Uhlolojikelele lweviki:
Amaphuzu avelele amakhulu: U-Li Keqiang wengamele iSimposium mayelana nokwehliswa kwentela nokwehliswa kwezimali;UMnyango Wezohwebo kanye neminye iminyango engama-22 ikhiphe “uhlelo lweminyaka emihlanu lweshumi nane” lokuthuthukiswa kohwebo lwangaphakathi;Kunengcindezi enkulu yokwehla kwezomnotho futhi izinqubomgomo eziqinile zikhishwa ekupheleni konyaka;Ngo-December, inani lemisebenzi emisha engezona ezokulima e-United States lalingu-199000, eliphansi kakhulu kusukela ngoJanuwari 2021;Inani lezimangalo zokuqala zokungasebenzi e-United States kuleli sonto liphezulu kunalokho obekulindelwe.
Ukulandelela idatha: ngokwezimali, ibhange eliphakathi libuyisele ama-yuan ayizigidi eziyizinkulungwane ezingu-660 ngesonto;Izinga lokusebenza kweziqhumane ezingama-247 ezihlolwe ngabakwaMysteel lenyuke ngo-5.9%, futhi izinga lokusebenza kwezindawo zokuwasha amalahle eziyi-110 eShayina lehle laya ngaphansi kwama-70%;Phakathi nesonto, amanani ensimbi, amalahle kagesi kanye ne-rebar akhuphuka;Amanani e-electrolytic copper, usimende nokhonkolo ehle;Isilinganiso sokudayiswa kwansuku zonke kwezimoto zabagibeli ngesonto sasingu-109000, sehle ngo-9%;I-BDI ikhuphuke ngo-3.6%.
Imakethe yezezimali: amanani entengo yezimpahla ezinkulu ezizayo akhuphuke kuleli sonto;Phakathi kwezimakethe zamasheya zomhlaba wonke, imakethe yamasheya yaseShayina kanye nemakethe yamasheya yase-US yehle kakhulu, kuyilapho imakethe yamasheya yaseYurophu ikhuphuka ngokuyisisekelo;Inkomba yedola laseMelika ibingama-95.75, yehle ngo-0.25%.
1, Izithombe ezinhle kakhulu
(1) Ukugxila kwendawo eshisayo
◎ UNdunankulu u-Li Keqiang ube ngusihlalo we-symposium emayelana nokwehliswa kwentela nokwehliswa kwezimali.U-Li Keqiang uthe lapho sibhekene nengcindezi entsha yokwehla kwezomnotho, kufanele siqhubeke nokwenza umsebenzi omuhle “kuzinzo eziyisithupha” kanye “neziqinisekiso eziyisithupha”, futhi sisebenzise ukuncishiswa kwentela okuhlanganisiwe okuhlanganisiwe kanye nokwehliswa kwemali ngokwezidingo izifundo zemakethe, ukuze kuqinisekiswe ukuqala komnotho okuzinzile kwikota yokuqala kanye nokuzinzisa imakethe yomnotho omkhulu.
◎ Umnyango Wezohwebo kanye neminye iminyango engama-22 ikhiphe “uhlelo lweminyaka emihlanu” lokuthuthukiswa kohwebo lwangaphakathi.Ngo-2025, inani eliphelele lokuthengiswa kwempahla yabathengi bezenhlalakahle lizofinyelela cishe kuma-yuan ayizigidi eziyizigidi ezingu-50;Inani elengeziwe lezitolo ezinkulu nezitolo, indawo yokuhlala nokudla lifinyelele cishe kuma-yuan ayizigidi eziyizinkulungwane eziyi-15.7;Ukuthengiswa kwezitolo eziku-inthanethi kufinyelele cishe ku-17 trillion yuan.Ohlelweni lwe-14 lweminyaka emihlanu, sizokwandisa ukukhuthazwa nokusebenzisa izimoto ezisebenza ngamandla amasha futhi sithuthukise imakethe yangemuva yezimoto.
◎ ngoJanuwari 7, i-Daily yabantu yashicilela i-athikili yeHhovisi Lokucwaninga Ngenqubomgomo yeKhomishana Yezokuthuthukiswa Nezinguquko kuzwelonke, ebonisa ukuthi ukukhula okuqhubekayo kufanele kubekwe endaweni evelele kakhudlwana futhi isimo somnotho esizinzile nesinempilo kufanele sigcinwe.Sizodidiyela ukuvinjelwa nokulawula ubhubhane kanye nokuthuthukiswa komnotho nenhlalakahle, siqhubeke nokusebenzisa inqubomgomo yezimali esebenzayo kanye nenqubomgomo yezimali ehlakaniphile, futhi sihlanganise ngokuhlelekile izinqubomgomo zokulawula umjikelezo omningi neziphikisana nemijikelezo.
