Bayanin mako:
Babban daraktan macro: Li Keqiang ya jagoranci taron tattaunawa kan rage haraji da rage kudaden haraji;Ma'aikatar kasuwanci da sauran sassan 22 sun ba da "shirin shekaru biyar na 14" don bunkasa kasuwancin cikin gida;Akwai babban matsin lamba kan tattalin arziki kuma ana fitar da manyan manufofi a karshen shekara;A cikin Disamba, adadin sabbin ayyukan da ba na noma ba a Amurka shine 199000, mafi ƙanƙanta tun Janairu 2021;Yawan da'awar rashin aikin yi na farko a Amurka a wannan makon ya haura fiye da yadda ake tsammani.
Sa ido kan bayanai: ta fuskar kudade, babban bankin ya mayar da yuan biliyan 660 a cikin mako;Yawan aiki na tanderun fashewa 247 da Mysteel ya yi nazari ya karu da kashi 5.9%, kuma yawan aikin masana'antar wanke kwal 110 a kasar Sin ya ragu zuwa kasa da 70%;A cikin mako, farashin tama na ƙarfe, gawayin wutar lantarki da rebar sun tashi;Farashin electrolytic jan karfe, siminti da kankare sun fadi;Matsakaicin tallace-tallace na yau da kullun na motocin fasinja a cikin mako shine 109000, ƙasa da 9%;BDI ya canza zuwa +3.6%.
Kasuwar hada-hadar kudi: farashin manyan kayayyaki na gaba ya tashi a wannan makon;Daga cikin kasuwannin hada-hadar hannayen jari na duniya, kasuwannin hannayen jari na kasar Sin da na Amurka sun fadi sosai, yayin da kasuwar hannayen jari ta Turai ta tashi sosai;Dalar Amurka ta kasance 95.75, ƙasa da kashi 0.25%.
1. Macro Highlights
(1) Hot spot mayar da hankali
◎ Firaminista Li Keqiang ya jagoranci taron tattaunawa kan rage haraji da rage kudaden haraji.Li Keqiang ya ce, a yayin da ake fuskantar sabon matsin lamba kan tattalin arzikin kasar, ya kamata mu ci gaba da yin aiki mai kyau a cikin "tsari shida" da "lamuni guda shida", da aiwatar da babban hadadden rage haraji da rage kudade bisa bukatun da ake bukata. batutuwan kasuwa, ta yadda za a tabbatar da kwanciyar hankali a fara tattalin arzikin a cikin kwata na farko da kuma daidaita kasuwar tattalin arziki.
◎ Ma'aikatar kasuwanci da wasu sassa 22 sun fitar da "shirin shekara biyar na 14" na bunkasa kasuwancin cikin gida.Nan da shekarar 2025, jimillar tallace-tallacen kayayyakin masarufi na zamantakewa zai kai kusan yuan tiriliyan 50;Ƙimar da aka ƙera na jimla da dillali, masauki da abinci ya kai yuan tiriliyan 15.7;Kasuwancin dillalan kan layi ya kai kusan yuan tiriliyan 17.A cikin shirin na shekaru biyar na 14, za mu haɓaka haɓakawa da aikace-aikacen sabbin motocin makamashi da haɓaka haɓakar kasuwancin kera motoci.
◎ a ranar 7 ga watan Janairu, jaridar Daily People ta buga labarin da ofishin bincike kan manufofi na hukumar raya kasa da kawo sauyi, ya yi nuni da cewa, ya kamata a sanya ci gaba mai dorewa a wani matsayi mai mahimmanci, kuma a kiyaye yanayin tattalin arziki mai inganci.Za mu daidaita rigakafin annoba da sarrafawa da ci gaban tattalin arziki da zamantakewa, ci gaba da aiwatar da manufofin kasafin kudi mai aiki da manufofin kuɗi mai hankali, kuma za mu haɗa kai tsaye ta hanyar cyclical da manufofin sarrafa macro-cyclical.
