Sabata mwachidule:
Mfundo zazikuluzikulu: Li Keqiang anatsogolera Symposium pa kuchepetsa msonkho ndi kuchepetsa malipiro;Unduna wa Zamalonda ndi madipatimenti ena 22 adapereka "ndondomeko yazaka 14" yachitukuko cha malonda apakhomo;Pali kupsinjika kwakukulu kwachuma pazachuma ndipo ndondomeko zamphamvu zimaperekedwa kumapeto kwa chaka;Mu Disembala, chiwerengero cha anthu omwe sanagwire ntchito zaulimi ku United States chinali 199000, chotsika kwambiri kuyambira Januware 2021;Chiwerengero cha anthu omwe akusowa ntchito ku United States sabata ino chinali chokwera kuposa momwe amayembekezera.
Kutsata deta: potengera ndalama, banki yayikulu idabweza yuan 660 biliyoni pa sabata;Kugwiritsa ntchito kwa 247 kuphulika kwa ng'anjo zomwe zinafufuzidwa ndi Mysteel zinawonjezeka ndi 5.9%, ndipo ntchito yogwiritsira ntchito zomera za 110 zotsuka malasha ku China inacheperachepera 70%;Pakati pa sabata, mitengo yachitsulo, malasha amagetsi ndi rebar idakwera;Mitengo ya electrolytic copper, simenti ndi konkire idagwa;Pafupifupi tsiku lililonse kugulitsa magalimoto onyamula anthu pa sabata kunali 109000, kutsika ndi 9%;BDI idakwera 3.6%.
Msika wachuma: mitengo yazinthu zazikulu zam'tsogolo idakwera sabata ino;Pakati pa misika yapadziko lonse lapansi, msika wamasheya waku China komanso msika waku US udatsika kwambiri, pomwe msika waku Europe udakwera kwambiri;Ndalama ya dollar yaku US inali 95.75, kutsika ndi 0.25%.
1, zazikulu zazikulu
(1) Kuyika kwa malo otentha
◎ Prime Minister Li Keqiang adatsogolera nkhani yosiyirana yochepetsa misonkho komanso kuchepetsa chindapusa.Li Keqiang adati poyang'anizana ndi kupsinjika kwatsopano pazachuma, tiyenera kupitiliza kuchita ntchito yabwino mu "kukhazikika kwachisanu ndi chimodzi" ndi "zitsimikizo zisanu ndi chimodzi", ndikukhazikitsa zochepetsera misonkho zophatikizika komanso kuchepetsa ndalama malinga ndi zosowa za nkhani zamsika, kuti zitsimikizire kuyambika kwachuma mgawo loyamba ndikukhazikitsa msika wachuma chachikulu.
◎ Unduna wa Zamalonda ndi madipatimenti ena 22 apereka “ndondomeko yazaka 14” yachitukuko cha malonda apakhomo.Pofika chaka cha 2025, malonda onse ogulitsa malonda adzafika pafupifupi 50 thililiyoni yuan;Mtengo wowonjezera wa malonda ndi malonda, malo ogona ndi zakudya zinafika pafupifupi 15.7 trilioni yuan;Malonda ogulitsa pa intaneti adafika pafupifupi 17 thililiyoni yuan.Mu pulani ya zaka 14, tidzakulitsa kukwezeleza ndi kugwiritsa ntchito magalimoto atsopano amphamvu ndikukulitsa msika wamagalimoto.
◎ pa Januwale 7, People's Daily inasindikiza nkhani ya Policy Research Office ya National Development and Reform Commission, yosonyeza kuti kukula kosasunthika kuyenera kuyikidwa pamalo owoneka bwino komanso kuti malo azachuma azikhala okhazikika komanso athanzi.Tidzagwirizanitsa kapewedwe ka miliri ndi kuwongolera ndi chitukuko cha zachuma ndi chikhalidwe cha anthu, kupitiliza kugwiritsa ntchito ndondomeko yazachuma ndi ndondomeko yazandalama mwanzeru, ndikuphatikiza mfundo zoyendetsera zinthu mosiyanasiyana komanso zotsutsana nazo.
