I-Mysteel Macro Ngeveki: INANI LEZOQOQOSHO ZIPHATHELE NGO-OKTOBHA, inkqubo yentsimbi yekhabhoni yentsimbi iya kwaziswa.

Iveki kuMfanekiso Omkhulu: UMongameli Xi Jinping ubambe inkomfa yevidiyo kunye noMongameli wase-US uBiden;idatha engundoqo yezoqoqosho evela e-China ekhutshwe ngo-Okthobha ibonise imveliso yemizi-mveliso edlulayo ekulindelekileyo, ukukhula kotyalo-mali kuqhubeka nokucotha, kunye nokuthatha idatha yokusetyenziswa;Isicwangciso sokuphunyezwa kwekhabhoni yoshishino lwentsimbi yaseChina kunye ne-carbon-neutral Technology Road Map iya kupapashwa kwaye isetyenziswe.Amabango okuqala okungabikho kwemisebenzi e-US afikelele kwelona nqanaba lisezantsi ukusukela oko kwaqhambuka, ngelixa ukukhula koqoqosho kwakhula kwi-eurozone yezizwe ezili-19.Ukulandelela idatha: Kwicala lenkunzi, xa ibhanki ephakathi ifumene i-90 yeebhiliyoni zeeyuan;Uphando lweMysteel lwe-247 isantya sokusebenza kwesithando somlilo sehle saya kwi-70.34%, i-110 yelizwe yokulungiselela amalahle izinga lokusebenza lehle ngaphantsi kwe-70%;xa amaxabiso e-rebar evekini aqhubeka ehla, intsimbi yentsimbi, amaxabiso obhedu e-electrolytic anyuka kancinci;Amaxabiso esamente nekonkile ehla;ukuthengiswa kwemihla ngemihla kweemoto zabakhweli kumndilili weeyunithi ezingama-46,000 kuloo veki, phantsi kweepesenti ezingama-23;kwaye iBdi yehle nge-9.6 yeepesenti.IiMarike zezeMali: Ikamva leemveliso eziphambili zale veki ziwe ziintsimbi ezixabisekileyo, i-oyile ekrwada yehla nge-4.36%;izalathisi ezintathu eziphambili zehlabathi ze-US kunye ne-Chinese stocks zawa;i-dollar index yase-US yenyuka i-0.99% , ukuya kwi-96.03.

Umongameli uXi Jinping ubambe intlanganiso yevidiyo kunye noMongameli uBiden wexesha eliqhelekileyo laseTshayina ngentsasa ye-16 kaNovemba ukuze batshintshiselane ngeembono malunga nobudlelwane baseChina-kunye nemiba exhalabisayo, la macala mabini atshintshiselana ngezimvo malunga nemiba yobuchule, iyonke kunye nesisiseko malunga nophuhliso. yobudlelwane bamazwe amabini.U-Xi ugxininise ukuba i-China kunye ne-United States kufuneka ibambelele kwimigaqo emithathu kubudlelwane babo kwixesha elitsha: Okokuqala, ukuhloniphana, okwesibini, ukuphilisana ngoxolo kunye nesithathu, intsebenziswano yokuphumelela.U-Xi wagxininisa ukuba ukuba inkululeko yaseTaiwan idlula kumgca obomvu, kuya kufuneka sithathe amanyathelo angqongqo, kwaye abo badlala ngomlilo baya kutshiswa ngokuqinisekileyo!UBiden uthe angathanda ukuphinda ngokungathandabuzekiyo ukuba urhulumente wase-US uzibophelele kumgaqo-nkqubo we-china kwaye akaxhasi "inkululeko yaseTaiwan".

