I-Mysteel Macro Maviki Onke: INANI LEZIBONAKALI ZEZOMNOTHO EZALATHWA NGO-OCTOBER, kuzomenyezelwa uhlelo lwe-carbon peak embonini yensimbi.

Isonto Lesithombe Esikhulu: UMongameli uXi Jinping ubambe ingqungquthela ngevidiyo noMongameli wase-US u-Biden;idatha ebalulekile yezomnotho evela e-China ekhishwe ngo-Okthoba ibonise ukukhiqizwa kwezimboni okwedlula lokho obekulindelwe, ukukhula kwe-investimenti kuqhubeka ngokuncipha, kanye nedatha yokusetshenziswa ikhula;Uhlelo lwemboni yensimbi yaseShayina lokusebenzisa isiqongo sekhabhoni kanye nemephu yomgwaqo ye-carbon-neutral Technology izoshicilelwa futhi isetshenziswe.Izimangalo zokuqala zokungasebenzi e-US zifike ezingeni eliphansi kakhulu selokhu kwaqubuka, kanti ukukhula komnotho kushesha ku-eurozone yezizwe eziyi-19.Ukulandelela idatha: Ngasohlangothini lwemali, lapho ibhange elikhulu lizuza ama-yuan ayizigidi eziyizinkulungwane ezingu-90;Inhlolovo ye-Mysteel 247 izinga lokusebenza kwesithando somlilo lehle laya ku-70.34%, izinga lokusebenza kwezitshalo zokulungiselela amalahle zezwe ze-110 lehle ngaphansi kwama-70%;lapho amanani entengo ye-rebar ngesonto eqhubeka nokwehla, insimbi yensimbi, amanani ethusi e-electrolytic akhuphuka kancane;Amanani kasimende nokhonkolo ehla;ukuthengiswa kwansuku zonke kwezimoto zabagibeli kwesilinganiso samayunithi angama-46,000 kulelo sonto, kwehle ngamaphesenti angama-23;futhi i-Bdi yehle ngamaphesenti angu-9.6.Izimakethe Zezezimali: Ikusasa elikhulu lempahla yaleli sonto lehle izinsimbi eziyigugu, uwoyela ongahluziwe wehle ngo-4.36%;izinkomba ezintathu eziyinhloko zomhlaba zamasheya ase-US naseShayina zehla;inkomba yedola laseMelika ikhuphuke ngo-0.99%, yaya ku-96.03.

UMongameli uXi Jinping ubambe umhlangano ngevidiyo noMongameli uBiden weSikhathi Esijwayelekile saseChina ekuseni ngomhlaka-16 Novemba ukuze bacobelelane ngemibono ngobudlelwano baseChina-nathi kanye nezindaba ezikhathazayo ngokufanayo, lezi zinhlangothi zombili zabonisana ngemibono mayelana nezindaba zamasu, jikelele neziyisisekelo mayelana nentuthuko. ubudlelwano bamazwe amabili.U-Xi ugcizelele ukuthi i-China ne-United States kufanele babambelele emigomeni emithathu ebudlelwaneni babo enkathini entsha: Okokuqala, ukuhloniphana, okwesibili, ukuphilisana ngokuthula futhi okwesithathu, ukubambisana okuphumelelayo.U-Xi ugcizelele ukuthi uma inkululeko yaseTaiwan inqamula umugqa obomvu, kuzodingeka sithathe izinyathelo ezinqala, futhi labo abadlala ngomlilo bazoshiswa nakanjani!UBiden uthe angathanda ukukugcizelela ngokungananazi ukuthi uhulumeni wase-US uzibophezele kunqubomgomo yakudala ye-china eyodwa futhi akasekeli "ukuzimela kweTaiwan".

