Mysteel Macro Weekly: Boma la Boma lidatsindika kufunika kochepetsa kukweza mitengo kuti athandize mabizinesi kuthana ndi kukwera kwamitengo yazinthu.

Imasinthidwa Lamlungu lililonse isanakwane 8:00 am kuti mupeze chithunzi chonse cha zochitika zazikulu za sabata.

Chidule cha sabata: Macro News: Li Keqiang mu msonkhano wa akuluakulu a China State Council anatsindika kufunika kolimbitsa malamulo oyendetsera zinthu;Li Keqiang paulendo wopita ku Shanghai adatsindika kufunika kokhazikitsa ndondomeko yabwino ya boma pamakampani a malasha ndi magetsi, monga kubweza msonkho;Ofesi Yoyang'anira Bungwe la State Council inapereka chidziwitso cholimbikitsanso thandizo kwa mabizinesi ang'onoang'ono ndi apakatikati;mu Januwale-Oktoba, phindu lonse lamakampani opanga mafakitale kuposa kukula kwa dzikolo lidakwera ndi 42.2% pachaka;Zonena zoyamba zamapindu a ulova zidatsika mpaka zaka 52 sabata ino.Kutsata deta: Pankhani ya ndalama, banki yayikulu idayika yuan biliyoni 190 mu sabata;kuchuluka kwa ntchito za ng'anjo zophulika za 247 zomwe Mysteel anafufuza zinagwera pansi pa 70%;kagwiritsidwe ntchito ka malo ochapira malasha okwana 110 m’dziko lonselo anakhalabe wokhazikika;ndipo mtengo wa malasha amphamvu unakhazikika pamene chitsulo, rebar ndi zitsulo zinakwera kwambiri mkati mwa sabata, mitengo yamkuwa inagwa, mitengo ya simenti inagwa, mitengo ya konkire inagwa, sabata pafupifupi tsiku lililonse la malonda a 49,000 okwera magalimoto ogulitsa, pansi 12% , BDI idakwera 9%.Misika Yazachuma: Zamtsogolo zazikulu zonse zidagwa sabata ino kupatula kutsogolera kwa LME;masheya apadziko lonse adakwera ku China kokha, pomwe misika yaku US ndi Europe ikugwa;ndipo index ya dollar idatsika 0.07% mpaka 96.

1. Nkhani Zofunika Kwambiri

Purezidenti Xi Jinping watsogolera msonkhano wa makumi awiri ndi awiri wa Central Commission wokhudza kusintha kwakukulu, akugogomezera kufunika kokonzanso kamangidwe kake ka msika wa magetsi, mphamvu zamagetsi m'dzikolo kuti akwanitse kugawana ndi kugawikana koyenera kwa magetsi. wina ndi mnzake.Msonkhanowo unanena kuti ndikofunikira kukankhira patsogolo ntchito yomanga msika wamagetsi kuti agwirizane ndi kusintha kwa mphamvu zamagetsi, komanso kulimbikitsa kutenga nawo mbali kwa mphamvu zatsopano pazochitika za msika mwadongosolo.Msonkhanowo udatsindikanso kufunika kolimbikitsa kupangidwa kwa gulu labwino la sayansi ndi luso lamakono, mafakitale ndi zachuma, ndikufulumizitsa kusintha ndi kugwiritsa ntchito zomwe zapindula zasayansi ndi zamakono.M'mawa pa Novembara 22, Purezidenti wa China Xi Jinping adakhalapo ndikutsogola pamwambo wokumbukira zaka 30 zakukhazikitsidwa kwa ubale wapakati pa China ndi ASEAN kudzera pavidiyo ku Beijing.Xi adalengeza za kukhazikitsidwa kwa China ASEAN Comprehensive Strategic Partnership, ndipo adanenanso kuti China idzatenga gawo la mgwirizano wa mgwirizano wachuma wachigawo, poyambitsa ntchito yomanga ASEAN-China Free Trade Area 3.0, China idzayesetsa kuitanitsa US $ 150. mabiliyoni azinthu zaulimi zochokera ku ASEAN mzaka zisanu zikubwerazi.Poyang'anizana ndi kupsinjika kwatsopano pazachuma, msonkhano waukulu wa China State Council, motsogozedwa ndi Prime Minister Li Keqiang wa State Council, udapempha kulimbikitsa kusintha kosinthika, ndikupitilizabe kuchita ntchito yabwino pakuwongolera ngongole zamaboma ndikupewa. ndi kuthetsa ziwopsezo, kupereka gawo lonse la ndalama zangongole zapadera polimbikitsa ndalama zamagulu.Tidzafulumizitsa kutulutsidwa kwa ndalama zotsala za ma bond apadera chaka chino ndikuyesetsa kupanga ntchito zamtundu wina kumayambiriro kwa chaka chamawa.

