Mysteel Macro Weekly: Ulawulo lukaRhulumente lugxininise imfuno yokuthotywa kwamaxabiso ukunceda amashishini ukumelana nokunyuka kwamaxabiso ezinto ezikrwada.

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

Isishwankathelo seveki: Iindaba zeMacro: U-Li Keqiang kwintlanganiso yesigqeba seBhunga lase-China ugxininise isidingo sokuqinisa umgaqo we-cross-cyclical;U-Li Keqiang ekutyeleleni e-Shanghai wagxininisa imfuneko yokuphumeza umgaqo-nkqubo woburhulumente omhle kumashishini amalahle kunye namandla, njengokuhlehliswa kwerhafu;I-Ofisi Jikelele yeBhunga kaRhulumente ikhuphe isaziso malunga nokomeleza ngakumbi uncedo kumashishini amancinci naphakathi;kwisithuba sikaJanuwari-okthobha, iingeniso ezipheleleyo zamashishini amashishini angaphezu kobukhulu belizwe zinyuke ngama-42.2% unyaka nonyaka;Amabango okuqala ezibonelelo zokungaphangeli ehle ukuya kutsho kwiminyaka engama-52 ephantsi kule veki.Ukulandelela idatha: Ngokwemali, ibhanki ephakathi ibeke i-190 yeebhiliyoni zeeyuan ngeveki;izinga lokusebenza kwee-247 blast furnaces ezihlolwe yi-Mysteel zehla ngaphantsi kwe-70%;izinga lokusebenza kwemizi-mveliso ye-110 yokuhlamba amalahle kwilizwe lonke lihleli lizinzile;kunye nexabiso lamalahle ombane lahlala lizinzile ngelixa i-iron ore, i-rebar kunye nentsimbi yenyuka kakhulu ngeveki, amaxabiso obhedu awela, amaxabiso e-samente awela, amaxabiso ekhonkrithi awela, ngeveki umyinge wemihla ngemihla ye-49,000 yokuthengisa izithuthi zokuthengisa izithuthi, phantsi kwe-12% , BDI inyuke nge-9%.IiMarike zezeMali: Onke amangomso eemveliso ezingundoqo awile kule veki ngaphandle kwe-LME ekhokelayo;izitokhwe zehlabathi zenyuka kuphela e-China, kunye neemarike zombini zase-US naseYurophu ziwa;kunye ne-dollar index yawa yi-0.07% ukuya kwi-96.

1. Iindaba zeMakhro ezibalulekileyo

UMongameli Xi Jinping uchophele intlanganiso yamashumi amabini anesibini yeKomishoni ePhakathi yohlaziyo olunzulu ngokubanzi, egxininisa imfuneko yokuphucula uyilo lulonke lwemarike yombane, imithombo yamandla kweli lizwe ukuze kuphunyezwe uluhlu olubanzi lokwabelana kunye nolwabiwo olufanelekileyo kunye.Intlanganiso yabonisa ukuba kuyimfuneko ukuqhubela phambili ukwakhiwa kwendlela yokuthengisa amandla ukulungelelanisa ukuguqulwa kwesakhiwo samandla, kunye nokukhuthaza ukuthatha inxaxheba kwamandla amatsha kwiintengiselwano zemarike ngendlela enocwangco.Le ntlanganiso ikwagxininise imfuneko yokukhuthaza ukusekwa kwesangqa esilungileyo senzululwazi kunye nethekhinoloji, ishishini kunye nezezimali, kunye nokukhawulezisa inguqu kunye nokusetyenziswa kwempumelelo yesayensi kunye nezobuchwepheshe.Ngentsasa ye-22 kaNovemba, uMongameli waseTshayina u-Xi Jinping wayekho kwaye echophele ingqungquthela ngexesha lesikhumbuzo seminyaka engama-30 yokusekwa kobudlelwane bengxoxo phakathi kweChina kunye ne-ASEAN ngekhonkco levidiyo eBeijing.U-Xi ubhengeze ngokusesikweni ukusekwa kwe-China ASEAN Comprehensive Strategic Partnership, kwaye wachaza ukuba i-China iya kudlala ngokupheleleyo indima yesivumelwano sentsebenziswano yezoqoqosho yengingqi, isungula ukwakhiwa kwe-ASEAN-China Free Trade Area 3.0, i-china iya kuzama ukungenisa i-US $ 150. Iibhiliyoni zeemveliso zezolimo ezivela e-ASEAN kule minyaka mihlanu izayo.Xa ujongene noxinzelelo olutsha oluhlayo kuqoqosho, intlanganiso yesigqeba seBhunga lase-China, usihlalo weNkulumbuso uLi Keqiang weBhunga likarhulumente, wabiza ukuqinisa ulungelelwaniso lwe-cross-cyclical, ngelixa uqhubeka nokwenza umsebenzi omhle kulawulo lwamatyala karhulumente wasekhaya kunye nokuthintela. kunye nokusombulula imingcipheko, ukunika ukudlala ngokupheleleyo indima yeemali ezikhethekileyo zamatyala ekukhuthazeni iimali zentlalo.Siya kukhawulezisa ukukhutshwa kwenani eliseleyo leebhondi ezikhethekileyo kulo nyaka kwaye sizame ukudala imithwalo yemisebenzi engakumbi ekuqaleni konyaka ozayo.

