Hloov kho txhua hnub Sunday ua ntej 8:00 sawv ntxov kom tau txais daim duab tag nrho ntawm lub limtiam macro dynamics.
Cov ntsiab lus ntawm lub lim tiam: Macro Xov Xwm: Li Keqiang nyob rau hauv Tuam Tshoj Lub Xeev Pawg Thawj Coj lub rooj sib tham tau hais txog qhov yuav tsum tau ua kom muaj kev sib tw hla kev sib tw;Li Keqiang hauv kev mus ntsib Shanghai tau hais txog qhov yuav tsum tau ua raws li lub xeev txoj cai zoo ntawm kev lag luam thee thiab hluav taws xob, xws li kev ncua se;Lub Xeev Council General Office tau tshaj tawm tsab ntawv ceeb toom txog kev ntxiv dag zog rau kev pab rau cov lag luam me thiab nruab nrab;nyob rau lub Ib Hlis-Lub Kaum Hli, tag nrho cov txiaj ntsig ntawm kev lag luam kev lag luam siab tshaj qhov loj ntawm lub teb chaws tau nce 42.2% xyoo-rau-xyoo;Thawj qhov kev thov rau cov nyiaj poob haujlwm poob rau 52 xyoo qis rau lub lim tiam no.Cov ntaub ntawv taug qab: Hais txog cov nyiaj, lub tuam txhab nyiaj hauv nruab nrab muab 190 billion yuan rau lub lim tiam;qhov kev khiav hauj lwm tus nqi ntawm 247 blast furnaces soj ntsuam los ntawm Mysteel poob qis dua 70% ;kev khiav hauj lwm tus nqi ntawm 110 thee ntxhua khaub ncaws thoob plaws lub teb chaws tseem nyob ruaj khov;thiab tus nqi ntawm cov hluav taws xob hluav taws xob tseem nyob ruaj khov thaum hlau ore, rebar thiab steel tau nce siab nyob rau lub asthiv, cov nqi tooj liab poob, cov nqi cement poob, cov nqi pob zeb poob, lub lim tiam nruab nrab ntawm 49,000 tus neeg caij tsheb cov tsheb muag khoom muag, nqis 12%, BDI. nce 9%.Kev Lag Luam Nyiaj Txiag: Txhua yam khoom lag luam loj yav tom ntej poob rau lub lim tiam no tshwj tsis yog LME lead;Cov khoom lag luam thoob ntiaj teb tau nce hauv Suav teb nkaus xwb, nrog rau ob qho tib si Asmeskas thiab European kev lag luam poob;thiab cov nyiaj daus las poob qis 0.07% rau 96.
1. Xov xwm tseem ceeb Macro
Thawj Tswj Hwm Xi Jinping tau ua tus thawj tswj hwm nees nkaum ob lub rooj sib tham ntawm Central Commission rau kev hloov kho kom tob zuj zus, hais txog qhov xav tau los txhim kho tag nrho cov qauv tsim hluav taws xob ua lag luam, cov peev txheej hluav taws xob hauv lub tebchaws kom ua tiav ntau yam kev sib koom thiab kev faib tawm zoo tshaj plaws. ib leeg.Lub rooj sib tham tau taw qhia tias nws yuav tsum tau thawb mus rau kev tsim kho lub zog ua lag luam mechanism kom hloov mus rau kev hloov pauv ntawm cov qauv siv hluav taws xob, thiab txhawb kev koom tes ntawm lub zog tshiab hauv kev ua lag luam kev lag luam kom zoo.Lub rooj sib tham tseem tau hais txog qhov xav tau los txhawb kev tsim lub voj voog tsim txiaj ntawm kev tshawb fawb thiab thev naus laus zis, kev lag luam thiab nyiaj txiag, thiab ua kom lub zog hloov pauv thiab siv cov kev ua tiav ntawm kev tshawb fawb thiab thev naus laus zis.Thaum sawv ntxov Lub Kaum Ib Hlis 22, Suav Thawj Tswj Hwm Xi Jinping tau koom thiab ua tus thawj tswj hwm lub rooj sib tham nyob rau lub sijhawm 30 xyoo ntawm kev tsim kev sib tham ntawm Tuam Tshoj thiab ASEAN los ntawm kev sib txuas video hauv Beijing.Xi tau tshaj tawm txoj kev tsim ntawm Tuam Tshoj ASEAN Comprehensive Strategic Partnership, thiab taw qhia tias Tuam Tshoj yuav ua lub luag hauj lwm ntawm lub regional comprehensive economic kev koom tes daim ntawv cog lus, launched kev tsim kho ntawm ASEAN-Tuam Tshoj Free Trade Area 