Kuyambira pa Nov. 22 mpaka 23, Prime Minister Li Keqiang, membala wa Politburo wa Chipani cha Communist cha China, adayendera Shanghai.Li Keqiang adati maboma m'magawo onse akuyenera kulimbikitsanso thandizo lawo, kuphatikiza kugwiritsa ntchito mfundo za Boma pazakupereka msonkho kwa mabizinesi a malasha ndi magetsi, kuchita ntchito yabwino yolumikizana ndi kutumiza, kuwonetsetsa kuti malasha akupezeka mokhazikika popangira magetsi, komanso kuthetsa vuto la kuchepa kwa magetsi m'malo ena, kuti aletse kuwonekera kwa "Kudula Mphamvu" kwatsopano.

Ofesi ya State Council General inapereka chidziwitso chowonjezera kulimbikitsa chithandizo cha smes, chomwe chinati: (1) kuchepetsa kupanikizika pakukwera mtengo.Tidzalimbitsa kalondolondo wa katundu ndi kuchenjeza msanga, kulimbitsa malamulo a msika wa kagayidwe kazinthu ndi zofuna, ndi kuthana ndi zochitika zosaloledwa ndi lamulo monga kusungitsa ndi kupezerapo phindu, ndikukweza mitengo.Tithandizira mayanjano am'mafakitale ndi mabizinesi akuluakulu pakumanga nsanja zopangira zopangira zopangira mafakitale ofunikira, ndikulimbitsa chitsimikiziro ndi ntchito zopangira ma docking pazinthu zopangira ndi zokonzedwa.(2) kulimbikitsa makampani am'tsogolo kuti apereke chithandizo chowongolera zoopsa kwa ma smes, kuti awathandize kugwiritsa ntchito zida zotchingira zam'tsogolo kuti athe kuthana ndi vuto la kusinthasintha kwakukulu kwamitengo yamtengo wapatali.(3) onjezerani thandizo la ndalama zopulumutsira kuti athandize mabizinesi kuthana ndi kukakamizidwa kwamitengo yokwera yazinthu zopangira, katundu ndi ndalama zogwirira ntchito.(4) kulimbikitsa madera omwe zinthu zimaloleza kugwiritsa ntchito nthawi ndi nthawi zotsatiridwa ndi mabizinesi ang'onoang'ono ndi ang'onoang'ono.Unduna wa Zamalonda wapereka ndondomeko yachitukuko chapamwamba cha malonda akunja kwa dongosolo la 14 lazaka zisanu.Pa nthawi ya ndondomeko ya zaka zisanu za 14, chitetezo cha malonda chidzakonzedwanso.Zochokera kunja kwa chakudya, mphamvu zamagetsi, matekinoloje ofunikira ndi zida zosinthira ndizosiyana kwambiri, ndipo njira zopewera zoopsa komanso zowongolera za kusamvana kwamalonda, kuwongolera kunja ndi kuwongolera malonda ndizomveka.M'miyezi khumi yoyambirira ya 2019, phindu lonse lamakampani opanga mafakitale pamwamba pa dziko lonse lapansi lidakwana 7,164.99 biliyoni, kukwera ndi 42.2% pachaka, kukwera ndi 43.2% kuyambira Januware mpaka Okutobala 2019, ndi chiwonjezeko cha 19.7 peresenti pawiri zaka.Mwa okwana, phindu la mafuta, malasha ndi mafakitale ena processing mafuta chinawonjezeka ndi 5.76 nthawi, mafuta ndi gasi m'zigawo makampani chinawonjezeka ndi nthawi 2.63, migodi malasha ndi mafakitale ochapira malasha chinawonjezeka ndi nthawi 2.10, ndi Non-ferrous zitsulo. ndipo makampani owerengera ndalama adawonjezeka ndi nthawi za 1.63, mafakitale a Ferrous ndi calendering adawonjezeka nthawi za 1.32.

 Utsogoleri-1

Zolinga zosinthidwa za nyengo zoyamba zopindula za ulova zinali 199,000 pa sabata latha Nov. 20, mlingo wotsika kwambiri kuyambira 1969 ndi pafupifupi 260,000, kuchokera ku 268,000, malinga ndi United States Department of Labor.Chiwerengero cha anthu aku America omwe akupitilizabe kuyitanitsa mapindu a ulova sabata yatha Nov. 13 anali 2.049 miliyoni, kapena 2.033 miliyoni, kuchokera pa 2.08 miliyoni.Kutsika kwakukulu kuposa momwe kumayembekezereka kungafotokozedwe ndi momwe boma linasinthira deta yosasinthika ya kusintha kwa nyengo.Kusintha kwanyengo kukutsatira chiwonjezeko cha pafupifupi 18,000 pamadandaulo osowa ntchito sabata yatha.

