I-Mysteel Macro ngeveki: I-National Congress ukukhuthaza isisombululo se-commodity boom kunye neminye imiba, i-Federal Reserve yaqala ukunciphisa itafile.

Ihlaziywa rhoqo ngeCawe phambi kwentsimbi yesi-8:00 kusasa ukuze ufumane umfanekiso opheleleyo weentshukumo ezinkulu zeveki.

Isishwankathelo seveki:

I-PMI yokwenziwa esemthethweni yaseChina yayiyi-49.2 ngo-Oktobha, inyanga yesibini elandelelanayo kwi-contraction range.IKomishoni yoPhuhliso kunye noHlaziyo lweSizwe (i-NDRC) yabiza ukuphuculwa kwelizwe lonke lamacandelo ombane owenziwe ngamalahle I-Federal Reserve ishiye imilinganiselo yenzala ingatshintshwanga, ibhengeza ukuqala kwe "Shrinking table" ngoNovemba.

Ukulandelwa kwedatha: Kwicala lenkunzi, ibhanki ephakathi ifumene i-780 yebhiliyoni ye-yuan ngexesha leveki;umlinganiselo wokusebenza kwee-247 blast furnaces ezahlolwa nguMysteel wehla waya kutsho kuma-70,9 ekhulwini;izinga lokusebenza kwemizi-mveliso yokuhlamba amalahle eli-110 kwilizwe lonke lehle nge-0.02 ekhulwini;amaxabiso entsimbi ekrwada, amalahle omphunga, i-rebar kunye ne-electrolytic copper onke ehle kakhulu evekini;Ukuthengiswa kwansuku zonke kweemoto zabagibeli zilinganiselwa kwi-94,000 ngeveki, phantsi kweepesenti ze-15, ngelixa i-BDI yehla i-23.7 yeepesenti.

IiMarike zezeMali: Iintsimbi ezixabisekileyo phakathi kwekamva leemveliso eziphambili zinyuke kule veki, ngelixa ezinye ziwile.Izalathisi ezintathu eziphambili zase-US zibethe phezulu.I-index ye-dollar yase-US yenyuka i-0.08% ukuya kwi-94.21.

1. Iindaba zeMakhro ezibalulekileyo

(1) gxininisa kwiindawo ezishushu

Ngobusuku be-31 ka-Okthobha, uMongameli waseTshayina u-Xi Jinping waqhubeka nokuya kwindibano ye-16 ye-G20 ngevidiyo eBeijing.U-Xi ugxininise ukuba ukuguquguquka kwamva nje kwimarike yamandla ngamazwe kusikhumbuza imfuneko yokulungelelanisa ukukhuselwa kwendalo kunye nophuhliso loqoqosho, kuthathelwa ingqalelo imfuneko yokulwa nokutshintsha kwemozulu kunye nokukhusela ubomi babantu.I-China iya kuqhubeka nokukhuthaza ukuguqulwa kunye nokuphuculwa kwamandla kunye nesakhiwo semizi-mveliso, ukukhuthaza i-R & D kunye nesicelo sobuchwephesha obuluhlaza kunye nekhabhoni ephantsi, kunye neendawo zenkxaso, amashishini kunye namashishini akwimo yokwenza oko ukukhokela. ekufikeleleni kwingqungquthela, ukwenza igalelo elihle kwiinzame zehlabathi zokulwa nokutshintsha kwemozulu kunye nokukhuthaza ukuguqulwa kwamandla.

Ngomhla we-2 kaNovemba, iNkulumbuso uLi Keqiang wongamele ukuvulwa kwentlanganiso yesigqeba seBhunga laseTshayina.Intlanganiso yabonisa ukuba ukunceda abathathi-nxaxheba bamakethi bakhuphe ibheyili, ukukhuthaza isisombululo samaxabiso aphezulu eemveliso ukunyusa iindleko kunye neminye imiba.Kwimeko yoxinzelelo olutsha oluhlayo kuqoqosho kunye nobunzima obutsha bemarike, ukuphunyezwa okusebenzayo kokulungiswa kwangaphambili kunye nokulungiswa kakuhle.Ukwenza umsebenzi omhle wenyama, amaqanda, imifuno kunye nezinye izinto eziyimfuneko zobomi ukuqinisekisa ukunikezelwa kwamaxabiso azinzileyo.

