Pfupiso yevhiki: Pfupiso yeMacro News: Li Keqiang anotungamira Komiti Yakamira yeNPC kuti isarudze pamusoro pe-cross-cycle Adjustment Measures;Bazi reMaindasitiri neRuzivo rweTekinoroji rakati richawedzera kushandiswa kwemotokari itsva dzemagetsi, midziyo yakasvibira nemidziyo yekuvaka yakasvibira MuUS, vanhu mazana maviri neshanu vakamhan'arira mabhenefiti ekushaya mabasa musvondo rinopera Zvita 18. Kutsvaga data: Panyaya yemari, bhanga guru rinoisa mambure 50 bhiriyoni yuan muvhiki;chiyero chekushanda kwe247 blast furnaces muongororo yeMysteel yakaderera pasi pe70% kwemavhiki mashanu akatevedzana;chiyero chekushanda kwe110 marasha ekugezesa marasha munyika yose yakaramba yakagadzikana;mutengo wesimbi wakasimuka 7% muvhiki;mitengo yemarasha anopfungaira uye rebar, mitengo yemhangura yakakwira, mitengo yesimende yakadonha 6 yuan patani, mitengo yekongiri yakagadzikana, avhareji yevhiki nevhiki ye67,000 mota dzekutengesa retail, pasi 9% , BDI yakarova inenge mwedzi misere yakaderera.Mari Markets: Makuru Commodity remangwana akasanganiswa svondo rino, neChinese stocks yakadzika zvakanyanya uye European and American stocks zvakanyanya kumusoro, nepo dhora index yakadonha 0.57% kusvika 96.17.
1. Yakakosha Macro Nhau
Mutungamiri Li Keqiang weState Council akatungamira musangano mukuru weChina State Council wekuona matanho ekugadzirisa matanho ekusimudzira budiriro yakagadzikana yekutengeserana nedzimwe nyika;muna 2022, kutengesa kwepamba kwekugadzirisa mabhizinesi ekutengesa kucharegererwa kubva pamutero wemutero wakadzoserwa.Rerutsira kudzvanywa kwepasi rose Logistics.Kurudzirai mabhizinesi ekutengeserana kunze kwenyika uye mabhizinesi ekutumira kusaina zvibvumirano zvenguva refu.Ticharwisa kutorwa kwemari zvisiri pamutemo uye kubhidha kwemitengo yekutakura zvinhu tichitevedza mitemo nemirau.Tichashandisa matanho ekudzikisa mitero nemari.Isu tichachengetedza kugadzikana kweiyo RMB shanduko yemari.Musi wa24 Zvita, Monetary Policy Committee yePeople's Bank of China yakaita musangano wayo wechina (95th) wenguva dzose wegore ra2021. Musangano uyu wakaratidza kuti kuchengetedza kodzero nezvinodiwa zvevatengi vedzimba, kuzadzisa zviri nani zvinodiwa zvedzimba zvemba. vatengi, kusimudzira hutano hwemusika wekutengesa zvivakwa uye denderedzwa rakanaka.Tichasimudzira mwero wepamusoro wenzira mbiri dzekuvhura mari uye kuvandudza kugona kwedu kutonga hupfumi nemari uye kudzivirira nekudzora njodzi pasi pemamiriro akazaruka.Masikati emusi wa24 Zvita, zvikamu makumi matatu nembiri zveDare Repamusorosoro reNational People's Congress yechigumi nenhatu zvakatambira danho reStanding Committee yeNational People's Congress yekuita Session yechishanu yeNational People's Congress yechigumi nenhatu.Sekureva kwesarudzo, Fifth Session ye13th National People's Congress ichaitwa muBeijing munaKurume 5, 2022.Musi waZvita 20, Musangano weNyika weIndasitiri uye Ruzivo rweTekinoroji wakaitwa nevhidhiyo muBeijing.Musangano uyu wakasimbisa kuti gore ra2022 rinofanira kutarisisa kusimudzira hupfumi hwemaindasitiri, kupa rutsigiro rwakasimba mukugadzikana kwehupfumi hwenyika.Tichawedzera kushandiswa kwemotokari dzemagetsi matsva, midziyo yakasvibira yakangwara uye zvivakwa zvekuvaka zvakasvibirira, tichiwedzera kusimbisa kusimba kwemaketani emaindasitiri uye nekupa rubatsiro rwakawanda kumabhizinesi madiki nepakati.Tichaita chirongwa che "Carbon Summit" muchikamu cheindasitiri uye tinoramba tichisimudzira shanduko yegirinhi uye yakaderera-kabhoni maindasitiri.Data kubva kuUnited States Department of Labor yakaratidza 205,000 kutanga kukumbira kusashanda kwevhiki rakapera Zvita 18, maererano nezvaitarisirwa.Kwekutanga kushaikwa kwemabasa muUS hakuna kuchinjwa svondo rapfuura, zvichiratidza kuti kuderedzwa kwemabasa kuri munhoroondo yakaderera sezvo musika webasa uri kuramba uchidzoka.Zvikumbiro zvemabhenefiti ekushaikwa kwemabasa zvaive zvakabatana nemazinga asati abuda, zvichiratidza musika wakaoma weUS.Zvakadaro, sezvo iyo omicron dhiri ichipararira, kuwedzera kwekesi nyowani dzekorona kunoisa njodzi kune tarisiro yekutora.