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(2) Nkhani za Flash

Pofuna kukwaniritsa malingaliro a Central Committee of the Communist Party of China (CPC) ndi State Council pa kukulitsa nkhondo yolimbana ndi kuwononga ndi kuwononga chilengedwe, Unduna wa Zachilengedwe wapanga makonzedwe atsopano, ndikuwonjezera ntchito ziwiri zofunika ndikutumiza asanu ndi atatu. kampeni zazikulu.Ntchito yoyamba yatsopano komanso yofunikira ndikulimbitsa kuwongolera kogwirizana kwa PM2.5 ndi ozoni, ndikutumiza ndikugwiritsa ntchito nkhondoyi kuti athetse kuwononga kwambiri nyengo ndi nkhondo yoteteza ndi kuwongolera kuwonongeka kwa ozoni.Ntchito yachiwiri ndikukhazikitsa njira yayikulu yadziko, Nkhondo Yatsopano yoteteza zachilengedwe ndikuwongolera mtsinje wa Yellow.Malinga ndi Unduna wa Zamalonda, mgwirizano waulere waku China-Cambodia uyamba kugwira ntchito pa Januware 1, 2022.Pansi pa mgwirizanowu, chiŵerengero cha zinthu zopanda msonkho pa katundu wogulitsidwa ndi mbali zonse ziwiri zafika pa 90 peresenti, ndipo kudzipereka kuti atsegule misika ya malonda a ntchito kumasonyeza mlingo wapamwamba wa mabwenzi opanda msonkho omwe amaperekedwa ndi mbali iliyonse.Malinga ndi Unduna wa Zachuma, ma yuan 6,491.6 biliyoni amaboma aboma adaperekedwa mdziko lonse kuyambira Januware mpaka Okutobala.Pazonsezi, ma yuan 2,470.5 biliyoni pazambiri zonse ndi ma yuan biliyoni 4,021.1 m'malo apadera adaperekedwa, pomwe ma yuan biliyoni 3,662.5 m'mabondi atsopano ndi ma yuan biliyoni 2,829.1 pakubweza ndalama adaperekedwa, osweka ndi cholinga.

Malinga ndi Unduna wa Zachuma, phindu la mabizinesi aboma kuyambira Januware mpaka Okutobala lidafika 3,825.04 biliyoni ya yuan, kukwera ndi 47.6% pachaka ndi avareji yazaka ziwiri ndi 14.1 peresenti.Mabizinesi apakati adapanga 2,532.65 biliyoni ya yuan, kuwonjezeka kwa 44.0 peresenti pachaka ndi kuchuluka kwa 14.2 peresenti m'zaka ziwiri: mabizinesi aboma am'deralo adapanga yuan biliyoni 1,292.40, kuwonjezeka kwa 55.3 peresenti pachaka ndi chaka. ndi chiwonjezeko chapakati cha 13.8 peresenti m’zaka ziŵiri.Mneneri wa China Banking Regulatory Commission (CBRC) adati kufunikira kwa ngongole zogulira malo ndi malo kwakwaniritsidwa.Kumapeto kwa Okutobala, ngongole zanyumba ndi mabungwe azachuma amabanki zidakula ndi 8.2 peresenti kuchokera chaka cham'mbuyomo ndipo zidakhalabe zokhazikika.Ikugogomezeredwa kuti kuchepetsa mpweya sikuyenera kukhala "kukula-kufanana-konse" kapena "mchitidwe wamasewera", komanso kuti ngongole yoyenera iyenera kuperekedwa kumakampani oyenerera opangira magetsi a malasha ndi malasha ndi mapulojekiti, komanso kuti ngongole siziyenera kukhala mwachimbulimbuli. kuchotsedwa kapena kudulidwa.Bungwe la Macro-Economic Forum (CMF) la ku China lidatulutsa lipoti lomwe lidaneneratu kukula kwenikweni kwa GDP kwa 3.9% mgawo lachinayi komanso kukula kwachuma kwapachaka kwa 8.1% kuti akwaniritse cholinga chakukula kwapachaka choposa 6%.GDP ya US m'gawo lachitatu idasinthidwanso pamlingo wapachaka wa 2.1 peresenti, 2.2 peresenti ndi kuchuluka koyambirira kwa 2 peresenti.Poyambirira Markit kupanga PMI ku United States inakwera kufika pa 59.1 mu November, ndi ndondomeko yaing'ono yamtengo wapatali pamlingo wake wapamwamba kwambiri kuyambira pamene zolemba zinayamba mu 2007.