Ngomhla we-2 kaNovemba, uSekela Nkulumbuso u-Han Zheng utyelele iNkampani yeGridi kaRhulumente ukwenza uphando kunye nokubamba i-symposium.U-Han Zheng ugxininise isidingo sokuqinisekisa ukunikezelwa kwamandla kobu busika kunye nentwasahlobo ezayo njengento ephambili.Umthamo wokuvelisa amandla kumashishini ombane okubaselwa ngamalahle kufuneka ubuyiselwe kwinqanaba lesiqhelo ngokukhawuleza.Urhulumente kufuneka aqinise ulawulo kunye nolawulo lwexabiso lamalahle ngokomthetho kwaye akhawulezise uphando malunga nendlela yokwenziwa kwamaxabiso agxile kwimarike yonxibelelaniso lombane wamalahle.

UMphathiswa wezoRhwebo ukhuphe isaziso ekuqinisekiseni ixabiso elizinzileyo lemifuno kunye nezinye izinto eziyimfuneko kwimarike kobu busika kunye nentwasahlobo ezayo, yonke imimandla ixhasa kwaye ikhuthaze amashishini amakhulu okujikeleza kwezolimo ukuseka intsebenziswano esondeleyo kunye neziseko zemveliso yezolimo ezifana nemifuno, ukutya okuziinkozo kunye neoli. , ukuzalaniswa kwemfuyo kunye neenkukhu, kunye nokusayina izivumelwano zexesha elide zokubonelela kunye nentengiso.

Ngomhla wesi-3 kweyeNkanga, iKomishoni yoPhuhliso noHlaziyo lweSizwe kunye noLawulo lweSizwe lwezaMandla ngokudibeneyo bakhuphe isaziso esimemelela ukuphuculwa kweeyunithi zamandla ombane obaselwa ngamalahle kwilizwe lonke.Isaziso sifuna ukuba kwiiyunithi zokuvelisa amandla amalahle asebenzisa ngaphezulu kwe-300 grams yelahle esemgangathweni/kwh yonikezelo lwamandla, iimeko kufuneka zidalwe ngokukhawuleza ukuphumeza ukonga umbane, kwaye iiyunithi ezingenakuphinda zifakwe kwakhona kufuneka zipheliswe kwaye cima, kwaye iya kuba neemeko kunikezelo lombane logcino olungxamisekileyo.

Ngokolwazi kwi-akhawunti yoluntu ye-wechat yeKomishoni yoPhuhliso kunye noHlaziyo lweSizwe, ngokulandela inyathelo lenani lamashishini abucala afana ne-Inner Mongolia Yitai Group, i-Mengtai Group, iqela le-Huineng kunye neQela le-Xinglong ukunciphisa ixabiso lokuthengisa amalahle e-Hang Hau. , amashishini karhulumente afana neNational Energy Group kunye neChina National Coal Group nawo athabathe inyathelo lokuqala lokwehlisa amaxabiso amalahle.Ukongeza, amashishini amalahle amakhulu angaphezu kwe-10 athathe inyathelo lokulandela eyona ndawo iphambili yemveliso yeekhalori ezingama-5500 zamaxabiso omgodi wamalahle ashushu ukuya kuthi ga kwi-yuan eyi-1000 ngetoni nganye.Imeko yokubonelela kunye nemfuno kwimarike yamalahle iya kuphuculwa ngakumbi.

Ngorhatya lwe-30 ka-Oktobha, i-CSRC ikhuphe inkqubo esisiseko ye-Beijing Stock Exchange, ekuqaleni ukuseka iinkqubo ezisisiseko ezifana nokukhutshwa kwemali, ukubeka iliso okuqhubekayo kunye nolawulo lotshintshiselwano, ukungena ekusebenzeni komhla wolawulo olusisiseko kwachazwa njenge-15 kaNovemba.

