Vhiki mukuongorora:
Nhau Huru: Xi achaita musangano wevhidhiyo naBiden mangwanani aNovember 16, Beijing Nguva;kuburitswa kweGlasgow Joint Declaration on Strengthening Climate Action mu2020s;Makongiresi eTwenty National Communist Party akaitwa muBeijing muhafu yechipiri ya2022;CPI uye PPI yakasimuka 1.5% uye 13.5% maererano munaOctober;uye CPI muUS yakakwira kusvika 6.2% gore pagore muna Gumiguru, kuwedzera kukuru kubva muna 1990. Kutsvaga data: Panyaya yemari, bhangi repakati rakaisa mambure 280 bhiriyoni yuan muvhiki;mwero wekushanda we247 blast furnaces wakaongororwa naMysteel wakakwira ne1 muzana, uye mwero wekushanda we110 wekugezesa marasha zvirimwa munyika yose wakadonha kwemavhiki matatu akatevedzana;mitengo yesimbi, rebar uye marasha ekupisa zvese zvakadonha zvakanyanya mukati mesvondo, mitengo yemhangura yakakwira, mitengo yesimende yakadonha, mitengo yekongiri yakaramba yakagadzikana, avhareji yevhiki yemazuva ese kutengesa kwekutengesa kwemotokari dzevafambi 33,000, pasi 9% , BDI yakadonha 2.7%.Mari Markets: Zvese zvakakura zvemberi zvakasimuka svondo rino, kunze kwemafuta asina kuchena.Global stocks yakasimuka, kunze kweUS stocks.Iyo dhora index yakakwira 0.94% kusvika 95.12.
1. Yakakosha Macro Nhau
(1) tarisa panzvimbo dzinopisa
Musi wa13 Mbudzi, mutauriri webazi rezvekunze kwenyika, Hua Chunying, akazivisa kuti, nekubvumirana, mutungamiri weChina, Xi Jinping, achaita musangano wevhidhiyo nemutungamiri weAmerica, VaBiden, mangwanani emusi wa16 Mbudzi, nguva yeBeijing, kuti vachinjane maonero pamusoro pehukama hweChina nesu uye nyaya dze. kushushikana kwakafanana.China neUnited States dzakapa Glasgow Joint Declaration pamusoro pekusimbisa mamiriro ekunze muma2020s panguva yeUnited Nations Climate Change Conference muGlasgow.Mativi maviri aya akabvumirana kuumba "Boka rinoshanda mukusimbisa maitiro emamiriro ekunze muma2020s" kusimudzira kudyidzana kwenyika mbiri uye maitiro emarudzi akawanda pamusoro pekushanduka kwemamiriro ekunze.Chiziviso chinoti:
(1) China ichagadzira hurongwa hwenyika hwekuita pamethane kuti iwane mhedzisiro inoshamisa muma2020s.Pamusoro pezvo, China neUnited States dzinoronga kuita musangano wakabatana muhafu yekutanga ya2022 kuti vatarise nyaya dzakanangana dzekuyerwa kwemethane uye kuderedzwa kwekubuda, kusanganisira kutorwa kwemazinga ekudzikisa kuburitswa kwemethane kubva kufossil simba nemarara maindasitiri. uye kuderedza kuburitswa kwemethane kubva mukurima kuburikidza nekukurudzira uye zvirongwa.(2) kudzikisa kubuda kwecarbon dioxide, nyika mbiri idzi dzinoronga kushandira pamwe mukutsigira kubatanidzwa kunoshanda kwemitemo yekugovera-yakawanda, inodhura-yakaderera, inopindirana inovandudzwa simba, uye mukukurudzira chiyero chinoshanda chemitemo yekutapurirana kwemagetsi uye kudiwa kwese. nzvimbo yakakura yejogirafi;Kurudzira kubatanidzwa kweakagoverwa chizvarwa marongero emagetsi ezuva, kuchengetedza kwesimba uye mamwe akachena magetsi mhinduro padyo nekupera kwekushandiswa kwemagetsi;uye mitemo yekushandisa simba uye mitemo yekuderedza kushandiswa kwemagetsi.(3) United States yakagadza 100 muzana yemagetsi isina carbon-isina muna 2035. China ichaderedza zvishoma nezvishoma kushandiswa kwemarasha mukati mechirongwa che10 chemakore mashanu uye kuita nepainogona napo kuti basa iri rikurumidze.
Central Committee yeCommunist Party yeChina neState Council vakapa pfungwa dzekudzamisa hondo yekurwisa kusvibiswa.
