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 u-Biden;idatha engundoqo yezoqoqosho evela e-China ekhutshwe ngo-Okthobha ibonise imveliso yemizi-mveliso edlulayo ekulindelekileyo, ukukhula kotyalo-mali kuqhubeka ngokucotha, kunye nokuthatha idatha yokusetyenziswa;Isicwangciso sokuphunyezwa kwekhabhoni yoshishino lwentsimbi yaseChina kunye ne-carbon-neutral Technology Road Map iya kupapashwa kwaye iphunyezwe.Amabango okuqala okungabikho kwemisebenzi e-US afikelele kwelona nqanaba lisezantsi ukusukela oko kwaqhambuka, ngelixa ukukhula koqoqosho kuye 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 i-110 yokulungiselela amalahle izinga lokusebenza lehle ngaphantsi kwe-70%;xa amaxabiso e-rebar evekini aqhubeka ehla, intsimbi yentsimbi, amaxabiso obhedu e-electrolytic aphakama 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 nesitokhwe saseTshayina zawa;i-dollar index yase-US yenyuka i-0.99% , ukuya kwi-96.03.

Umongameli u-Xi Jinping ubambe intlanganiso yevidiyo kunye noMongameli u-Biden we-China Standard Time ngentsasa ye-16 kaNovemba ukuze batshintshiselane ngeembono malunga nobudlelwane be-china-kunye kunye nemiba exhalabisayo, la macala mabini atshintshiselana ngezimvo malunga neqhinga, imiba yonke 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 ugxininise ukuba ukuba ukuzimela kweTaiwan kudlula umgca 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 noHlaziyo yeSizwe yabamba intlanganiso yeqela eliKhokelayo.Intlanganiso yabonisa ukuba ukucinga okuphantsi, kugxininise kuphuhliso kunye nokhuseleko, ukwenza umsebenzi omhle kukhuseleko lokutya, ukhuseleko lwamandla, ukhuseleko lwekhonkco lokubonelela ngeshishini, kunye nokwenza umsebenzi omhle kwezemali, izindlu kunye nezinye iinkalo zolawulo lomngcipheko kunye nokulawula umngcipheko. uthintelo.I-Politburo yeQela lamaKomanisi laseChina ibambe intlanganiso ngomhla we-18 kweyeNkanga, eyagxininisa imfuneko yokomeleza ukomelela nokomelela kolu shishino, kwakhiwe isiseko esomeleleyo ngokuchasene nemingcipheko yenkqubo yezemali, nokuqinisekisa ukhuseleko lokutya, amandla kunye nokhuseleko lwezimbiwa, kunye ukhuseleko lweziseko ezingundoqo ezingundoqo, siya komeleza ukhuseleko lomdla waphesheya kolwandle.Ngomhla we-17 kaNovemba, uNkulumbuso uLi Keqiang ulawula intlanganiso yesigqeba seBhunga leSigqeba saseChina, 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 uthatha ukubaluleka okukhulu kuphuhliso lwemveliso, esithi imveliso sisiseko sokwakha ilizwe kunye nesiseko sokuliqinisa, uSekela Nkulumbuso uLiu Uthe kwiNkomfa ye-2021 World Manufacturing Conference, eyavulwa ngoNovemba 19, ukukhuthaza ishishini lemveliso. 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 eZimali kufuneka anyuse inkxaso yemali-mboleko kumashishini emveliso ukuqinisekisa ukuba kukho iimfuneko zenkunzi ezizizo.

Ä ??uya"??uya"??Å”IKomishoni yoPhuhliso noHlaziyo yeSizwe: Ä ??uya"??uya"??uya"??uya"??uya"??å”ä ä ??å”ä ä ??uya"??å”ä ä ??å”ä ä ä ??uya”.Ngokumalunga nenkqubo yomgaqo-nkqubo wokulandela "i-1 + N", esetyenziswe ngokuhambelana neQela eliPhambili kwi-Carbon Neutralality 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 ubulindelwe ngo-Okthobha.Ngo-Oktobha, ixabiso elongezelelweyo lamashishini ngaphezu komlinganiselo wesizwe liye landa nge-3.5 yepesenti ngonyaka, i-0.4 ipesenti yamanqaku ngokukhawuleza kunenyanga edlulileyo.Ukukhula kwimveliso yoshishino kuphelise ukwehla kweenyanga ezisixhenxe.Ukususela kwiindidi ezintathu, imigodi, ukuveliswa kwamanzi ombane kunye nokubonelela kokubili ngokukhawuleza kunoSeptemba, ukuveliswa kwezobugcisa, izixhobo, amashishini empahla yabathengi aphinde abuyele kwiidigri ezahlukeneyo.

