Inovandudzwa Svondo yega yega pamberi pa8:00 am kuti uwane mufananidzo uzere wevhiki macro dynamics.
Mhedziso yevhiki:
China yepamutemo yekugadzira PMI yaive 49.2 muna Gumiguru, mwedzi wechipiri wakateedzana muchikamu chechibvumirano.Sangano reNational Development and Reform Commission (NDRC) rakadaidzira kuvandudzwa kwenyika yose kwemagetsi anopfurwa nemarasha The Federal Reserve yakasiya mitengo yemubereko isina kuchinjwa, ichizivisa kutanga kwe “Shrinking table” muna Mbudzi.
Kutsvaga data: Padivi guru, bhanga guru rakawana 780 bhiriyoni yuan mukati mevhiki;mwero wekushanda we247 blast furnaces wakanzverwa naMysteel wakaderera kusvika ku70,9 muzana;mwero wekushanda wenzvimbo 110 dzekuwacha marasha munyika yose wakaderera ne0,02 muzana;mitengo yesimbi, marasha ehutsi, rebar uye electrolytic copper zvese zvakadonha zvakanyanya mukati mevhiki;Kutengeswa kwezuva nezuva kwemotokari dzevatakuri kwakasvika zviuru makumi mapfumbamwe nezvina mukati mevhiki, pasi pegumi neshanu muzana, nepo BDI yakadonha 23.7 muzana.
Mari Markets: Simbi dzakakosha pakati pezvakakosha zvemangwana zvakasimuka svondo rino, vamwe vachidonha.Iwo matatu makuru eUS stock index akarova hutsva hutsva.Iyo US dollar index yakakwira 0.08% kusvika 94.21.
1. Yakakosha Macro Nhau
(1) tarisa panzvimbo dzinopisa
Manheru emusi wa31 Gumiguru, Mutungamiriri weChinese Xi Jinping akaenderera mberi kuenda kumusangano wechi16 weG20 nevhidhiyo muBeijing.Xi akasimbisa kuti kushanduka kwemazuva ano mumusika wepasi rose wesimba kunotiyeuchidza nezve kukosha kwekuenzanisa kuchengetedza kwezvakatipoteredza uye kusimukira kwehupfumi, tichifunga nezve kukosha kwekurwisa kushanduka kwemamiriro ekunze uye kuchengetedza hupenyu hwevanhu.China ichaenderera mberi nekusimudzira shanduko nekuvandudzwa kwesimba uye chimiro cheindasitiri, kusimudzira R&D uye Kushandiswa kwegirinhi uye yakaderera-kabhoni tekinoroji, nenzvimbo dzekutsigira, maindasitiri nemabhizinesi ari pachinzvimbo chekutungamira. mukusvika kumusangano uyu, kuita mupiro wakanaka mukuedza kwepasi rose kurwisa shanduko yemamiriro ekunze uye kukurudzira shanduko yesimba.
Musi wa2 Mbudzi, Mutungamiriri Li Keqiang akatungamira kuvhurwa kwemusangano mukuru weChina State Council.Musangano uyu wakataura kuti kubatsira vatori vechikamu pamusika kubvisa mari yechibatiso, kukurudzira kugadziriswa kwemitengo yepamusoro yekukwidza mitengo nezvimwe zvinhu.Pakutarisana nekudzvanywa kutsva kwehupfumi uye matambudziko matsva emusika, kushanda kunobudirira kwe pre-adjustment uye fine-tuning.Kuita basa rakanaka renyama, mazai, miriwo uye zvimwe zvinodikanwa zvehupenyu kuve nechokwadi chekupihwa kwemitengo yakagadzikana.
Musi waMbudzi 2, Mutevedzeri weMutungamiriri Han Zheng akashanyira State Grid Company kuzoita tsvakiridzo nekuita hurukuro yekusiyirana.Han Zheng akasimbisa kukosha kwekuona simba rinowanikwa munguva ino yechando uye chitubu chinotevera sechinhu chakakosha.Simba rekugadzira magetsi emabhizinesi emagetsi emarasha anofanirwa kudzoserwa kune yakajairika nekukurumidza.Hurumende inofanirwa kusimbaradza kudzora nekudzora mutengo wemarasha zvinoenderana nemutemo uye nekumhanyisa kutsvagisa pamusoro pemagadzirirwo emitengo yakanangana nemusika kuumbwa kwemarasha-magetsi linkage.