(1) chinangwa chekudzikisa carbon dioxide emissions per unit yeGDP ne18 per cent kusvika 2025 kana ichienzaniswa ne2020. B) inotsigira nzvimbo, maindasitiri anokosha uye mabhizimisi makuru apo mamiriro ezvinhu anobvumira kutungamira pakusvika kumusangano achagadzira shanduko yenyika. adaptation strategy 2035. (3) munguva ye14 yemakore mashanu chirongwa, kukura kwemarasha kushandiswa kuchanyatsodzorwa, uye chikamu chekushandiswa kwesimba risiri-fossil kuchawedzera kusvika ku20%.Kana mamiriro akakodzera aibva, isu tichadzidza nzira yekuunza Volatile organic compound muchikamu chemutero wekuchengetedza kwezvakatipoteredza munguva yakafanira.(4) kusimudzira shanduko kubva kurefu-kuyerera bf-bof simbi kugadzira kupfupi-kuyerera EAF simbi.Nzvimbo dzakakosha dzinorambidza zvakanyanya simbi nyowani, coking, simende clinker, girazi rakafuratira, electrolytic aluminium, alumina, marasha kemikari kugadzira kugona.5. Kushandisa dhiziri yakachena motokari (injini) mushandirapamwe, kunyanya kubvisa motokari dzine mitemo yekubudisa mukati kana pasi pezinga renyika, kukurudzira kuratidzwa uye kushandiswa kwehydrogen mafuta emotokari, uye kukurudzira motokari dzemagetsi dzakachena nenzira yakarongeka.Central Bank yakatanga chirongwa chekutsigira kabhoni kutsigira kusimudzira kwenzvimbo dzakakosha senge simba rakachena, kuchengetedza simba nekuchengetedzwa kwezvakatipoteredza, uye tekinoroji yekudzikisa kabhoni, uye kuwedzera mari yakawanda yemagariro kusimudzira kuderedzwa kwekabhoni.Chinangwa chacho chinosarudzwa sesangano rezvemari yenyika.Bhanga guru, kuburikidza nenzira yakananga ye "Kukweretesa kutanga uye kukwereta gare gare," ichapa zvikwereti zvakakodzera zvekudzikisa kabhoni kumabhizinesi akakodzera munzvimbo yakakosha yekudzikisa kabhoni, pa60% yemukuru wechikwereti, mubereko uri 1.75 %.Sekureva kweNational Bureau of Statistics yePeople's Republic of China, iyo CPI yakakwira 1.5% muna Gumiguru kubva pagore rapfuura, ichitungamirwa nekuwedzera kwemitengo yezvekudya uye simba, kudzoreredza mwedzi mina yekudzika.Iyo PPI yakasimuka 13.5% muna Gumiguru kubva gore rapfuura, marasha Migodhi uye kuwacha uye mamwe maindasitiri masere akasanganiswa maitiro PPI akasimuka anenge 11.38 muzana mapoinzi, anopfuura 80% yekuwedzera kwese.
Indekisi yemitengo yevatengi yeUS yakakwira kusvika ku6.2 muzana gore negore muna Gumiguru, kukwira kwayo kukuru kubva muna 1990, zvichiratidza kuti inflation ichatora nguva yakareba kuti ikwire kupfuura zvaitarisirwa, zvichiisa kumanikidza kuFed kuti ikwidze mhindu nokukurumidza kana kuderedza nokukurumidza;CPI yakakwira 0.9 muzana mwedzi-pa-mwedzi, yakakura mumwedzi mina.CPI yakakosha yakasimuka 4.2 muzana gore negore, kuwedzera kwayo kukuru kwegore negore kubvira 1991. Zvichemo zvekutanga zvekushaya basa zvakawira kune imwe yakaderera ye267,000 muvhiki yakapera November 6, pasi kubva ku269,000, maererano neUnited States Department of Labor.Zvikumbiro zvekutanga zvemabhenefiti ekushaya basa zvave kuderera kubva pavakapfuura mazana mapfumbamwe nemakumi mapfumbamwe muna Ndira uye vave kusvika pre-denda mazinga anosvika mazana maviri nemakumi maviri pasvondo.
(2) Nhau Flash
The Sixth Plenary Session ye 19th Central Committee yeCommunist Party of China yakaitirwa muBeijing kubva muna Mbudzi 8 kusvika 11. Plenum yakasarudza kuti Twenty National Congresses yeChinese Communist Party yaizoitirwa muBeijing muhafu yechipiri ya2022. Musangano weplenary wakaita kuti kubva pamusangano weNational Congress weChina wechigumi nesere, kuenzana, kuwirirana uye kusimbaradza kwekusimudzira upfumi hweChina kwakawedzera zvakanyanya, uye simba renyika rehupfumi, sainzi neruzivo rwemichina uye Simba reNyika Rakazara zvakwira kusvika padanho idzva. level.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.Panguva imwecheteyo, isu tichaita mabasa akakosha ekusimudzira uye kugadzirisa pakupera kwegore uye kutanga kwegore nenzira yakagadzikana uye yakarongeka, kuita basa rakanaka mukuchinjika-cyclical kugadzirisa, kuita chirongwa chakanaka. basa rehupfumi hwegore rinouya, uye nemoyo wose kuita basa rakanaka mukuona kuwanikwa uye kugadzikana kwemitengo yesimba uye zvakakosha zvehupenyu hwevanhu munguva ino yechando uye inotevera.Maererano nenhamba dzetsika, mumwedzi gumi yekutanga yegore rino, kutengeswa nekutengeswa kweChina kwakasvika 31.67 trillion yuan, 22,2% gore negore uye 23,4 muzana gore negore.Pakati peizvi, 17.49 trillion yuan yakatengeswa kunze kwenyika, kusvika 22.5 muzana gore negore, kusvika 25 muzana kubva panguva imwe chete muna 2019;14.18 trillion yuan yakatengeswa kunze kwenyika, yakakwira 21.8 muzana gore-pa-gore, yakakwira 21.4 muzana kubva panguva imwe cheteyo muna 2019;uye mari yekutengeserana yaive 3.31 trillion yuan, yakakwira 25.5 muzana gore negore.