Ukususela ngoNovemba 22 ukuya kwi-23, iNkulumbuso uLi Keqiang, ilungu lePolitburo yeQela lamaKomanisi laseChina, watyelela eShanghai.U-Li Keqiang uthe oorhulumente kuwo onke amanqanaba kufuneka bomeleze ngakumbi inkxaso yabo, kubandakanywa nokuphumeza imigaqo-nkqubo kaRhulumente yokunciphisa irhafu kumashishini amalahle kunye namandla, ukwenza umsebenzi omhle wokulungelelaniswa kunye nokuthunyelwa, ukuqinisekisa ukunikezelwa kwamalahle okuzinzile ukwenzela ukuveliswa kwamandla, kunye nokusombulula ingxaki. ingxaki yokunqongophala kombane kwezinye iindawo, ukuthintela ukuvela kwento entsha “yokunqunyulwa kombane”.

I-Ofisi Jikelele ye-State Council yakhupha isaziso malunga nokomeleza ngakumbi inkxaso ye-smes, eyathi: (1) ukunciphisa uxinzelelo kwiindleko ezikhulayo.Siza komeleza ukubekwa esweni kwempahla zorhwebo kunye nokulumkisa kwangethuba, siqinise ukulawulwa konikezelo lwentengiso kunye nemfuno, kwaye sinqande izenzo ezingekho mthethweni ezifana nokurhweba kunye nokwenza ingeniso, kunye nokunyusa amaxabiso.Siya kuxhasa imibutho yoshishino kunye namashishini amakhulu ekwakhiweni kwe-docking-demand docking platforms kumashishini abalulekileyo, kwaye someleze isiqinisekiso kunye neenkonzo ze-docking kwizinto eziluhlaza kunye ezicutshungulwayo.(2) ukukhuthaza iinkampani zexesha elizayo ukuba zibonelele ngeenkonzo zolawulo lomngcipheko kwi-smes, ukuze zibancede ekusebenziseni izixhobo zokukhusela kwixesha elizayo ukuhlangabezana nomngcipheko wokuguquguquka okukhulu kwamaxabiso ezinto eziphathekayo.(3) ukwandisa inkxaso yenkxaso-mali yokuhlangula ukunceda amashishini ukujamelana noxinzelelo lokunyuka kwamaxabiso ezinto ezibonakalayo, izinto zokusebenza kunye neendleko zabasebenzi.(4) ukukhuthaza iindawo apho iimeko zivumela ukuba kuphunyezwe unyango olukhethekileyo lwamathuba athile okusetyenziswa kombane ngamashishini amancinane namancinane.UMphathiswa wezoRhwebo ukhuphe isicwangciso sophuhliso lorhwebo lwangaphandle olukumgangatho ophezulu kwisicwangciso se-14 seminyaka emihlanu.Ngexesha le-14 yesicwangciso seminyaka emihlanu, inkqubo yokhuseleko lorhwebo iya kuphuculwa ngakumbi.Imithombo yokuthengwa kokutya kwamanye amazwe, imithombo yamandla, ubuchwephesha obuphambili kunye neenxalenye ezisetyenzisiweyo zahluka kakhulu, kwaye uthintelo lomngcipheko kunye neenkqubo zokulawula ungquzulwano kurhwebo, ulawulo lokuthumela ngaphandle kunye noncedo lorhwebo zivakala ngakumbi.Kwezi nyanga zilishumi zokuqala zika-2019, ingeniso iyonke yamashishini amashishini ngaphezu komlinganiselo welizwe iphelele kwi-7,164.99 yeebhiliyoni zeeyuan, inyuke ngeepesenti ezingama-42.2 unyaka nonyaka, inyuke ngeepesenti ezingama-43.2 ukusuka ngoJanuwari ukuya kuOkthobha wama-2019, kunye nokunyuka okuphakathi kwe-19.7 yeepesenti ezimbini iminyaka.Kule nto iyonke, inzuzo yepetroleum, amalahle kunye namanye amashishini okucoca i-petroli yanda ngamaxesha angama-5.76, i-oyile kunye ne-gas extraction industry yanda ngamaxesha angama-2.63, imboni yemigodi yamalahle kunye nokuhlamba amalahle yanda ngamaxesha angama-2.10, kunye nesinyithi esingenawo amanzi. kunye noshishino lwe-calendering lwanda ngamaxesha e-1.63, amashishini e-Ferrous kunye ne-calendering anda ngamaxesha e-1.32.

