Inovandudzwa Svondo yega yega pamberi pa8:00 am kuti uwane mufananidzo uzere wevhiki macro dynamics.
Pfupiso yevhiki: Macro Nhau: Li Keqiang mumusangano mukuru weChina State Council akasimbisa kukosha kwekusimbaradza kuyambuka-cyclical regulation;Li Keqiang mukushanya kuShanghai akasimbisa kukosha kwekuita hurongwa hwehurumende hwakanaka pamakambani emarasha uye emagetsi, akadai sekubhadhara mutero;The State Council General Office yakapa chiziviso pamusoro pekuwedzera kusimbisa rubatsiro kune mabhizimisi maduku nepakati;munaJanuary-Gumiguru nguva, purofiti yakazara yemabhizinesi eindasitiri pamusoro pehukuru hwenyika yakawedzera ne42.2% gore-pagore;Zvikumbiro zvekutanga zvemabhenefiti ekushaya mabasa zvakadzika kusvika pamakore makumi mashanu nemaviri svondo rino.Kutsvaga data: Panyaya yemari, bhangi repakati rakaisa 190 bhiriyoni yuan muvhiki;chiyero chekushanda kwe247 blast furnaces yakaongororwa naMysteel yakawira pasi pe70%;chiyero chekushanda kwe110 marasha ekugezesa marasha munyika yose yakaramba yakagadzikana;uye mutengo wemarasha emagetsi wakaramba wakagadzikana apo iron ore, rebar uye simbi yakakwira zvakanyanya mukati mevhiki, mitengo yemhangura yakadonha, mitengo yesimende yakadonha, mitengo yekongiri yakadonha, vhiki avhareji yemazuva ese ye49,000 yevatakuri mota dzekutengesa, pasi 12% , BDI. yakakwira 9%.Mari Markets: Ese makuru ezvigadzirwa ramangwana akadonha svondo rino kunze kweLME inotungamira;masheya epasi rose akasimuka muChina chete, aine misika yeUS neEurope ichidonha;uye indekisi yedhora yakadonha 0.07% kusvika 96.
1. Yakakosha Macro Nhau
Mutungamiri Xi Jinping vakatungamira musangano wechimakumi maviri nembiri weCentral Commission wekuvandudza kwakadzama, vachisimbisa kukosha kwekuvandudza dhizaini yese yemusika wemagetsi, zviwanikwa zvemagetsi munyika kuti uwane huwandu hwakakura hwekugovana uye kugovera kwakaringana. imwe neimwe.Musangano wacho wakaratidza kuti zvakakosha kusundira mberi kuvakwa kwemagetsi emagetsi kuti aenderane nekushandurwa kwemaitiro emagetsi, uye kukurudzira kubatanidzwa kwesimba idzva mukutengeserana kwemusika nenzira yakarongeka.Musangano uyu wakasimbisawo kukosha kwekusimudzira kuumbwa kwedenderedzwa rakanaka resainzi uye tekinoroji, indasitiri nezvemari, uye nekumhanyisa shanduko nekushandiswa kwebudiriro yesainzi uye tekinoroji.Mangwanani emusi wa22 Mbudzi, Mutungamiriri weChina Xi Jinping vakapinda uye vakatungamira musangano wepachiitiko chemakore makumi matatu ekutanga kwehukama hwenhaurirano pakati peChina neASEAN kuburikidza nevhidhiyo link muBeijing.Xi akazivisa zviri pamutemo kuumbwa kweChina ASEAN Comprehensive Strategic Partnership, uye akataura kuti China ichaita zvizere chikamu chechibvumirano chekudyidzana kwehupfumi hwenyika, kutanga kuvaka ASEAN-China Yemahara Trade Area 3.0, China ichaedza kuunza US $150. mabhiriyoni ezvigadzirwa zvekurima kubva kuASEAN mumakore mashanu anotevera.Mukutarisana nekudzvanyirira kutsva kwehupfumi, musangano mukuru weChina State Council, unotungamirwa naMutungamiriri weHurumende Li Keqiang, wakadaidzira kusimbaradza kuchinjika, uku uchienderera mberi nekuita basa rakanaka mukutonga nekudzivirira zvikwereti zvehurumende. uye kugadzirisa njodzi, kupa kutamba kwakazara kubasa rechikwereti chakakosha mari mukusimudzira mari dzevanhu.Tichakurumidza kuburitswa kwehuwandu hwasara hwezvisungo zvakakosha gore rino uye toedza kugadzira mamwe mabasa emhando yekutanga kutanga kwegore rinouya.