◎ mu December 2021, Caixin China yopanga PMI inalemba 50,9, kukwera kwa 1.0 peresenti kuyambira November, apamwamba kwambiri kuyambira July 2021. Kampani ya utumiki ya Caixin ya ku China PMI mu December inali 53.1, ikuyembekezeka kukhala 51.7, ndi mtengo wam'mbuyo wa 52.1.PMI yaku China ya Caixin mu Disembala inali 53, ndi mtengo wam'mbuyo wa 51.2.
Pakali pano, pali mavuto aakulu pansi pa chuma.Pofuna kuyankha bwino, ndondomeko zinaperekedwa mwamphamvu kumapeto kwa chaka.Choyamba, ndondomeko yowonjezera zofuna zapakhomo yakhala ikuwonekera pang'onopang'ono.Pansi pa chisonkhezero cha katatu cha kuchepa kwa kufunikira, kugwedezeka kwa kupereka ndi kuyembekezera kufooketsa, chuma chikuyang'anizana ndi mavuto otsika pakanthawi kochepa.Popeza kuti kugwiritsira ntchito ndilo mphamvu yaikulu yoyendetsa galimoto (ndalama ndizofunika kwambiri), zikuwonekeratu kuti ndondomekoyi sidzakhalapo.Kutengera momwe zinthu ziliri pano, kugwiritsa ntchito magalimoto, zida zapakhomo, mipando ndi zokongoletsera zapakhomo, zomwe zimakhala ndi gawo lalikulu, zitha kukhala cholinga cholimbikitsa.Pankhani ya ndalama, zomangamanga zatsopano zakhala cholinga chokonzekera.Koma ponseponse, cholinga chachikulu chomwe chimagwiritsidwa ntchito poletsa kuchepa kwa malo ndi malo akadali achikhalidwe
◎ malinga ndi deta yomwe inatulutsidwa ndi Dipatimenti ya Zantchito ya US, chiwerengero cha ntchito zatsopano zomwe si zaulimi ku United States mu December 2021 zinali 199000, zotsika kuposa 400000 zomwe zinkayembekezeredwa, zotsika kwambiri kuyambira January 2021;Chiwerengero cha kusowa kwa ntchito chinali 3.9%, kuposa momwe msika unkayembekezera 4.1%.Ofufuza amakhulupirira kuti ngakhale chiwerengero cha kusowa kwa ntchito ku US chinatsika mwezi wa December chaka chatha, deta yatsopano ya ntchito ndi yosauka.Kuchepa kwa ntchito kukulepheretsa kukula kwa ntchito, ndipo ubale pakati pa kupezeka ndi kufunikira pamsika wantchito waku US ukukulirakulira.
◎ kuyambira pa Januwale 1, chiwerengero cha zodandaula zoyamba za malipiro a ulova m'sabatayi chinali 207000, ndipo chikuyembekezeka kuti 195000. Chaka chochepa m'masabata aposachedwa, chifukwa kampaniyo ikusunga antchito ake omwe alipo chifukwa cha kuchepa kwa ogwira ntchito komanso kusiya ntchito.Komabe, masukulu ndi mabizinesi atayamba kutsekedwa, kufalikira kwa Omicron kudadzutsanso nkhawa za anthu pazachuma.
(2) Chidule cha nkhani zazikuluzikulu
◎ Prime Minister Li Keqiang adatsogolera msonkhano waukulu wa State Council kuti agwiritse ntchito njira zoyendetsera mndandanda wazinthu zamalayisensi oyang'anira, kulinganiza magwiridwe antchito amphamvu ndikupindulitsa mabizinesi ndi anthu mokulirapo.Tidzakhazikitsa kasamalidwe kagulu ka chiopsezo cha ngongole zamabizinesi ndikulimbikitsa kuyang'anira koyenera komanso koyenera.