Ekuseni ngoNovemba 12, Ikhomishana Kazwelonke Yokuthuthukiswa Nezinguquko yabamba umhlangano weqembu Leqembu Eliholayo.Umhlangano uveze ukuthi ukucabanga okujulile, okugxile kwezentuthuko nokuvikeleka, kwenza umsebenzi omuhle kwezokuvikeleka kokudla, ukuvikeleka kwamandla, ukuvikeleka kwamaketanga ezimbonini, nokwenza umsebenzi omuhle kwezezimali, ukudayiswa kwezindlu kanye neminye imikhakha yokulawulwa kobungozi kanye nokulawulwa kobungozi. ukuvimbela.I-Politburo yeQembu LamaKhomanisi laseShayina yabamba umhlangano mhla ziyi-18 kuLwezi, owagcizelela isidingo sokuqinisa ukusimama nokuqina kwemboni, ukwakha isisekelo esiqinile ngokumelene nezingozi zesistimu yezezimali, nokuqinisekisa ukutholakala kokudla, amandla kanye nokuvikeleka kwezimbiwa phansi, ukuvikeleka kwengqalasizinda esemqoka, sizoqinisa ukuvikeleka kwezintshisekelo zaphesheya kwezilwandle.Ngomhla ziyi-17 kuLwezi, uNdunankulu u-Li Keqiang wengamele umhlangano wesigungu esiphezulu soMkhandlu Wesifunda Sase-China, owanquma ukusungula imali ebolekiwe ekhethekile ukuze kusekelwe ukusetshenziswa kwamalahle okuhlanzekile nangempumelelo ukuze kuthuthukiswe ukuthuthukiswa kwekhabhoni eluhlaza nephansi.Emhlanganweni, kunqunywe ukuthi kusungulwe enye i-yuan eyizigidi eziyizinkulungwane ezingu-200 ukuze kusekelwe ukusetshenziswa okuhlanzekile kwamalahle ngesisekelo sokusungulwa kwangaphambili kwethuluzi lokusekelwa kwezezimali lokunciphisa ukukhishwa kwekhabhoni.UXi ukubheka ukubaluleka okukhulu ekuthuthukisweni kwemboni, ethi ukukhiqiza kuyisisekelo sokwakha izwe nesisekelo sokuliqinisa, kusho iPhini likaNdunankulu uLiu He engqungqutheleni yomhlaba wonke yezokukhiqiza ka-2021, evulwe ngoNovemba 19, ukuze kuthuthukiswe imboni yezokukhiqiza. ukusheshisa kudijithali, ukuxhumana, ukuthuthukiswa kobuhlakani.I-China ibhekene noshintsho olukhulu endleleni yayo yokuthuthukisa umnotho.Isisekelo sokuthuthukiswa kwekhwalithi ephezulu yimboni yokukhiqiza esezingeni eliphezulu futhi enokuncintisana kakhulu.Zonke izindawo neminyango kufanele ixazulule ngobuqotho izinkinga zamanje ezinzima zamabhizinisi akhiqizayo.Izikhungo zezezimali kufanele zikhulise ukwesekwa kwezikweletu zezezimali emabhizinisini akhiqizayo ukuze ziqinisekise izidingo zawo zekhephithali ezifanele.

Ä „å”ä „ å”ä „Å”Ikhomishini Kazwelonke Yentuthuko Nezinguquko: Ä „ å”ä „ å”ä „ å”ä „ å”ä „ å”ä „ å”ä ä „ å”ä ä „ å”ä „å”ä ä „å”ä ä ä „å”.Maqondana nohlelo lwenqubomgomo yokulandela ethi “1 + N”, esetshenziswe ngokuvumelana neQembu Eliholayo Lokungathathi hlangothi Kwekhabhoni endaweni ephakeme ye-carbon, iminyango efanele iyatadisha futhi yenza izinhlelo zokuqalisa zamandla neminye imikhakha kanye nezimboni ezibalulekile njengensimbi, i-petrochemical. , Insimbi engeyona insimbi, izinto zokwakha, amandla, uwoyela negesi.

Ngomhla ziyi-12 kuLwezi, i-CBRC yabamba umhlangano wekomiti leqembu (elandisiwe).Umhlangano ucele ukuthi umnyombo wokungenzeki kwezingozi zezezimali zesistimu kufanele ugcinwe ngokuqinile.Sizozinzisa amanani entengo yomhlaba, amanani ezindlu kanye nalokho okulindelweyo, sinqande ukuthambekela kwezindawo ezithengiswayo ukuthi zibe igwebu lezezimali, sithuthukise indlela yesikhathi eside yokulawula nokulawula izakhiwo, futhi sikhuthaze ukuthuthukiswa okuqhubekayo nokunempilo kwemboni yezindlu nezindlu.Inani elingeziwe lezimboni lidlule obekulindelekile ngo-Okthoba.Ngo-Okthoba, inani elingeziwe lezimboni ngaphezu kwesilinganiso sikazwelonke lenyuke ngamaphesenti angu-3.5 unyaka nonyaka, amaphesenti angu-0.4 amaphuzu ngokushesha kunenyanga edlule.Ukukhula kokukhiqizwa kwezimboni kuqede ukwehla kwezinyanga eziyisikhombisa.Kusukela ezigabeni ezintathu, izimayini, ukukhiqizwa kwamanzi kagesi kanye nokuhlinzekwa kokubili ngokushesha kunango-September, ukukhiqizwa ku-high-tech, imishini, izimboni zezimpahla zabathengi kuye kwaphinde kwafinyelela amazinga ahlukahlukene.