Kubva Mbudzi 22 kusvika 23, Mutungamiriri Li Keqiang, nhengo yePolitburo yeCommunist Party yeChina, akashanyira Shanghai.Li Keqiang akati hurumende dzematanho ese dzinofanira kusimbisa rutsigiro rwadzo, kusanganisira kuita hurongwa hweHurumende hwekubvisa mutero kumabhizinesi emarasha nemagetsi, kuita basa rakanaka rekudyidzana nekutumira, kuve nechokwadi chekugadzika kwemarasha ekugadzira magetsi, uye kugadzirisa dambudziko rekushomeka kwemagetsi mune dzimwe nzvimbo, kudzivirira kubuda kwechiitiko chitsva che "Power cut-off".
The State Council General Office yakapa chiziviso pamusoro pekuwedzera kusimbisa tsigiro ye smes, iyo yakati: (1) kurerutsa kumanikidzwa kwekukwira kwemitengo.Tichasimbisa kutariswa kwezvinhu uye yambiro yekukurumidza, kusimbisa mutemo wemusika wekugovera uye kudiwa, uye kumisa zviitiko zvisiri pamutemo zvakaita sekuhodha nekuita purofiti, uye kukwidza mitengo.Tichatsigira masangano emaindasitiri uye mabhizinesi akakura mukuvaka-inoda docking mapuratifomu emaindasitiri akakosha, uye nekusimbisa vimbiso uye masevhisi ekuisa zvinhu zvezvakagadzirwa uye zvakagadziriswa.(2) kukurudzira makambani emangwana kuti ape masevhisi ekuchengetedza njodzi kune smes, kuitira kuti avabatsire mukushandisa remangwana hedging maturusi kutarisana nenjodzi yekushanduka kukuru kwemitengo yezvinhu.(3) wedzera rutsigiro rwemari yekununura kubatsira mabhizinesi kubata nekumanikidzwa kwekukwira kwemitengo yezvinhu zvakabikwa, zvinhu uye mari yevashandi.(4) kukurudzira nharaunda umo mamiriro anobvumidza kuita nguva nenguva kurapwa kwekushandiswa kwemagetsi nemabhizinesi madiki uye madiki.Bazi rezvekutengeserana rakapa chirongwa chekusimudzira kutengeserana kwekunze kwechirongwa chegumi nemana chemakore mashanu.Munguva ye 14th yemakore mashanu chirongwa, kutengeserana kwekuchengetedza hurongwa huchawedzera kuvandudzwa.Kunobva kunze kwechikafu, zviwanikwa zvesimba, matekinoroji akakosha uye zvikamu zvakasara zvakasiyana zvakanyanya, uye kudzivirira njodzi uye kudzora masisitimu ekunetsana kwekutengeserana, kutonga kunze kwenyika uye kusununguka kwekutengeserana zvakanyanya kunaka.Mumwedzi gumi yekutanga ya2019, purofiti yese yemabhizinesi eindasitiri pamusoro peiyo nyika yakasvika 7,164.99 bhiriyoni yuan, yakakwira 42.2% gore-pagore, yakakwira 43.2 muzana kubva muna Ndira kusvika Gumiguru 2019, uye avhareji yekuwedzera ye19.7 muzana mune mbiri. makore.Pakati peizvi, purofiti yemafuta epetroleum, marasha uye mamwe maindasitiri ekugadzira mafuta akawedzera ne5.76 nguva, indasitiri yemafuta uye gasi yekubvisa yakawedzera ne2.63 nguva, indasitiri yekuchera marasha uye yekugeza marasha yakawedzera ne2.10 nguva, uye Non-ferrous simbi. uye indasitiri yecalendering yakawedzera ne1.63 nguva, Ferrous uye maindasitiri ekarenda akawedzera 1.32 nguva.
Mwaka wakagadziridzwa zvichemo zvekutanga zvemabhenefiti ekushaya basa aive 199,000 kwevhiki yakapera Nov. 20, iyo yakaderera nhanho kubva 1969 uye inofungidzirwa 260,000, kubva ku268,000, maererano neUnited States Dhipatimendi reBasa.Huwandu hwevanhu vekuAmerica vari kuramba vachitsvaga rubatsiro rwekusashanda kwesvondo rakapera Nov. 13 hwaive miriyoni 2.049, kana 2.033 miriyoni, kubva pamamiriyoni 2.08.Kudzikira kwakakura-kupfuura-kwaitarisirwa kunogona kutsanangurwa nemagadzirirwo akaitwa nehurumende data rembishi rekuchinja kwemwaka.Kugadziridzwa kwemwaka kunotevera kuwedzera kweanosvika zviuru gumi nezvisere mumashoko ekutanga ekushaya mabasa svondo rapfuura.
