Ibuyekezwa njalo ngeSonto ngaphambi kuka-8:00 ekuseni ukuze uthole isithombe esigcwele se-macro dynamics yesonto.
Uhlolojikelele lweviki:
I-PMI esemthethweni yokukhiqiza yaseChina yayingama-49.2 ngo-Okthoba, inyanga yesibili elandelanayo ebangeni lokufinyela.I-National Development and Reform Commission (NDRC) inxuse ukuthi kuthuthukiswe izwe lonke lamayunithi aphehla amalahle I-Federal Reserve ishiye amanani enzalo ingashintshiwe, imemezela ukuqala "Kwetafula Lokuncipha" ngoNovemba.
Ukulandelela idatha: Ngasohlangothini lwemali, ibhange elikhulu lizuze ama-yuan ayizigidi eziyizinkulungwane ezingama-780 phakathi nesonto;izinga lokusebenza kwama-blast furnaces angu-247 ahlolwa ngabakwaMysteel lehle lafinyelela kumaphesenti angu-70,9;izinga lokusebenza kwezimboni zokuwasha amalahle ezweni lonke lehle ngamaphesenti angu-0,02;amanani ensimbi, amalahle esitimu, i-rebar ne-electrolytic copper wonke ehle kakhulu phakathi nesonto;Ukuthengiswa kwansuku zonke kwezimoto zabagibeli kufinyelele ku-94,000 phakathi nesonto, kwehle ngamaphesenti ayi-15, kanti i-BDI yehle ngamaphesenti angama-23.7.
Izimakethe Zezezimali: Izinsimbi eziyigugu phakathi kwekusasa lempahla eyinhloko zikhuphuke kuleli sonto, kanti ezinye zehla.Izinkomba ezintathu zamasheya ezinkulu zase-US zifike phezulu.Inkomba yedola laseMelika ikhuphuke ngo-0.08% yaya ku-94.21.
1. Izindaba Ezibalulekile Ezibalulekile
(1) gxila ezindaweni ezishisayo
Ngobusuku bangomhla zingama-31 kuMfumfu, uMongameli waseShayina u-Xi Jinping waqhubeka nokuhambela ingqungquthela ye-16 ye-G20 ngevidiyo e-Beijing.U-Xi ugcizelele ukuthi ukuguquguquka kwakamuva emakethe yezamandla emhlabeni wonke kusikhumbuza isidingo sokulinganisa ukuvikelwa kwemvelo nokuthuthukiswa komnotho, kucatshangelwa isidingo sokulwa nokuguquguquka kwesimo sezulu nokuvikela izimpilo zabantu.I-China izoqhubeka nokukhuthaza ukuguqulwa nokuthuthukiswa kwesakhiwo samandla kanye nezimboni, ikhuthaze i-R & D kanye nokusetshenziswa kobuchwepheshe be-green kanye ne-carbon low, kanye nezindawo zokweseka, izimboni namabhizinisi asesimweni sokwenza lokho ukuze ahole. ekufinyeleleni engqungqutheleni, ukwenza umnikelo omuhle emizamweni yomhlaba wonke yokulwa nokuguquguquka kwesimo sezulu kanye nokukhuthaza ukuguqulwa kwamandla.
Ngomhla zi-2 kuLwezi, uNdunankulu uLi Keqiang wengamele ukuvulwa komhlangano wesigungu soMkhandlu Wezifundazwe waseChina.Umhlangano uveze ukuthi ukusiza abahlanganyeli bemakethe ukuthi bakhiphe ibheyili, ukukhuthaza isixazululo samanani entengo aphezulu ukuze kukhuphule izindleko nezinye izinkinga.Lapho kubhekene nengcindezi entsha yokwehla emnothweni kanye nobunzima obusha bemakethe, ukuqaliswa ngempumelelo kokulungiswa kwangaphambilini kanye nokulungisa kahle.Ukwenza umsebenzi omuhle wenyama, amaqanda, imifino kanye nezinye izidingo zokuphila ukuze kuqinisekiswe ukuhlinzekwa kwamanani azinzile.