Ngentsasa ye-12 kaNovemba, iKomishoni yoPhuhliso kunye noHlaziyo yeSizwe yabamba intlanganiso yeqela eliKhokelayo.Intlanganiso yabonisa ukuba ukucinga okusezantsi, kugxininise kuphuhliso kunye nokhuseleko, ukwenza umsebenzi olungileyo kukhuseleko lokutya, ukhuseleko lwamandla, ukhuseleko lwekhonkco lokubonelela ngeshishini, kwaye wenze umsebenzi olungileyo kwezemali, umhlaba kunye neminye imimandla yolawulo lomngcipheko kunye uthintelo.I-Politburo yeQela lamaKomanisi laseChina ibambe intlanganiso ngomhla we-18 kweyeNkanga, eyagxininisa imfuneko yokomeleza ukomelela nokomelela kolu shishino, kwakhiwe isiseko esiluqilima ngokuchasene nemingcipheko yenkqubo yezemali, kunye nokuqinisekisa ukhuseleko lokutya, amandla kunye nokhuseleko lwezimbiwa, kunye ukhuseleko lweziseko ezingundoqo ezingundoqo, siya komeleza ukhuseleko lomdla waphesheya kolwandle.Ngomhla we-17 kaNovemba, iNkulumbuso uLi Keqiang wayengamele intlanganiso yesigqeba seBhunga leSigqeba sase-China, esagqiba ukuseka imali mboleko ekhethekileyo yokuxhasa ukusetyenziswa kwamalahle okucocekileyo kunye nokusebenza kakuhle ukukhuthaza ukuphuhliswa kwekhabhoni eluhlaza kunye nephantsi.Kwintlanganiso, kwagqitywa ekubeni kumiswe enye i-yuan ye-200 yeebhiliyoni ukuxhasa ukusetyenziswa okucocekileyo kwamalahle kwisiseko sokusekwa kwangaphambili kwesixhobo senkxaso yemali yokunciphisa ukukhutshwa kwekhabhoni.U-Xi ubeka ukubaluleka okukhulu kuphuhliso lwemveliso, esithi imveliso sisiseko sokwakha ilizwe kunye nesiseko sokuliqinisa, i-Vice Premier Liu Wathi kwiNkomfa ye-2021 World Manufacturing Conference, eyavulwa ngoNovemba 19, ukukhuthaza ishishini lokuvelisa. ukukhawulezisa ukuya kwidijithali, uthungelwano, uphuhliso lobukrelekrele.I-China ifumana utshintsho olukhulu kumzekelo wayo wophuhliso loqoqosho.Isiseko sophuhliso olukumgangatho ophezulu lishishini lemveliso elikwinqanaba eliphezulu nelinokhuphiswano ngakumbi.Zonke iingingqi kunye namasebe kufuneka asombulule ngokunyanisekileyo iingxaki ezinzima ezikhoyo kumashishini okuvelisa.Amaziko ezemali kufuneka anyuse inkxaso yemali-mboleko kumashishini emveliso ukuqinisekisa ukuba kukho iimfuneko zenkunzi ezizizo.

Ä „ å”ä „ å”ä „ Å”IKomishini yoPhuhliso noHlaziyo yeSizwe: 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”.Ngokumalunga nenkqubo yomgaqo-nkqubo wokulandela "i-1 + N", esetyenziswe ngokuhambelana neQela eliPhambili kwi-Carbon Neutrality kwi-carbon peak, amasebe afanelekileyo afunda kwaye aqulunqa izicwangciso zokuphunyezwa kwamandla kunye nezinye iindawo kunye namashishini abalulekileyo njengentsimbi, i-petrochemical. , Isinyithi esingenazintsimbi, izinto zokwakha, amandla, ioli kunye negesi.

Ngomhla we-12 kuNovemba, i-CBRC yabamba intlanganiso yekomiti yeqela (eyandisiweyo).Intlanganiso icele ukuba undoqo wokungenzeki komngcipheko wezemali ngokwenkqubo kufuneka ugcinwe ngokuqinileyo.Siya kuzinzisa amaxabiso omhlaba, amaxabiso ezindlu kunye nezinto ezilindelweyo, sithintele utyekelo lwe-real estate ukuba lube liqamza lezemali, siphucule indlela yexesha elide yolawulo nolawulo lwezindlu nomhlaba, kwaye sikhuthaze uphuhliso oluzinzileyo nolusempilweni loshishino lwezindlu nemihlaba.Ixabiso elongezelelweyo kwimizi-mveliso ligqithise ubulindelekile ngo-Okthobha.Ngo-Oktobha, ixabiso elongezelelweyo lamashishini ngaphezu komlinganiselo wesizwe liye landa nge-3.5 yepesenti ngonyaka, ipesenti ze-0.4 zamanqaku ngokukhawuleza kunenyanga edlulileyo.Ukukhula kwimveliso yoshishino kuphelise ukwehla kweenyanga ezisixhenxe.Ukususela kwiindidi ezintathu, imigodi, ukuveliswa kwamanzi ombane kunye nokubonelela kokubili ngokukhawuleza kunokuba ngoSeptemba, ukuveliswa kwi-high-tech, izixhobo, amashishini empahla yabathengi abuyele kwiidigri ezahlukeneyo.