◎ He Lifeng, mkulu wa National Development and Reform Commission, analemba kuti tiyenera kugwiritsa ntchito ndondomeko ya ndondomeko yowonjezera zofuna zapakhomo ndi kukhazikitsa ndondomeko ya 14 ya zaka zisanu, kufulumizitsa kutulutsa ndi kugwiritsa ntchito maboma apadera. , ndi kupititsa patsogolo ndalama za zomangamanga.
◎ malinga ndi zomwe banki yayikulu idapeza, mu Disembala 2021, banki yayikulu idachita zobwereketsa zapakati pa mabungwe azachuma, okwana 500 biliyoni ya yuan, ndi nthawi ya chaka chimodzi komanso chiwongola dzanja cha 2.95%.Kuchuluka kwa ngongole zapakatikati kumapeto kwa nthawiyo kunali 4550 biliyoni ya yuan.
◎ Ofesi ya State Council inasindikiza ndikugawa ndondomeko yonse yoyendetsa kusintha kwakukulu kwa kugawidwa kwa zinthu zomwe zimayendetsedwa ndi msika, zomwe zimalola kusintha kwa cholinga cha malo omangamanga pamodzi ndi katundu malinga ndi ndondomeko yomwe idzagulitsidwe pamsika pa maziko a chipukuta misozi mwaufulu malinga ndi lamulo.Pofika chaka cha 2023, yesetsani kuti mukwaniritse zotsogola zazikulu pamagawo ofunikira amsika azinthu monga malo, ntchito, ndalama ndi ukadaulo.
◎ pa Januware 1, 2022, RCEP idayamba kugwira ntchito, ndipo maiko 10, kuphatikiza China, adayamba kukwaniritsa udindo wawo, zomwe zidayambitsa gawo lalikulu kwambiri lazamalonda padziko lonse lapansi komanso chiyambi chabwino chachuma cha China.Pakati pawo, China ndi Japan adakhazikitsa ubale wamalonda waulere kwa nthawi yoyamba, adafikira makonzedwe apakati pazachuma, ndipo adachita bwino kwambiri.
◎ CITIC Securities idapanga ziyembekezo khumi za ndondomeko yakukula kokhazikika, ponena kuti theka loyamba la 2022 lidzakhala nthawi yochepetsera chiwongoladzanja.Zikuyembekezeka kuti chiwongola dzanja chachifupi, chapakati komanso chanthawi yayitali chidzachepetsedwa.Chiwongoladzanja chowombola chamasiku 7, chiwongola dzanja cha 1 chaka cha MLF, chiwongola dzanja cha chaka chimodzi ndi 5 chaka LPR chidzachepetsedwa ndi 5 BP nthawi yomweyo, mpaka 2.15% / 2.90% / 3.75% / 4.60% motsatana. , kuchepetsa bwino ndalama zogulira chuma chenicheni.
◎ poyembekezera chitukuko cha zachuma mu 2022, akatswiri azachuma a 37 mabungwe am'nyumba amakhulupirira kuti pali zinthu zitatu zazikulu zolimbikitsira kukula kwachuma: choyamba, ndalama zomanga zomangamanga zikuyembekezeka kukwera;Chachiwiri, ndalama zopanga zinthu zikuyembekezeka kupitiliza kukula;Chachitatu, chakudya chikuyembekezeka kupitilizabe kunyamula.
◎ Lipoti la momwe chuma cha China chikuyendera mu 2022 chomwe chatulutsidwa posachedwapa ndi mabungwe angapo omwe amapereka ndalama zakunja akukhulupirira kuti kugulitsa kwa China kudzatha pang'onopang'ono ndipo kugulitsa kunja kudzakhalabe kolimba.Pokhala ndi chiyembekezo chachuma cha China, mabungwe omwe amapereka ndalama zakunja akupitiliza kukonza chuma cha RMB, akukhulupirira kuti kutsegulira kwa China mosalekeza kungapitilize kukopa ndalama zakunja, ndipo pali mwayi wopeza ndalama pamsika waku China.
