Aufschwung in der Industrie setzt sich fort

Die Geschäftslage von Ostschweizer Industrieunternehmen entwickelte sich positiv und hat sich im Vergleich zum Frühjahr nochmals deutlich verbessert. Auch die Ertragslage konnte nochmals gesteigert werden. Zudem wird der Auftragsbestand von den Unternehmen wieder positiv beurteilt. 

Noch vor drei Monaten vermeldete die Unternehmen mehrheitlich einen zu tiefen Auftragsbestand. Entsprechend ist der Anteil der Unternehmen, welche eine ungenügende Nachfrage vermelden, jüngst gesunken. Allerdings wird eine ungenügende Nachfrage weiterhin als grösstes Hemmnis für die Geschäftstätigkeit genannt. Trotzdem nahm auch der Anteil von Unternehmen, welche über Engpässe bei den technischen Kapazitäten berichten, in den letzten drei Monaten zu. Dies zeigt, dass die Industrieunternehmen in einem unterschiedlichen Ausmass von der Erholung profitieren.

Auch die wirtschaftliche Erholung im Ausland unterstützt die hiesigen Industrieunternehmen. Der Bestand an Auslandsaufträgen wird von den befragten Unternehmen erstmals seit 2018 wieder positiv bewertet. Ausserdem wird auch künftig mit steigenden Exportaufträgen gerechnet.

Für die kommenden Monate rechnen die Ostschweizer Industrieunternehmen mit einer sich weiter verbessernden Geschäftslage. Allerdings bereiten die Lieferengpässe und steigenden Einkaufspreisen den Unternehmen weiterhin Sorgen. So geht eine deutliche Mehrheit der Unternehmen von weiter ansteigenden Einkaufspreisen aus. Diese Preissteigerungen können nur teilweise mittels höherer Verkaufspreise an die Kundschaft weitergegeben werden und werden daher zumindest teilweise die Margen der Unternehmen belasten.

Produktion

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Ertragslage

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Kapazitätsauslastungsgrad (in %)

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Auftragsbestand

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Zahl der Beschäftigten

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Technische Kapazitäten

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Auftragsbestand

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Geschäftslage

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Beschäftigtenzahl

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