A watan Disamba na shekarar 2021, kamfanin Caixin na kasar Sin PMI ya samu kashi 50.9, wanda ya karu da kashi 1.0 bisa dari daga watan Nuwamba, mafi girma tun watan Yulin shekarar 2021. Ma'aikatar sabis na Caixin ta kasar Sin PMI a watan Disamba ya kai 53.1, ana sa ran zai kai 51.7, wanda darajarsa ta gabata ya kai 52.1.Jimlar PMI na Caixin na kasar Sin a watan Disamba ya kai 53, inda darajar da ta gabata ta kai 51.2.
A halin yanzu, akwai babban matsin lamba a kan tattalin arziki.Domin ba da amsa mai kyau, an fitar da manufofi da yawa a ƙarshen shekara.Na farko, manufar faɗaɗa bukatar cikin gida sannu a hankali ta fito fili.A ƙarƙashin tasirin sau uku na raguwar buƙatu, girgiza wadatar kayayyaki da raunana tsammanin, tattalin arziƙin na fuskantar matsin lamba a cikin ɗan gajeren lokaci.Ganin cewa cinyewa shine babban ƙarfin motsa jiki (saba hannun jari shine maɓalli mai mahimmanci), a bayyane yake cewa wannan manufar ba zata kasance ba.Daga halin da ake ciki yanzu, amfani da motoci, kayan aiki na gida, kayan ado da kayan ado na gida, wanda ke da adadi mai yawa, zai zama abin da ya fi mayar da hankali ga ƙarfafawa.Dangane da zuba jari, sabbin ababen more rayuwa sun zama abin da aka fi mayar da hankali kan tsarawa.Amma gabaɗaya, babban abin da aka fi mayar da hankali a kai da ake amfani da shi don yin shinge ga koma bayan gidaje shine har yanzu kayayyakin more rayuwa na gargajiya
◎ bisa ga bayanan da Ma'aikatar Kwadago ta Amurka ta fitar, adadin sabbin ayyukan da ba na noma ba a Amurka a watan Disamba 2021 ya kai 199000, kasa da 400000 da ake sa ran, mafi karanci tun watan Janairu 2021;Adadin rashin aikin yi ya kasance 3.9%, fiye da yadda ake tsammani kasuwa da kashi 4.1%.Manazarta na ganin cewa ko da yake yawan marasa aikin yi a Amurka ya fadi wata-wata a cikin watan Disambar bara, sabbin bayanan aikin ba su da kyau.Karancin ma'aikata yana zama babban cikas ga haɓaka ayyukan yi, kuma alaƙar da ke tsakanin wadata da buƙata a cikin kasuwar ƙwadago ta Amurka tana ƙara yin tsami.
◎ Ya zuwa ranar 1 ga Janairu, adadin da aka fara neman tallafin rashin aikin yi a cikin mako ya kai 207000, kuma ana sa ran za a kai 195000. Duk da cewa yawan da'awar rashin aikin yi ya karu idan aka kwatanta da makon da ya gabata, ya kusan kusan 50- shekara ta ragu a cikin 'yan makonnin nan, godiya ga gaskiyar cewa kamfanin yana kiyaye ma'aikatan da ke da su a karkashin halin da ake ciki na karancin ma'aikata da murabus.Koyaya, yayin da makarantu da kasuwanci suka fara rufewa, yaduwar Omicron ya sake tayar da hankalin mutane game da tattalin arzikin.
(2) Bayanin mahimman labarai
◎ Firaminista Li Keqiang ya jagoranci taron zartaswa na majalisar gudanarwar kasar, inda ya kaddamar da matakan aiwatar da cikakken aiwatar da jerin batutuwan da suka shafi ba da lasisin gudanar da mulki, da daidaita yadda ake gudanar da harkokin wutar lantarki da samar da moriyar jama'a da jama'a sosai.Za mu aiwatar da rarrabuwar kawuna na haɗarin bashi na kamfani da haɓaka ingantaccen kulawa da inganci.
