Mysteel Macro kwa izu: National Congress iji kwalite mkpebi nke ọganihu ngwa ahịa na okwu ndị ọzọ, Federal Reserve malitere imebi tebụl.

A na-emelite ụbọchị Sọnde ọ bụla tupu elekere 8:00 nke ụtụtụ ka ị nweta nkọwa zuru oke nke ihe omume nnukwu izu.

Nchịkọta nke izu:

Ndị ọrụ gọọmentị China na-arụpụta PMI bụ 49.2 na Ọktọba, ọnwa nke abụọ na-esochi n'usoro nkwekọrịta.National Development and Reform Commission (NDRC) kpọrọ oku maka nkwalite mba niile nke ngalaba ọkụ na-agba ọkụ na Federal Reserve hapụrụ ọmụrụ nwa na-agbanweghị agbanwe, na-ekwupụta mmalite nke "tebụl na-ebelata" na Nọvemba.

Nleba anya data: N'akụkụ isi obodo, ụlọ akụ etiti nyere ijeri yuan 780 n'ime izu;Ọnụego ọrụ ọkụ ọkụ 247 nke Mysteel nyochara gbadara ruo pasent 70.9;Ọnụego ọrụ nke ụlọ ọrụ na-asa coal 110 na mba niile gbadara 0.02 pasent;ọnụ ahịa ígwè ígwè, uzuoku coal, rebar na electrolytic ọla kọpa niile dara nke ukwuu n'ime izu;Ire ụgbọ ala ndị njem kwa ụbọchị ruru 94,000 n'ime izu, gbadara 15 pasent, ebe BDI gbadara 23.7 pasent.

Ahịa ego: Ọla dị oke ọnụ ahịa n'etiti ọdịnihu ngwa ahịa bilitere n'izu a, ebe ndị ọzọ dara.Ndekọ ngwaahịa ngwaahịa atọ dị na US kụrụ ọkwa ọhụrụ.Ndekọ dollar US bilitere 0.08% ruo 94.21.

1. Ozi Macro dị mkpa

(1) ilekwasị anya n'ebe dị ọkụ

N'uhuruchi nke Ọktọba 31, Onye isi ala China Xi Jinping gara n'ihu na-aga nzukọ G20 nke 16 site na vidiyo na Beijing.Xi kwusiri ike na mgbanwe na nso nso a na ahịa ike mba ụwa na-echetara anyị mkpa ọ dị ịhazi nchekwa gburugburu ebe obibi na mmepe akụ na ụba, na-eburu n'uche mkpa ọ dị ịlụso mgbanwe ihu igwe ọgụ na ichekwa ndụ ndị mmadụ.China ga-aga n'ihu na-akwalite mgbanwe na nkwalite nke ike na ụlọ ọrụ mmepụta ihe, na-akwalite R & D na Ngwa nke teknụzụ ndụ ndụ na obere carbon, na ebe nkwado, ụlọ ọrụ na ụlọ ọrụ ndị nwere ike ime ya iji bute ụzọ. n'iru nzuko ahụ, iji nye onyinye dị mma na mbọ zuru ụwa ọnụ iji luso mgbanwe ihu igwe ọgụ na ịkwalite mgbanwe ike.

Na Nọvemba 2, Premier Li Keqiang duziri mmeghe nke ọgbakọ ndị isi obodo China State Council.Nzukọ ahụ gosipụtara na iji nyere ndị na-eso ahịa aka ịgbapụta, iji kwalite ngwọta nke ọnụ ahịa ngwa ahịa dị elu iji kwalite ụgwọ na ihe ndị ọzọ.N'ihu nrụgide mgbada ala ọhụrụ na akụ na ụba na ihe isi ike ọhụrụ nke ahịa, mmejuputa nke ọma nke nhazi nke ọma na nhazi nke ọma.Iji rụọ ọrụ dị mma nke anụ, akwa, akwụkwọ nri na ihe ndị ọzọ dị mkpa maka ndụ iji hụ na ọ na-enye ọnụ ahịa kwụsiri ike.

Na Nọvemba 2, osote onye isi ala Han Zheng gara ụlọ ọrụ State Grid iji mee nyocha ma mee nnọkọ.Han Zheng kwusiri ike na ọ dị mkpa iji hụ na a na-enweta ume n'oge oyi na mmiri na-abịa dị ka ihe kacha mkpa.Ekwesịrị iweghachite ikike nrụpụta ọkụ nke ụlọ ọrụ na-agba ọkụ na ọkwa nkịtị ozugbo enwere ike.Gọọmenti kwesịrị iwusi ụkpụrụ na njikwa ọnụ ahịa coal dị ka iwu siri dị ma mee ka nyocha dị ngwa maka usoro nke nhazi ọnụahịa dabere na ahịa nke njikọta coal-electricity.

