated in the eastern provinces of Anhui and Jiangsu, and no new deaths. The news brings the total detected cases on the mainland since the start of the pandemic to 226,176, while total deaths remained at 5,226. The situation has been less rosy in Hong Kong, a special administrative region with greater autonomy, and in Taiwan, where an autonomous government with foreign backing rules in defiance of Chinese claims of sovereignty.,Paradoxically, Chinese elders have a lower vaccination rate than younger generations. Last month, the Financial Times reported that Chinese cities had begun offering “vaccine insurance” to people over the age of 60, pledging to cover their medical costs related to any potential complications caused by vaccination. Some two-thirds of Chinese citizens over 60 are under-vaccinated, with 95 million not having gotten their booster shot as of June 5.,Ma Chaofeng, a health official in Shaanxi’s capital of Xi'an, told reporters on Tuesday that more than two dozen cases had been detected in the city and were identified as the BA 5.2 subvariant of Omicron. The city introduced new mass nucleic testing on Wednesday in an attempt to stay ahead of a larger outbreak, with most commercial and medical institutions remaining open as normal. Nonetheless, in the West, where essentially all pandemic mitigation measures have been discarded, the move was described as “Xi’an shuts back down.”,“The transmission chain is clear, the source is clear,” Pang Xinghuo, deputy director of the Beijing Centre for Disease Prevention and Control, told reporters on Wednesday about the imported cluster in Xi’an. “The outbreak is considered to be controllable overall, based on the existing epidemic development trend.”。这一转变主要得益于电子行业的持续复苏，预计未来几个月制造业产值将进一步改善。

C | 图源：FACEBOOK具体来看，若排除生物医药领域，7月份的产值同比增长了3.4%，较前一个月2.2%的跌幅实现了显著逆转。

D | 这一增长超出了市场普遍预期，彭博社此前的调查显示，市场对7月制造业产值的增长预测中位数为0.2%。经季节性调整后，7月份制造业产值环比激增10.1%，若不包括生物医药领域，环比增长为4.1%。电子业持续复苏 生物医药行业极不稳定 在各个领域中，电子业作为制造业产值的权重大户，在7月份同比增长了2.8%，成功扭转了前一个月6.7%的下降趋势。特别是电脑配件与数据储存产出的大幅增长34.9%，为电子业的复苏贡献颇大。图源：FACEBOOK交通工程业产值在7月份也实现了13.3%的增长，其中航空业产值增长了21.7%，这主要得益于飞机零件需求的增加以及航空公司对保养、维修与翻修（MRO）服务的增长。

E | 此外，一般制造业、化学业和精密工程业的产值分别同比增长了7.3%、1.7%和0.7%。然而，生物医药业作为波动较大的领域，在7月份却是唯一出现萎缩的领域，同比萎缩了17.4%，尽管这一萎缩幅度较6月份的22.3%有所收窄。

F | 药剂业产值下跌了27.4%，主要由于生产的活性药物成分组合与去年同期不同，自3月以来，生物医药业一直处于萎缩状态。制造业势头或将持续向好 新加坡采购与物流管理学院（SIPMM）的数据显示，新加坡整体制造业已连续11个月保持扩张，且增速有所加快，电子业连续第九个月处于扩张状态。

G | 智能手机和个人电脑的更换需求，以及人工智能应用的广泛采纳，推动了全球科技行业的上升周期，这对本地电子业公司来说是一大利好。展望未来，大华银行高级经济师柳天成对制造业产值的增长势头持乐观态度。随着发达经济体中央银行开始或继续降低政策利率，可能会刺激海外投资和消费活动，从而推动制造业产值在年底及明年实现更实质的增长。消费者对疫情期间购买的旧款或过时电子产品的更换需求，以及市场补充库存的需求，预计将有助于推动电子行业的复苏。星展银行经济师蔡汉廷也对电子业的持续复苏持乐观态度。他指出，7月份的电子制造业采购经理指数（PMI）持续扩张，显示出新加坡电子产品的外部需求依然强劲。图源：CNA不过，蔡汉廷也提醒，地缘紧张局势的持续可能会对复苏前景带来不确定因素。如果地缘政治局势恶化，可能会对供应链造成干扰，从而拖累全球贸易和制造活动的表现。华侨银行首席经济师林秀心指出，去年8月份制造业产值萎缩12.9%，是全年表现最差的月份。因此，这一较低的基数效应将有助于今年8月份产值有所改善，延续7月份的增长趋势。新加坡制造业在7月份实现了令人鼓舞的反弹，特别是在电子业的带领下，预计未来几个月将继续保持增长势头。然而，投资者仍需关注外部环境的变化，特别是地缘政治局势对制造业复苏可能产生的影响。

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Published on:19:18:51