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Izinga lokukhula kotyalo-mali liqhubekile ukucotha ngo-Okthobha.Ukususela ngoJanuwari ukuya ku-Okthobha, utyalo-mali olusisigxina lwenyuka nge-6.1 yeepesenti ngonyaka, ipesenti ye-1.2 yokunyuka kwepesenti kwiinyanga ezilithoba ezidlulileyo.Ngokwamacandelo, utyalo-mali lweziseko ezingundoqo lunyuke nge-1.0% unyaka nonyaka lwaze lwacutheka nge-0.5 ekhulwini;utyalo-mali lwezindlu nomhlaba lunyuke nge-7.2% unyaka nonyaka lwaze lwancipha ngepesenti ye-1.6;kunye notyalo-mali kwimveliso lunyuke nge-14.2% unyaka nonyaka lwaze lwancipha nge-0.6 yeepesenti.Utyalo-mali kwiziseko ezingundoqo luthintelwa zizinto ezininzi, eziquka inkqubela ecothayo yenkcitho yemali eyinkunzi, ukungabikho kweeprojekthi ezikumgangatho ophezulu kunye nokubekwa kweliso okungqongqo kweeprojekthi.Ngenxa yokuqiniswa kwenkxaso-mali ye-real estate kunye nokubuya okucothayo kweemali kunye nezinye izinto, utyalo-mali lwe-real estate lwaqhubeka luwa.Ukuchatshazelwa yimeko yezikhukula, imveliso enyiniweyo kunye nonikezelo lombane, kunye nezinye izithintelo zexeshana elifutshane ziye zaba buthathaka, ukulungiswa kwesantya sotyalo-mali kwemveliso kuye kwakhawulezisa.

 Mysteel-Macro-2

Izinga lokukhula kotyalo-mali liqhubekile ukucotha ngo-Okthobha.Ukususela ngoJanuwari ukuya ku-Okthobha, utyalo-mali olusisigxina lwenyuka nge-6.1 yeepesenti ngonyaka, ipesenti ye-1.2 yokunyuka kwepesenti kwiinyanga ezilithoba ezidlulileyo.Ngokwamacandelo, utyalo-mali lweziseko ezingundoqo lunyuke nge-1.0% unyaka nonyaka lwaze lwacutheka nge-0.5 ekhulwini;utyalo-mali lwezindlu nomhlaba lunyuke nge-7.2% unyaka nonyaka lwaze lwancipha ngepesenti ye-1.6;kunye notyalo-mali kwimveliso lunyuke nge-14.2% unyaka nonyaka lwaze lwancipha nge-0.6 yeepesenti.Utyalo-mali kwiziseko ezingundoqo luthintelwa zizinto ezininzi, eziquka inkqubela ecothayo yenkcitho yemali eyinkunzi, ukungabikho kweeprojekthi ezikumgangatho ophezulu kunye nokubekwa kweliso okungqongqo kweeprojekthi.Ngenxa yokuqiniswa kwenkxaso-mali ye-real estate kunye nokubuya okucothayo kweemali kunye nezinye izinto, utyalo-mali lwe-real estate lwaqhubeka luwa.Ukuchatshazelwa yimeko yezikhukula, imveliso enyiniweyo kunye nonikezelo lombane, kunye nezinye izithintelo zexeshana elifutshane ziye zaba buthathaka, ukulungiswa kwesantya sotyalo-mali kwemveliso kuye kwakhawulezisa.

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Unobhala wase-United States we-Treasury Yellen uthe i-United States izimisele ukuphonononga kwaye ithathele ingqalelo ukunciphisa iirhafu ezibekwe nguDonald Trump ngaphambili kwi-China.Kwiveki ephele ngoNovemba abantu abayi-13,268,000 bafake izicelo zokungaphangeli, elona nqanaba lisezantsi ukusukela oko kwaqala, ngokutsho kweSebe lezabasebenzi laseMelika.Abahlalutyi bathi inani lalingaphantsi kwama-300,000 kwiiveki ezininzi, libonisa ukuchacha okuzinzileyo kwimarike yomsebenzi.