 Ulawulo-1

Amabango okuqala ahlengahlengisiweyo ngamaxesha ezibonelelo zokungaqeshwa ayengama-199,000 kwiveki ephele ngoNovemba 20, elona nqanaba lisezantsi ukususela ngo-1969 kunye nokuqikelelwa kwe-260,000, ukusuka kwi-268,000, ngokweSebe lezeMisebenzi yase-United States.Inani labantu baseMelika abaqhubeka bebanga izibonelelo zokungaphangeli kwiveki ephele ngoNovemba 13 yayiyi-2.049 yezigidi, okanye i-2.033 yezigidi, ukusuka kwi-2.08 yezigidi.Ukwehla okukhulu kunoko bekulindelwe kunokuchazwa ngendlela urhulumente ahlengahlengise ngayo idatha ekrwada yokuguquguquka kwamaxesha onyaka.Uhlengahlengiso lwamaxesha onyaka lulandela ukwanda okumalunga ne-18,000 kumabango okuqala okungabikho kwemisebenzi kwiveki ephelileyo.

 Ulawulo-2

(2) I-Flash Flash

Ukuze kuphunyezwe izimvo zeKomiti ePhakathi yeQela lamaKomanisi laseChina (CPC) kunye neBhunga leSizwe ekuqiniseni idabi lokulwa nokuthintela nokulawula ungcoliseko, iSebe lezoBume beNdawo ndenze amalungiselelo amatsha, longeza imisebenzi emibini ebalulekileyo kunye nokuhambisa ezisibhozo. amaphulo abalulekileyo.Umsebenzi wokuqala omtsha nobalulekileyo kukuqinisa ulawulo olulungelelanisiweyo lwe-PM2.5 kunye ne-ozone, kunye nokusasaza nokuphumeza idabi lokuphelisa imozulu yongcoliseko olukhulu kunye nedabi lokuthintela nokulawula ungcoliseko lwe-ozone.Umsebenzi wesibini kukuphumeza isicwangciso-qhinga esikhulu sesizwe, iDabi elitsha lokukhuselwa kwendalo kunye nolawulo lomlambo oMthubi.Ngokutsho koMphathiswa wezoRhwebo, isivumelwano sokurhweba ngokukhululekileyo sase-china-cambodia siza kuqala ukusebenza ngoJanuwari 1,2022.Phantsi kwesi sivumelwano, umlinganiselo wezinto ezingahlawulisi rhafu kwiimpahla ezithengiswe ngamacala omabini ufikelele kwipesenti ezingama-90, kwaye ukuzinikela ekuvuleni iimarike zorhwebo ngeenkonzo kubonisa elona nqanaba liphezulu lamahlakani angahlawulelwayo anikezelwe licala ngalinye.Ngokutsho koMphathiswa wezeMali, i-6,491.6 yeebhiliyoni zeebhiliyoni zeebhondi zorhulumente wasekhaya zikhutshwe kwilizwe lonke ukusuka ngoJanuwari ukuya ku-Okthobha.Kolu lulonke, i-2,470.5 yeebhiliyoni zeeyuan kwiibhondi ngokubanzi kunye ne-4,021.1 yeebhiliyoni zeeyuan kwiibhondi ezikhethekileyo zakhutshwa, ngelixa i-3,662.5 yeebhiliyoni zeeyuan kwiibhondi ezintsha kunye ne-2,829.1 yebhiliyoni ye-yuan kwi-refinancing bonds zakhutshwa, zaphulwa ngenjongo.

