Ana sabunta kowace Lahadi kafin 8:00 na safe don samun cikakken hoto na macrodynamics na mako.
Takaitaccen makon: Labaran Macro: Li Keqiang a taron zartaswa na majalisar gudanarwar kasar Sin ya jaddada bukatar karfafa ka'idojin zagaye-zagaye;Li Keqiang a ziyarar da ya kai birnin Shanghai ya jaddada bukatar aiwatar da kyakkyawar manufar kasa kan kamfanonin kwal da samar da wutar lantarki, kamar jinkirta haraji;Babban Ofishin Majalisar Dokokin Jiha ya ba da sanarwar kara karfafa tallafin ga kanana da matsakaitan masana’antu;a cikin watan Janairu-Oktoba, jimillar ribar da kamfanonin masana'antu ke samu sama da girman kasar ya karu da kashi 42.2% a duk shekara;Da'awar farko na fa'idodin rashin aikin yi sun faɗi ƙasa da shekaru 52 a wannan makon.Sa ido kan bayanai: Dangane da kudade, babban bankin ya sanya yuan biliyan 190 a cikin mako;Yawan aiki na tanderun fashewar 247 da Mysteel ya bincika ya faɗi ƙasa da 70%;Yawan aiki na masana'antar wanke kwal 110 a fadin kasar ya tsaya tsayin daka;kuma farashin wutar lantarki ya tsaya tsayin daka yayin da tama, rebar da karafa suka tashi sosai a cikin mako, farashin tagulla ya fadi, farashin siminti ya fadi, farashin kankare ya fadi, a mako matsakaicin adadin motocin fasinja 49,000 na dillalan tallace-tallace, saukar da 12% , BDI ya tashi 9%.Kasuwannin Kudi: Duk manyan makomar kayayyaki sun faɗi a wannan makon ban da gubar LME;Hannun jarin duniya ya tashi ne kawai a kasar Sin, inda kasuwannin Amurka da na Turai suka fadi;kuma index ɗin dala ya faɗi 0.07% zuwa 96.
1. Muhimman Labaran Macro
Shugaban kasar Sin Xi Jinping ya jagoranci taro karo na ashirin da biyu na kwamitin tsakiya na kasar don yin gyare-gyaren zurfafa zurfafa, inda ya jaddada bukatar inganta tsarin kasuwar wutar lantarki baki daya, da albarkatun wutar lantarki a kasar, don samun nasarar rabo mai yawa, da kuma yadda ya kamata. juna.Taron ya yi nuni da cewa, ya zama wajibi a ciyar da aikin samar da wutar lantarki a gaba don daidaita tsarin samar da wutar lantarki, da kuma sa kaimi ga shigar da sabbin makamashi cikin hada-hadar kasuwanni cikin tsari.Taron ya kuma jaddada bukatar inganta samar da da'irar kimiyya da fasaha, masana'antu da kudi, da kuma hanzarta yin sauyi da aiwatar da nasarorin kimiyya da fasaha.A safiyar ranar 22 ga watan Nuwamba, shugaban kasar Sin Xi Jinping ya halarci tare da jagorantar taron koli kan bikin cika shekaru 30 da kulla dangantakar tattaunawa tsakanin Sin da kasashen Asiya ta hanyar bidiyo a nan birnin Beijing.Shugaban kasar Sin Xi ya bayyana a hukumance cewa, an kafa cikakken tsarin hadin gwiwa bisa manyan tsare-tsare na kasar Sin, ya kuma yi nuni da cewa, kasar Sin za ta taka muhimmiyar rawa wajen aiwatar da yarjejeniyar hadin gwiwar tattalin arziki ta kasa da kasa, tare da kaddamar da shirin gina yankin ciniki cikin 'yanci na ASEAN da Sin mai lamba 3.0, kasar Sin za ta yi kokarin shigo da dalar Amurka $150. biliyan biliyan na kayayyakin noma daga ASEAN nan da shekaru biyar masu zuwa.A yayin da ake fuskantar sabon matsin lamba ga tattalin arzikin kasar, taron majalisar gudanarwar kasar Sin, wanda firaministan majalisar gudanarwar kasar Li Keqiang ya jagoranta, ya yi kira da a karfafa gyare-gyaren da ba a saba gani ba, yayin da ake ci gaba da yin aiki mai kyau a fannin kula da basussuka na kananan hukumomi, da kuma hana ruwa gudu. da kuma magance haɗari, ba da cikakken wasa ga rawar da kudade na musamman na bashi wajen inganta kudaden zamantakewa.Za mu hanzarta fitar da sauran adadin lamuni na musamman a wannan shekara kuma za mu yi ƙoƙari don ƙirƙirar ƙarin ayyuka masu inganci a farkon shekara mai zuwa.