Mịnịstrị nke Azụmaahịa nyere ọkwa ahụ maka ịhụ na ọnụahịa kwụsiri ike maka akwụkwọ nri na ihe ndị ọzọ dị mkpa n'ahịa n'oge oyi na oge opupu ihe ubi na-abịa, mpaghara niile na-akwado ma na-akwado nnukwu ụlọ ọrụ mgbasa ozi ugbo ka ha guzobe mmekọrịta chiri anya na ntọala nrụpụta ọrụ ugbo dị ka akwụkwọ nri, ọka na mmanụ. , ịzụ anụ ụlọ na anụ ọkụkọ, ma binye aka n'akwụkwọ nkwekọrịta na ịzụ ahịa ogologo oge.

Na Nọvemba 3, National Development and Reform Commission na National Energy Administration jikọtara ọnụ nyere ọkwa na-akpọ maka nkwalite nke ngalaba ọkụ na-agba ọkụ n'ofe mba ahụ.Ọkwa ahụ chọrọ na maka ngalaba na-emepụta ọkụ na-ere ọkụ nke na-eri ihe karịrị gram 300 nke ọkọlọtọ coal / kwh maka ọkụ ọkụ, ekwesịrị ịmepụta ọnọdụ ngwa ngwa iji mejuputa nchekwa nchekwa ike, na nkeji ndị na-enweghị ike ịmegharị ga-ewepụ ya na mechie, na a ga-enwe ọnọdụ maka nkwado ndabere na mpaghara ihe mberede.

Dị ka ozi na wechat ọha akaụntụ nke National Development na Reform Commission, na-eso ụzọ nke ọtụtụ ụlọ ọrụ dị ka Inner Mongolia Yitai Group, Mengtai Group, Huineng otu na Xinglong Group iji belata ire ere nke coal na Hang Hau. , ụlọ ọrụ steeti dị ka National Energy Group na China National Coal Group ewerekwala ụzọ wetuo ọnụ ahịa coal.Tụkwasị na nke ahụ, ihe karịrị ụlọ ọrụ 10 bụ isi nke coal ebutewo ụzọ iji soro mpaghara mmepụta nke calorie 5500 nke ọnụ ahịa olulu ọkụ na-eru 1000 yuan kwa ton.A ga-emeziwanye ọnọdụ ọkọnọ na ọchịchọ dị na ahịa coal.

N'uhuruchi nke Ọktoba 30, CSRC nyere usoro ntọala nke Beijing Stock Exchange, na mbido na-ewepụta usoro ndị dị ka ntinye ego, nlekọta na-aga n'ihu na ọchịchị mgbanwe, akọwapụtara ụbọchị ntinye ike nke ọchịchị bụ 15 Nọvemba.

Ọganihu n'ichepụta ebelatala ma ngalaba na-abụghị mmepụta anọgidewo na-abawanye.Ndị ọrụ gọọmentị China na-emepụta PMI bụ 49.2 n'ọnwa Ọktọba, gbadara pasentị 0.4 site na ọnwa gara aga wee na-aga n'ihu n'okpuru ọkwa nkwekọrịta dị oke egwu maka ọnwa abụọ na-esochi.N'ihe banyere ịrị elu ọnụahịa nke ike na akụrụngwa, ihe mgbochi ọkọnọ na-apụta, ọchịchọ dị irè ezughị ezu, ụlọ ọrụ na-eche nsogbu ndị ọzọ ihu na mmepụta na ọrụ.Ndekọ ọrụ azụmahịa na-abụghị nke nrụpụta bụ 52.4 pasent n'ọnwa Ọktoba, gbadara 0.8 pasent site na ọnwa gara aga, ma ka dị elu karịa ọkwa dị oke egwu, na-egosi na-aga n'ihu na mgbasawanye na mpaghara na-abụghị mmepụta, ma na-adịghị ike.Mgbawa nke ugboro ugboro n'ọtụtụ ebe yana ọnụ ahịa ịrị elu ebelatala ọrụ azụmahịa.Mmụba nke ntinye ego na-achọsi ike na ememe bụ ihe ndị na-eduga maka ịrụ ọrụ nke ọma nke ụlọ ọrụ ndị na-abụghị ndị na-emepụta ihe.