 Mysteel-Macro-4

UMphathiswa wezoRhwebo: Ukusukela ngoJanuwari ukuya ku-Okthobha, i-China yafunxa i-943.15 yeebhiliyoni zeeyuan kutyalo-mali lwangaphandle, ulwando lwe-17.8 yeepesenti unyaka nonyaka.Ibhanki esembindini yaseTshayina inikele nge-21.2 yetriliyoni yeeyuan kutshintshiselwano lwangaphandle ekupheleni kuka-Okthobha, inyuke nge-10.9 yeebhiliyoni zeeyuan ukusuka kwinyanga edlulileyo.Ngo-Okthobha, ukusetyenziswa kombane kwaqhubeka ukukhula ukuya kwi-660.3 yeebhiliyoni ze-kwh, ukunyuka kweepesenti ze-6.1 ngonyaka kunye ne-14.0 yeepesenti ngexesha elifanayo ngo-2019, ukunyuka okuqhelekileyo kweepesenti ze-6.8 kwiminyaka emibini edlulileyo.Ngomhla we-18 kaNovemba, kwisakhiwo seofisi ye-State General Administration yoLawulo lweMarike kunye nolawulo, i-State Anti-monopoly Bureau yadweliswa ngokusemthethweni.U-He Wenbo, uMlawuli oyiNtloko we-CISA: isicwangciso sokuphunyezwa kwe-carbon peak yeshishini lensimbi yaseChina kunye ne-carbon-neutral Technology Road Map sele igqityiwe ngokusisiseko, iya kubhengezwa kuluntu kungekudala, kwaye iqalise ngokupheleleyo ukuphunyezwa.Kufundwe kumasebe olawulo lwemali kunye nenani leebhanki, iimali-mboleko zezindlu ngo-Oktobha ngaphezu kweyoMsintsi i-rebound ebukhali, ukwandisa ngaphezu kwe-150 yebhiliyoni ye-yuan.Phakathi kwazo, iimali-mboleko zophuhliso lwezindlu ezithengiswayo zinyuke ngaphezu kwe-50 yeebhiliyoni zeeyuan, kwaye imali mboleko yezindlu zomntu ngamnye inyuke ngaphezu kwe-yuan yeebhiliyoni ezili-100.Indlela yokuziphatha yenkxaso-mali yamaziko emali kushishino lwezindlu nomhlaba iphucukile ngokucacileyo.UMphathiswa wezoThutho weRiphabhlikhi yaBantu baseTshayina: ngo-2025, inkqubo yomgangatho ophezulu wezothutho iya kusekwa ngokusisiseko, indlela yokusebenza emgangathweni iya kuphuculwa ngakumbi, kwaye inqanaba lemigangatho yokwenziwa kwamazwe ngamazwe liya kuphakanyiswa kakhulu.

Ngo-Okthobha, imveliso yeetrektara ezinkulu, eziphakathi nezincinci iphelele ngama-39,136, yehle ngama-28 epesenti ngonyaka kunye ne-10 lepesenti ngenyanga ngenyanga.Imveliso eyongezelelekileyo ukusuka ngoJanuwari ukuya ku-Okthobha ibe ziiyunithi ezingama-486,000, zinyuke ngeepesenti ezi-5 ngonyaka ngonyaka.Ngo-Okthobha, imveliso yaseTshayina yeeseti zemibala ye-TV yayizizigidi ezili-17.592, yehla nge-5.5 yeepesenti ngonyaka, kwaye imveliso eyongezelelekileyo ukusuka ngoJanuwari ukuya ku-Oktobha yayizizigidi ezili-148.89, phantsi nge-4.9 yeepesenti ngonyaka.I-2021 ngo-Okthobha, ngo-Okthobha, imveliso ye-air conditioning yaseChina i-14.549 yezigidi zeeyunithi, i-6.0% ngonyaka;january-october cumulative production 180.924 million units, up 12.3% ngonyaka ngonyaka.Ngomhla we-15 kaNovemba, iphephancwadi i-China Construction Machinery yapapasha abavelisi be-crane abaphezulu be-10 emhlabeni ngo-2021. Itotali yokuthengisa abenzi be-crane abaphezulu be-10 yayiyi-21.369 yeebhiliyoni zeedola, ukuya kwi-21.2% ngonyaka.I-Zoomlion igqwesile uluhlu nge-5.345 ye-BN yeedola, i-68.05 yeepesenti ngonyaka-ngonyaka kunye neendawo ezimbini eziphezulu kunezinga langaphambili.