◎ ngoDisemba 2021, i-PMI yokukhiqiza yase-Caixin China yaqopha u-50.9, ikhuphuke ngamaphesenti angu-1.0 ukusuka ngoNovemba, okuyisibalo esiphezulu kakhulu kusukela ngoJulayi 2021. Imboni yesevisi ye-Caixin yase-China i-PMI ngoDisemba yayingu-53.1, okulindeleke ukuthi ibe ngu-51.7, ngevelu yangaphambilini engu-52.1.I-PMI yase-China ye-Caixin ebanzi ngo-December yayingama-53, nevelu yangaphambilini engu-51.2.
Njengamanje, kunengcindezi enkulu yokwehla emnothweni.Ukuze kuphendulwe kahle, izinqubomgomo zakhishwa ngamandla ekupheleni konyaka.Okokuqala, inqubomgomo yokwandisa isidingo sasekhaya iye yacaca kancane kancane.Ngaphansi kwethonya eliphindwe kathathu lokuncipha kwesidingo, ukushaqeka kokuhlinzeka kanye nokulindela okubuthakathaka, umnotho ubhekene nengcindezi yokwehla esikhathini esifushane.Uma kubhekwa ukuthi ukusetshenziswa kungamandla amakhulu okushayela (ukutshalwa kwezimali kuyisici esiyinhloko esinqunyiwe), kuyacaca ukuthi le nqubomgomo ngeke ibe khona.Kusukela esimweni samanje, ukusetshenziswa kwezimoto, izinto zasendlini, ifenisha kanye nomhlobiso wasekhaya, okufaka ingxenye enkulu, kuzoba ukugxila kokugqugquzela.Mayelana nokutshalwa kwezimali, ingqalasizinda entsha isiphenduke into okugxilwe kuyo ekuhleleni.Kodwa sekukonke, ukugxila okuyinhloko okusetshenziselwa ukubiyela ukwehla kwezindlu ezithengiswayo kuseyingqalasizinda yendabuko
◎ ngokusho kwedatha ekhishwe uMnyango Wezabasebenzi wase-US, inani lemisebenzi emisha okungeyona eyezolimo e-United States ngoDisemba 2021 lalingu-199000, lingaphansi kuka-400000 obekulindelekile, eliphansi kakhulu kusukela ngoJanuwari 2021;Izinga lokungasebenzi lalingu-3.9%, lingcono kunemakethe elindelwe ngama-4.1%.Abahlaziyi bakholelwa ukuthi nakuba izinga labantu abangasebenzi e-US lehle ngenyanga kaZibandlela wonyaka odlule, kodwa imininingwane emisha yokuqashwa imbi.Ukushoda kwezisebenzi kuba yisithiyo esikhulu ekukhuleni kwamathuba omsebenzi, futhi ubudlelwano phakathi kokuhlinzekwa kanye nesidingo emakethe yezabasebenzi yase-US buya ngokuya bushuba.
◎ kusukela ngomhlaka-1 Januwari, inani lezicelo zokuqala zezinzuzo zokungasebenzi kuleli sonto lalingu-207000, futhi kulindeleke ukuthi libe ngu-195000. Nakuba inani lezimangalo zokuqala zezinzuzo zokungasebenzi linyukile uma liqhathaniswa nesonto eledlule, selisondele ku-50- unyaka uphansi emasontweni asanda kwedlula, ngenxa yokuthi inkampani igcina abasebenzi bayo abakhona ngaphansi kwesimo esijwayelekile sokushoda kwabasebenzi nokusula.Nokho, njengoba izikole namabhizinisi eqala ukuvalwa, ukusabalala kwe-Omicron kwaphinde kwavusa ukukhathazeka kwabantu ngomnotho.
(2) Uhlolojikelele lwezindaba ezibalulekile
◎ UNdunankulu u-Li Keqiang wengamele umhlangano wesigungu soMkhandlu Kazwelonke ukuze akhiphe izinyathelo zokuqalisa ngokugcwele ukuphathwa kohlu lwezindaba zamalayisense okuphatha, ukumisa ukusebenza kwamandla kanye nokuhlomulisa amabhizinisi kanye nabantu ngokwezinga elikhulu.Sizosebenzisa ukuphathwa okuhleliwe kwengozi yekhredithi yebhizinisi futhi sikhuthaze ukugada okunobulungiswa nokusebenza ngempumelelo.