◎ Ntchito za ADP ku United States zinawonjezeka ndi 807000 mu December, chiwonjezeko chachikulu kwambiri kuyambira May 2021. Akuti awonjezeka ndi 400000, poyerekeza ndi mtengo wapitawo wa 534000. Poyambirira, chiwerengero cha anthu osiya ntchito ku United States chinafika pa 4.5 miliyoni mu Novembala.
◎ mu Disembala 2021, US ism Production PMI idatsika mpaka 58.7, yotsika kwambiri kuyambira Januware chaka chatha, komanso yotsika kuposa zomwe akatswiri azachuma amayembekezera, ndi mtengo wam'mbuyo wa 61.1.Zizindikiro zazing'ono zimasonyeza kuti kufunikira kuli kokhazikika, koma nthawi yobweretsera ndi zizindikiro zamtengo wapatali ndizochepa.
◎ malinga ndi zomwe Dipatimenti Yoona za Ntchito ku United States inanena, mu November 2021, chiwerengero cha anthu osiya ntchito ku United States chinafika pa 4.5 miliyoni, ndipo chiwerengero cha ntchito chinatsika kuchoka pa 11.1 miliyoni zomwe zinasinthidwa mu October kufika pa 10.6 miliyoni, zomwe zidakalipobe. apamwamba kwambiri kuposa mtengo usanachitike mliri.
◎ pa January 4 nthawi yakomweko, komiti ya ndondomeko ya ndalama ku Poland inalengeza chigamulo chake choonjezera chiwongoladzanja chachikulu cha Banki Yaikulu ya Poland ndi 50 maziko mpaka 2.25%, zomwe zidzayamba kugwira ntchito pa January 5. Ichi ndi chiwongoladzanja chachinayi cha chiwongoladzanja. ku Poland m’miyezi inayi, ndipo banki yaikulu ya ku Poland yakhala banki yoyamba ya dziko kulengeza kuti chiwongola dzanja chawonjezeka mu 2022.
◎ Germany Federal Bureau of Statistics: chiwongola dzanja chapachaka ku Germany mu 2021 chinakwera kufika pa 3.1%, kufika pamlingo wapamwamba kwambiri kuyambira 1993
2, Kutsata deta
(1) Capital mbali
(2) Zambiri zamakampani
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3. Chidule cha misika yazachuma
Pankhani ya tsogolo lazamalonda, mitengo yazinthu zazikulu zam'tsogolo idakwera sabata imeneyo, pomwe mafuta osakhwima adakwera kwambiri, kufika pa 4.62%.Pankhani ya misika yapadziko lonse lapansi, msika waku China komanso masheya aku US adatsika, pomwe index yamtengo wapatali idatsika kwambiri, kufika 6.8%.Pamsika wosinthanitsa wakunja, index ya dollar yaku US idatsekedwa pa 95,75, kutsika ndi 0.25%.
4, Deta yofunika sabata yamawa
(1) China idzatulutsa deta ya December PPI ndi CPI
Nthawi: Lachitatu (1/12)
Ndemanga: malinga ndi ndondomeko ya ntchito ya National Bureau of statistics, deta ya CPI ndi PPI ya December 2021 idzatulutsidwa pa January 12. Akatswiri amaneneratu kuti chifukwa cha chikoka cha maziko ndi zotsatira za ndondomeko yapakhomo yotsimikizira kupereka ndi Kukhazikika kwamitengo, kukula kwa CPI kwa chaka ndi chaka kumatha kutsika pang'ono kufika pafupifupi 2% mu Disembala 2021, kukula kwa PPI pachaka kumatha kutsika pang'ono mpaka 11%, ndipo kukula kwa GDP pachaka kukuyembekezeka kuposa 8%.Kuphatikiza apo, kukula kwa GDP mgawo loyamba la 2022 kukuyembekezeka kufika pa 5.3%.
(2) Mndandanda wazinthu zazikulu sabata yamawa
Nthawi yotumiza: Jan-10-2022