Ngomhla zi-2 kuNovemba, iPhini likaNdunankulu u-Han Zheng wavakashela i-State Grid Company ukuze enze ucwaningo futhi abambe uchungechunge.U-Han Zheng ugcizelele isidingo sokuqinisekisa ukutholakala kwamandla kulobu busika nentwasahlobo ezayo njengento ebaluleke kakhulu.Umthamo wokuphehla ugesi wezinkampani eziphehla ugesi ngamalahle kufanele ubuyiselwe ezingeni elijwayelekile ngokushesha okukhulu.Uhulumeni kufanele aqinise ukulawulwa nokulawulwa kwentengo yamalahle ngokomthetho futhi asheshise ucwaningo mayelana nendlela yokwakhiwa kwamanani emakethe yokuxhumanisa ugesi wamalahle.
Umnyango Wezohwebo ukhiphe isaziso sokuqinisekisa intengo ezinzile yemifino nezinye izidingo emakethe kulobu busika nentwasahlobo ezayo, zonke izifunda zisekela futhi zikhuthaze amabhizinisi amakhulu okusakazwa kwezolimo ukuthi asungule ukubambisana okuseduze nezisekelo zokukhiqiza ezolimo njengemifino, okusanhlamvu namafutha. , ukuzalanisa imfuyo nezinkukhu, futhi basayine izivumelwano zokuhlinzeka nokumaketha zesikhathi eside.
Ngomhla zi-3 kuLwezi, Ikhomishana Kazwelonke Yokuthuthukiswa Nezinguquko kanye Nokuphathwa Kwezamandla Kuzwelonke ngokuhlanganyela bakhiphe isaziso esinxusa ukuba kuthuthukiswe izikhungo zikagesi ngamalahle ezweni lonke.Isaziso sidinga ukuthi kumayunithi aphehla amandla abaswa ngamalahle asebenzisa ngaphezu kwamagremu angu-300 wamalahle ajwayelekile/kwh ngokuphakelwa kukagesi, izimo kufanele zidalwe ngokushesha ukuze kusetshenziswe ukubuyisela okonga amandla, futhi amayunithi angakwazi ukufakwa kabusha kufanele aqedwe futhi vala shaqa, futhi izoba nemibandela ekunikezeni amandla okulondoloza ikhophi yesimo esiphuthumayo.
Ngokolwazi oluku-akhawunti yomphakathi we-wechat yeKhomishini Yentuthuko Kazwelonke Nezinguquko, kulandela isinyathelo sezinkampani ezizimele ezifana ne-Inner Mongolia Yitai Group, i-Mengtai Group, i-Huineng group kanye ne-Xinglong Group ukunciphisa intengo yokuthengisa amalahle e-Hang Hau. , izinkampani zikahulumeni ezifana ne-National Energy Group kanye ne-China National Coal Group nazo zithathe isinyathelo sokwehlisa amanani amalahle.Ngaphezu kwalokho, amabhizinisi amakhulu amalahle angaphezu kwe-10 athathe isinyathelo sokulandela indawo yokukhiqiza eyinhloko yama-calories angu-5500 amanani omgodi wamalahle ashisayo ehle aze afike ku-1000 yuan ngethani.Isimo sokuhlinzekwa kanye nesidingo emakethe yamalahle sizothuthukiswa nakakhulu.
Ngobusuku bangomhla zingama-30 kuMfumfu, i-CSRC yakhipha uhlelo oluyisisekelo lwe-Beijing Stock Exchange, ekuqaleni yamisa izinhlelo eziyisisekelo ezifana nokukhishwa kwezimali, ukugada okuqhubekayo kanye nokuphathwa kokushintshisana, usuku lokuqala kokusebenza kombuso oyisisekelo lwashiwo njengoluyi-15 Novemba.
