Mysteel Macro Vhiki yega yega: ZVINHU ZVINOTAURWA ZVINOTAURWA MUNA OCTOBER, iyo indasitiri yesimbi kabhoni peak chirongwa ichaziviswa.

Vhiki muMufananidzo Mukuru: Mutungamiri Xi Jinping vakaita musangano wevhidhiyo neMutungamiriri weUS Biden;data yakakosha yehupfumi kubva kuChina yakaburitswa muna Gumiguru yakaratidza kugadzirwa kwemaindasitiri kunodarika zvinotarisirwa, kukura kwekudyara kuri kuramba kuchiderera, uye data rekushandisa richikwira;China indasitiri yesimbi kabhoni peak yekumisikidza chirongwa uye kabhoni-neutral Technology Road Mepu ichaburitswa uye kuitwa.Kwekutanga kushaikwa kwemabasa muUS kwakasvika padanho rakaderera kubva pakatanga, ukuwo kukura kwehupfumi kwakawedzera muEurozone yenyika gumi nepfumbamwe.Kutsvaga data: Kudivi guru, apo bhanga guru rakawana 90 bhiriyoni yuan;Mysteel survey 247 blast furnace operating rate yakawira ku70.34%, nyika ye110 yekugadzira marasha mashizha ekushanda yakawira pasi pe70%;apo vhiki rebar mitengo yakaramba ichiderera, iron ore, electrolytic mhangura mitengo yakasimuka zvishoma;Mitengo yesimende nekongiri yakaderera;kutengeswa kwezuva nezuva kwemotokari dzevatakuri kwakaenzana nezvikamu zve46,000 vhiki iyoyo, pasi ne23 per cent;uye Bdi yakaderera ne9.6 muzana.Mari Markets: vhiki rino guru remangwana rekutengesa rakadonha simbi dzinokosha, mafuta asina kuchena akadonha 4.36%;nhamba huru nhatu dzepasi rose dzeUS neChina dzakadonha;iyo US dollar index yakasimuka 0.99%, kusvika 96.03.

Mutungamiri Xi Jinping vakaita musangano wevhidhiyo nemutungamiri wenyika, VaBiden veChina Standard Time mangwanani emusi wa16 Mbudzi vachipanana maonero pamusoro pehukama hweChina-yesu uye nyaya dzinonetsana. hukama hwenyika mbiri.Xi akasimbisa kuti China neUnited States dzinofanirwa kutevedzera misimboti mitatu muhukama hwavo munguva itsva: Chekutanga, kuremekedzana, chechipiri, kugarisana murunyararo uye chechitatu, kukunda-kuhwina kubatana.Xi akasimbisa kuti kana rusununguko rweTaiwan rukapaza nemutsetse mutsvuku, isu tichafanirwa kutora matanho akasimba, uye avo vanotamba nemoto vachatsva!Biden akati anoda kudzokorora zvisina mubvunzo kuti hurumende yeUS yakazvipira kune yakagara yakamira imwe-china mutemo uye haitsigire "rusununguko rweTaiwan".

Mangwanani emusi wa12 Mbudzi, National Development and Reform Commission yakaita musangano weLeading party group.Musangano uyu waratidza kuti kufunga kwepasi, kutarisa budiriro nekuchengetedzwa, kuita basa rakanaka mukuchengetedzeka kwechikafu, kuchengetedzwa kwemagetsi, kuchengetedzwa kweindasitiri yemaindasitiri, uye kuita basa rakanaka munyaya dzemari, zvivakwa nedzimwe nzvimbo dzekuchengetedza njodzi uye kudzivirira.Politburo yeCommunist Party yeChina yakaita musangano musi wa 18 Mbudzi, iyo yakasimbisa kukosha kwekusimba nekusimba kweindasitiri, kuvaka hwaro hwakasimba hwekutarisana nenjodzi dzemari, uye kuona kuchengetedzwa kwechikafu, simba uye zvicherwa, uye kuchengetedzwa kwezvivakwa zvakakosha, tichasimbisa kuchengetedzwa kwezvido zvemhiri kwemakungwa.Musi wa17 Mbudzi, Mutungamiriri Li Keqiang akatungamira musangano mukuru weChina State Council, uyo wakafunga kumisa chikwereti chekutsigira kushandiswa kwakachena uye nemazvo kwemarasha kusimudzira girinhi uye kuderera kwekabhoni.Pamusangano uyu, pakaitwa sarudzo yekumisa imwe 200 bhiriyoni yuan kuti itsigire kushandiswa kwakachena kwemarasha pahwaro hwekutanga kugadzwa kwechishandiso chekutsigira chemari chekudzikisa kabhoni.Xi anokoshesa zvikuru kuvandudzwa kwekugadzirwa kwezvinhu, achiti kugadzira ndiyo hwaro hwekuvaka nyika uye hwaro hwekuisimbisa, Vice Premier Liu Vakataura pamusangano we2021 World Manufacturing Conference, wakavhurwa munaNovember 19, kusimudzira indasitiri yekugadzira. kukurumidza kusvika kudhijitari, networking, budiriro yehungwaru.China iri kuita shanduko huru mumhando yayo yekusimudzira hupfumi.Hwaro hwebudiriro yemhando yepamusoro ndeyepamusoro-mwero uye inokwikwidza indasitiri yekugadzira.Nzvimbo dzese nemadhipatimendi anofanirwa kugadzirisa nemoyo wese matambudziko azvino akaoma emabhizinesi ekugadzira.Masangano eMari anofanirwa kuwedzera rutsigiro rwechikwereti chemari kumabhizinesi ekugadzira kuti ave nechokwadi chezvavanoda mari.