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Izinga lokukhula lokutshalwa kwezimali liqhubekile nokuhamba kancane ngo-Okthoba.Kusukela ngoJanuwari kuya ku-Okthoba, ukutshalwa kwezimali kwempahla engashintshi kukhuphuke ngamaphesenti angu-6.1 unyaka nonyaka, okuwukukhuphuka ngamaphesenti angu-1.2 uma kuqhathaniswa nezinyanga eziyisishiyagalolunye ezedlule.Ngokwemikhakha, ukutshalwa kwezimali kwingqalasizinda kukhuphuke ngo-1.0% unyaka nonyaka kwancipha ngamaphesenti angu-0.5;ukutshalwa kwezimali kwezindlu nezindlu kukhuphuke ngo-7.2% unyaka nonyaka kwancipha ngamaphesenti angu-1.6;kanye nokutshalwa kwezimali kwezokukhiqiza kukhuphuke ngo-14.2% unyaka nonyaka futhi kwehle ngamaphesenti angu-0.6.Ukutshalwa kwezimali kwingqalasizinda kuvinjwa izinto eziningi, okuhlanganisa nokuhamba kancane kokusetshenziswa kwezimali, ukuntuleka kwemiklamo esezingeni eliphezulu kanye nokwengamela okuqinile kwamaphrojekthi.Ngenxa yokuqina kokuxhaswa kwezindlu nezindlu kanye nokubuya kancane kwezimali nezinye izici, ukutshalwa kwezimali kwezakhiwo kuqhubekile nokwehla.Ngokuthintwa isimo sezikhukhula, ukukhiqizwa okulinganiselwe kanye nokuphakelwa kukagesi, kanye nezinye izithiyo zesikhathi esifushane zaba buthaka, ukulungiswa komfutho wokukhiqiza utshalomali kwashesha.

 I-Mysteel-Macro-2

Izinga lokukhula lokutshalwa kwezimali liqhubekile nokuhamba kancane ngo-Okthoba.Kusukela ngoJanuwari kuya ku-Okthoba, ukutshalwa kwezimali kwempahla engashintshi kukhuphuke ngamaphesenti angu-6.1 unyaka nonyaka, okuwukukhuphuka ngamaphesenti angu-1.2 uma kuqhathaniswa nezinyanga eziyisishiyagalolunye ezedlule.Ngokwemikhakha, ukutshalwa kwezimali kwingqalasizinda kukhuphuke ngo-1.0% unyaka nonyaka kwancipha ngamaphesenti angu-0.5;ukutshalwa kwezimali kwezindlu nezindlu kukhuphuke ngo-7.2% unyaka nonyaka kwancipha ngamaphesenti angu-1.6;kanye nokutshalwa kwezimali kwezokukhiqiza kukhuphuke ngo-14.2% unyaka nonyaka futhi kwehle ngamaphesenti angu-0.6.Ukutshalwa kwezimali kwingqalasizinda kuvinjwa izinto eziningi, okuhlanganisa nokuhamba kancane kokusetshenziswa kwezimali, ukuntuleka kwemiklamo esezingeni eliphezulu kanye nokwengamela okuqinile kwamaphrojekthi.Ngenxa yokuqina kokuxhaswa kwezindlu nezindlu kanye nokubuya kancane kwezimali nezinye izici, ukutshalwa kwezimali kwezakhiwo kuqhubekile nokwehla.Ngokuthintwa isimo sezikhukhula, ukukhiqizwa okulinganiselwe kanye nokuphakelwa kukagesi, kanye nezinye izithiyo zesikhathi esifushane zaba buthaka, ukulungiswa komfutho wokukhiqiza utshalomali kwashesha.

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UNobhala woMgcinimafa wase-United States uYellen uthe i-United States izimisele ukubukeza futhi icabangele ukwehlisa amanani entengo uDonald Trump ayewabeke eChina ngaphambilini.Ngesonto eliphele ngoNovemba abantu abayizi-13,268,000 bafake izicelo zokuthola imihlomulo yokungasebenzi, okuyizinga eliphansi kakhulu selokhu kwaqala lesi sifo, ngokusho koMnyango Wezabasebenzi wase-United States.Abahlaziyi bathi isibalo besingaphansi kuka-300,000 amasonto ambalwa, okubonisa ukululama okuqhubekayo emakethe yemisebenzi.

