据托马斯·埃斯克里特报道，匈牙利统计局数据显示，8月份该国工业产值增幅远超分析师预期，增幅达到预期的两倍以上。这一增长主要得益于高附加值的汽车及电子制造业的强劲表现。
Hungary’s industrial production jumped in August by more than double the amount forecast by analysts, helped by strong growth in the high-value automotive and electronics manufacturing sectors, the statistics office said.
周二公布的统计数据显示，匈牙利工业产值同比增长8.7%，不仅高于彭博社调查中4.1%的平均预期值，也创下了近四年来最快的增长速度。这一数值也是自2022年12月以来的最高水平，当时工业产值增幅为9%。与7月份相比，8月份产值则增长了1%。
Output increased 8.7% year-on-year, beating the 4.1% median estimate in a Bloomberg survey and hitting the fastest growth pace in almost four years, according to data released by the statistics office in Budapest on Tuesday. The number was the highest since December 2022, when output grew by 9%. Production expanded by 1% from a month earlier.
对于彼得·马加尔总理领导的新政府而言，这一数据是个利好消息。目前政府正努力应对严峻的财政状况，同时匈牙利经济仍高度依赖对陷入困境的德国汽车产业的供应。
The data is a boon for Prime Minister Peter Magyar’s new government as it grapples with a challenging fiscal inheritance and an economy that remains heavily dependent on its role as a supplier to the ailing German car industry.
在前总理维克托·欧尔班执政期间，匈牙利经济连续三年增长乏力。如今，马加尔政府制定了雄心勃勃的发展计划：力争在2030年前将预算赤字率从今年的7.5%降至欧盟成员国准入标准要求的3%，同时维持多项社会福利政策。财政部长安德拉斯·卡尔曼也将在近期公布明年的预算方案。
After three years of lackluster growth under previous Premier Viktor Orban’s government, Magyar has set out ambitious plans. His cabinet aims to cut the budget deficit from an expected 7.5% this year to the 3% level needed to qualify for eurozone membership by 2030, while preserving many state benefits. Finance Minister Andras Karman is due to unveil next year’s budget in the coming weeks.
此外，匈牙利有望从德国汽车产业向中东欧低成本地区转移生产的趋势中获益。此前欧尔班政府积极吸引德国、中国和韩国企业在此设立汽车及电池工厂，如今这些工厂正加速扩产。例如，宝马公司本月宣布，将在其位于匈牙利东部德布勒森的工厂启动第三条生产线，届时该工厂将实现24小时运转，专门生产新型电动汽车。
Hungary may also be a beneficiary of the German car industry’s attempts to shift production to lower cost locations in Central Europe as well as the ramping up of operations at German, Chinese and Korean car and battery factories that were courted by Orban’s government. BMW announced that it was launching a third production shift at its factory in Debrecen in eastern Hungary this month, meaning it will now operate 24 hours a day producing a new line of electric vehicles.
值得注意的是，此次工业增长主要源于高附加值制造业的拉动，而非烟草或食品等低附加值加工行业。从时间维度来看，增长势头也主要集中在近几个月。虽然8月份实现了同比高速增长，但今年前九个月的整体增幅仅为3.4%。
The statistics office said the growth came from high-value manufacturing rather than from lower-value processing industries like tobacco or food. Growth was also weighted toward the most recent months. Despite the fast-paced year-on-year growth in August, for the first nine months it was a more modest 3.4%.