◎ he Lifeng, daraktan hukumar raya kasa da sake fasalin kasa, ya rubuta cewa, ya kamata mu aiwatar da tsarin dabarun fadada bukatun cikin gida da kuma shirin aiwatar da shirin na shekaru 14 na biyar, da gaggauta samarwa da yin amfani da sanduna na musamman na kananan hukumomi. , da matsakaicin ci gaba da saka hannun jari na kayayyakin more rayuwa.
◎ Bisa kididdigar da babban bankin kasar ya fitar, a watan Disamba na shekarar 2021, babban bankin ya aiwatar da ayyukan ba da lamuni na matsakaicin zango na cibiyoyin hada-hadar kudi, adadin da ya kai yuan biliyan 500, wanda ya kai shekara daya da kudin ruwa na kashi 2.95%.Ma'auni na wuraren lamuni na matsakaicin lokaci a ƙarshen lokacin ya kai yuan biliyan 4550.
◎ Ofishin Majalisar Dokokin Jiha ya buga tare da rarraba tsarin gabaɗaya don gwajin cikakken sake fasalin rabon abubuwan da ke dacewa da kasuwa, wanda ke ba da damar sauya manufar filin gine-ginen hannun jari bisa tsarin da za a yi ciniki a kasuwa a kan wuri na ramuwa na son rai bisa ga doka.Nan da 2023, yi ƙoƙari don cimma mahimman ci gaba a cikin mahimman hanyoyin rarraba abubuwan da suka dace da kasuwa kamar ƙasa, aiki, jari da fasaha.
A ranar 1 ga Janairu, 2022, RCEP ta fara aiki, kuma kasashe 10 ciki har da kasar Sin, sun fara aiwatar da ayyukansu a hukumance, lamarin da ya nuna farkon yankin ciniki cikin 'yanci mafi girma a duniya, da kuma kyakkyawar mafari ga tattalin arzikin kasar Sin.Daga cikin su, kasashen Sin da Japan sun kulla huldar cinikayya cikin 'yanci a karon farko, sun cimma yarjejeniyar daidaita harajin kayayyaki, da samun ci gaba mai cike da tarihi.
◎ CITIC Securities sun yi hasashen ci gaba guda goma don ci gaba da manufofin ci gaba, yana mai cewa rabin farkon 2022 zai kasance lokacin taga don rage yawan riba.Ana sa ran za a rage yawan kudaden ruwa na gajeren lokaci, matsakaita da na dogon lokaci.Adadin sake siyan riba na kwanaki 7, ƙimar ribar MLF na shekara 1, shekara 1 da shekara 5 LPR ƙimar riba za a rage ta 5 BP a lokaci guda, zuwa 2.15% / 2.90% / 3.75% / 4.60% bi da bi. , yadda ya kamata rage kudaden kuɗi na ainihin tattalin arziki.
◎ ana sa ran samun ci gaban tattalin arziki a shekarar 2022, manyan masana tattalin arziki na cibiyoyi 37 na cikin gida gaba daya sun yi imanin cewa, akwai manyan rukunoni guda uku na bunkasa tattalin arziki: na farko, saka hannun jari a ayyukan gine-ginen ababen more rayuwa ana sa ran sake farfado da su;Na biyu, ana sa ran zuba jarin masana'antu zai ci gaba da karuwa;Na uku, ana sa ran ci gaba da karba.
◎ Rahoton hasashen tattalin arzikin kasar Sin na shekarar 2022 da wasu cibiyoyi da ke samun kudade daga kasashen waje suka fitar kwanan nan, ya yi imanin cewa, sannu a hankali yawan amfanin kasar Sin zai farfado da fitar da kayayyaki zuwa kasashen waje.Dangane da kyakkyawan fata game da tattalin arzikin kasar Sin, cibiyoyi masu samun kudin shiga daga ketare na ci gaba da tsara kaddarorin RMB, suna ganin cewa, ci gaba da bude kofa ga waje na kasar Sin na iya ci gaba da jawo jarin kasashen waje, kana akwai damar zuba jari a kasuwannin hannayen jari na kasar Sin.