 Mysteel-Macro-1

Izinga lokukhula kotyalo-mali liqhubekile nokucotha ngo-Okthobha.Ukususela ngoJanuwari ukuya ku-Okthobha, utyalo-mali olusisigxina lwenyuka nge-6.1 ekhulwini ngonyaka, ipesenti ye-1.2 yokunyuka kweenyanga 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 zexesha elifutshane ziye zaba buthathaka, ukulungiswa kwesantya sotyalo-mali kuye kwakhawulezisa.

 Mysteel-Macro-2

Izinga lokukhula kotyalo-mali liqhubekile nokucotha ngo-Okthobha.Ukususela ngoJanuwari ukuya ku-Okthobha, utyalo-mali olusisigxina lwenyuka nge-6.1 ekhulwini ngonyaka, ipesenti ye-1.2 yokunyuka kweenyanga 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 zexesha elifutshane ziye zaba buthathaka, ukulungiswa kwesantya sotyalo-mali kuye kwakhawulezisa.

 Mysteel-Macro-3

Unobhala wase-United States we-Ofisi kaNondyebo uYellen uthe i-United States izimisele ukuphonononga kwaye ithathele ingqalelo ukunciphisa iirhafu ezibekwe nguDonald Trump ngaphambili eChina.Kwiveki ephele ngoNovemba 13,268,000 abantu abafake izicelo zokufumana izibonelelo 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-ngonyaka kunye ne-14.0 yeepesenti ngexesha elifanayo ngo-2019, ukunyuka komyinge we-6.8 ekhulwini 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, yonyusa ngaphezu kwe-150 yeebhiliyoni zeeyuan.Phakathi kwazo, iimali-mboleko zophuhliso lwezindlu zokwenyani zinyuke ngaphezu kwe-50 yeebhiliyoni zeeyuan, kwaye imali mboleko yezindlu zomntu ngamnye inyuke ngaphezu kwe-100 yeebhiliyoni zeeyuan.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 kwi-39,136, ihle 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.2021 ngo-Okthobha, Okthobha, China imveliso air conditioning 14.549 million units, up 6.0% ngonyaka 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 yayisisi-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 eziphakamileyo kunomgangatho wangaphambili.

Isebe loomatshini be-CCMA: ekupheleni kuka-2021, imarike yoomatshini baseTshayina kulindeleke ukuba ibambe malunga ne-1.434 yezigidi zeeyunithi kwiminyaka emithandathu, inyuke nge-21.4% ngonyaka;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, ngokuhambelana namanani amva nje kwi-Ofisi kaNondyebo wase-US.?I-Eurostat: ukukhula kumazwe ali-19 e-eurozone bekuyi-3.7 pesenti ephezulu kunekota yesithathu yowama-2020, ngokuhambelana noqikelelo lwangaphambili nanjengoko uqoqosho luqhubeka nokuchacha ngamandla ngenxa yokudodobala koqoqosho okubangelwe sisibetho sika-2020.I-CPI ye-eurozone iphakame i-4.1 yeepesenti ngonyaka ngo-Oktobha, xa kuthelekiswa ne-3.4 yeepesenti yokunyuka ngoSeptemba.Urhulumente waseJapan waseKishida ngomhla we-19 kwintlanganiso yekhabhinethi yethutyana wapasisa isigqibo, wagqiba kwelokuba aphehlelele inkcitho yokuvuselela imali 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

Mysteel-Macro-7 Mysteel-Macro-8 Mysteel-Macro-9 Mysteel-Macro-10 Mysteel-Macro-11 Mysteel-Macro12 Mysteel-Macro-13 Mysteel-Macro-14 Mysteel-Macro-15 Mysteel-Macro-16

3. Ushwankathelo lweemarike zemali evekini, ikamva leemveliso belisezantsi ubukhulu becala, ukurhweba ngeentsimbi ezixabisekileyo kuphantsi, ukurhweba ngentsimbi engasebenziyo exutyiweyo, kunye ne-oyile ekrwada yehle nge-4.36%.Kwimarike yesitokhwe sehlabathi, isitokhwe saseTshayina senyuka kwaye sawa, ngelixa izalathisi ezintathu eziphambili zesitokhwe zase-US zawa.Kwimarike yokutshintshiselana kwamanye amazwe, i-index ye-dollar ivaliwe i-0.99 ipesenti kwi-96.03.

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

(2) isishwankathelo seenkcukacha-manani eziphambili zeveki ezayo

Mysteel-Macro-18


Ixesha lokuposa: Nov-25-2021