(2) Nhau Flash
Kuitira kuita zvinofungwa neCentral Committee yeCommunist Party yeChina (CPC) uye State Council pamusoro pekudzika hondo yekurwisa kusvibiswa uye kutonga, Ministry of Ecological Environment yakaita hurongwa hutsva, ichiwedzera mabasa maviri akakosha uye kutumira masere. mishandirapamwe inokosha.Basa rekutanga idzva uye rakakosha nderekusimbisa kurongeka kwekutonga kwePM2.5 uye ozone, uye kuendesa uye kuita iyo hondo yekubvisa inorema kusvibiswa kwemamiriro ekunze uye hondo yekudzivirira nekudzora kusvibiswa kweozone.Basa rechipiri nderekushandisa hurongwa hukuru hwenyika, Hondo nyowani yekuchengetedzwa kwezvisikwa uye kutonga kweYellow River.Sekureva kweBazi reCommerce, chibvumirano chekutengeserana chemahara chechina-cambodia chichatanga kushanda muna Ndira 1,2022.Pasi pechibvumirano ichi, chikamu chezvinhu zvisingabhadharisi zvezvinhu zvinotengeswa nemativi ose zvasvika pazvikamu makumi mapfumbamwe kubva muzana, uye kuzvipira kuvhura misika yekutengeserana mumasevhisi kunoratidza mwero wepamusoro wevadyidzani vasingabhadharisi vanopihwa nedivi rega rega.Sekureva kweBazi Rezvemari, 6,491.6 bhiriyoni yuan yemabhondi ehurumende yenzvimbo yakapihwa nyika kubva munaNdira kusvika Gumiguru.Pazvese izvi, 2,470.5 bhiriyoni yuan mumabhondi akajairwa uye 4,021.1 bhiriyoni yuan mumabhondi akakosha akapihwa, ukuwo 3,662.5 bhiriyoni yuan mumabhondi matsva uye 2,829.1 bhiriyoni mumabhondi ekudzorera akapihwa, akaputswa nechinangwa.
Sekureva kweBazi reMari, purofiti yemabhizinesi ehurumende kubva muna Ndira kusvika Gumiguru yakasvika 3,825.04 bhiriyoni yuan, yakakwira 47.6 muzana gore negore uye avhareji yemakore maviri kuwedzera kwe14.1 muzana.Mabhizinesi epakati akaverengera 2,532.65 bhiriyoni yuan, kuwedzera kwe44.0 muzana pagore-pagore uye avhareji yekuwedzera ye14.2 muzana mumakore maviri: makambani ehurumende emunharaunda akaverengera 1,292.40 bhiriyoni yuan, kuwedzera kwe55.3 muzana pagore-pagore. uye kuwedzera kweavhareji ye13,8 muzana mumakore maviri.Mutauriri weChina Banking Regulatory Commission (CBRC) akati kudiwa kwezvikwereti zvine musoro zvekutengesa zvivakwa kwazadzikiswa.Pakupera kwaGumiguru, zvikwereti zvezvivakwa nemabhanga emari masangano zvakakura 8.2 muzana kubva pagore rapfuura uye zvakaramba zvakagadzikana.Zvinosimbiswa kuti kuderedzwa kwekabhoni hakufanire kuve "saizi imwe-inokwana-yese" kana "Sport-style", uye kuti zvine musoro kiredhiti rutsigiro runofanira kupihwa kune vane hunyanzvi hwemagetsi emarasha nemabhizinesi emarasha nemapurojekiti, uye kuti zvikwereti hazvifanirwe kunge zvisingaite. kudhonzwa kana kuchekwa.China's macro-economic Forum (CMF) yakaburitsa chirevo chakafanotaura kukura kweGDP kwe3.9% mukota yechina uye kukura kwehupfumi kwepagore kwe8.1% kuzadzisa chinangwa chekukura kwepagore chinodarika 6%.Iyo US GDP yekota yechitatu yakagadziridzwa pamwero wepagore we2.1 muzana, 2.2 muzana uye yekutanga mwero we2 muzana.Yekutanga Markit yekugadzira PMI yeUnited States yakakwira kusvika pa59.1 muna Mbudzi, ine mutengo wekuisa sub-index padanho rayo repamusoro kubvira marekodhi akatanga muna 2007.