◎ Aikin ADP a Amurka ya karu da 807000 a watan Disamba, karuwa mafi girma tun watan Mayu 2021. An kiyasta ya karu da 400000, idan aka kwatanta da darajar da ta gabata na 534000. Tun da farko, adadin masu murabus a Amurka ya kai matsayi 4.5. miliyan a watan Nuwamba.
◎ a cikin Disamba 2021, PMI masana'antu na Amurka ya fadi zuwa 58.7, mafi ƙanƙanta tun watan Janairun bara, kuma ƙasa da tsammanin masana tattalin arziki, tare da ƙimar da ta gabata ta 61.1.Alamomin ƙasa suna nuna cewa buƙata ta tsaya tsayin daka, amma lokacin bayarwa da alamun farashi sun ragu.
Bisa kididdigar da ma'aikatar kwadago ta Amurka ta fitar, a watan Nuwambar shekarar 2021, adadin wadanda suka yi murabus a Amurka ya kai miliyan 4.5, kuma adadin guraben aikin ya ragu daga miliyan 11.1 da aka bita a watan Oktoba zuwa miliyan 10.6, wanda har yanzu yana nan. da yawa fiye da kimar kafin annoba.
◎ a ranar 4 ga Janairu, a lokacin gida, kwamitin kula da harkokin kudi na kasar Poland ya sanar da matakin da ya dauka na kara yawan kudin ruwa na babban bankin kasar Poland da maki 50 zuwa kashi 2.25%, wanda zai fara aiki a ranar 5 ga Janairu. a Poland cikin watanni hudu, kuma babban bankin kasar Poland ya zama banki na farko na kasa da ya sanar da karuwar kudin ruwa a shekarar 2022.
Ofishin Kididdiga na Tarayyar Jamus: Yawan hauhawar farashin kayayyaki a Jamus a shekara ta 2021 ya karu zuwa 3.1%, wanda ya kai matsayi mafi girma tun 1993.
2. Bin bayanan bayanai
(1) Babban bangaren
(2) Bayanan masana'antu
(3)
(4)
(5)
(6)
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3. Bayanin kasuwannin hada-hadar kudi
Dangane da makomar kayayyaki kuwa, farashin manyan kayayyaki ya tashi a cikin wannan mako, inda danyen mai ya yi tashin gwauron zabi, inda ya kai kashi 4.62%.Dangane da kasuwannin hada-hadar hannayen jari na duniya, kasuwannin hannayen jarin kasar Sin da na Amurka sun fadi, inda kididdigar gem ta fadi mafi yawa, inda ta kai kashi 6.8%.A kasuwar canji, index ɗin dalar Amurka ya rufe a 95.75, ƙasa da 0.25%.
4. Mahimman bayanai na mako mai zuwa
(1) Kasar Sin za ta saki bayanan PPI na Disamba da CPI
Lokaci: Laraba (1/12)
Comments: bisa ga tsarin aiki na Ofishin Kididdiga na Kasa, za a fitar da bayanan CPI da PPI na Disamba 2021 a ranar 12 ga Janairu. daidaita farashin, yawan ci gaban shekara-shekara na CPI na iya raguwa kaɗan zuwa kusan 2% a cikin Disamba 2021, haɓakar haɓakar PPI na shekara-shekara na iya raguwa kaɗan zuwa 11%, kuma ana sa ran haɓakar GDP na shekara-shekara. wuce 8%.Bugu da kari, ana sa ran karuwar GDP a kwata na farko na shekarar 2022 zai kai fiye da kashi 5.3%.
(2) Jerin mahimman bayanai mako mai zuwa
Lokacin aikawa: Janairu-10-2022