Isebe loomatshini be-CCMA: ekupheleni kuka-2021, imarike yoomatshini bokomba baseTshayina kulindeleke ukuba ibambe malunga ne-1.434 yezigidi zeeyunithi kwiminyaka emithandathu, inyuke nge-21.4% unyaka nonyaka;malunga ne-1.636 yezigidi zeeyunithi kwiminyaka esibhozo, ukunyuka kwe-14.6% ngonyaka;kwaye malunga ne-1.943 yezigidi zeeyunithi kwiminyaka elishumi, ukunyuka konyaka nonyaka nge-6.5%.Ukususela ngoNovemba 8 ukuya kwi-14,2021 ifumene ii-odolo ze-17 + 2 iinqanawa ezintsha ezivela kwiinqanawa emhlabeni jikelele, kuquka i-5 evela kwiinqanawa zaseTshayina kunye ne-10 + 2 evela kwiinqanawa zaseKorea.Ukuthengiswa kweentengiso zase-US kwenyuka ipesenti ze-1.7 ngo-Oktobha, xa kuthelekiswa ne-forecast ye-1.4 ekhulwini.I-Holdings yangaphandle yobuncwane yawela kwi-$ 7,549 ye-BN ngoSeptemba, ukuhla kokuqala ukususela ngo-Matshi, ngokwezibalo zakutshanje ezivela kwi-Ofisi kaNondyebo wase-US.?I-Eurostat: ukukhula kumazwe ali-19 eeurozone bekuphezulu nge-3.7 pesenti ngaphezu kwekota yesithathu ka-2020, ngokuhambelana noqikelelo lwangaphambili nanjengoko uqoqosho luqhubeka nokuchacha ngamandla kukwehla koqoqosho okubangelwe sisibetho sika-2020.I-CPI ye-eurozone yenyuka i-4.1 yeepesenti ngonyaka ngo-Oktobha, xa kuthelekiswa ne-3.4 yepesenti yokunyuka ngoSeptemba.Urhulumente waseJapan waseKishida ngomhla we-19 kwintlanganiso yekhabhinethi yethutyana wapasisa isigqibo, wagqiba kwelokuba aphehlelele inkcitho yovuselelo lwemali eyi-55.7 yetriliyoni yen umjikelo omtsha wesicwangciso sokuvuselela uqoqosho, wabeka irekhodi kuzo zonke izicwangciso zangaphambili zokuvuselela uqoqosho.

Ukulandelela idatha (1) imiba yezemali

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(2) idatha yoshishino

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3. Ushwankathelo lweemarike zemali evekini, ikamva leemveliso belisezantsi ubukhulu becala, ukurhweba ngeentsimbi ezixabisekileyo kuthotyiwe, urhwebo lwentsimbi engeyiyo i-ferrous exutyiweyo, kunye ne-oyile ekrwada yehle nge-4.36%.Kwimarike yesitokhwe sehlabathi, izitokhwe zaseTshayina zenyuka kwaye zawa, ngelixa izalathisi ezintathu eziphambili zesitokhwe zase-US zawa.Kwimarike yokutshintshiselana kwamanye amazwe, i-index ye-dollar ivale i-0.99 yeepesenti kwi-96.03.

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Amanani angundoqo eveki ezayo (1) iChina iya kubhengeza ixesha lenzuzo yamashishini amashishini ngaphezu komlinganiselo ka-Oktobha: ngoMgqibelo (11/27) izimvo: kwikota yesithathu yalo nyaka, ichatshazelwa yimeko yobhubhane, ixesha lezikhukhula, unikezelo oluqinileyo. yamandla athile kunye nezinto ezikrwada, njl. njl., ukukhula kwemveliso yemizi-mveliso kuye kwacotha.Ukususela ngo-Okthobha, utshintsho oluhle lwenzeke kwimveliso yemizi-mveliso kunye nokunciphisa ngokuthe ngcembe izinto ezithintelayo kunye nokuqiniswa kweziqinisekiso zemarike zokubonelela kunye nokuzinza kwexabiso.

(2) isishwankathelo seenkcukacha-manani eziphambili zeveki ezayo

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Ixesha lokuposa: Nov-25-2021