Ngokutsho koMphathiswa wezeziMali, inzuzo yamashishini karhulumente ukususela ngoJanuwari ukuya ku-Oktobha iyonke ifikelele kwi-3,825.04 yeebhiliyoni zeeyuan, inyuke ngeepesenti ezingama-47.6 ngonyaka kunye nomyinge weminyaka emibini yokunyuka kwe-14.1 ekhulwini.Amashishini aphakathi athatha i-2,532.65 yeebhiliyoni zeeyuan, ukwanda kwe-44.0 yeepesenti ngonyaka kunye nokwanda kwe-avareji ye-14.2 yeepesenti kwiminyaka emibini: amashishini karhulumente asekuhlaleni athatha i-yuan eyi-1,292.40 yezigidigidi, ukwanda kwe-55.3 yeepesenti ngonyaka kunye nokwanda komyinge we-13,8 ekhulwini kwiminyaka emibini.Isithethi seKomishoni yoLawulo lweBhanki yaseChina (CBRC) yathi imfuno yemali mboleko efanelekileyo yezindlu nomhlaba idibene.Ekupheleni kuka-Okthobha, iimali-mboleko ze-real estate ngamaziko ebhanki akhule ngeepesenti ze-8.2 ukusuka kunyaka ongaphambili kwaye zihlala zizinzile ngokubanzi.Kugxininiswa ukuba ukuncitshiswa kwekhabhoni akufanele kube "ubukhulu obufanayo-bonke" okanye "isitayela sezemidlalo", kwaye inkxaso efanelekileyo yekhredithi kufuneka inikwe amandla ombane wamalahle kunye namashishini amalahle kunye neeprojekthi, kwaye iimali-mboleko akufanele zingabonakali. itsaliwe okanye inqunyulwe.IQonga loQoqosho olukhulu laseTshayina (i-CMF) likhuphe ingxelo ethe yaqikelela ukukhula kokwenyani kwe-GDP nge-3.9% kwikota yesine kunye nokukhula koqoqosho ngonyaka nge-8.1% ukuze kufikelelwe kuhlumo lonyaka olujoliswe kuko ngaphezu kwe-6%.I-GDP yase-US kwikota yesithathu yahlaziywa ngesantya sonyaka se-2.1 ekhulwini, i-2.2 yeepesenti kunye nesantya sokuqala se-2 ekhulwini.I-Markit yokuqala yokuvelisa i-PMI ye-United States yenyuka yaya kwi-59.1 ngoNovemba, kunye ne-sub-index yexabiso lexabiso kwizinga eliphezulu ukusuka kwiirekhodi zaqala kwi-2007.