Ukudlondlobala kwemikhiqizo selehlile futhi nomkhakha ongakhiqizi usaqhubeka nokukhula.I-PMI esemthethweni yokukhiqiza yaseChina yayingama-49.2 ngo-Okthoba, yehle ngamaphesenti angu-0.4 ukusuka enyangeni edlule futhi iqhubeka nokuba ngaphansi kwezinga elibucayi lokufinyela izinyanga ezimbili ezilandelanayo.Endabeni yokukhuphuka kwamanani entengo yamandla nezinto zokusetshenziswa, kuvela izithiyo zokuhlinzeka, isidingo esisebenzayo azanele, futhi amabhizinisi abhekene nobunzima obuningi ekukhiqizeni nasekusebenzeni.Inkomba yebhizinisi elingakhiqizi yayingamaphesenti angu-52.4 ngo-Okthoba, phansi ngamaphesenti angu-0.8 kusukela enyangeni edlule, kodwa namanje ingaphezu kwezinga elibucayi, ebonisa ukwanda okuqhubekayo emkhakheni ongakhiqizi, kodwa ngesivinini esibuthakathaka.Ukuqubuka okuphindaphindiwe ezindaweni eziningi kanye nezindleko ezikhuphukayo kwehlisa umsebenzi webhizinisi.Ukwenyuka kwesidingo sokutshalwa kwezimali kanye nesidingo samafestivali yizona zinto ezihamba phambili ekusebenzeni kahle kwezimboni ezingakhiqizi.
Ngomhla lu-1 kuNovemba, uNgqongqoshe Wezohwebo we-People's Republic of China uNgqongqoshe u-Wang Wentao wathumela incwadi kuNgqongqoshe Wezohwebo Nokuthekelisa WaseNew Zealand u-Michael O'Connor ukuze afake isicelo ngokusemthethweni sokungena ku-Digital Economy Partnership Agreement (DEPA) egameni le-China.
I-Regional Comprehensive Economic Partnership Agreement (RCEP) izoqala ukusebenza emazweni ayi-10 okuhlanganisa ne-China ngoJanuwari 1,2022, ngokusho koMnyango Wezohwebo.
I-Federal Reserve ikhiphe isinqumo sayo seMonetary Policy Committee ngoNovemba ukuze iqale ngokusemthethweni inqubo ye-Taper ngenkathi igcina izinga lenzalo lenqubomgomo lingashintshiwe.NgoDisemba, i-Fed izosheshisa ijubane le-Taper futhi inciphise ukuthengwa kwebhondi yanyanga zonke ngamaRandi ayizigidi eziyizinkulungwane ezingu-15.
Ukukhokhelwa okungewona amafamu kukhuphuke ngo-531,000 ngo-Okthoba, okuwukunyuka okukhulu kakhulu kusukela ngoJulayi, ngemuva kokunyuka kwezi-194,000.USihlalo weFederal Reserve uPowell uthe imakethe yemisebenzi yaseMelika ingathuthuka ngokwanele maphakathi nonyaka ozayo.
(2) Izindaba Flash
Ngo-Okthoba, i-CAIXIN China yokukhiqiza i-PMI iqophe i-50.6, ikhuphuke ngamaphesenti angu-0.6 kusukela ngoSepthemba, ibuyela ebangeni lokunwetshwa.Kusukela ngoMeyi 2020, inkomba yehlele ebangeni lokufinyela kuphela ngo-2021.
