Musoro weNhau: Komisheni yeCentral Reform inotsidzira kusimudzira matura emidziyo uye mitemo;hurukuro dzenguva dzose pamusoro pezvigadzirwa;Li Keqiang anodaidzira shanduko yesimba;Kuwedzera kwekuwedzera kwekugadzirwa kwemarudzi akawanda muna Nyamavhuvhu;Mari yekubhadhara isiri yepurazi yakadonha zvakanyanya pane zvaitarisirwa muna Nyamavhuvhu uye zvichemo zvekutanga zvemabhenefiti ekushaikwa kwemabasa zvakawira kune imwe yakaderera muvhiki.
Kutsvaga data: Panyaya yemari, bhanga guru rakawana 40 bhiriyoni yuan mukati mevhiki;Ongororo yaMysteel ye247 blast furnaces yakaratidza mwero wekushanda wakafanana nesvondo rapfuura, ine 110 marasha ekugezesa mafesheni anoshanda pa70 muzana yezviteshi zvakaparadzana mavhiki mana;uye mitengo yesimbi yakaderera ne9 muzana mukati mevhiki, mitengo yemarasha anopisa, rebar uye mhangura yakapfava yakawedzera zvakanyanya, mitengo yesimende yakawedzera uye mitengo yekongiri yakaramba yakagadzikana, avhareji yemazuva ese kutengeswa kwemotokari dzinotakura vanhu yakaderera ne12% kusvika 76,000 mukati mevhiki, uye BDI yakadonha
Mari Markets: Major Commodity Futures Rose Vhiki Ino;misika yepasi rose yaive yakaderera;iyo dhora index yakadonha 0.6% kusvika 92.13.
1. Yakakosha Macro Nhau
1. Kutarisa pamisangano makumi maviri neimwe yeCentral Commission for Comprehensive Reform inotungamirwa neMutungamiriri weChina Xi Jinping, iyo yakasimbisa kukosha kwekuvandudza mashandiro emusika weiyo strategic reserves uye kuwedzera pfuma yekuchengetedza uye masimba ekutonga, tichashandisa zvirinani. yehurongwa hwekuchengetedza kudzikamisa musika;nyatso kudzora kupinda kune "mbiri dzakakwirira" mapurojekiti uye kusimudzira nyowani yakasvibira uye yakaderera-kabhoni kukura kwekukurumidza;kusimbisa anti-monopoly uye anti-Unfair makwikwi mutemo;uye simbisa hondo yekurwisa kusvibiswa.Musi waGunyana 1, Mutungamiriri Li Keqiang vakatungamira musangano weChina State Council musangano wekugadzirisa zvinhu zvakaita semitengo yakakwira yezvinhu zvinokonzeresa kukwira kwemitengo yekugadzira nekushandisa, kuwedzera maakaundi anotambirwa, uye kukanganisa kwedenda, pahwaro hwegwaro. zvemabhizinesi anobatsira, isu tinofanirwa kutora mamwe matanho kudzikamisa muviri mukuru wemusika, kudzikamisa basa uye kuchengetedza hupfumi huchimhanya munzvimbo inonzwisisika.
Musi waGunyana 3, Mutungamiriri Li Keqiang akapinda mhemberero yekuvhura ye2021 yekuvandudza kabhoni simba muTaiyuan nevhidhiyo.Tichakurudzira shanduko mukushandiswa kwesimba, kupa, tekinoroji uye hurongwa, kusimbisa kudyidzana kwenyika dzese pamativi ese uye nekusimudzira zvinobudirira shanduko yesimba, Li Keqiang akadaro.Tichiri kuita basa rakanaka rekuchinjika-kutenderera gadziriso ye macro-policy, isu ticha mhanyisa optimization uye kukwidziridzwa kwemaindasitiri chimiro, ruoko rwekutanga "kubvisa", tichinyatso kudzora chiyero chekugadzira kugadzirwa mune yakakwirira-inopedza simba uye yakanyanya kuburitsa. maindasitiri, uye yechipiri-ruoko "kuwedzera" , nesimba kuvandudza simba rekuchengetedza uye kuchengetedza kwezvakatipoteredza maindasitiri.
PMI yeChina yekugadzira yaive pamusoro peiyo yakakomba nhanho ye50.1 muna Nyamavhuvhu, yakaderera 0.3 muzana kubva pamwedzi wapfuura, sezvo kuwedzera muchikamu chekugadzira kwakadzikira.Iyo CAIXIN MANUFACTURING PMI yakawira ku49.2 muna Nyamavhuvhu, yekutanga chibvumirano kubva muna Chivabvu gore rapfuura.Iyo caixin yekugadzira PMI yakawira pasi peiyo yepamutemo yekugadzira PMI chikumbaridzo, zvichiratidza kudzvinyirira kukuru kumabhizinesi madiki uye epakati.