Maererano neCentral Bank, M2 yakakura ne8,7% gore negore pakupera kwaOctober, yakakwirira kudarika zvinotarisirwa zvemusika zve8.4%;zvikwereti zvitsva zverenminbi zvakawedzera ne826.2 bhiriyoni yuan, zvichikwira ne136,4 Bhiriyoni Yuan;uye mari yemagariro yakawedzera ne 1.59 trillion yuan, yakakwira ne197 bhiriyoni yuan, mari yezvemagariro evanhu yaive 309.45 trillion yuan pakupera kwaGumiguru, yakakwira 10 muzana gore negore.Mari yekune dzimwe nyika yeChina yakamira pamadhora 3,217.6 bhiriyoni pakupera kwaGumiguru, yakakwira madhora bhiriyoni gumi nemanomwe, kana kuti 0.53 muzana, kubva pakupera kwaGunyana, maererano nedata rakaburitswa neHurumende yeKune dzimwe nyika.Yechina China International Import Expo ichavhara muna Mbudzi 10, paine kuwedzera kwemari yedu $70.72 bhiriyoni.Pana 202111, kukosha kwekutengesa kweTMALL 11 kwakasvika pakakwirira pa540.3 bhiriyoni yeyuan, ukuwo huwandu hwemirairo yakaiswa paJD.com 11.11 yakasvika 349.1 bhiriyoni yuan, ichiisawo rekodhi nyowani.Sangano reAsia-Pacific Economic Cooperation rakaburitsa ongororo yemamiriro ehupfumi, richifungidzira kuti hupfumi hwenhengo dze APEC huchakura nezvikamu zvitanhatu kubva muzana muna 2021 uye hudzikama pa4.9 muzana muna 2022. Nharaunda yeAsia Pacific iri kutarisirwa kukura ne8% muna 2021 mushure mekuita kondirakiti. ne 3.7% muhafu yekutanga ye 2020. Komisheni yakasimudza maonero ayo ekukwira kwemitengo ye eurozone gore rino uye pedyo ne 2.4 muzana uye 2.2 muzana zvakateerana, asi inofungidzira kuderera kwakanyanya kusvika 1.4 muzana mu2023, pasi peECB's 2. kubva muzana chinangwa.European Commission yakasimudza GDP yayo yekukura kweiyo eurozone kusvika ku5% gore rino uye inofanotaura kukura kwe4.3% mu2022 uye 2.4% muna 2023. MuUnited States, PPI yakasimuka 8.6 muzana gore negore munaOctober, ichigara. pamwero wepamusoro wemakore gumi, nepo mwedzi-pa-mwedzi kuwedzera kwakawedzera kusvika ku0.6 muzana, maererano nekufanotaura.US core PPI yakakwira 6.8 muzana gore-pagore uye 0.4 muzana mwedzi-pamwedzi muna Gumiguru.Fumio Kishida akasarudzwa seMutungamiriri we101st weJapan muna Mbudzi 10,2010, musarudzo yakasarudzwa nemaoko yechigaro chemutungamiri muimba yepasi yeDiet.
2. Kutsvaga data
(1) mari
(2) data yeindasitiri
Mhedziso yemisika yemari
Pakati pesvondo, remangwana rezvigadzirwa, remangwana rezvinhu zvikuru kunze kwemafuta asina kuchena akadonha, mamwe akasimuka.Aluminium ndiyo yaive yakawana zvakanyanya pa5.56 muzana.Mumusika wepasi rose wemasheya, kunze kweiyo US stock market inodonha, mamwe ese anosimuka.Mumisika yemari yekunze, index yemadhora yakavhara 0.94 muzana pa95.12.
Nhamba dzakakosha dzesvondo rinouya
1. China ichaburitsa data pamusoro peiyo fixed asset investment yaGumiguru
Nguva: Muvhuro (1115) inotsanangura: The National Bureau of Statistics yePeople's Republic of China inotarisirwa kusunungura nyika yose yakagadziriswa yeasset investment (kunze kwevarimi) data kubva munaJanuary kusvika munaOctober munaNovember 15. Fixed Asset Investment (kunze kwevarimi) inogona kusimuka 6.3 muzana kubva muna Ndira kusvika Gumiguru, maererano nekufanotaura nemapoka manomwe eXinhua emari nehupfumi.Institutional Analysis, kushandiswa kwesimba kaviri kutonga pamusoro pekugadzirwa kwemaindasitiri;real estate investimendi nekukanganisa kweiyo yapfuura real estate policy kana zvakanyanya kuratidzwa.
(2) pfupiso yenhamba dzinokosha dzevhiki rinouya
Nguva yekutumira: Nov-15-2021