马来西亚综合指数 (CKLSE) 加自选

FKLCI指数升至1643.00点，为2024年10月以来的最高点。在过去的4周里，富时马来西亚证券交易所KLCI指数上涨了1.62%，在过去的12个月里，它上涨了2.04%。

FKLCI increased to 1643.00 Index Points, the highest since October 2024. Over the past 4 weeks, FTSE Bursa Malaysia KLCI Index gained 1.62%, and in the last 12 months, it increased 2.04%.

马来西亚的失业率从一年前的3.2%降至2025年9月的3.0%，连续第四个月降至2015年4月以来的最低水平。失业人数同比下降5.5%，至51.86万人，为六年多来的最低点，而就业人数增长3.1%，达到创纪录的1703万人。与此同时，劳动力参与率从去年同期的70.5%上升到70.9%，保持了历史最高水平

Malaysia’s unemployment rate declined to 3.0% in September 2025 from 3.2% a year earlier, marking its lowest level since April 2015 for the fourth consecutive month. The number of unemployed persons fell 5.5% year-on-year to a more than six-year low of 518.6 thousand, while employment rose 3.1% to a record high of 17.03 million. Meanwhile, the labor force participation rate increased to 70.9%, maintaining a record peak, from 70.5% in the same month a year earlier

2025年9月，马来西亚工业生产同比增长5.7%，高于8月的4.8%，超过了市场预期的5.5%的增长。这标志着自2024年7月以来工业活动的最快增长，这得益于制造业产出的大幅增长（8月份为2.8%，8月份为5%）。制造业的主要贡献者包括食品加工产品（9.0%）、计算机、电子和光学产品（8.8%）、蔬菜和动物油脂（7.4%）、基本金属（6.1%）和除机械和设备外的金属制品（4.5%）。此外，采矿业（10.2%对16.8%）和电力行业（2.8%对1.2%）的产量继续增长。经季节性调整的月度数据显示，9月份工业产出下降0.9%，这是连续第二个月下降，与前一时期0.3%的跌幅相比进一步下滑。

Industrial production in Malaysia grew by 5.7% year-on-year in September 2025, accelerating from a 4.8% rise in August and exceeding market expectations of a 5.5% increase. This marked the fastest growth in industrial activity since July 2024, boosted by a sharp rise in manufacturing output (5% vs 2.8% in August). Key contributors within the manufacturing sector included food processing products (9.0%), computer, electronic and optical products (8.8%), vegetables and animal oils and fats (7.4%), basic metals (6.1%), and fabricated metal products, except machinery and equipment (4.5%). Additionally, production continued to increase in the mining (10.2% vs 16.8%) and electricity sector (2.8% vs 1.2%). On a seasonally adjusted monthly basis, industrial output dropped by 0.9% in September, marking its second month of decline and slipping further from a 0.3% fall in the preceding period.

马来西亚央行在2025年11月连续第二次会议将关键利率维持在2.75%不变，符合市场预期。董事会表示，这一决定是恰当的，有助于在价格稳定的情况下实现经济增长。今年迄今为止，整体通胀率和核心通胀率分别平均为1.4%和1.9%。展望未来，在全球成本压力持续缓解的情况下，预计2026年整体通胀将保持温和，而核心通胀预计将保持稳定，接近长期平均水平。在增长方面，最近的数据显示，在持续的国内需求、有弹性的电气和电子产品出口以及大宗商品生产复苏的推动下，2025年第三季度的GDP表现好于预期。2026年预算下的措施也有望支持经济增长。展望未来，到2026年，有弹性的国内需求将继续支撑经济增长。然而，前景仍然不确定，特别是由于潜在的全球发展。

The Central Bank of Malaysia kept its key interest rate unchanged at 2.75% for a second consecutive meeting in November 2025, in line with market expectations. The board said the decision was appropriate and supportive of economic growth amid stable prices. Year-to-date, headline and core inflation averaged 1.4% and 1.9%, respectively. Looking ahead, headline inflation is expected to remain moderate in 2026 amid continued easing in global cost pressures, while core inflation is projected to stay stable and close to its long-term average. On the growth front, recent data indicate better-than-expected GDP performance in Q3 2025, driven by sustained domestic demand, resilient electrical and electronics exports, and a recovery in commodity production. Measures under Budget 2026 are also expected to support growth. Looking ahead, resilient domestic demand should continue to underpin growth into 2026. However, the outlook remains uncertain, particularly due to potential global developments.