Iyo PMI yekugadzira yepasirese yakaratidza kunonoka maitiro muna Nyamavhuvhu.Iyo US yekugadzira PMI yakawira ku61.2, pasi pekutarisirwa kwe62.5, iyo yakaderera kubva muna Kubvumbi, nepo eurozone yekutanga kugadzira PMI yakarova makore maviri akaderera e61.5 Several Southeast Asia nyika, kusanganisira Vietnam, Thailand, Philippines, Malaysia neIndonesia, yakaramba ichiona kugadzira PMI chibvumirano muna Nyamavhuvhu.Izvi zvinoratidza kuti nyika kana matunhu makuru pasi rose anetesa danho rekusimbaradza hupfumi hwenyika.
Musi wa3 Gunyana Bazi reUnited States of Labor rakaburitsa nhamba dzinoratidza kuti mabasa mazana maviri nemakumi matatu neshanu chete akawedzerwa muchikamu chisiri chepurazi, zvichienzaniswa ne733,000 uye fungidziro yapfuura ye943,000.Mari yekubhadhara isiri yepurazi muna Nyamavhuvhu yakawira pasi pezvaitarisirwa pamusika.Vaongorori vemusika vakati data isina kusimba isiri-yepurazi ingatoodza moyo iyo Fed kubva mukudzikisa chikwereti chayo.CLARIDA, mutevedzeri wasachigaro weFed, akataura kuti kana kukura kwemabasa kukaramba kuchienderera mberi nemabasa mazana masere ezviuru, gavhuna weFed, Våler, akataura kuti mamwe mazana masere nemakumi mashanu emabasa anogona kuderedza kutenga chikwereti pakupera kwegore.
Zvikumbiro zvitsva zvemabhenefiti ekushaikwa kwemabasa muUnited States zvakadonha zviuru gumi nezvina kusvika zviuru mazana matatu nemazana matatu nemakumi mana musvondo rakapera Nyamavhuvhu 28, zvishoma zvirinani pane zvaitarisirwa, kusvika padanho rakaderera kubva pakatanga uye vhiki yechitanhatu yakatwasuka yekuderera, sekureva kweUnited States Department of Labor, inoratidza kuti musika webasa weUS unoramba uchivandudza.
Manheru emusi wa2 Gunyana, Mutungamiriri weChina Xi Jinping akapa kero yevhidhiyo paGlobal Services Trade Summit ye2021. Ticharamba tichitsigira kuvandudzwa kwemabhizinesi madiki nepakati, kudzamisa shanduko yebhodhi idzva rechitatu, gadza Beijing Stock Exchange, uye gadzira chinzvimbo chikuru chekushandira mabhizinesi madiki uye epakati nepakati, Xi akadaro.
Musi waGunyana 1,2021 China (Zhengzhou) International Futures Forum yakaitwa zviri pamutemo.Liu Shijin, nhengo yeMonetary Policy Committee yeCentral Bank, akataura kuti hupfumi hweChina hunogona kudzoka kunharaunda yakajairika muchikamu chechina, hapana shanduko yakakosha mune zvakakosha zvekupa uye kudiwa kwezvinhu. uye kuwedzera kwemitengo zvinhu zvenguva pfupi.VaFang Xinghai, mutevedzeri wasachigaro weChina Securities Regulatory Commission, vakati mukuwedzera kuvhurwa kwemisika yezvigadzirwa zveChina kuwedzera mitengo yemitengo.
State Council yakapa matanho akati wandei ekusimudzira shanduko uye kuvandudzwa kwekutengeserana uye Investment Facilitation munzvimbo yekuyedza yemahara yekutengeserana, nechinangwa chekumhanyisa kuvakwa kwenzvimbo yakavhurika, China ichakurumidza kuvakwa kwemaitiro matsva ebudiriro ane kutenderera kwakanyanya mudzimba. uye nekusimudzira pamwe chete kutenderera kwemumba nekunze, uye kuvaka musika wepasi rose weramangwana rekutengesa mutengo uye wakagara muRenminbi.
Musi waGunyana 4, Luo Tiejun, mutevedzeri wasachigaro weChina Iron and Steel Association, akataura kuti nguva pfupi yadarika madhipatimendi akakodzera ari kudzidza kutsigira kuvandudzwa kwesimba rekutsigira zviwanikwa zvesimbi, uye sangano richashanda pamwe chete kuita basa rakanaka mune izvi. shanda.Pane tarisiro yekuti mabhizinesi emigodhi yesimbi achaita nhamburiko dzakabatana kuwedzera kugadzirwa kwesimbi yemukati nematani anopfuura miriyoni zana munguva yechirongwa chemakore mashanu.
Bazi rezvemari rakapa denderedzwa pamusoro pekusimudzira kweYangtze Economic Zone nemari yekutsigira mitero, sekureva kwewebhusaiti yebazi iri.National Green Development Fund nemamwe mapurojekiti akakosha akatarisana nenzvimbo yehupfumi yeYangtze.Chikamu chekutanga cheNational Green Development Fund chichava 88.5 bhiriyoni yuan, nemari yepakati yehurumende ye10 bhiriyoni yuan uye kutora chikamu kwehurumende yepurovhinzi nehupfumi hwevanhu pamwe nerwizi rweYangtze.