Ukukhula kwemveliso kuye kwaba buthathaka kwaye icandelo elingafaki mveliso liqhubekile nokwanda.I-PMI esemthethweni yokuvelisa i-China yayiyi-49.2 ngo-Oktobha, phantsi kweepesenti ze-0.4 zeepesenti ukusuka kwinyanga edlulileyo kwaye iqhubeka ingaphantsi kwenqanaba elibalulekileyo lokuqhawula iinyanga ezimbini ezilandelelanayo.Kwimeko yokunyuka kwamaxabiso amandla kunye nezinto eziluhlaza, izithintelo zokubonelela zivela, imfuno esebenzayo ayanelanga, kwaye amashishini ajongene nobunzima obuninzi kwimveliso kunye nokusebenza.Isalathisi somsebenzi wezoshishino ongenzi-mveliso sasiyipesenti ze-52.4 ngo-Oktobha, phantsi kweepesenti ze-0.8 zeepesenti ukusuka kwinyanga edlulileyo, kodwa kusekho ngaphezu kwenqanaba elibalulekileyo, ebonisa ukwanda okuqhubekayo kwicandelo elingenzi mveliso, kodwa ngesantya esincinci.Ukuqhambuka okuphindaphindiweyo kwiindawo ezininzi kunye nokunyuka kweendleko kuye kwacothisa umsebenzi weshishini.Ukunyuka kwemfuno yotyalo-mali kunye nemfuno yomnyhadala zizinto ezikhokelayo ekusebenzeni kakuhle kwamashishini angavelisiyo.

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Ngomhla woku-1 kuNovemba, uMphathiswa wezoRhwebo weRiphabhlikhi yaBantu baseTshayina u-Wang Wentao wathumela ileta kuMphathiswa wezoRhwebo kunye noRhwebo lwaseNew Zealand uMichael O'Connor ukuba afake isicelo ngokusemthethweni sokungena kwi-Digital Economy Partnership Agreement (DEPA) egameni le-China.

ISivumelwano soQoqosho oluBanzi loQoqosho oluBanzi (i-RCEP) luya kusebenza kumazwe e-10 kuquka ne-China ngoJanuwari 1,2022, ngokutsho koMphathiswa wezoRhwebo.

I-Federal Reserve ikhuphe isigqibo sayo seMonetary Policy Committee ngoNovemba ukuqala ngokusesikweni inkqubo yeTaper ngelixa igcina izinga lenzala lomgaqo-nkqubo lingatshintshi.NgoDisemba, i-Fed iya kukhawulezisa isantya seTaper kwaye inciphise ukuthengwa kwebhondi yenyanga nge-15 yeebhiliyoni zeedola.

I-Nonfarm payrolls iphakame i-531,000 ngo-Oktobha, ukwanda okukhulu ukususela ngoJulayi, emva kokunyuka kwe-194,000.USihlalo weFederal Reserve uPowell uthe imarike yemisebenzi yase-US inokuphucula ngokwaneleyo phakathi konyaka ozayo.

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(2) I-Flash Flash

Ngo-Oktobha, i-CAIXIN ye-China yokuvelisa i-PMI irekhode i-50.6, i-0.6 ipesenti yeepesenti ukusuka kuSeptemba, ibuyela kuluhlu lokwandiswa.Ukusukela ngoMeyi ka-2020, isalathiso siye sawela kuluhlu lokucutha kuphela ngo-2021.