3.0, Tuam Tshoj yuav siv sij hawm rau import US $ 150. billion ntawm cov khoom ua liaj ua teb los ntawm ASEAN hauv tsib xyoos tom ntej.Nyob rau hauv lub ntsej muag ntawm kev poob qis tshiab ntawm kev lag luam, Tuam Tshoj Lub Xeev Pawg Thawj Coj lub rooj sib tham, thawj coj los ntawm Thawj Tswj Hwm Li Keqiang ntawm Lub Xeev Pawg Neeg Saib Xyuas, tau thov kom ntxiv dag zog rau kev hloov pauv hloov pauv, thaum txuas ntxiv ua haujlwm zoo hauv tsoomfwv hauv nroog tswj hwm thiab tiv thaiv. thiab daws cov kev pheej hmoo, muab kev ua si tag nrho rau lub luag haujlwm ntawm cov nuj nqis tshwj xeeb hauv kev txhawb nqa nyiaj txiag kev sib raug zoo.Peb yuav ua kom nrawm tshaj qhov kev tshaj tawm ntawm cov nyiaj tshwj xeeb ntawm daim ntawv cog lus rau xyoo no thiab siv zog los tsim cov khoom ua haujlwm ntau dua thaum ntxov xyoo tom ntej.
Txij thaum Lub Kaum Ib Hlis 22 txog 23, Thawj Tswj Hwm Li Keqiang, tus tswvcuab ntawm Pawg Neeg Saib Xyuas Kev Ncaj Ncees ntawm Tuam Tshoj tau mus xyuas Shanghai.Li Keqiang tau hais tias tsoomfwv txhua theem yuav tsum ntxiv dag zog rau lawv txoj kev txhawb nqa, suav nrog kev siv lub Xeev cov cai ntawm kev them se rau cov chaw lag luam roj thiab hluav taws xob, ua haujlwm zoo ntawm kev sib koom tes thiab xa tawm, ua kom muaj kev ruaj khov ntawm cov khoom siv hluav taws xob rau kev tsim hluav taws xob, thiab kev daws teeb meem. teeb meem ntawm hluav taws xob tsis txaus nyob rau qee qhov chaw, txhawm rau tiv thaiv qhov tshwm sim tshiab "Power cut-off" tshwm sim.
Lub Xeev Council General Office tau tshaj tawm tsab ntawv ceeb toom txog kev ntxiv dag zog rau kev txhawb nqa rau smes, uas tau hais tias: (1) kom yooj yim rau lub siab ntawm cov nqi nce.Peb yuav ntxiv dag zog rau kev saib xyuas cov khoom lag luam thiab ceeb toom ntxov, ntxiv dag zog rau kev tswj hwm kev lag luam ntawm cov khoom siv thiab kev xav tau, thiab rhuav tshem cov haujlwm tsis raug cai xws li kev nyiag khoom thiab kev ua lag luam, thiab tsav tsheb nce nqi.Peb yuav txhawb cov koom haum kev lag luam thiab cov lag luam loj hauv kev tsim khoom-xav tau docking platforms rau cov lag luam tseem ceeb, thiab ntxiv dag zog rau kev lav thiab docking cov kev pabcuam rau cov khoom siv raw thiab ua tiav.(2) txhawm rau txhawb cov tuam txhab yav tom ntej los muab kev tswj hwm kev pheej hmoo rau smes, txhawm rau pab lawv siv cov cuab yeej tiv thaiv yav tom ntej los tiv thaiv kev pheej hmoo ntawm kev hloov pauv loj ntawm cov khoom siv raw khoom.(3) nce kev txhawb nqa ntawm cov nyiaj cawm siav los pab cov tuam txhab tiv thaiv kev nyuaj siab ntawm kev nce nqi ntawm cov khoom siv raw, logistics thiab cov nqi neeg ua haujlwm.(4) txhawm rau txhawb cov cheeb tsam uas muaj cov xwm txheej tso cai los siv cov kev kho mob tshwj xeeb rau kev siv hluav taws xob los ntawm cov lag luam me thiab micro.Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau tshaj tawm cov phiaj xwm kev lag luam tawm txawv teb chaws zoo tshaj plaws rau 14th tsib-xyoo txoj kev npaj.Thaum lub sij hawm ntawm 14th tsib-xyoo txoj kev npaj, kev lag luam kev ruaj ntseg system yuav raug txhim kho ntxiv.Cov peev txheej ntawm kev xa khoom noj khoom haus, cov khoom siv hluav taws xob, cov thev naus laus zis tseem ceeb thiab cov khoom seem muaj ntau haiv neeg, thiab kev tiv thaiv kev pheej hmoo thiab kev tswj hwm kev lag luam kev sib txhuam, kev tswj kev xa tawm thiab kev lag luam nyem muaj suab nrov dua.Hauv thawj kaum lub hlis ntawm 2019, tag nrho cov txiaj ntsig ntawm kev lag luam kev lag luam siab tshaj lub teb chaws suav tag nrho 7,164.99 billion yuan, nce 42.2 feem pua rau-xyoo, nce 43.2 feem pua ntawm Lub Ib Hlis mus txog Lub Kaum Hli 2019, thiab qhov nruab nrab nce ntawm 19.7 feem pua hauv ob. xyoo.Ntawm tag nrho cov no, cov txiaj ntsig ntawm cov roj av, thee thiab lwm yam kev lag luam roj tau nce los ntawm 5.76 npaug, kev lag luam roj thiab roj extraction tau nce 2.63 npaug, kev lag luam thee mining thiab thee ntxuav kev lag luam nce 2.10 npaug, thiab cov hlau tsis muaj hlau thiab calendering kev lag luam nce 1.63 npaug, cov Ferrous thiab calendering industries nce 1.32 npaug.
Kev hloov pauv raws caij nyoog rau kev thov nyiaj poob haujlwm yog 199,000 rau lub lis piam xaus Lub Kaum Ib Hlis 20, qhov qis tshaj plaws txij li xyoo 1969 thiab kwv yees li 260,000, nce los ntawm 268,000, raws li United States Department of Labor.Tus naj npawb ntawm cov neeg Amelikas txuas ntxiv thov cov nyiaj poob haujlwm rau lub limtiam xaus Lub Kaum Ib Hlis 13 yog 2.049 lab, lossis 2.033 lab, nce los ntawm 2.08 lab.Qhov loj tshaj qhov kev poob qis tuaj yeem piav qhia los ntawm tsoomfwv kho cov ntaub ntawv nyoos rau kev hloov pauv raws caij nyoog.Kev hloov pauv raws caij nyoog ua raws li qhov nce ntawm kwv yees li 18,000 hauv thawj qhov kev thov tsis muaj haujlwm nyob rau lub lim tiam dhau los.
(2) Xov xwm Flash
Txhawm rau ua raws li cov kev xav ntawm Pawg Neeg Saib Xyuas Kev Ncaj Ncees ntawm Tuam Tshoj (CPC) thiab Lub Xeev Pawg Saib Xyuas Kev Ua Haujlwm ntawm kev sib sib zog nqus kev sib ntaus sib tua tiv thaiv kev tiv thaiv thiab tswj kev ua qias tuaj, Ministry of Ecological Environment tau npaj tshiab, ntxiv ob txoj haujlwm tseem ceeb thiab siv yim. phiaj xwm landmark.Thawj txoj haujlwm tshiab thiab tseem ceeb yog txhawm rau ntxiv dag zog rau kev sib koom ua ke ntawm PM2.5 thiab ozone, thiab siv thiab siv kev sib ntaus sib tua kom tshem tawm cov huab cua hnyav thiab kev sib ntaus sib tua los tiv thaiv thiab tswj cov pa phem ozone.Lub luag haujlwm thib ob yog los ua cov tswv yim tseem ceeb hauv lub tebchaws, Kev Sib Tw tshiab rau kev tiv thaiv ecological thiab kev tswj hwm ntawm Yellow River.Raws li Ministry of Commerce, Tuam Tshoj-Cambodia daim ntawv cog lus pub dawb ua lag luam yuav pib siv rau lub Ib Hlis 1,2022.Raws li kev pom zoo, qhov feem ntawm cov khoom lag luam tsis pub dawb rau cov khoom lag luam los ntawm ob tog tau mus txog ntau dua 90 feem pua, thiab kev cog lus qhib kev lag luam rau kev lag luam hauv cov kev pabcuam cuam tshuam txog qib siab tshaj plaws ntawm cov neeg koom tes tsis pub dawb tau tso cai los ntawm txhua sab.Raws li Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag, 6,491.6 billion yuan ntawm tsoomfwv daim ntawv cog lus tau tshaj tawm thoob tebchaws txij lub Ib Hlis mus txog Lub Kaum Hli.Ntawm tag nrho cov no, 2,470.5 billion yuan nyob rau hauv daim ntawv cog lus dav dav thiab 4,021.1 billion yuan nyob rau hauv tshwj xeeb daim ntawv cog lus tau muab, thaum 3,662.5 billion yuan nyob rau hauv daim ntawv cog lus tshiab thiab 2,829.1 billion yuan nyob rau hauv refinancing daim ntawv cog lus tau muab, tawg los ntawm lub hom phiaj.