Daga ranar 22 zuwa 23 ga watan Nuwamba, firaministan kasar Li Keqiang, mamban ofishin siyasa na jam'iyyar kwaminis ta kasar Sin, ya ziyarci birnin Shanghai.Li Keqiang ya ce, kamata ya yi gwamnatoci a dukkan matakai su kara karfafa goyon bayansu, ciki har da aiwatar da manufofin gwamnatin kasar kan rage haraji ga kamfanonin kwal da wutar lantarki, da yin aiki mai kyau na daidaitawa da aikawa da sako, da tabbatar da daidaiton samar da kwal don samar da wutar lantarki, da warware matsalolin da ake fuskanta. matsalar karancin wutar lantarki a wasu wuraren, domin hana bullowar sabon al’amari na “katse wutar lantarki”.
Babban Ofishin Majalisar Dokokin Jihar ya ba da sanarwar kara ƙarfafa tallafin da ake yi wa masu satar mutane, wanda ya ce: (1) don rage matsin lamba kan hauhawar farashi.Za mu karfafa sa ido da gargadin farko na kayayyaki, da karfafa ka'idojin kasuwa da bukatu, da dakile ayyukan da ba a saba ba kamar su tara kudi da cin riba, da kara farashin kayayyaki.Za mu goyi bayan ƙungiyoyin masana'antu da manyan masana'antu don gina dandamalin buƙatu na buƙatu don manyan masana'antu, da ƙarfafa garanti da sabis na docking don albarkatun da aka sarrafa.(2) don ƙarfafa kamfanoni na gaba don samar da sabis na sarrafa haɗari ga lalata, ta yadda za a taimaka musu ta yin amfani da kayan aikin shinge na gaba don jimre da haɗarin manyan sauye-sauye a farashin albarkatun kasa.(3) ƙara tallafin kuɗin ceto don taimakawa kamfanoni su jimre wa matsin lamba na hauhawar farashin albarkatun ƙasa, dabaru da farashin ma'aikata.(4) don ƙarfafa yankunan da yanayi ya ba da izinin aiwatar da magani na lokaci-lokaci don amfani da wutar lantarki ta ƙananan masana'antu.Ma'aikatar kasuwanci ta fitar da shirin bunkasa kasuwancin kasashen waje mai inganci na shiri na 14 na shekaru biyar.A lokacin shirin na shekaru biyar na 14, za a kara inganta tsarin tsaron ciniki.Tushen shigo da abinci, albarkatun makamashi, fasaha mai mahimmanci da kayan gyara sun fi yawa, kuma rigakafin haɗari da tsarin kula da rikice-rikicen kasuwanci, sarrafa fitar da kayayyaki da kuma ba da agajin kasuwanci sun fi sauti.A cikin watanni goma na farkon shekarar 2019, jimillar ribar da kamfanonin masana'antu suka samu sama da sikelin kasar ya kai Yuan biliyan 7,164.99, wanda ya karu da kashi 42.2 bisa dari a duk shekara, ya karu da kashi 43.2 bisa dari daga watan Janairu zuwa Oktoba na shekarar 2019, kuma ya karu da matsakaicin kashi 19.7 cikin dari cikin biyu. shekaru.A cikin wannan jimillar ribar da ake samu a masana’antun man fetur da kwal da sauran masana’antun sarrafa man ya karu da sau 5.76, hakar mai da iskar gas ya karu da sau 2.63, hakar ma’adinan kwal da na wanki da kwal ya karu da sau 2.10, da kuma karafan da ba na tafe ba. da calendering masana'antu ya karu da 1.63 sau, da Ferrous da calendering masana'antu ya karu 1.32 sau.
Da'awar farko da aka daidaita na fa'idodin rashin aikin yi shine 199,000 na satin da ya ƙare a ranar 20 ga Nuwamba, matakin mafi ƙanƙanta tun 1969 da kiyasin 260,000, daga 268,000, a cewar Ma'aikatar Kwadago ta Amurka.Adadin Amurkawa da ke ci gaba da neman fa'idodin rashin aikin yi na makon da ya ƙare a ranar 13 ga Nuwamba ya kasance miliyan 2.049, ko miliyan 2.033, sama da miliyan 2.08.Za a iya bayyana raguwar mafi girma fiye da yadda ake tsammani ta yadda gwamnati ta daidaita danyen bayanai don sauyin yanayi.Daidaiton yanayi ya biyo bayan karuwar kusan 18,000 a cikin da'awar rashin aikin yi na farko a makon da ya gabata.