Ku United States, chiwerengero chamtengo wapatali cha PCE chinakwera peresenti ya 4.1 mu October kuyambira chaka chapitacho, chiwerengero chapamwamba kwambiri kuyambira 1991, ndipo chikuyembekezeka kukwera 4.1 peresenti, kuchokera ku 3.6 peresenti mwezi watha.M'dera la euro, PMI yoyamba yopangira mafakitale inali 58.6, ndikuwonetseratu kwa 57.3, poyerekeza ndi 58.3;PMI yoyamba ya gawo la mautumiki anali 56.6, ndi kuwonetseratu kwa 53.5, poyerekeza ndi 54.6;ndipo Composite Pmi inali 55.8, ndi kulosera kwa 53.2, poyerekeza ndi 54.2.Purezidenti Biden amasankha Powell kwa nthawi ina ndipo Brenard kukhala wachiwiri kwa wapampando wa Federal Reserve.Pa November 26, World Health Organization inakonza msonkhano wadzidzidzi kuti ukambirane B. 1.1.529, mtundu watsopano wa korona.Bungwe la WHO lidatulutsa mawu pambuyo pa msonkhanowo, ndikutchula zovutazo ngati "Zodetsa nkhawa" ndikuzitcha Omicron.Bungwe la World Health Organisation lati zitha kukhala zopatsirana, kapena kuonjezera chiopsezo cha matenda oopsa, kapena kuchepetsa mphamvu ya matenda omwe alipo, katemera ndi chithandizo.Misika yotsogola ya masheya, zokolola za bondi ndi katundu wa boma zidatsika kwambiri, pomwe mitengo yamafuta idakwera pafupifupi $10 mbiya.Masheya aku US adatsika ndi 2.5 peresenti, zomwe zidachitika tsiku limodzi kuyambira kumapeto kwa Okutobala 2020, masheya aku Europe adatsika kwambiri tsiku limodzi m'miyezi 17, ndipo masheya aku Asia Pacific adagwera pagulu lonselo, malinga ndi Dow Jones Industrial Average.Pofuna kupewa kuchulukirachulukira kwa chuma komanso kupewa kukwera kwa mitengo, Bank of Korea idakweza chiwongola dzanja ndi 25 basis points kufika pa 1 peresenti.Banki yayikulu yaku Hungary idakwezanso chiwongola dzanja cha sabata imodzi ndi 40 mpaka 2.9 peresenti.Banki yayikulu yaku Sweden idasiya chiwongola dzanja chake pa 0%.

2. Kutsata deta

(1) ndalama

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(2) deta yamakampani

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Chidule cha misika yazachuma

Mu Commodity Futures, tsogolo lalikulu lazinthu zonse zidatsika kupatula kutsogolera kwa LME, komwe kudakwera 2.59 peresenti mkati mwa sabata.Mafuta a WTI adatsika kwambiri, ndi 9.52 peresenti.Pamsika wapadziko lonse lapansi, masheya aku China adakwera pang'ono, pomwe masheya aku Europe ndi US adatsika kwambiri.Pamsika wosinthira ndalama zakunja, index ya dollar idatsika ndi 0.07 peresenti pa 96.

Utsogoleri-15Ziwerengero zazikulu za sabata yamawa

1. China idzafalitsa PMI yake yopanga mwezi wa November

Nthawi: Lachiwiri (1130) ndemanga: Mu October, kupanga PMI inagwa 49.2% , kutsika kwa 0.4 peresenti kuyambira mwezi wapitawo, chifukwa cha kupitirizabe kulepheretsa magetsi ndi kukwera mtengo kwa zipangizo zina zopangira, malinga ndi National Bureau of Statistics of Statistics. ku People's Republic of China, kuchulukirachulukira kwakupanga kwafowoka popeza kudali pansi pomwe pakufunika.Mndandanda wa PMI wophatikizika unali 50.8 peresenti, kutsika ndi 0.9 peresenti kuchokera mwezi watha, kusonyeza kuchepa kwa kukula kwa bizinesi ku China.PMI yovomerezeka yaku China ikuyembekezeka kukwera pang'ono mu Novembala.

(2) chidule cha ziwerengero zazikulu za sabata yamawa

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Nthawi yotumiza: Nov-30-2021