Ä „å”ä „ å”ä „Å”National Development and Reform Commission: Ä „å”ä „ å”ä „ å”ä „ å”ä „ å”ä „ å”ä ä „ å”ä ä „ å”ä „a”ä „ å”ä ä ä „å”.Nezve iyo "1 + N" yekutevera-up policy system, yakaiswa zvinoenderana neBoka Rinotungamira paCarbon Neutrality pacarbon peak, madhipatimendi akakodzera ari kudzidza nekugadzira hurongwa hwekuita zvesimba nemamwe minda uye maindasitiri akakosha sesimbi, petrochemical. , Non-ferrous simbi, zvokuvakisa, simba, mafuta uye gasi.

Musi wa12 Mbudzi, CBRC yakaita musangano wekomiti yebato (yakawedzerwa).Musangano uyu wakakumbira kuti pasi pekusaitika kwenjodzi dzemari yehurongwa hunofanirwa kuchengetedzwa zvakasimba.Tichadzikamisa mitengo yevhu, mitengo yemba uye tarisiro, kumisa tsika yezvivakwa kuti ive bubble rezvemari, kuvandudza nzira yenguva refu yekutonga kwezvivakwa uye kutonga, uye kusimudzira kusimba uye kune hutano kweindasitiri yezvivakwa.Industrial yakawedzera kukosha yakapfuura zvinotarisirwa muna Gumiguru.Muna Gumiguru, kukosha kwakawedzerwa kwemaindasitiri pamusoro peyero yenyika kwakawedzera ne3.5 muzana gore-pagore, 0.4 muzana mapoinzi nekukurumidza kupfuura mwedzi wapfuura.Kukura mukugadzirwa kwemaindasitiri kwakapedza mwedzi minomwe yekuderera.Kubva kumapoka matatu, migodhi, kugadzirwa kwemvura yemagetsi uye kupa kwezvose zviri zviviri nekukurumidza kupfuura munaGunyana, kugadzira mumhando yepamusoro-soro, michina, maindasitiri ezvigadzirwa zvevatengi zvakawedzera kune akasiyana madhigirii.

 Mysteel-Macro-1

Kukura kwekudyara kwakaramba kuchiderera muna Gumiguru.Kubva munaNdira kusvika Gumiguru, mari yakatarwa yeasset yakakwira 6.1 muzana gore negore, 1.2 muzana yekuwedzera kubva mumwedzi mipfumbamwe yapfuura.Maererano nezvikamu, mari yezvivakoti yakawedzera ne 1.0% gore negore uye yakaderedzwa ne 0.5 muzana;real estate investment yakawedzera ne 7.2% gore-on-gore uye yakaderedzwa ne 1,6 percent percent;uye kugadzirwa kwekudyara kwakawedzera ne14.2% gore-pa-gore uye kukadzikiswa ne0.6 muzana.Kudyara muzvivakwa kunomanikidzwa nezvinhu zvakawanda, zvinosanganisira kufambira mberi zvishoma kwekushandiswa kwemari yemari, kushomeka kwemapurojekiti emhando yepamusoro uye kutariswa kwakasimba kwemapurojekiti.Nekuda kweiyo real estate mari yekusimbisa uye kunonoka kudzoka kwemari nezvimwe zvinhu, real estate investment yakaramba ichidonha.Zvichikanganiswa nemamiriro emvura, kugadzirwa kushoma uye magetsi, uye zvimwe zvipingamupinyi zvenguva pfupi zvapera simba, kugadzirisa kwekusimudzira kwekudyara kwakakurumidza.