Nhamba dzeBazi reCommerce dzinoratidza kuti kutengeserana kwesevhisi yeChina kwakaramba kuchikura kubva muna Ndira kusvika Chikunguru gore rino.Huwandu hwese hwemasevhisi anotengeswa kunze kwenyika uye kunze kwenyika hwakasvika 2,809.36 bhiriyoni yuan, yakakwira 7.3 muzana pagore, iyo 1,337.31 bhiriyoni yuan yakatengeswa kunze kwenyika, kusvika 23.2 muzana, nepo kunze kwenyika kwakasvika 1,472.06 bhiriyoni yuan, pasi ne4 muzana.
National Development and Reform Commission (NDRC) yakapa hurongwa hwekuita hwekusimudzira kuvakwa kwemhando yepamusoro kwemukoto mutsva wepasi-pagungwa kuMadokero panguva yechirongwa chemakore mashanu chegumi nemana.Urongwa uhu hunoti panosvika 2025 mukoto wezvehupfumi, unoshanda, wakanakira, wakasvibira uye wakachengetedzeka mutsva wepasi pegungwa kuMadokero uchange wapedzwa.Kuramba kusimbaradzwa kwenzira nhatu idzi kwaita basa rakakosha mukufambisa budiriro yehupfumi nemaindasitiri munzira.
ADP yakashandisa vanhu 374,000 muna Nyamavhuvhu, zvichienzaniswa ne625,000 inotarisirwa, kubva pa330,000.ADP payrolls muUS yakaramba ichivandudza kubva mwedzi wapfuura, asi yakadonha zvakanyanya pane zvaitarisirwa pamusika, zvichiratidza kudzoreredza kunonoka mumusika wevashandi weUS.
Kushaikwa kwekutengeserana kweUS kwakadzikira kusvika ku70.1 BN muna Chikunguru, zvichienzaniswa nekushomeka kwaitarisirwa kwe70.9 BN, zvichienzaniswa nekushaikwa kwekutanga kwe75.7 BN.
Iyo ISM yekugadzira index yaNyamavhuvhu yaive 59.9, zvichienzaniswa nekufanotaura kwe58.5 muna Chikunguru.Kubuda patsva kwezvakasaririra kunotsikirira kukanganiswa kwezvipo pakugadzira.Iyo Employment Index yakadzokera kumashure, iine mutengo wekubhadhara zvinhu padanho rayo rakaderera mumwedzi gumi nemiviri.
European Central Bank's Governing Council inoronga kumisa kutenga kwechimbichimbi bond muna Kurume gore rinouya.
Euro-zone inflation yakarova 10-gore yakakwirira ye3 muzana munaAugust, maererano nekutanga data yakabudiswa neEurostat pa31st.
Musi waGunyana 1, Central Bank yeChile yakashamisa misika nekusimudza mubereko ne75 basis points kusvika 1.5 per cent, kuwedzera kukuru munhoroondo yemakore makumi maviri eChile.
2. Kutsvaga data
(1) mari
3.Financial Market overview
Mukati mevhiki, commodity ramangwana, makuru emhando akasimuka.LME Nickel yakakwira zvakanyanya, pa4.58 muzana.PaGlobal Stock Market Front, misika zhinji yepasi rose yakadzikira.Pakati pavo, China Science uye Innovation 50 indekisi, gem indekisi akawira maviri okutanga, ukuwo, akawira 5.37% , 4.75%.Mumusika wemari yekunze, dhora remadhora rakavhara pasi 0.6 muzana pa92,13.
4.Vhiki rinotevera rakakosha
1. China ichaburitsa kiyi macro data yeNyamavhuvhu
Nguva: Chipiri kusvika China (9 / 7-9 / 9) mhinduro: Vhiki rinotevera China ichabudisa August Import uye kunze, kusanganiswa kwevanhu, M2, PPI, CPI uye mamwe mashoko anokosha ehupfumi.Kudivi rekutengesa kunze kwenyika, kugadzirwa kwemidziyo yekunze kwezviteshi zvisere zvehub muna Nyamavhuvhu kwakakwira kupfuura muna Chikunguru.Kusarira kumashure kwe-pre-odha uye kupararira kwekubuda kunze kwenyika kunogona kuwedzera kudiwa kwekunze kwezvinhu zveChinese.Mwero wekukura kunze kwenyika unogona kuramba uchichengetedza kusimba muna Nyamavhuvhu.Pamusoro pe data rezvemari, inofungidzirwa kuti chikwereti chitsva che 1.4 trillion yuan uye chikwereti chitsva che 2.95 trillion yuan chichawedzerwa muna Nyamavhuvhu, nepo mari yemusika wemasheya yakawedzera ne10.4% uye M2 ne8.5% gore negore.Iyo PPI inotarisirwa kuve 9.3% yoy muna Nyamavhuvhu, zvichienzaniswa ne1.1% muna Nyamavhuvhu.
(2) pfupiso yenhamba dzinokosha dzevhiki rinouya
Nguva yekutumira: Sep-06-2021