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Na Nọvemba 1, Minista Azụmahịa nke Republic of China Minister Wang Wentao zigaara Minista azụmaahịa na mbupụ mbupụ nke New Zealand Michael O'Connor akwụkwọ ozi ka ọ tinye akwụkwọ maka ịbanye na Agreement Economy Partnership Digital (DEPA) n'aha China.

Agreement Partnership Partnership Regional Comprehensive Economic Partnership (RCEP) ga-arụ ọrụ maka mba 10 gụnyere China na Jenụwarị 1,2022, ka Ministri Azụmahịa si kwuo.

Federal Reserve wepụtara mkpebi kọmitii amụma ego ya na Nọvemba ka ịmalite usoro Taper ka ọ na-edobe ọnụ ahịa ọmụrụ nwa na-agbanweghị.N'ọnwa Disemba, Fed ga-eme ka ọsọ nke Taper dị ngwa ma belata ịzụrụ ihe nkekọ kwa ọnwa site na ijeri $ 15.

Ọnụ ego akwụ ụgwọ ndị na-abụghị nke ugbo bilitere 531,000 na Ọktọba, mmụba kachasị ukwuu kemgbe Julaị, ka ọ gbagoro 194,000.Onye isi oche Federal Reserve Powell kwuru na ahịa ọrụ US nwere ike imeziwanye nke ọma n'etiti afọ na-abịa.

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(2) Flash akụkọ

N'October, CAIXIN China na-emepụta PMI dekọrọ 50.6, elu 0.6 pasent site na September, na-alaghachi na mgbasawanye mgbasa.Kemgbe Mee 2020, index abanyela n'ime oke nkwekọrịta naanị na 2021.

Ndekọ Azụmahịa Logistics China maka Ọktọba bụ pasenti 53.5, gbadara isi pasentị 0.5 site na ọnwa gara aga.Mwepụta nkekọ pụrụiche ọhụrụ agbagoro ngwa ngwa.N'ọnwa Ọktoba, gọọmentị ime obodo n'ofe mba ahụ nyere ijeri yuan 868.9, nke e nyere ijeri yuan 537.2 dị ka nkekọ pụrụ iche.Dị ka arịrịọ nke Ministry of Finance si kwuo, "A ga-enye ụgwọ ọhụrụ pụrụ iche dị ka o kwere mee tupu njedebe nke Nọvemba", a na-atụ anya na ntinye ụgwọ pụrụ iche ga-eru 906.1 ijeri yuan na November.37 depụtara nchara ụlọ ọrụ wepụtara nke atọ nkeji iri na ise pụta, mbụ ụzọ n'ụzọ anọ nke net uru nke 108.986 ijeri yuan, 36 uru, 1 uru tụgharịrị mfu.N'ime mkpokọta, Baosteel bụ onye mbụ nwere uru net nke ijeri yuan 21.590, ebe Valin na Angang bụ nke abụọ na nke atọ nwere ijeri yuan 7.764 na ijeri yuan 7.489 n'otu n'otu.Na Nọvemba 1, Mịnịstrị na-ahụ maka ụlọ na mmepe ime obodo na ime obodo kwuru na arụrụla ụlọ obibi dị ọnụ ala 700,000 n'obodo iri anọ na mba niile, na-aza ihe fọrọ nke nta ka ọ bụrụ pasenti 80 nke atụmatụ afọ.CAA: Ndekọ ịdọ aka ná ntị ngwa ahịa nke 2021 maka ndị na-ere ụgbọ ala bụ 52.5% na Ọktọba, gbadara isi pasent 1.6 site na otu afọ gara aga yana rịgoro pasent 1.6 site na otu ọnwa gara aga.