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UMnyango Wezohwebo: Kusukela ngoJanuwari kuya ku-Okthoba, i-China ithathe ama-yuan ayizigidi eziyizinkulungwane ezingama-943.15 wokutshalwa kwezimali kwamanye amazwe, okuwukunyuka ngamaphesenti ayi-17.8 unyaka nonyaka.Ibhange elimaphakathi laseShayina linikele ngama-yuan ayizigidi eziyizinkulungwane ezingama-21.2 ekupheleni kuka-Okthoba, okukhuphuke ngama-yuan ayizigidi eziyizinkulungwane eziyi-10.9 kusukela ngenyanga edlule.Ngo-Okthoba, ukusetshenziswa kukagesi kwaqhubeka nokukhula kwafinyelela ku-660.3 billion kwh, kwakhuphuka ngamaphesenti angu-6.1 unyaka nonyaka kanye namaphesenti angu-14.0 esikhathini esifanayo ngo-2019, okuwukukhula okujwayelekile ngamaphesenti angu-6.8 kule minyaka emibili edlule.Ngomhla ziyi-18 kuLwezi, esakhiweni sehhovisi le-State General Administration of Market Supervision and administration, I-State Anti-monopoly Bureau yafakwa ohlwini ngokusemthethweni.U-He Wenbo, uMqondisi Omkhulu we-CISA: Uhlelo lokuqaliswa kwekhabhoni embonini yensimbi yaseChina kanye ne-carbon-neutral Technology Road Map sekuqediwe ngokuyisisekelo, kuzomenyezelwa emphakathini maduze nje, futhi kuqale ukusebenza ngokugcwele.Kufundwe eminyangweni yokuphathwa kwezimali kanye nenani amabhange, ingcebo loans ngo-Okthoba kuka September a rebound ebukhali, andise ngaphezu 150 billion yuan.Phakathi kwazo, izikweletu zokuthuthukiswa kwezindlu ezithengiswayo zikhuphuke ngama-yuan angaphezu kwezigidi eziyizinkulungwane ezingu-50, futhi imali ebolekiwe yezindlu ngayinye inyuke ngama-yuan angaphezu kwezigidi eziyizinkulungwane ezingu-100.Ukuziphatha kwezimali kwezikhungo zezezimali embonini yezindlu nezindlu sekuthuthukile ngokusobala.UMnyango Wezokuthutha wasePeople's Republic of China: ngo-2025, uhlelo lwezinga eliphezulu lezokuthutha luzosungulwa, indlela yokusebenza emisiwe izothuthukiswa futhi, nezinga lezindinganiso zokwenziwa kwamanye amazwe lizokhushulwa ngokuphawulekayo.

Ngo-Okthoba, ukukhiqizwa kogandaganda abakhulu, abaphakathi nabancane kwaba ngu-39,136, kwehle ngamaphesenti angama-28 unyaka nonyaka kanye namaphesenti ayishumi ngenyanga.Umphumela ophelele kusukela ngoJanuwari kuya ku-Okthoba ubungamayunithi angu-486,000, akhuphuke ngamaphesenti angu-5 unyaka nonyaka.Ngo-Okthoba, ukukhishwa kwe-TV yemibala yaseChina kwaba yizigidi eziyi-17.592, kwehle ngamaphesenti angama-5.5 unyaka nonyaka, kanti umphumela othe xaxa kusukela ngoJanuwari kuya ku-Okthoba wawuyizigidi eziyi-148.89, wehle ngamaphesenti angama-4.9 unyaka nonyaka.2021 ngo-Okthoba, Okthoba, ukukhiqizwa kwe-air conditioning yaseChina amayunithi ayizigidi ezingu-14.549, akhuphuka ngo-6.0% unyaka nonyaka;ukukhiqizwa okuhlanganisiwe kukaJanuwari-Okthoba amayunithi ayizigidi eziyi-180.924, kwenyuke ngo-12.3% unyaka nonyaka.Ngomhla ziyi-15 kuNovemba, umagazini wase-China Construction Machinery ushicilele abakhiqizi abahamba phambili abayi-10 emhlabeni wonke ngo-2021. Isamba sokuthengiswa kwabakhiqizi abahamba phambili abayi-10 kube yithi amaRandi ayizigidi eziyizinkulungwane ezingama-21.369, kwenyuke ngo-21.2% unyaka nonyaka.I-Zoomlion iphezulu ohlwini ngo-$5.345 BN, ikhuphuke ngamaphesenti angu-68.05 unyaka nonyaka nezindawo ezimbili eziphakeme kunezinga langaphambilini.