I-China's Logistics Business Index ka-Okthoba ibingamaphesenti angama-53.5, yehle ngamaphesenti angama-0.5 ukusuka enyangeni edlule.Ukukhishwa kwamabhondi akhethekile amasha kusheshiswe kakhulu.Ngo-Okthoba, ohulumeni basekhaya ezweni lonke bakhiphe ama-yuan ayizigidi eziyizinkulungwane ezingama-868.9, lapho ama-yuan ayizigidi eziyizinkulungwane ezingama-537.2 akhishwa njengamabhondi akhethekile.Ngokwesicelo soMnyango Wezezimali, "Isikweletu esisha esikhethekile sizokhishwa ngangokunokwenzeka ngaphambi kokuphela kukaNovemba", ukukhishwa kwesikweletu esisha esikhethekile kulindeleke ukuthi kufinyelele ku-906.1 billion yuan ngoNovemba.Amabhizinisi ensimbi asohlwini lwe-37 akhiphe imiphumela yekota yesithathu, ingxenye yokuqala yesithathu yenzuzo eyingqikithi yama-yuan ayizigidi eziyizinkulungwane ezingu-108.986, inzuzo engu-36, inzuzo engu-1 yaphenduka ukulahlekelwa.Kuyo yonke ingqikithi, i-Baosteel ibe ngeyokuqala ngenzuzo eyinsalela yama-yuan ayizigidi eziyizinkulungwane ezingama-21.590, kwathi u-Valin no-Angang baba ngowesibili nesithathu ngama-yuan ayizigidi eziyizinkulungwane ezingu-7.764 kanye nama-yuan ayizigidi eziyizinkulungwane ezingu-7.489 ngokulandelana.Ngomhla lu-1 kuNovemba, uMnyango wezeZindlu kanye nokuthuthukiswa kwezindawo zasemadolobheni nezindawo zasemakhaya uthe zingaphezu kuka-700,000 izindlu eziqashisayo ezithengekayo eziye zakhiwa emadolobheni angama-40 ezweni lonke, okuhlanganisa cishe amaphesenti angu-80 ohlelo lonyaka.I-CAA: Inkomba yango-2021 yesixwayiso yabathengisi bezimoto ibingu-52.5% ngo-Okthoba, yehle ngamaphesenti ayi-1.6 ukusuka onyakeni owandulele futhi ikhuphuke ngamaphesenti ayi-1.6 ukusuka enyangeni edlule.
Ngo-Okthoba, imakethe yamaloli asindayo yaseChina kulindeleke ukuthi idayise izimoto ezingaba ngu-53,000, zehle ngo-10% inyanga nenyanga, zehle ngo-61.5% unyaka nonyaka, okungokwesibili ukudayiswa kwenyanga okuphansi kakhulu kuze kube manje kulo nyaka.Kusukela ngomhlaka-1 Novemba, ingqikithi yezinkampani zemishini yokwakha ezisohlwini ezingama-24 zibike imiphumela yekota yesithathu engama-2021, engama-22 yayo ibe nenzuzo.Esigabeni sesithathu, izinkampani ezingama-24 zithole imali yokusebenza ehlangene yamabhiliyoni angama-124.7 kanye nensalela yemali engamaRandi ayizigidi eziyizinkulungwane eziyisishiyagalombili.Izinkampani ezisohlwini ezingama-22 zemishini ebalulekile yasendlini zikhiphe imiphumela yazo yekota yesithathu.Kulawa, angu-21 abenenzuzo, inzuzo ehlangene yama-yuan ayizigidi eziyizinkulungwane ezingu-62.428 kanye nemali engenayo yokusebenza engu-858.934 billion yuan.Ngomhla lu-1 kuNovemba, i-Yiju Real Estate Research Institute yakhipha umbiko obonisa ukuthi ngo-Okthoba, amadolobha angu-13 ashisayo aqashwe yilesi sikhungo ahweba cishe ngezindawo zokuhlala ezingamasekeni ezingu-36,000, ehle ngo-14,000 ngenyanga edlule, ehle ngo-26.9% ngenyanga edlule- ngenyanga naphansi ngo-42.8% unyaka nonyaka;Kusukela ngoJanuwari kuya ku-Okthoba, amadolobha angu-13 akhula ngomthamo wezindawo zokuhlala ezisetshenziswa amasekeni unyaka nonyaka okokuqala ngqa engemihle, kwehle ngo-2.1%.Ama-oda emikhumbi emisha