(2) Nhau Flash
Nguva pfupi yadarika, nzvimbo zhinji dzanga dziri mubishi kupedzisa rondedzero yemapurojekiti makuru e2022, nehurongwa hwehuwandu hwemapurojekiti makuru ekudyara anotarisana nenzvimbo dzakakosha senge dzekufambisa uye zvivakwa zvitsva.Panguva imwecheteyo, kuchengetedzwa kwemari kunoenderanawo nekufambira mberi.Chikwereti chitsva chakakosha chegore ra2022 chave mberi kusvika pa1.46 trillion yuan.Hebei, Jiangxi, Shanxi naZhejiang vazivisa hurongwa hwekupa chikwereti chakakosha muchikamu chekutanga chegore rinouya.Ning Jizhe, mutevedzeri wemukuru weNational Development and Reform Commission, akataura kuti tinofanira kushingaira kuunza mitemo inoita kuti hupfumi hugadzikane, kushandisa zvakanaka maturusi emari nekushandisa maturusi, uye kushandisa hurongwa huri kuuya hwekuwedzera kudiwa kwedzimba;Mitemo nemaune ine contractionary effect.National Health Commission pachirongwa che "Gore Idzva" pane zvinokurudzirwa: Nzvimbo dzepakati uye dzine njodzi (sekuyambuka muganhu, kuita mabasa makuru, nezvimwewo) zvinogona kutora matanho akaomarara.Mamwe matunhu anofanirwa kuita basa rakanaka mukuongorora njodzi, kuisa pamberi yakasimba uye inodziya mutemo wakavakirwa padanho renjodzi, chimiro chemuviri wemunhu uye denda, panzvimbo ye "One-saizi-inokodzera-zvese" mutemo, unoratidza kudiwa kwekudzivirira chaiko uye. control.Ministry of Finance: mari yakazara yemabhizinesi ehurumende kubva munaNdira kusvika Mbudzi yaive 6,734.066 bhiriyoni, yakakwira 21.4 muzana gore negore uye avhareji yekuwedzera ye9.9 muzana mumakore maviri.China ye1st-gore LPR yaive 3.8% muna Zvita, 5 mapoinzi akaderera pane ayo munguva yapfuura, uye 4.65% yemhando dzine anopfuura makore mashanu.Nyanzvi dzinotenda kuti kuderedzwa kweLpr kwegore kunobatsira kudzikisira mari yekubhadhara hupfumi chaihwo, izvo zvinoratidza kuti mutemo wemari uri kuwedzera kupikisa-cyclical regulation, nepo LPR yemakore mashanu isati yachinja, kuti "Imba haifungidzire" real estate. regulatory tone haina kuchinja.