(2) Flash News
Domin aiwatar da ra'ayoyin kwamitin tsakiya na jam'iyyar kwaminis ta kasar Sin da majalisar gudanarwar kasar Sin game da zurfafa yaki da rigakafin gurbatar yanayi, ma'aikatar muhalli ta yi sabbin tsare-tsare, tare da kara wasu muhimman ayyuka guda biyu, tare da tura guda takwas. yakin neman zabe.Sabon aiki na farko kuma mai mahimmanci shine ƙarfafa haɗin gwiwar sarrafa PM2.5 da ozone, da kuma turawa da aiwatar da yaƙin don kawar da matsanancin gurɓataccen yanayi da yaƙin don hanawa da sarrafa gurɓataccen yanayi.Aiki na biyu shine aiwatar da manyan dabarun ƙasa, sabon yaƙi don kare muhalli da sarrafa kogin Yellow.A cewar ma'aikatar kasuwanci, yarjejeniyar ciniki cikin 'yanci ta China da Cambodia za ta fara aiki a ranar 1 ga Janairu, 2022.A karkashin yarjejeniyar, yawan kayayyakin da ba a biya kudin harajin kayayyakin da bangarorin biyu ke siyar da su ya kai sama da kashi 90 cikin 100, kuma kudurin bude kasuwanni don yin ciniki a kai ya nuna mafi girman matakin abokan huldar da kowane bangare ke bayarwa.Ma’aikatar kudi ta kasar ta bayyana cewa, an ba da lamuni na kananan hukumomi Yuan biliyan 6,491.6 a fadin kasar daga watan Janairu zuwa Oktoba.Daga cikin wannan jimillar, an ba da lamuni gaba daya yuan biliyan 2,470.5, da kuma yuan biliyan 4,021.1 na lamuni na musamman, yayin da aka fitar da sabbin lamuni na Yuan biliyan 3,662.5 da kuma yuan biliyan 2,829.1 na sake samar da lamuni, wanda aka rushe bisa manufa.
Ma’aikatar kudi ta kasar ta ce ribar da kamfanonin gwamnati suka samu daga watan Janairu zuwa Oktoba ya kai yuan biliyan 3,825.04, wanda ya karu da kashi 47.6 bisa dari a duk shekara, sannan ya karu da kaso 14.1 cikin dari na shekaru biyu.Kamfanonin tsakiya sun kai yuan biliyan 2,532.65, wanda ya karu da kashi 44.0 cikin 100 a duk shekara, sannan ya karu da kashi 14.2 cikin dari a cikin shekaru biyu: kamfanonin kananan hukumomi sun kai yuan biliyan 1,292.40, wanda ya karu da kashi 55.3 bisa dari a duk shekara. sannan an samu karuwar kashi 13.8 cikin 100 a cikin shekaru biyu.Kakakin hukumar kula da harkokin bankunan kasar Sin CBRC, ya bayyana cewa, an biya bukatar lamuni mai ma'ana ta gidaje.A karshen watan Oktoba, lamunin gidaje na cibiyoyin hada-hadar kudi na banki ya karu da kashi 8.2 bisa dari daga shekarar da ta gabata kuma ya kasance gaba daya.An jaddada cewa bai kamata rage carbon ya zama "Ziri daya da hanya daya" ko "Sport-style" ba, kuma ya kamata a ba da tallafin bashi mai ma'ana ga kwararrun masana'antar kwal da masana'antar kwal da ayyukan, kuma kada rancen ya kasance a makance. zana ko yanke.Babban taron tattalin arziki na kasar Sin ya fitar da wani rahoto da ya yi hasashen samun karuwar GDP na hakika da kashi 3.9 cikin dari a rubu'i na hudu da kuma karuwar tattalin arzikin da aka yi a shekara da kashi 8.1 cikin 100 don cimma burin bunkasuwar shekara fiye da kashi 6%.An sake bitar GDP na Amurka na kwata na uku a cikin adadin shekara-shekara na kashi 2.1 cikin ɗari, kashi 2.2 cikin ɗari da farkon ƙimar kashi 2 cikin ɗari.PMI na farko na Markit na Amurka ya tashi zuwa 59.1 a watan Nuwamba, tare da ƙimar shigar da farashi a matakinsa mafi girma tun lokacin da aka fara rikodin a 2007.