 Mysteel-Macro-2

Kukura kwekudyara kwakaramba kuchiderera muna Gumiguru.Kubva munaNdira kusvika Gumiguru, mari yakatarwa yeasset yakakwira 6.1 muzana gore negore, 1.2 muzana yekuwedzera kubva mumwedzi mipfumbamwe yapfuura.Maererano nezvikamu, mari yezvivakoti yakawedzera ne 1.0% gore negore uye yakaderedzwa ne 0.5 muzana;real estate investment yakawedzera ne 7.2% gore-on-gore uye yakaderedzwa ne 1,6 percent percent;uye kugadzirwa kwekudyara kwakawedzera ne14.2% gore-pa-gore uye kukadzikiswa ne0.6 muzana.Kudyara muzvivakwa kunomanikidzwa nezvinhu zvakawanda, zvinosanganisira kufambira mberi zvishoma kwekushandiswa kwemari yemari, kushomeka kwemapurojekiti emhando yepamusoro uye kutariswa kwakasimba kwemapurojekiti.Nekuda kweiyo real estate mari yekusimbisa uye kunonoka kudzoka kwemari nezvimwe zvinhu, real estate investment yakaramba ichidonha.Zvichikanganiswa nemamiriro emvura, kugadzirwa kushoma uye magetsi, uye zvimwe zvipingamupinyi zvenguva pfupi zvapera simba, kugadzirisa kwekusimudzira kwekudyara kwakakurumidza.

 Mysteel-Macro-3

Munyori weUnited States weTreasury Yellen akati United States inoda kuongorora uye kufunga kudzikisa mitero yakatemerwa naDonald Trump kuChina.Muvhiki rakapera Nov. 13,268,000 vanhu vakamhan'arira mabhenefiti ekushaikwa kwemabasa, iyo yakaderera zvakanyanya kubva pakatanga kubuda, sekureva kweUnited States Dhipatimendi reVashandi.Vaongorori vakati huwandu uhu hwaive pasi pemazana matatu ezviuru kwemavhiki akati wandei, zvichiratidza kupora kwakasimba mumusika wemabasa.

 Mysteel-Macro-4

Ministry of Commerce: Kubva muna Ndira kusvika Gumiguru, China yakatora 943.15 bhiriyoni yuan yekudyara kunze kwenyika, kuwedzera kwe17.8 muzana pagore-pagore.Bhanga guru reChina rakapa 21.2 trillion yuan mumari yekunze pakupera kwaGumiguru, yakakwira 10.9 bhiriyoni yuan kubva pamwedzi wapfuura.Muna Gumiguru, kushandiswa kwemagetsi kwakaramba kuchikura kusvika 660.3 bhiriyoni kwh, kukwira 6.1 muzana pagore-pagore uye 14.0 muzana panguva imwecheteyo muna 2019, avhareji yekuwedzera ye6.8 muzana mumakore maviri apfuura.Musi waMbudzi 18, muchivakwa chehofisi cheHurumende General Administration yeMarket Supervision uye manejimendi, iyo State Anti-monopoly Bureau yakanyorwa zviri pamutemo.Iye Wenbo, Executive Director weCISA: China indasitiri yesimbi kabhoni peak yekumisikidza chirongwa uye kabhoni-neutral Technology Road Mepu yakapedzwa, ichaziviswa kunharaunda munguva pfupi iri kutevera, uye kutanga zvizere kuita.Akadzidza kubva kumadhipatimendi ekutonga kwemari uye akati wandei emabhangi, real estate zvikwereti muna Gumiguru kupfuura September inopinza rebound, kuwedzera anopfuura bhiriyoni 150 Yuan.Pakati pavo, zvikwereti zvekuvandudza zvivakwa zvakawedzera neanopfuura 50 bhiriyoni yuan, uye zvikwereti zvedzimba zvemunhu zvakawedzera neanopfuura mabhiriyoni zana eyuan.Hunhu hwemari hwemasangano emari kuindasitiri yezvivakwa hwakavandudzika zviri pachena.Ministry of Transport yePeople's Republic of China: panosvika 2025, hurongwa hwemhando yepamusoro hwekutakura huchamiswa, nzira yekushanda yakamisikidzwa ichavandudzwa, uye mwero wezviyero zvepasi rose uchasimudzwa zvakanyanya.