Ministry of Commerce yakapa chiziviso chekuvimbisa mutengo wakagadzikana wemiriwo uye zvimwe zvinodiwa pamusika munguva ino yechando uye chirimo chinotevera, matunhu ese anotsigira uye anokurudzira mabhizinesi makuru ekutenderera ekurima kuti atange kudyidzana kwepedyo nemabhesi ekugadzira zvekurima senge miriwo, zviyo nemafuta. , kupfuyiwa kwezvipfuyo nehuku, uye kusaina zvibvumirano zvenguva refu zvekupa nekushambadza.
Musi wa3 Mbudzi, National Development and Reform Commission neNational Energy Administration vakabatana vakapa chiziviso chekuti magetsi anobatidzwa nemarasha avandudzwe munyika yose.Chiziviso chinoda kuti kune magetsi emagetsi anopisa anodarika mazana matatu magiramu emarasha akajairika/kwh emagetsi, mamiriro anofanirwa kugadzirwa nekukasira kuti aite ekuchengetedza simba retrofit, uye mayunitsi asingakwanise kudzokororwa anofanira kubviswa uye kuvharwa, uye ichava nemamiriro kune emergency backup magetsi.
Zvinoenderana neruzivo nezve wechat yeruzhinji account yeNational Development and Reform Commission, zvichitevera danho remabhizinesi akati wandei akadai seInner Mongolia Yitai Group, Mengtai Group, Huineng boka uye Xinglong Group kuderedza mutengo wekutengesa marasha paHang Hau. , makambani ehurumende akaita seNational Energy Group neChina National Coal Group atorawo danho rekudzikisa mitengo yemarasha.Pamusoro pezvo, makambani makuru emarasha anodarika gumi atora danho rekutevera nzvimbo huru yekugadzira ye5500 macalorie emitengo yekupisa yemarasha kusvika pa1000 yuan patani.Mamiriro ekupa uye kudiwa mumusika wemarasha achawedzera kuvandudzwa.
Manheru emusi wa30 Gumiguru, CSRC yakapa hurongwa hwekutanga hweBeijing Stock Exchange, yakatanga kumisa masisitimu akadai sekupa mari, kuenderera mberi kwekutarisa uye kuchinjanisa hutongi, zuva rekupinda musimba rehutongi hwekutanga rakatsanangurwa sa15 Mbudzi.
Kuwedzera kwekugadzira kwakaderera uye chikamu chisiri chekugadzira chakaramba chichiwedzera.China yepamutemo yekugadzira PMI yaive 49.2 muna Gumiguru, yakaderera 0.4 muzana mapoinzi kubva pamwedzi wapfuura uye ichienderera mberi ichive pazasi peyakanyanya nhanho yekumisikidza kwemwedzi miviri yakateedzana.Panyaya yekukwira kwemitengo yesimba uye zvigadzirwa, zvipingamupinyi zvekupa zvinoonekwa, kudiwa kunoshanda hakuna kukwana, uye mabhizinesi ari kutarisana nematambudziko mazhinji mukugadzira nekushanda.Indekisi yebasa rebhizimisi risina kugadzirwa raiva 52,4 muzana munaOctober, pasi pe0.8 muzana kubva pamwedzi wapfuura, asi ichiri pamusoro pehutano hwakakosha, ichiratidza kuenderera mberi kwekuwedzera munharaunda isiri yekugadzira, asi pamwero usina simba.Kuputika kwakadzokororwa munzvimbo dzakawanda uye kukwira kwemitengo kwakadzoresa bhizinesi chiitiko.Kukwira kwekutsvaga kwekudyara uye kudiwa kwemutambo ndizvo zvinotungamira zvekushanda zvakanaka kwemaindasitiri asiri ekugadzira.
Musi waMbudzi 1, Gurukota rezvekutengeserana rePeople's Republic of China, VaWang Wentao, vakatumira tsamba kuGurukota reKutengeserana neKuwedzera Kwekutengeserana muNew Zealand, VaMichael O'Connor kuti vanyore zviri pamutemo kuti vapinde muchibvumirano cheDigital Economy Partnership Agreement (DEPA) vakamirira China.
Chibvumirano cheRegional Comprehensive Economic Partnership Agreement (RCEP) chichatanga kushanda kunyika gumi kusanganisira China muna Ndira 1,2022, sekureva kweBazi reCommerce.