◎ yena Lifeng, umqondisi weKhomishini Yentuthuko Nezinguquko kuzwelonke, wabhala ukuthi kufanele sisebenzise uhlaka lwesu lokwandisa isidingo sasekhaya kanye nohlelo lokuqalisa lohlelo lweminyaka emihlanu lwe-14, sisheshise ukukhishwa kanye nokusetshenziswa kwezibopho ezikhethekile zohulumeni basekhaya. , futhi ithuthuke ngokulingene ukutshalwa kwengqalasizinda.
◎ ngokolwazi lwebhange elikhulu, ngoZibandlela wezi-2021, ibhange elimaphakathi lenze izikhungo zokubolekwa kwemali zesikhathi esimaphakathi, ezihlanganisa ama-yuan ayizigidi eziyizinkulungwane ezingama-500, isikhathi sonyaka owodwa kanye nenzalo engu-2.95%.Ibhalansi yezindawo zokubolekwa kwemali yesikhathi esimaphakathi ekupheleni kwenkathi yayingama-yuan ayizigidi eziyizinkulungwane ezingama-4550.
◎ Ihhovisi loMkhandlu Kazwelonke laphrinta futhi lasabalalisa uhlelo lulonke lokulinga ukuguqulwa okuphelele kokwabiwa kwezinto okugxile emakethe, okuvumela ukuguqulwa kwenhloso yomhlaba wokwakha ohlangene wamasheya ngokohlelo oluzodayiswa emakethe isisekelo sesinxephezelo sokuzithandela ngokomthetho.Ngo-2023, lwela ukuzuza impumelelo ebalulekile kuzixhumanisi ezibalulekile zokwabiwa okugxile emakethe kwezinto ezifana nomhlaba, abasebenzi, imali kanye nobuchwepheshe.
◎ ngo-January 1, 2022, i-RCEP yaqala ukusebenza, futhi amazwe angu-10, kuhlanganise ne-China, aqala ngokusemthethweni ukufeza izibopho zawo, okuphawula ukuqala kwendawo yokuhweba mahhala enkulu kunazo zonke kanye nesiqalo esihle somnotho wase-China.Phakathi kwazo, i-China ne-Japan yasungula ubudlelwano bokuhwebelana ngokukhululeka phakathi kwamazwe amabili, yafinyelela ezinhlelweni zemvumelwano yentela yamazwe amabili, futhi yazuza impumelelo eyingqophamlando.
◎ I-CITIC Securities yenze amathemba ayishumi enqubomgomo yokukhula engaguquki, yathi ingxenye yokuqala ka-2022 izoba yisikhathi esikhethekile sokunciphisa izinga lenzalo.Kulindeleke ukuthi inzalo yesikhathi esifushane, emaphakathi kanye neyesikhathi eside yehliswe.Izinga lenzalo lokuthenga kabusha lezinsuku ezingu-7, izinga lenzalo le-MLF lonyaka ongu-1, izinga lenzalo ye-LPR yonyaka ongu-1 kanye nonyaka emi-5 lizokwehliswa ngo-5 BP ngesikhathi esifanayo, libe ngu-2.15% / 2.90% / 3.75% / 4.60% ngokulandelanayo. , ukwehlisa ngempumelelo izindleko zezimali zomnotho wangempela.
◎ sibheke phambili ekuthuthukisweni komnotho ngo-2022, osomnotho abakhulu bezikhungo zasekhaya ezingama-37 ngokuvamile bakholelwa ukuthi kunezindlela ezintathu eziyinhloko zokuthuthukisa ukukhula komnotho: okokuqala, ukutshalwa kwezimali ekwakhiweni kwengqalasizinda kulindeleke ukuthi kuphinde kukhule;Okwesibili, utshalomali lwezokukhiqiza kulindeleke ukuthi luqhubeke nokukhula;Okwesithathu, ukusetshenziswa kulindeleke ukuthi kuqhubeke nokuthatha.
◎ Umbiko wesimo somnotho wase-China wango-2022 osanda kukhishwa inqwaba yezikhungo ezixhaswe ngemali yakwamanye amazwe ukholelwa ukuthi ukusetshenziswa kwe-China kuzolulama kancane kancane futhi ukuthunyelwa kwamanye amazwe kuzohlala kuqinile.Esimeni sethemba ngomnotho waseShayina, izikhungo ezixhaswe ngezimali kwamanye amazwe ziyaqhubeka nokuhlela impahla ye-RMB, zikholelwa ukuthi ukuvulwa okuqhubekayo kweChina kungaqhubeka nokuheha ukungena kwemali yangaphandle, futhi kunamathuba okutshala izimali ezimakethe zamasheya zaseChina.