China Logistics Business Index ngo-Oktobha yaba 53.5 ekhulwini, phantsi 0.5 ekhulwini amanqaku ukusuka kwinyanga edlulileyo.Ukukhutshwa kweebhondi ezikhethekileyo ezitsha kuye kwakhawuleza kakhulu.Ngo-Okthobha, oorhulumente basekhaya kwilizwe liphela bakhuphe i-868.9 yeebhiliyoni zeebhiliyoni zeebhondi, apho i-537.2 yeebhiliyoni zeeyuan yakhutshwa njengeebhondi ezikhethekileyo.Ngokwesicelo soMphathiswa wezeMali, "Ityala elitsha elikhethekileyo liya kukhutshwa ngokusemandleni ngaphambi kokuphela kukaNovemba", ukukhutshwa kwetyala elikhethekileyo kulindeleke ukuba kufike kwi-906.1 yebhiliyoni ye-yuan ngoNovemba.Amashishini entsimbi angama-37 adweliswe kwikota yesithathu akhupha iziphumo, ikota yesithathu yengeniso eyi-108.986 yeebhiliyoni zeeyuan, iingeniso ezingama-36, inzuzo eyi-1 yajika ilahleko.Kwitotali, iBaosteel ibe yeyokuqala ngengeniso eyi-21.590 yeebhiliyoni zeeyuan, ngelixa iValin kunye neAngang bezikwindawo yesibini neyesithathu nge-7.764 yeebhiliyoni zeeyuan kunye ne-7.489 yeebhiliyoni zeeyuan ngokulandelelanayo.Ngomhla woku-1 kuNovemba, iSebe lezeZindlu kunye noPhuhliso lweendawo ezihlala ezidolophini liye lathi zingaphezu kwama-700,000 izindlu ezirentwayo ezifikelelekayo eziye zakhiwa kwizixeko ezingama-40 kwilizwe lonke, nto leyo ethetha malunga nama-80 ekhulwini esicwangciso sonyaka.I-CAA: Isalathiso sesilumkiso soluhlu luka-2021 kubathengisi beemoto sasingama-52.5% ngo-Okthobha, sehle ngepesenti eyi-1.6 ukusuka kunyaka ongaphambili kwaye sinyuke ngepesenti eyi-1.6 ukusuka kwinyanga engaphambili.

Ngo-Oktobha, imarike yeloli enzima yaseChina kulindeleke ukuba ithengise malunga neenqwelo ze-53,000, phantsi kwe-10% inyanga nenyanga, phantsi kwe-61.5% ngonyaka, intengiso yesibini yenyanga ephantsi kakhulu kulo nyaka.Ukususela nge-1 kaNovemba, iinkampani ze-24 ezidweliswe oomatshini bokwakha zibike iziphumo ze-2021 zekota yesithathu, i-22 yazo yayinenzuzo.Kwikota yesithathu, iinkampani ezingama-24 zifumene ingeniso yokusebenza edibeneyo ye-124.7 yeebhiliyoni zeedola kunye nengeniso ye-8 yeebhiliyoni zeedola.Iinkampani ezidwelisiweyo ezingama-22 zezixhobo eziphambili zendlu zikhuphe iziphumo zazo zekota yesithathu.Kwezi, ezingama-21 zinengeniso, kunye nenzuzo edibeneyo ye-62.428 yeebhiliyoni zeeyuan kunye nengeniso yokusebenza iyonke ye-858.934 yeebhiliyoni zeeyuan.Ngomhla woku-1 kuNovemba, iYiju Real Estate Research Institute yakhupha ingxelo ebonisa ukuba ngo-Oktobha, izixeko ezishushu ezili-13 ezibekwe esweni leli ziko zarhweba malunga ne-36,000 yeendawo zokuhlala ezisetyenzisiweyo, phantsi kweeyunithi ze-14,000 ukusuka kwinyanga edlulileyo, phantsi kwe-26.9% ngenyanga- ngenyanga nangaphantsi ngama-42.8% unyaka nonyaka;Ukusukela ngoJanuwari ukuya ku-Okthobha, izixeko ezili-13 zokukhula komthamo wentengiselwano yendawo yokuhlala esetyenzisiweyo unyaka nonyaka okokuqala zimbi, zehle nge-2.1%.Iiodolo zeenqanawa ezintsha zafikelela kwinqanaba eliphezulu kwiminyaka eyi-14 e-Knock Nevis.Kwiikota ezintathu zokuqala, iiyadi ze-37 emhlabeni jikelele zafumana imiyalelo evela kwi-Knock Nevis, i-26 yazo yayiyiyadi zaseTshayina.Isivumelwano esitsha kwafikelelwa kuso kwingqungquthela yemozulu ye-COP26, amazwe kunye nemibutho eli-190 ithembisa ukukuphelisa ukuphehlwa kombane ngamalahle.I-OECD: I-Global Foreign Direct Direct Investment (FDI) ihamba iphinde yaya kwi-870bn kwisiqingatha sokuqala salo nyaka, ngaphezu kokuphindwe kabini ubukhulu besiqingatha sesibini sika-2020 kunye neepesenti ezingama-43 ngaphezu kwamanqanaba angaphambi kowama-2019.I-China yayilelona lizwe lifumana utyalo-mali oluthe ngqo lwangaphandle kwisiqingatha sokuqala salo nyaka, nokuqukuqela okufikelele kwi-177 yeebhiliyoni zeedola.Ukuqeshwa kwe-ADP kunyuke i-571,000 ukuya kuqikelelo lwe-400,000 ngo-Okthobha, uninzi ukususela ngoJuni.I-US irekhode intsilelo yorhwebo ye-US $ 80.9 yebhiliyoni ngoSeptemba, xa kuthelekiswa nentsilelo ye-US $ 73.3 yebhiliyoni.IBhanki yaseNgilani ishiye inzala yayo engatshintshiyo kwi-0.1 yeepesenti kunye nokuthengwa kwayo yonke impahla engatshintshiyo kwi-# 895bn.I-ASEAN yokuvelisa i-PMI yenyuka kwi-53.6 ngo-Oktobha ukusuka kwi-50 ngoSeptemba.Yayingesihlandlo sokuqala ukuba isalathiso sinyuke ngaphezu kwe-50 ukususela ngoMeyi kunye nelona nqanaba liphezulu ukususela oko laqala ukuqulunqa ngoJulayi 2012.