A Amurka, ainihin ma'aunin farashin PCE ya karu da kashi 4.1 a watan Oktoba daga shekarar da ta gabata, matakin mafi girma tun 1991, kuma ana sa ran zai tashi da kashi 4.1 cikin dari, daga kashi 3.6 a watan da ya gabata.A cikin yankin Yuro, PMI na farko na masana'antun masana'antu ya kasance 58.6, tare da hasashen 57.3, idan aka kwatanta da 58.3;PMI na farko na sashin sabis shine 56.6, tare da hasashen 53.5, idan aka kwatanta da 54.6;kuma Composite Pmi ya kasance 55.8, tare da hasashen 53.2, idan aka kwatanta da 54.2.Shugaba Biden ya nada Powell na wani wa'adi da Brenard a matsayin mataimakin shugaban babban bankin tarayya.A ranar 26 ga Nuwamba, Hukumar Lafiya ta Duniya ta shirya taron gaggawa don tattauna B. 1.1.529, sabon nau'in kambi.Hukumar ta WHO ta fitar da wata sanarwa bayan taron, inda ta lissafa nau'in a matsayin bambance-bambancen "Damuwa" tare da sanya masa suna Omicron.Hukumar Lafiya ta Duniya ta ce yana iya zama mai saurin yaduwa, ko kuma kara hadarin kamuwa da munanan cututtuka, ko kuma rage tasirin bincike, alluran rigakafi da magunguna a halin yanzu.Manyan kasuwannin hada-hadar hannayen jari da hada-hadar hannayen jari da kayayyaki na gwamnati sun yi kasa sosai, inda farashin mai ya fadi kusan dala 10 kan ganga guda.Hannun jarin Amurka sun rufe kashi 2.5 cikin 100, mafi munin ayyukansu na kwana guda tun daga karshen Oktoban 2020, hannayen jarin Turai sun fitar da mafi girman raguwar rana guda a cikin watanni 17, kuma hannayen jarin Asiya Pacific sun fado a fadin hukumar, in ji Dow Jones Industrial Average.Don kaucewa kumfa na kadari da hana ƙarin hauhawar farashin kayayyaki, Bankin Koriya ya haɓaka ƙimar riba da maki 25 zuwa kashi 1 cikin ɗari.Babban bankin kasar Hungary kuma ya daga darajar ajiyarsa na mako guda da maki 40 zuwa kashi 2.9 cikin dari.Babban bankin Sweden ya bar ƙimar ribarsa ba ta canzawa a 0% .
2. Binciken bayanai
(1) albarkatun kudi
(2) bayanan masana'antu
Bayanin kasuwannin hada-hadar kudi
A cikin Makomar Kayayyaki, duk manyan makomar kayayyaki sun faɗi in banda gubar LME, wanda ya tashi da kashi 2.59 cikin ɗari a cikin mako.Danyen mai na WTI ya fadi mafi yawa, da kashi 9.52 cikin dari.A kasuwar hada-hadar hannayen jari ta duniya, hannayen jarin kasar Sin sun tashi kadan, yayin da hannayen jarin kasashen Turai da Amurka suka fadi sosai.A kasuwar canji, dalar Amurka ta rufe kashi 0.07 bisa 96.
Mabuɗin ƙididdiga na mako mai zuwa
1. Kasar Sin za ta buga PMI na masana'anta a watan Nuwamba
Lokaci: Talata (1130) sharhi: A watan Oktoba, masana'antun PMI sun fadi zuwa 49.2%, saukar da maki 0.4 daga watan da ya gabata, saboda ci gaba da matsalolin samar da wutar lantarki da tsadar farashin wasu albarkatun kasa, a cewar Hukumar Kididdiga ta Kasa Jumhuriyar jama'ar kasar Sin, bunkasuwar masana'antu ta yi rauni yayin da take kasa da muhimmin batu.Ma'auni na fitowar PMI mai haɗaka ya kasance kashi 50.8 cikin ɗari, ya ragu da kashi 0.9 bisa ɗari daga watan da ya gabata, wanda ke nuna raguwar haɓaka ayyukan kasuwanci gaba ɗaya a China.Ana sa ran masana'antar PMI a hukumance ta kasar Sin za ta dan tashi kadan a watan Nuwamba.
(2) taƙaita mahimman ƙididdiga na mako mai zuwa
Lokacin aikawa: Nuwamba-30-2021