E-United States, i-index ye-PCE engundoqo yexabiso lenyuka i-4.1 ipesenti ngo-Oktobha ukusuka kunyaka ngaphambili, inqanaba eliphezulu ukusuka kwi-1991, kwaye kulindeleke ukuba inyuke ipesenti ze-4.1, ukusuka kwi-3.6 ipesenti kwinyanga edlulileyo.Kwindawo ye-euro, i-PMI yokuqala yecandelo lokuvelisa i-58.6, kunye ne-forecast ye-57.3, xa kuthelekiswa ne-58.3;i-PMI yokuqala yecandelo leenkonzo yayingama-56.6, kunye noqikelelo lwama-53.5, xa kuthelekiswa nama-54.6;kunye ne-Composite Pmi yayingu-55.8, kunye ne-forecast ye-53.2, xa kuthelekiswa ne-54.2.UMongameli uBiden utyumba uPowell elinye ixesha kwaye uBrenard usekela usihlalo weFederal Reserve.Ngomhla we-26 kaNovemba, uMbutho wezeMpilo weHlabathi uququzelele intlanganiso engxamisekileyo ukuxoxa nge-B. 1.1.529, isithsaba esitsha esahlukileyo.I-WHO ikhuphe isiteyitimenti emva kwentlanganiso, idwelisa uhlobo njengeyantlukwano “Yokuxhalaba” kwaye yayithiya ngokuba yiOmicron.Umbutho wezeMpilo weHlabathi uthi inokosulela ngakumbi, okanye yonyuse umngcipheko wokugula kakhulu, okanye inciphise ukusebenza koxilongo lwangoku, ugonyo kunye nonyango.Iimarike zamasheya eziphambili, izivuno zebhondi karhulumente kunye neemveliso zehle kakhulu, amaxabiso eoli ehla malunga ne-10 yeedola ngomphanda.Izitokhwe zase-US zivale i-2.5 yeepesenti ezantsi, eyona ndlela imbi kakhulu yokusebenza kosuku olunye ukusukela ngasekupheleni kuka-Okthobha ka-2020, izitokhwe zaseYurophu zathumela ukwehla kwazo okukhulu kosuku olunye kwiinyanga ezili-17, kwaye isitokhwe saseAsia Pacific sawela kwibhodi, ngokutsho kweDow Jones Industrial Average.Ukuphepha amaqamu e-asethi kunye nokuthintela ukunyuka kwamaxabiso okuthe kratya, iBhanki yaseKorea inyuse inzala ngamanqaku angama-25 ukuya kwipesenti enye.Ibhanki ephakathi yaseHungary nayo inyuse izinga lediphozithi yeveki enye ngamanqaku angama-40 ukuya kwi-2,9 ekhulwini.Ibhanki esembindini yaseSweden ishiye izinga layo lenzala lingatshintshanga ku-0%.

2. Ukulandelela idatha

(1) ubutyebi bemali

Ulawulo-3 Ulawulo-4

(2) idatha yoshishino

Ulawulo-5 Ulawulo-6 Ulawulo-7 Ulawulo-8 Ulawulo-9 Ulawulo-10 Ulawulo-11 Ulawulo-12 Ulawulo-13 Ulawulo-14

Ushwankathelo lweemarike zemali

KwiLiza leeMveliso zeMveliso, onke amaxabiso aphambili emveliso awile ngaphandle kwe-LME ekhokelayo, enyuke nge-2.59 yeepesenti phakathi evekini.I-oyile ekrwada ye-WTI yehle kakhulu, nge-9.52 yeepesenti.Kwimarike yemasheya yehlabathi, amasheya aseTshayina anyuke kancinci, ngelixa amasheya aseYurophu kunye ne-US awela kakhulu.Kwimarike yotshintshiselwano lwangaphandle, isalathiso sedola sivale i-0.07 yeepesenti kwi-96.

Ulawulo-15Iinkcukacha-manani eziphambili zeveki ezayo

1. I-China iya kupapasha i-PMI yayo yokuvelisa ngoNovemba

Ixesha: NgoLwesibini (1130) izimvo: Ngo-Oktobha, i-PMI yokuvelisa yawela kwi-49.2% , phantsi kweepesenti ze-0.4 zeepesenti ukusuka kwinyanga edlulileyo, ngenxa yokunyanzeliswa kokunikezelwa kwamandla okuqhubekayo kunye namaxabiso aphezulu kwezinye izinto eziluhlaza, ngokutsho kwe-National Bureau of Statistics of Statistics. kwiRiphabhlikhi yaBantu baseTshayina, ukukhula kwemveliso kuye kwaba buthathaka njengoko kuhleli ngaphantsi kweyona ndawo ibalulekileyo.I-index yemveliso ye-PMI edibeneyo yayiyi-50.8 yeepesenti, phantsi kweepesenti ze-0.9 zeepesenti ukusuka kwinyanga edlulileyo, ebonisa ukuhla kwenyuka ngokubanzi komsebenzi woshishino e-China.I-PMI yokwenziwa esemthethweni yaseTshayina kulindeleke ukuba ithathe kancinci ngoNovemba.

(2) isishwankathelo seenkcukacha-manani eziphambili zeveki ezayo

Ulawulo-16


Ixesha lokuposa: Nov-30-2021