Muna Gumiguru, maturakita makuru, epakati nemadiki akabuda akasvika 39,136, zvichidzika ne28% gore negore uye gumi muzana pamwedzi.Yakawedzera kubuda muna Ndira kusvika Gumiguru yaive 486,000 mayunitsi, akakwira 5 muzana pagore-pagore.Muna Gumiguru, kubuda kweChina kwemavara eTV seti yaive 17.592 miriyoni, yakaderera 5.5 muzana gore negore, uye yakawedzera kubuda muna Ndira kusvika Gumiguru yaive 148.89 miriyoni, pasi ne4.9 muzana gore negore.2021 muna Gumiguru, Gumiguru, China kugadzirwa kwemhepo yemhepo 14.549 miriyoni zvikamu, kumusoro 6.0% gore pagore;january-October cumulative kugadzirwa 180.924 miriyoni mayunitsi, kumusoro 12.3% gore pagore.Musi waNovember 15, China Construction Machinery magazine yakabudisa vagadziri vepamusoro gumi munyika yose muna 2021. Zvose zvinotengeswa zvevagadziri vepamusoro gumi vaiva isu $21.369 bhiriyoni, zvichikwira 21.2% gore negore.Zoomlion yakawedzera rondedzero ne5.345 BN madhora, yakakwira 68.05 muzana gore-pa-gore uye nzvimbo mbiri dzakakwirira kupfuura yakare chinzvimbo.

CCMA yekuchera muchina webazi: pakupera kwa2021, China yekuchera muchina musika unotarisirwa kubata anenge 1.434 miriyoni mayunitsi mumakore matanhatu, kumusoro 21.4% gore pagore;nezve 1.636 mamiriyoni emayuniti mumakore masere, kusvika 14.6% gore negore;uye anenge mamiriyoni 1.943 mayuniti mumakore gumi, gore-pa-gore kuwedzera kwe6.5%.Kubva munaNovember 8 kusvika 14,2021 yakagamuchira mirairo ye17 + 2 ngarava itsva kubva kunzvimbo dzezvikepe pasi rose, kusanganisira 5 kubva kuChinese shipyards uye 10 + 2 kubva kuKorea shipyards.Kutengeswa kwekutengesa kweUS kwakakwira 1.7 muzana muna Gumiguru, zvichienzaniswa nekufanotaura kwe1.4 muzana.Kune dzimwe nyika Holdings yehupfumi yakawira ku $ 7,549 BN munaGunyana, yekutanga kuderera kubva munaKurume, maererano nenhamba dzichangoburwa kubva kuUS Treasury.?Eurostat: kukura munyika gumi nepfumbamwe dzemaeurozone kwakakwira 3.7 muzana kupfuura muchikamu chechitatu cha2020, zvinoenderana nefungidziro yapfuura uye sezvo hupfumi huri kuramba huchidzikama kubva mukudzikira kwakakonzerwa nedenda ra2020.Iyo eurozone's CPI yakakwira 4.1 muzana gore-pa-gore muna Gumiguru, zvichienzaniswa nekukwira kwe3.4 muzana munaGunyana.Hurumende yeJapan yeKishida musi wa19 pamusangano wenguva pfupi wedare remakurukota yakatambira chisungo, yakafunga kutanga mari yekusimudzira mari inosvika 55.7 trillion yen chirongwa chitsva chekusimudzira hupfumi, chakaisa rekodhi yezvirongwa zvese zvakapfuura zvekusimudzira hupfumi.

Kutsvaga data (1) mamiriro emari

 Mysteel-Macro-5 Mysteel-Macro-6

(2) data yeindasitiri

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. Pfupiso yemisika yemari musvondo, remangwana rezvinhu rainyanya kuderera, nesimbi dzinokosha dzichitengeswa pasi, Non-ferrous metal trading yakasanganiswa, uye crude oil yakadzikira 4.36%.Pamusika wepasi rose wemasheya, maChinese stocks akasimuka uye akadonha, ukuwo matatu makuru indexes eUS stock akadonha.Mumusika wekutsinhanisa kune dzimwe nyika, index yemadhora yakavhara 0.99 muzana pa96.03.

 Mysteel-Macro-17

Huwandu hwakakosha hwesvondo rinouya (1) China ichazivisa nguva yepurofiti yemabhizinesi emaindasitiri pamusoro pechiyero chaGumiguru: Mugovera (11/27) makomendi: muchikamu chechitatu chegore rino, chakakanganiswa nedenda, mwaka wemafashama, kupihwa kwakasimba. yerimwe simba uye zvigadzirwa, nezvimwewo, kukura kwekugadzirwa kwemaindasitiri kwakaderera.Kubva muna Gumiguru, shanduko dzakanaka dzakaitika mukugadzirwa kwemaindasitiri nekurerutsirwa zvishoma nezvishoma kwezvinhu zvinodzivirira uye kusimbiswa kwezvivimbiso zvemusika zvekugovera uye kugadzikana kwemitengo.

(2) pfupiso yenhamba dzinokosha dzevhiki rinouya

Mysteel-Macro-18


Nguva yekutumira: Nov-25-2021