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南非经季节性调整的Absa采购经理人指数（PMI）从6月的48.5升至2025年7月的50.8，标志着制造业9个月来首次恢复正值。需求强劲复苏推动了扩张，新销售订单激增9.8点，达到55.9点，这是连续第三个月的改善。然而，谨慎的迹象依然存在，因为就业和预期商业状况分项指数分别下降了6点和6.1点，反映出对全球贸易政策波动的担忧。该行业还面临着美国从下周开始对南非出口征收30%关税的不利因素，在美国总统唐纳德·特朗普设定的贸易协议最后期限到期后，这可能会导致数万人失业。

South Africa’s seasonally adjusted Absa Purchasing Managers’ Index (PMI) rose to 50.8 in July 2025 from 48.5 in June, marking the manufacturing sector’s first return to positive territory in nine months. The expansion was driven by a strong recovery in demand, with the new sales orders surging by 9.8 points to 55.9—its third consecutive monthly improvement. However, signs of caution persisted, as the employment and expected business conditions sub-indices fell by 6 and 6.1 points, respectively, reflecting concerns over volatile global trade policies. The sector also faces headwinds from a 30% US tariff on South African exports starting next week, which could cost tens of thousands of jobs following the lapse of a trade deal deadline set by US President Donald Trump.