Raws li Ministry of Finance, cov nyiaj tau los ntawm lub xeev cov tuam txhab lag luam txij lub Ib Hlis mus txog Lub Kaum Hli yog tag nrho 3,825.04 billion yuan, nce 47.6 feem pua ntawm xyoo thiab qhov nruab nrab ob xyoos nce ntawm 14.1 feem pua.Cov lag luam hauv nruab nrab suav txog 2,532.65 billion yuan, nce 44.0 feem pua ntawm ib xyoo thiab qhov nruab nrab nce ntawm 14.2 feem pua hauv ob xyoos: cov tuam txhab hauv xeev hauv nroog suav txog 1,292.40 billion yuan, nce 55.3 feem pua rau-xyoo. thiab qhov nruab nrab nce ntawm 13.8 feem pua hauv ob xyoos.Ib tus kws tshaj lij ntawm Tuam Txhab Nyiaj Txiag Tswj Xyuas Nyiaj Txiag (CBRC) tau hais tias qhov kev thov qiv nyiaj tsim nyog rau vaj tse tau ua tiav.Thaum kawg ntawm Lub Kaum Hli, cov qiv nyiaj qiv nyiaj los ntawm tuam txhab nyiaj txiag tau nce 8.2 feem pua ntawm ib xyoo dhau los thiab feem ntau nyob ruaj khov.Nws tau hais ntxiv tias kev txo qis carbon yuav tsum tsis yog "Ib-loj-haum-tag nrho" lossis "Kev Ua Si-style", thiab qhov kev txhawb nqa tsim nyog yuav tsum tau muab rau cov tuam txhab tsim hluav taws xob thiab cov chaw lag luam thee, thiab cov nyiaj qiv yuav tsum tsis txhob dig muag. kos tawm los yog txiav tawm.Tuam Tshoj lub rooj sab laj macro-economic (CMF) tau tshaj tawm tsab ntawv tshaj tawm uas kwv yees tias GDP loj hlob ntawm 3.9% hauv lub quarter thib plaub thiab kev lag luam txhua xyoo ntawm 8.1% kom ua tiav lub hom phiaj kev loj hlob txhua xyoo ntawm ntau dua 6%.Teb Chaws Asmeskas GDP rau lub quarter thib peb tau hloov kho ntawm tus nqi txhua xyoo ntawm 2.1 feem pua, 2.2 feem pua thiab tus nqi pib ntawm 2 feem pua.Qhov pib Markit manufacturing PMI rau Tebchaws Meskas tau nce mus rau 59.1 thaum lub Kaum Ib Hlis, nrog rau tus nqi nkag rau sub-index ntawm nws qib siab tshaj txij li cov ntaub ntawv pib xyoo 2007.