MuUnited States, nheyo yepamusoro yePCE mutengo yakasimuka 4.1 muzana munaOctober kubva mugore rapfuura, iyo yepamusoro-soro kubva ku1991, uye inotarisirwa kukwira 4.1 muzana, kubva ku3.6 muzana mumwedzi wapfuura.Munharaunda yeEuro, PMI yekutanga yezvigadzirwa zvekugadzira yaiva 58.6, ine chirevo che57.3, ichienzaniswa ne58.3;iyo yekutanga PMI yebasa rebasa yaive 56.6, ine fungidziro ye53.5, ichienzaniswa ne54.6;uye Composite Pmi yaiva 55.8, ine fungidziro ye53.2, zvichienzaniswa ne54.2.Mutungamiri Biden vanodoma Powell kune imwe temu uye Brenard semutevedzeri wasachigaro weFederal Reserve.Musi waNovember 26, World Health Organization yakaronga musangano wechimbichimbi wokukurukura B. 1.1.529, korona itsva yakasiyana-siyana.WHO yakapa chirevo mushure memusangano, ichinyora dhizaini se "Concern" mutsauko uye ichipa zita rekuti Omicron.Sangano reWorld Health Organisation rinoti rinogona kutapuriranwa zvakanyanya, kana kuwedzera njodzi yekurwara zvakanyanya, kana kuderedza kushanda kwekuongororwa kwazvino, vaccin uye kurapwa.Misika yemastock epamusoro-soro, goho rehurumende remabhondi nemidziyo yakaderera zvakanyanya, mitengo yemafuta ichikwira inosvika madhora gumi padhiramu.Mastock eUS akavhara 2.5 muzana akadzikira, kuita kwavo kwakaipisisa kwezuva rimwe kubva mukupera kwaGumiguru 2020, masheya eEurope akatumira kudonha kwavo kukuru kwezuva rimwe mumwedzi gumi nenomwe, uye masheya eAsia Pacific akanyura mubhodhi, sekureva kweDow Jones Industrial Average.Kudzivirira kuputika kweasset uye kudzivirira kuwedzera inflation, Bank of Korea yakakwidza mhindu ne25 basis points kusvika 1 muzana.Bhanga repakati reHungary rakasimudzawo dhipoziti yevhiki imwe nemakumi mana mapoinzi kusvika pa2,9 muzana.Bhanga guru reSweden rakasiya mubereko waro wemubereko usina kuchinjwa pa0%.
2. Kutsvaga data
(1) mari
(2) data yeindasitiri
Mhedziso yemisika yemari
MuCommodity Futures, zvese zvakakura zvemangwana remangwana zvakadonha kunze kweLME lead, iyo yakakwira 2.59 muzana mukati mesvondo.WTI mafuta asina kuchena akadonha zvakanyanya, ne9.52 muzana.Pamusika wepasi rose wemasheya, maChinese stocks akakwira zvishoma, ukuwo Europe neUS stocks dzakadonha zvakanyanya.Mumusika wemari yekunze, indekisi yemadhora yakavhara pasi ne0.07 per cent pamakumi mapfumbamwe nematanhatu.
Nhamba dzakakosha dzesvondo rinouya
1. China ichaburitsa PMI yayo yekugadzira munaNovember
Nguva: Chipiri (1130) mhinduro: Muna Gumiguru, iyo PMI yekugadzira yakawira ku49.2%, pasi pe0.4 muzana kubva pamwedzi wapfuura, nekuda kwekuenderera mberi kwemagetsi emagetsi uye mitengo yakakwira yezvimwe zvigadzirwa, maererano neNational Bureau of Statistics of iyo People's Republic of China, iyo boom yekugadzira yakaderera sezvo ichiramba iri pazasi penzvimbo yakaoma.Iyo composite PMI yakabuda indekisi yaive 50.8 muzana, yakaderera 0.9 muzana kubva pamwedzi wapfuura, zvichiratidza kuderera mukuwedzera kwese kwebhizinesi rekuita muChina.China yepamutemo yekugadzira PMI inotarisirwa kutora zvishoma munaNovember.
(2) pfupiso yenhamba dzinokosha dzevhiki rinouya
Nguva yekutumira: Nov-30-2021