Iyo Federal Reserve yakaburitsa danho rayo reMonetary Policy Committee muna Mbudzi kuti itange hurongwa hweTaper uku ichichengeta mubereko wemari isingachinji.Muna Zvita, Fed ichawedzera kukurumidza kweTaper uye kuderedza kutenga kwepamwedzi kwebhondi ne $ 15 bhiriyoni.
Nonfarm payrolls yakasimuka 531,000 muna Gumiguru, iyo yakakura kuwedzera kubva muna Chikunguru, mushure mekukwira 194,000.Sachigaro weFederal Reserve Powell akati musika webasa weUS unogona kuvandudza zvakakwana pakati pegore rinouya.
(2) Nhau Flash
Muna Gumiguru, iyo CAIXIN China inogadzira PMI yakanyora 50.6, ichikwira 0.6 muzana kubva munaGunyana, ichidzokera kune yekuwedzera huwandu.Kubva muna Chivabvu 2020, iyo index yakawira muchikamu chechibvumirano chete muna 2021.
China Logistics Bhizinesi Index yaGumiguru yaive 53.5 muzana, yakaderera 0.5 muzana mapoinzi kubva pamwedzi wapfuura.Kubudiswa kwezvisungo zvitsva zvakakosha kwave kwakakurumidza zvikuru.Muna Gumiguru, hurumende dzemuno munyika yese dzakaburitsa 868.9 bhiriyoni yuan yemabhondi, iyo 537.2 bhiriyoni yuan yakapihwa seakakosha mabhondi.Zvinoenderana nechikumbiro cheBazi Rezvemari, "Chikwereti chitsva chakakosha chichapihwa kusvika pakupera kwaMbudzi", kuburitswa kwechikwereti chitsva kunotarisirwa kusvika 906.1 bhiriyoni yuan muna Mbudzi.37 akanyorwa mabhizinesi esimbi akaburitsa kota yechitatu mhedzisiro, zvikamu zvitatu zvekutanga zvemambure purofiti ye108.986 bhiriyoni yuan, 36 purofiti, 1 purofiti yakashanduka kurasikirwa.Pakati pese, Baosteel ndiye wekutanga aine purofiti inosvika 21.590 bhiriyoni yeyuan, ukuwo Valin neAngang vaive yechipiri neyechitatu vaine 7.764 bhiriyoni yuan uye 7.489 bhiriyoni yuan zvichiteerana.Musi waNovember 1, Bazi reDzimba nekusimudzirwa kwemadhorobha rakati nzvimbo dzinopfuura 700 000 dzedzimba dzekurenda dzakavakwa mumaguta 40 munyika yose, zvichitora chikamu chinosvika 80 muzana chechirongwa chegore.CAA: iyo 2021's inventory yambiro indekisi yevatengesi vemotokari yaive 52.5% muna Gumiguru, yakaderera 1.6 muzana kubva pagore rapfuura uye kumusoro 1.6 muzana mapoinzi kubva pamwedzi wapfuura.
Muna Gumiguru, musika weChina unorema werori unotarisirwa kutengesa mota dzinosvika zviuru makumi mashanu neshanu, pasi pegumi muzana pamwedzi-pa-mwedzi, pasi 61.5% gore-pagore, yechipiri-yakaderera pamwedzi kutengesa kusvika zvino gore rino.Kubva munaNovember 1, huwandu hwemakambani makumi maviri nemana akanyorwa emuchina wekuvaka akashuma 2021 chetatu chetatu mhedzisiro, makumi maviri nemaviri aibatsira.Muchikamu chechitatu, makambani makumi maviri nemana akawana mari yakabatanidzwa yemadhora mazana maviri nemana emadhora mazana maviri nemanomwe emadhora uye mambure emadhora masere.Makambani makumi maviri nemaviri akanyorwa emidziyo yakakosha yemumba aburitsa mhedzisiro yavo yechitatu.Paaya, makumi maviri nerimwe aiita pundutso, aine purofiti yakabatanidzwa ye62.428 bhiriyoni yeyuan uye mari yese yekushandisa inosvika 858.934 bhiriyoni yuan.Musi waMbudzi 1, Yiju Real Estate Research Institute yakaburitsa mushumo unoratidza kuti muna Gumiguru, maguta gumi nematatu anopisa anotariswa nesangano akatengeserana nzvimbo dzinosvika zviuru makumi matatu nenhanhatu dzekugara, dzakadzika zviuru gumi nezvina kubva