◎ Ukuqashwa kwe-ADP e-United States kukhuphuke ngo-807000 ngo-December, okuwukwanda okukhulu kakhulu kusukela ngoMeyi 2021. Kulinganiselwa ukuthi kuzonyuka ngo-400000, uma kuqhathaniswa nenani langaphambilini lika-534000. Ngaphambilini, inani labasula e-United States lafinyelela irekhodi elingu-4.5 million ngoNovemba.
◎ ngoZibandlela wezi-2021, i-PMI yokukhiqiza ism yase-US yehle yaya ku-58.7, ephansi kakhulu kusukela ngoJanuwari wonyaka odlule, futhi ingaphansi kwalokho obekulindelwe osomnotho, ngevelu yangaphambilini engu-61.1.Izinkomba ezincane zibonisa ukuthi isidingo sizinzile, kodwa isikhathi sokulethwa kanye nezinkomba zentengo ziphansi.
◎ ngokolwazi loMnyango Wezabasebenzi wase-US, ngoNovemba 2021, isibalo sabantu abasula e-United States safinyelela irekhodi ezigidini ezi-4.5, futhi isibalo sezikhala zemisebenzi sehla sisuka ezigidini eziyi-11.1 ezibuyekezwe ngo-Okthoba safinyelela ezigidini eziyi-10.6, namanje namanje. liphakeme kakhulu kunenani elingaphambi kwalolu bhubhane.
◎ ngo-January 4 esikhathini sendawo, ikomiti lenqubomgomo yemali yase-Poland lamemezela isinqumo salo sokwenyusa izinga lenzalo le-Central Bank of Poland ngamaphoyinti angu-50 ukuya ku-2.25%, okuzoqala ukusebenza ngoJanuwari 5. Lokhu ukukhuphuka kwezinga lenzalo lesine. ePoland ezinyangeni ezine, futhi ibhange eliphakathi lasePoland libe yibhange lokuqala likazwelonke ukumemezela ukwenyuka kwezinga lenzalo ngo-2022.
◎ I-German Federal Bureau of Statistics: izinga lokukhuphuka kwamanani emali laminyaka yonke eJalimane ngo-2021 likhuphuke lafinyelela ku-3.1%, lafinyelela izinga eliphakeme kakhulu kusukela ngo-1993
2. Ukulandelela idatha
(1) Uhlangothi lwemali
(2) Idatha yemboni
(3)
(4)
(5)
(6)
(7)
(8)
(9)
3. Uhlolojikelele lwezimakethe zezimali
Ngokuphathelene nekusasa lempahla, amanani entengo yempahla yesikhathi esizayo akhuphuka kulelo sonto, lapho uwoyela ongahluziwe wenyuka kakhulu, wafinyelela ku-4.62%.Ngokuphathelene nezimakethe zamasheya zomhlaba wonke, kokubili imakethe yamasheya yaseChina kanye namasheya ase-US kwehle, inkomba yamagugu yehla kakhulu, yafinyelela ku-6.8%.Emakethe yokushintshaniswa kwamanye amazwe, inkomba yedola laseMelika ivale ku-95.75, yehle ngo-0.25%.
4. Idatha ebalulekile yeviki elizayo
(1) I-China izokhipha idatha kaDisemba PPI ne-CPI
Isikhathi: ULwesithathu (1 / 12)
Amazwana: ngokusho kokuhlelwa komsebenzi we-National Bureau of statistics, idatha ye-CPI ne-PPI kaDisemba 2021 izokhishwa ngoJanuwari 12. Ochwepheshe babikezela ukuthi ngenxa yethonya lesisekelo kanye nomthelela wenqubomgomo yasekhaya yokuqinisekisa ukuhlinzekwa kanye intengo yokusimama, izinga lokukhula konyaka nonyaka le-CPI lingase lehle kancane lifinyelele cishe ku-2% ngoDisemba 2021, izinga lokukhula konyaka nonyaka le-PPI lingase lehle kancane liye ku-11%, futhi izinga lokukhula kwe-GDP yonyaka kulindeleke ukuthi yeqa u-8%.Ngaphezu kwalokho, ukukhula kwe-GDP kwikota yokuqala ka-2022 kulindeleke ukuthi kufinyelele ngaphezu kwama-5.3%.
(2) Uhlu lwedatha ebalulekile ngesonto elizayo
Isikhathi sokuthumela: Jan-10-2022