Hauv Tebchaws Meskas, qhov tseem ceeb PCE tus nqi ntsuas tau nce 4.1 feem pua hauv Lub Kaum Hli los ntawm ib xyoo dhau los, qhov siab tshaj plaws txij li xyoo 1991, thiab xav tias yuav nce 4.1 feem pua, nce ntawm 3.6 feem pua hauv lub hli dhau los.Hauv cheeb tsam euro, thawj PMI rau kev tsim khoom lag luam yog 58.6, nrog kev kwv yees ntawm 57.3, piv nrog 58.3;Thawj PMI rau cov kev pabcuam yog 56.6, nrog kev kwv yees ntawm 53.5, piv nrog 54.6;thiab Composite Pmi yog 55.8, nrog kev kwv yees ntawm 53.2, piv nrog 54.2.Thawj Tswj Hwm Biden xaiv Powell rau lwm lub sijhawm thiab Brenard rau tus lwm thawj ntawm Tsoom Fwv Teb Chaws Reserve.Thaum Lub Kaum Ib Hlis 26, Lub Koom Haum Saib Xyuas Kev Noj Qab Haus Huv Ntiaj Teb tau teeb tsa lub rooj sib tham xwm txheej ceev los tham txog B. 1.1.529, ib qho kev hloov pauv tshiab tshiab.Lub koom haum WHO tau tshaj tawm tsab ntawv tshaj tawm tom qab lub rooj sib tham, teev cov kab mob raws li "Kev txhawj xeeb" sib txawv thiab npe nws Omicron.Lub Koom Haum Ntiaj Teb Kev Noj Qab Haus Huv hais tias nws tuaj yeem kis tau ntau dua, lossis ua rau muaj kev pheej hmoo ntawm kev mob hnyav, lossis txo cov txiaj ntsig ntawm kev kuaj mob tam sim no, tshuaj tiv thaiv thiab kev kho mob.Kev lag luam ua lag luam, tsoomfwv cov nyiaj tau los thiab cov khoom lag luam poob qis, nrog rau cov nqi roj poob txog $ 10 ib chim.Teb Chaws Asmeskas cov khoom lag luam kaw 2.5 feem pua qis qis, lawv qhov kev ua haujlwm tsis zoo tshaj plaws nyob rau ib hnub txij thaum lub Kaum Hlis 2020, European cov khoom lag luam tau tshaj tawm lawv qhov loj tshaj plaws ib hnub poob hauv 17 lub hlis, thiab Asia Pacific cov khoom lag luam poob thoob plaws hauv pawg thawj coj, raws li Dow Jones Industrial Average.Txhawm rau kom tsis txhob muaj cov khoom vaj khoom tsev npuas thiab tiv thaiv kev nce nqi ntxiv, Lub Txhab Nyiaj Txiag Kaus Lim Kauslim tau nce cov paj laum los ntawm 25 lub hauv paus ntsiab lus rau 1 feem pua.Hungary lub tuam txhab nyiaj hauv tuam txhab tseem tau nce nws qhov tso nyiaj ib lub lis piam los ntawm 40 lub hauv paus ntsiab lus rau 2.9 feem pua.Sweden lub tuam txhab nyiaj hauv nruab nrab tau tso nws cov txiaj ntsig txiaj ntsig tsis hloov pauv ntawm 0%.
2. Cov ntaub ntawv taug qab
(1) Cov peev nyiaj txiag
(2) cov ntaub ntawv kev lag luam
Txheej txheem cej luam ntawm kev lag luam nyiaj txiag
Hauv Cov Khoom Muag Khoom Yav Tom Ntej, tag nrho cov khoom lag luam loj yav tom ntej poob tsuas yog LME txhuas, uas tau nce 2.59 feem pua hauv lub lim tiam.WTI roj av poob qis tshaj plaws, los ntawm 9.52 ib xees.Hauv kev lag luam thoob ntiaj teb, Suav cov khoom lag luam tau nce me ntsis, thaum European thiab Asmeskas cov khoom lag luam poob qis.Hauv kev ua lag luam txawv teb chaws, qhov ntsuas nyiaj daus las kaw 0.07 feem pua ntawm 96.
Cov txheeb cais tseem ceeb rau lub lim tiam tom ntej
1. Tuam Tshoj yuav tshaj tawm nws cov khoom tsim PMI rau lub Kaum Ib Hlis
Sijhawm: Hnub Tuesday (1130) cov lus pom: Lub Kaum Hli, kev tsim PMI poob rau 49.2%, nqis 0.4 feem pua ntawm lub hli dhau los, vim muaj kev txwv tsis pub siv hluav taws xob txuas ntxiv thiab tus nqi siab rau qee cov khoom siv raw, raws li National Bureau of Statistics ntawm Cov neeg koom pheej ntawm Tuam Tshoj, kev tsim khoom boom tau qaug zog vim nws tseem qis dua qhov tseem ceeb.Qhov sib xyaw PMI tso zis Performance index yog 50.8 feem pua, nqis 0.9 feem pua ntawm cov ntsiab lus ntawm lub hli dhau los, qhia txog kev poob qis hauv tag nrho kev nthuav dav ntawm kev lag luam hauv Suav teb.Tuam Tshoj txoj kev tsim khoom lag luam PMI yuav tsum tau nce me ntsis hauv lub Kaum Ib Hlis.
(2) Cov ntsiab lus ntawm cov txheeb cais tseem ceeb rau lub lim tiam tom ntej
Post lub sij hawm: Nov-30-2021