N'ọnwa Ọktọba, a na-atụ anya na ahịa nnukwu gwongworo China ga-ere ihe dị ka ụgbọ ala 53,000, gbadata 10% kwa ọnwa, gbadata 61.5% kwa afọ, ahịa nke abụọ kachasị ala kwa ọnwa ruo afọ a.N'ime ọnwa Nọvemba 1, ngụkọta nke ụlọ ọrụ igwe ihe owuwu 24 edepụtara gosipụtara nsonaazụ nkeji iri na ise nke 2021, 22 n'ime ha bara uru.Na nkeji nke atọ, ụlọ ọrụ 24 nwetara ego ejikọtara ọnụ na-arụ ọrụ nke ijeri $ 124.7 na ego efu nke ijeri $ 8.Companieslọ ọrụ iri abụọ na abụọ edepụtara nke isi ngwa ụlọ ewepụtala nsonaazụ ha n'ime ụzọ atọ.N'ime ndị a, 21 nwere uru, yana uru netwọk jikọtara ọnụ nke ijeri yuan 62.428 yana ngụkọta ego ọrụ nke ijeri yuan 858.934.Na Nọvemba 1, ụlọ ọrụ nyocha Real Estate Yiju wepụtara akụkọ na-egosi na n'ọnwa Ọktọba, obodo 13 na-ekpo ọkụ nke ụlọ ọrụ ahụ na-ahụ maka azụmaahịa na-ere ihe dị ka ụlọ obibi 36,000 nke abụọ, gbadata nkeji 14,000 site na ọnwa gara aga, gbadata 26.9% kwa ọnwa. ọnwa na ala 42.8% afọ na afọ;Site na Jenụwarị ruo Ọktọba, obodo iri na atọ na-abawanye ụba azụmaahịa nke abụọ na-eto eto kwa afọ maka oge mbụ adịghị mma, gbadata 2.1%.Iwu maka ụgbọ mmiri ọhụrụ ruru ọkwa kachasị elu na afọ 14 na Knock Nevis.N'ime ụzọ atọ mbụ, 37 yad n'ụwa nile natara iwu site na Knock Nevis, 26 n'ime ya bụ ndị China.Emere nkwekọrịta ọhụrụ na nzuko ihu igwe nke COP26, yana mba 190 na òtù dị iche iche kwere nkwa iwepụ ike ọkụ na-agba ọkụ.OECD: Global Foreign Direct Investment (FDI) na-agbadata na $ 870bn na ọkara mbụ nke afọ a, karịa okpukpu abụọ nke ọkara nke abụọ nke 2020 na 43 pasent karịa ọkwa tupu 2019.China bụ mba kacha enweta ego na mba ofesi ozugbo na ọkara mbụ nke afọ a, na-erute ijeri $177.Ọrụ ADP bilitere 571,000 ruo atụmatụ 400,000 na Ọktọba, nke kachasị kemgbe June.US dekọtara mwepu ahia ahia nke ijeri US $ 80.9 na Septemba, ma e jiri ya tụnyere mperi nke ijeri US $ 73.3.Banklọ akụ nke England hapụrụ ọmụrụ nwa benchmark ya na 0.1 pasent yana nzụta akụrụngwa ya agbanweghị na # 895bn.ASEAN nrụpụta PMI bilitere na 53.6 na Ọktọba site na 50 na Septemba.Ọ bụ oge mbụ ndeksi ahụ bilitere n'elu 50 kemgbe Mee yana ọkwa kachasị elu kemgbe ọ malitere ịchịkọta na Julaị 2012.

2. Data nsochi

(1) akụrụngwa ego

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(2) data ụlọ ọrụ

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Nchịkọta nke ahịa ego

N'ime izu, ọdịnihu ngwa ahịa, na mgbakwunye na ọla ndị dị oké ọnụ ahịa bilitere, ọdịnihu ngwaahịa bụ isi dara.Aluminom dara kacha, site na 6.53 pasent.Ahịa ahịa ụwa, ma e wezụga China Shanghai Composite Index dara ntakịrị, uru ndị ọzọ niile, United States atọ isi ngwaahịa index bụ na ndekọ elu.N'ahịa mgbanwe mba ọzọ, ndenye dollar mechiri 0.08 pasent na 94.21.

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Ọnụ ọgụgụ isi maka izu na-abịa

1. China ga-ahapụ data ego maka October

Oge: na-esote izu (11 / 8-11 / 15) kwuru: Na onodu nke ulo ego isi nloghachi nkịtị, keukwu Institute'judgment, ọhụrụ mgbazinye ego na October na-atụ anya gafere 689,8 ijeri yuan n'otu oge ahụ n'afọ gara aga. , a na-atụkwa anya na mmụba nke ego ọha na eze ga-adaba.

2. China ga-ahapụ data CPI na PPI maka October

Na Thursday (11/10) kwuru: mmetụta mmiri ozuzo na ihu igwe jụrụ oyi, yana ntiwapụ ugboro ugboro n'ọtụtụ ebe na ihe ndị ọzọ, akwụkwọ nri na akwụkwọ nri, mkpụrụ osisi, àkwá na ọnụ ahịa ndị ọzọ ebiliwo nke ọma, a na-atụ anya CPI ka ọ gbasaa na October.Iji kpoo mmanụ, coal dị ka onye isi nnọchiteanya nke ọnụ ahịa ngwaahịa dị elu karịa otu ọnwa, a na-atụ anya na ọ ga-akwalite mmụba ọnụahịa PPI.

(3) nchịkọta ọnụ ọgụgụ isi maka izu na-abịa

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Oge nzipu: Nov-09-2021