pamwedzi wapfuura, zvichidzika ne26,9% mwedzi-pa- mwedzi uye pasi 42.8% gore-pa-gore;Kubva muna Ndira kusvika Gumiguru, maguta gumi nematatu echipiri-ruoko rwekugara kutengeserana vhoriyamu kukura gore-ne-gore kekutanga kwakashata, pasi ne2.1%.Maodha ezvikepe zvitsva akasvika padanho ravo repamusoro mumakore gumi nemana muKnock Nevis.Muzvikamu zvitatu zvekutanga, mayadhi makumi matatu nenomwe pasi rose akagamuchira mirairo kubva kuKnock Nevis, makumi maviri nematanhatu ayo aive mayadhi eChinese.Chibvumirano chitsva chakaitwa pamusangano weCOP26 wemamiriro ekunze, nyika nemasangano zana nemakumi mapfumbamwe dzakavimbisa kubvisa kugadzirwa kwemagetsi emarasha.OECD: Global Foreign Direct Investment (FDI) inoyerera yakawedzera kusvika kumadhora mazana masere nemakumi mapfumbamwe emadhora muhafu yekutanga yegore rino, inodarika kaviri saizi yehafu yechipiri ya2020 uye 43 muzana pamusoro pemazinga asati asvika 2019.China ndiyo yakawana mari yakawanda pasi rose yekudyara mari kubva kunze kwenyika muhafu yekutanga yegore rino, uye inoyerera inosvika $177bn.Basa reADP rakasimuka mazana mashanu nemakumi manomwe nenomwe kusvika kumazana mana ezviuru muna Gumiguru, zvakanyanya kubva munaJune.IUS yakanyora rekodhi rekodhi rekodhi yeUS $ 80.9 bhiriyoni munaGunyana, zvichienzaniswa nekushomeka kweUS $ 73.3 bhiriyoni.Bhangi reEngland rakasiya chiyero chayo chekufarira chisina kuchinjika pa 0.1 per cent uye kutenga kwese kwemidziyo hakuna kuchinjika pa # 895bn.Iyo ASEAN yekugadzira PMI yakakwira kusvika 53.6 muna Gumiguru kubva pa50 munaGunyana.Yakanga iri nguva yekutanga iyo index yakakwira pamusoro pemakumi mashanu kubva muna Chivabvu uye yepamusoro-soro kubva payakatanga kunyorwa muna Chikunguru 2012.
2. Kutsvaga data
(1) mari
(2) data yeindasitiri
Mhedziso yemisika yemari
Pakati pevhiki, remangwana rezvigadzirwa, kuwedzera kune simbi dzinokosha dzakasimuka, remangwana rezvinhu zvakakosha rakadonha.Aluminium yakadonha zvakanyanya, ne6.53 muzana.Misika yepasi rose, kunze kweChina yeShanghai Composite Index yakadonha zvishoma, zvimwe zvese zvakawana, United States matatu makuru mastock indexes ari parekodhi.Mumusika wekutsinhanisa kune dzimwe nyika, indekisi yemadhora yakavhara 0.08 muzana pa94,21.
Nhamba dzakakosha dzesvondo rinouya
1. China ichasunungura data yemari yeOctober
Nguva: Vhiki Inotevera (11/8-11/15) inotsinhira: Mumamiriro ezvinhu ekubhadhara mari kwekutanga kudzokera kune zvakajairwa, mutongo wakakwana wemasangano, zvikwereti zvitsva muna Gumiguru zvinotarisirwa kudarika 689.8 bhiriyoni yuan panguva imwe chete gore rapfuura. , chiyero chekukura kwehupfumi hwemagariro evanhu chinotarisirwawo kugadzikana.
2. China ichasunungura CPI nePPI data yeOctober
Musi weChina (11/10) mhinduro: yakakanganiswa nekunaya kwemvura uye kutonhora kwemamiriro okunze, pamwe nekuputika kwakadzokororwa munzvimbo dzakawanda nezvimwe zvinhu, miriwo nemiriwo, michero, mazai nemimwe mitengo yakakwira zvakanyanya, CPI inotarisirwa kuwedzera muna October.Kumafuta asina kuchena, marasha semumiriri mukuru wemitengo yezvinhu aive akakwira kupfuura mwedzi iwoyo, anotarisirwa kusimudzira kuwedzera kwePPI mutengo.
(3) pfupiso yenhamba dzinokosha dzevhiki rinouya
Nguva yekutumira: Nov-09-2021