Central Bank inotangazve 14-day reverse repurchase mashandiro.Musi wa20 Zvita, bhanga guru renyika rakatanga chirongwa chemazuva manomwe chekudzorerazve mabhiriyoni gumi emadhora uye nemazuva gumi nemana rekutenga patsva kwe10 bhiriyoni.Iwo akahwina mabhidhiti mareti aive 2.20% uye 2.35% zvichiteerana.Sekureva kweBazi reEcology uye zvakatipoteredza, pane runyerekupe paInternet kuti mabhizinesi achavharwa munzvimbo dzakakura panguva yeChando Olimpiki.Makuhwa aya haasi echokwadi.Pasi penhevedzano yemitemo yakanaka, simba idzva, zvinhu zvitsva, mota dzemagetsi matsva, ngarava dzakasvibira dzakasvibirira uye mamwe maindasitiri egirinhi anotarisirwa kuenderera mberi nekuvhura gungwa idzva rebhuruu rekukura.Zvinoenderana nehurongwa hwakakodzera, indasitiri yezvekuchengetedza zvakasvibirira nharaunda ichange iine kukosha kwegumi neririyoni yuan panosvika 2025. Apo Mutungamiri Biden mari inoda kusvika matiriyoni maviri ekushandisa payakarova madziro, Goldman Sachs akadzikisa fungidziro yekukura chaiko kweUS GDP muna 2022 kusvika 2 muzana kubva. 3 muzana muchikamu chekutanga chegore rinouya Chiyero chechipiri chechipiri chakaderedzwa kusvika ku3% kubva pa3.5%;fungidziro yekota yechitatu yakatemwa kusvika pa2.75% kubva pa3%.Bhanga reNyika rinotarisira kuti GDP chaiyo yeChina ichakura 8.0 muzana gore rino uye 5.1 muzana muna 2022. Hurumende yeJapan yakapedzisa hurongwa hwayo hwebhajeti yegore rezvemari ra2022, iyo inenge 107.6 trillion yen, bhajeti guru pane rakanyorwa.Japan ichapa 36.9 trillion yen mumabhondi matsva mune zvemari 2022. Huwandu hweUS hwakakura ne390,000 pakati paChikunguru na2021, chiyero che0.1 muzana, yekutanga kuwedzera kwepagore kubva 1937 isingasviki miriyoni imwe.
Mukuru weWHO, Tan Desai, akataura pamusangano wenhau kuGeneva kuti data yakaratidza kuti omicron mutant strain iri kupararira nekukurumidza kupfuura delta strain, vanhu vakabaiwa nenhomba nyowani yekudzivirira kana vakapora vanogona kutapukirwa nehutachiona zvakare. .Tinofanira kupedza denda idzva re coronavirus panosvika 2022, Tan akasimbisa.Hurumende yeSouth Korea yakaburitsa hurongwa hwehupfumi hwayo hwa2022, ichifungidzira kukura kweGDP ne4 muzana gore rino, kudzika ne0.2 muzana kubva pakufanotaura kwayo, uye kukura kwehupfumi kwe3.1 muzana gore rinouya, kukwira ne0.1 muzana kubva pakufanotaura kwayo.Mushure mekukwira kwe2.4 muzana gore negore, CPI ichakwira 2.2 muzana gore rinouya, 0.6 uye 0.8 muzana inodarika kupfuura yaitarisirwa kare.
2. Kutsvaga data
(1) mari
(2) data yeindasitiri
Mhedziso yemisika yemari
Remangwana reCommodity rakakwira svondo rino, kunze kweLME lead, iyo yakadonha.LME Zinc mitengo yakakwira zvakanyanya, ne4 muzana.Pamusika wepasi rose wemasheya, maChinese stocks ese akadonha, neinext index ichidzika zvakanyanya, ne4%, ukuwo maEuropean neUS stocks akakwira zvakanyanya.Mumusika wekunze wekunze, index yemadhora yakavhara pasi 0.57 muzana pa96,17.
Nhamba dzakakosha dzesvondo rinouya
360翻译字数限制為2000字符，超过2000字符的内容将不会被翻译China chepamutemo chekugadzira PMI chakakwira kusvika pa50.1 muna Mbudzi, kubva 50.11 Nyamavhuvhu.Zhang Liqun, muongorori akasarudzika neChina Logistics Information Center, akati: "Indekisi yaNovember PMI yakaratidza kunhonga kwakajeka uye yakadzoka pamusoro pemutsetse webhoom-and-bust line, zvichiratidza kuti hupfumi hweChina hwadzokera mukugadzikana." , akacherechedzawo kuti, dambudziko rekushaya kukwana rinoramba rakanyanya.Panguva imwecheteyo sekunetsekana kwekupa-kurerutsa, China inofanirwa kutarisa kune rakabatana basa rekuwedzera kudiwa kwemba.Kunyanya, isu tinofanirwa kupa zvizere basa rekudyara kwehurumende mukusimudzira mari mumabhizinesi, basa uye kushandiswa kwemhuri, kugadzirisa kuderera kunokonzerwa nekudzikiswa kwekuda nekukurumidza.Sezvo kubuda kwacho kuri kuramba kuchidzoka, PMI ichiri kutarisirwa kutenderera pedyo nelce muna Zvita.
(2) pfupiso yenhamba dzinokosha dzevhiki rinouya
Nguva yekutumira: Zvita-27-2021