afinyelele izinga eliphezulu kakhulu eminyakeni engu-14 e-Knock Nevis.Ezingxenyeni ezintathu zokuqala, amayadi angu-37 emhlabeni wonke athole ama-oda avela ku-Knock Nevis, angu-26 kuwo okwakungamayadi aseShayina.Kwafinyelelwa esivumelwaneni esisha engqungqutheleni yesimo sezulu ye-COP26, lapho amazwe nezinhlangano eziyi-190 bezithembise ukuqeda ukuphehlwa kukagesi ngamalahle.I-OECD: Ukutshala Kwezimali Okuqondile Kwezwe Langaphandle (i-FDI) kugeleza kuphinde kwafinyelela ku- $870bn engxenyeni yokuqala yalo nyaka, okungaphezu kokuphindwe kabili kosayizi wengxenye yesibili ka-2020 kanye namaphesenti angama-43 ngaphezu kwamazinga angaphambi kuka-2019.I-China ibe ngumamukeli omkhulu kunawo wonke emhlabeni wokutshalwa kwezimali okuqondile kwamanye amazwe engxenyeni yokuqala yalo nyaka, nokugeleza kwawo kufinyelele ku-$177bn.Ukuqashwa kwe-ADP kukhuphuke ngo-571,000 kwafinyelela ku-400,000 ngo-Okthoba, iningi kusukela ngoJuni.Izwe laseMelika liqophe umlando wokushoda kwezohwebo okungamaRandi ayizigidi eziyizinkulungwane ezingama-80.9 ngoSepthemba, uma kuqhathaniswa nokushoda kwezigidigidi ezingama-US $73.3.IBhange LaseNgilandi lishiye izinga lenzalo lebhentshimakhi yalo lingashintshile kumaphesenti angu-0.1 futhi inani elithengiwe lempahla lingashintshile ku-#895bn.I-PMI yokukhiqiza yase-ASEAN ikhuphuke yafinyelela ku-53.6 ngo-Okthoba isuka ku-50 ngoSepthemba.Bekungokokuqala ukuthi inkomba ikhuphuke ngaphezu kwama-50 kusukela ngoMeyi futhi izinga eliphezulu selokhu yaqala ukuhlanganiswa ngoJulayi 2012.
2. Ukulandelela idatha
(1) izinsiza zezimali
(2) idatha yemboni
Uhlolojikelele lwezimakethe zezimali
Phakathi nesonto, ikusasa lempahla, ngaphezu kwezinsimbi eziyigugu zaphakama, ikusasa lempahla eyinhloko yehla.I-aluminium yehle kakhulu, ngamaphesenti angama-6.53.Izimakethe zamasheya zomhlaba, ngaphandle kwe-Shanghai Composite Index yaseChina yehle kancane, zonke ezinye izinzuzo, i-United States izinkomba ezintathu ezinkulu zesitoko zisezingeni eliphezulu kakhulu.Emakethe yokushintshaniswa kwamanye amazwe, inkomba yedola ivale amaphesenti angu-0.08 ku-94.21.
Izibalo ezibalulekile zeviki elizayo
1. I-China izokhipha idatha yezezimali ka-Okthoba
Isikhathi: Iviki Elizayo (11/8-11/15) ukuphawula: Esimeni sokubuyiselwa kwezindlu ngezimali kokujwayelekile, isahlulelo esibanzi sezikhungo, izikweletu ezintsha ngo-Okthoba kulindeleke ukuthi zidlule ama-yuan ayizigidi eziyizinkulungwane ezingama-689.8 ngesikhathi esifanayo ngonyaka odlule. , izinga lokukhula kwezimali zomphakathi kulindeleke ukuthi lizinze.
2. I-China izokhipha idatha ye-CPI ne-PPI yango-Okthoba
NgoLwesine (11/10) ukuphawula: okuthintekayo yimvula kanye nesimo sezulu sokupholisa, kanye nokuqubuka okuphindaphindiwe ezindaweni eziningi nezinye izici, imifino nemifino, izithelo, amaqanda namanye amanani akhuphuke kakhulu, i-CPI kulindeleke ukuthi yande ngo-Okthoba.Kuwoyela ongahluziwe, amalahle njengamele amanani entengo abephezulu kunenyanga efanayo, kulindeleke ukuthi akhuthaze ukukhuphuka kwentengo ye-PPI.
(3) isifinyezo sezibalo ezibalulekile zesonto elizayo
Isikhathi sokuthumela: Nov-09-2021