爱尔兰综合指数 (ISEQ) 加自选

2025年6月，爱尔兰零售额环比增长0.6%，从前一个月下降0.6%反弹。几个行业的业绩改善推动了复苏，包括百货商店（5月份为1.4%对-3.7%）、电器（4.2%对-1.3%）以及书籍、报纸和文具（0.7%对-1.0%）。此外，食品、饮料和烟草（-2.1%对-2.2%）和非专业商店（-0.3%对-0.6%）的跌幅有所放缓。与此同时，五金、油漆和玻璃的销售额继续下降（-1.7%对-1.5%），而家具和照明（0.9%对1.2%）和其他零售类别（3.1%对3.2%）的增长放缓。此外，燃料（-1.6%对2.2%）和酒吧（-4.1%对1.2%）的销售额大幅下降。按年度计算，2025年6月零售活动从上个月的1.5%增长到3.0%，这是自2024年1月以来最强劲的增长。

Retail sales in Ireland rose by 0.6% month-over-month in June 2025, rebounding from a 0.6% fall in the previous month. The recovery was driven by improved performance in several sectors, including department stores (1.4% vs -3.7% in May), electrical goods (4.2% vs -1.3%), and books, newspapers & stationery (0.7% vs -1.0%). Additionally, declines moderated for food, beverages & tobacco (-2.1% vs -2.2%) and non-specialized stores (-0.3% vs -0.6%). Meanwhile, sales continued to fall for hardware, paints & glass (-1.7% vs -1.5%), while growth slowed in furniture & lighting (0.9% vs 1.2%) and other retail categories (3.1% vs 3.2%). Moreover, sales tumbled for fuel (-1.6% vs 2.2%) and bars (-4.1% vs 1.2%). On an annual basis, retail activity climbed 3.0% in June 2025, from a 1.5% gain in the previous month, marking the strongest growth since January 2024.

据初步估计，2025年第二季度，爱尔兰的国内生产总值环比下降1.0%，扭转了上一季度7.4%的强劲增长。经济收缩结束了连续五个月的增长，主要是由于跨国公司主导的工业部门放缓。与去年同期相比，GDP增长放缓至12.5%，较上一季度的20%有所放缓。

Ireland’s GDP declined by 1.0% quarter-on-quarter in Q2 2025, reversing a robust 7.4% gain in the previous quarter, according to preliminary estimates. The contraction ended a five-month streak of growth, primarily due to a slowdown in the multinational-dominated industrial sector. On a year-on-year basis, GDP growth moderated to 12.5%, slowing from a 20% increase in the prior quarter.

爱尔兰信用合作社消费者信心指数从6月份的62.5降至2025年7月的59.1，创下三个月来的新低，因为家庭越来越担心生活成本上涨以及关税对欧盟对美国出口的影响。与家庭财务和支出相关的调查组分下降幅度最大。分析人士将疲软归因于持续的通胀担忧和政府发出的信号，即即将到来的10月预算中可能会减少支持措施。贸易不确定性也发挥了作用，美国对欧盟出口征收30%关税的迫在眉睫的威胁抑制了市场情绪。尽管如此，人们仍然希望即将达成的美欧贸易协议能够帮助缓解这些担忧，据报道，该协议将对大多数商品征收15%的关税。尽管国内经济持续强劲，包括稳定的税收收入和持续的就业增长，但信心下降。

Ireland’s Credit Union Consumer Sentiment Index dropped to 59.1 in July 2025 from 62.5 in June, hitting a three-month low as households grew more concerned about the rising cost of living and the impact of tariffs on EU exports to the US. Survey components related to household finances and spending saw the steepest declines. Analysts attributed the weakness to persistent inflation concerns and signals from the government that fewer support measures may be included in the upcoming October budget. Trade uncertainty also played a role, with the looming threat of a 30% US tariff on EU exports dampening sentiment. Still, hopes remain that a pending US-EU trade deal, reportedly set to impose a reduced 15% tariff on most goods, could help ease those fears. This decline in confidence comes despite continued strength in the domestic economy, including solid tax revenues and ongoing job growth.

2025年6月，爱尔兰批发价格同比下降4.6%，较上月1.8%的跌幅有所加深。这标志着批发价格连续第五个月下降，也是该序列中下降幅度最大的一个月，因为食品成本放缓（5月份为4.2%对6.3%），特别是肉类和肉制品（6.4%对7.9%）。此外，纸张和纸制品的价格放缓（1.2%对2.4%），而采矿和采石（-3.7%对-2.6%）以及可运输货物（-4.6%对-1.8%）的价格进一步下跌。另一方面，机动车、拖车和半拖车的生产者通缩略有减弱（-0.6%对-0.7%）。按月计算，6月份批发价格下降了2%，扭转了前一时期0.8%的涨幅。

Wholesale prices in Ireland dropped by 4.6% year-on-year in June 2025, deepening from a 1.8% fall in the previous month. This marked the fifth consecutive month of decline in wholesale prices and the sharpest in the sequence, as costs moderated for food products (4.2% vs 6.3% in May), particularly meat and meat products (6.4% vs 7.9%). Additionally, prices slowed for paper and paper products (1.2% vs 2.4%), while it decreased further for mining and quarrying (-3.7% vs -2.6%) and transportable goods (-4.6% vs -1.8%). On the other hand, producer deflation slightly softened for motor vehicles, trailers and semi trailers (-0.6% vs -0.7%). On a monthly basis, wholesale prices went down by 2% in June, reversing a 0.8% increase in the preceding period.