2. Ukulandelela idatha

(1) ubutyebi bemali

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(2) idatha yoshishino

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Ushwankathelo lweemarike zemali

Ebudeni beveki, ikamva leemveliso, ukongeza kwiintsimbi ezixabisekileyo zanyuka, ikamva eliphambili lempahla yorhwebo lawa.I-Aluminiyam yawa kakhulu, nge-6.53 yeepesenti.Iimarike zesitokhwe zehlabathi, ngaphandle kwe-China's Shanghai Composite Index yehle kancinane, zonke ezinye iinzuzo, i-United States izalathisi ezintathu ezinkulu zesitokhwe zikurekhodi eliphezulu.Kwimarike yokutshintshiselana kwamanye amazwe, i-index ye-dollar ivaliwe i-0.08 ipesenti kwi-94.21.

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Iinkcukacha-manani eziphambili zeveki ezayo

1. I-China iya kukhulula idatha yezemali ngo-Oktobha

Ixesha: Iveki elandelayo (11/8-11/15) izimvo: Kwimeko yezindlu imali imbuyekezo esisiseko ukuya kwesiqhelo, i-judgment institution'judgment, mboleko entsha ngo-Oktobha kulindeleke ukuba idlule yuan 689.8 billion ngexesha elifanayo kunyaka ophelileyo. , izinga lokukhula kwenkxaso-mali yoluntu nalo lilindeleke ukuba lizinze.

2. I-China iya kukhulula idatha ye-CPI kunye ne-PPI ngo-Oktobha

NgoLwesine (11/10) izimvo: zichatshazelwa yimvula kunye nemozulu epholileyo, kunye nokuqhambuka okuphindaphindiweyo kwiindawo ezininzi kunye nezinye izinto, imifuno kunye nemifuno, iziqhamo, amaqanda kunye namanye amaxabiso anyuke ngokukhawuleza, i-CPI kulindeleke ukuba yande ngo-Oktobha.Kwi-oyile ekrwada, amalahle njengommeli ophambili wamaxabiso eemveliso ebephezulu kunenyanga enye, kulindeleke ukuba akhuthaze ngakumbi ukunyuka kwamaxabiso e-PPI.

(3) isishwankathelo seenkcukacha-manani eziphambili zeveki ezayo

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Ixesha lokuposa: Nov-09-2021