Igatsha lemishini yokumba i-CCMA: ekupheleni kuka-2021, imakethe yemishini yokumba yaseShayina kulindeleke ukuthi ibambe cishe amayunithi ayizigidi eziyi-1.434 eminyakeni eyisithupha, ikhuphuke ngama-21.4% unyaka nonyaka;cishe amayunithi ayizigidi eziyi-1.636 eminyakeni eyisishiyagalombili, akhuphuke ngo-14.6% unyaka nonyaka;kanye namayunithi angaba yizigidi eziyi-1.943 eminyakeni eyishumi, ukwanda konyaka nonyaka ngo-6.5%.Kusukela ngomhla ka-8 Novemba kuya ku-14,2021 bathole ama-oda emikhumbi emisha engu-17 + 2 evela ezindaweni zemikhumbi emhlabeni jikelele, kuhlanganise ne-5 evela ezindaweni zemikhumbi yase-China kanye ne-10 + 2 evela ezindaweni zemikhumbi zaseKorea.Ukuthengiswa kwezitolo zase-US kukhuphuke ngamaphesenti angu-1.7 ngo-Okthoba, uma kuqhathaniswa nesibikezelo samaphesenti angu-1.4.Ukubanjwa kwengcebo kwamanye amazwe kwehle kwafika ku-$7,549 BN ngoSepthemba, ukwehla kokuqala kusukela ngoMashi, ngokwezibalo zakamuva ezivela kuMgcinimafa wase-US.?I-Eurostat: ukukhula emazweni ayi-19 e-eurozone bekungaphezulu ngamaphesenti angama-3.7 kunekota yesithathu yonyaka wezi-2020, ngokuhambisana nezilinganiso zangaphambilini futhi njengoba umnotho uqhubeka nokusimama ngokuqinile ekuwohlokeni komnotho okubangelwe wubhubhane lwango-2020.I-CPI ye-eurozone yenyuka ngamaphesenti angama-4.1 unyaka nonyaka ngo-Okthoba, uma iqhathaniswa nokukhuphuka ngamaphesenti angama-3.4 ngoSepthemba.Uhulumeni waseKishida waseJapan ngomhlaka-19 emhlanganweni weKhabhinethi wesikhashana waphasisa isinqumo, wanquma ukwethula ukusetshenziswa kwemali yokuvuselela umnotho wama-yen angama-trillion angama-55.7 umjikelezo omusha wohlelo lokuvuselela umnotho, wabeka irekhodi lazo zonke izinhlelo zangaphambilini zokuvuselela umnotho.

Ukulandelela idatha (1) izici zezimali

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(2) idatha yemboni

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3. Uhlolojikelele lwezimakethe zezimali kuleli sonto, ikusasa lempahla beliphansi kakhulu, ukuhweba ngezinsimbi eziyigugu kwehle, ukuhweba ngensimbi engasansimbi kuxutshwe, nowoyela ongahluziwe wehle ngo-4.36%.Emakethe yamasheya yomhlaba wonke, amasheya aseShayina akhuphuka futhi ehla, kuyilapho izinkomba ezintathu ezinkulu zamasheya ase-US zehla.Emakethe yokushintshaniswa kwamanye amazwe, inkomba yedola ivale amaphesenti angu-0.99 ku-96.03.

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Izibalo ezibalulekile zeviki elizayo (1) I-China izomemezela isikhathi senzuzo yamabhizinisi ezimboni ngaphezu kwesilinganiso sika-Okthoba: ngoMgqibelo (11/27) amazwana: engxenyeni yesithathu yalo nyaka, ehlaselwe yisimo esiwubhubhane, inkathi yezikhukhula, ukuhlinzekwa okuqinile kwamanye amandla nezinto zokusetshenziswa, njll., ukukhula kokukhiqizwa kwezimboni kwehlile.Kusukela ngo-Okthoba, izinguquko ezinhle zenzekile ekukhiqizweni kwezimboni ngokuncipha kancane kancane kwezici ezivimbelayo kanye nokuqiniswa kweziqinisekiso zemakethe zokuhlinzeka nokusimama kwamanani.

(2) isifinyezo sezibalo ezibalulekile zesonto elizayo

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Isikhathi sokuthumela: Nov-25-2021