E ntlafatsoa Sontaha se seng le se seng pele ho 8:00 hoseng ho fumana setšoantšo se felletseng sa matla a maholo a beke.
Kakaretso ea beke:
PMI ea semmuso ea China e ne e le 49.2 ka Mphalane, khoeli ea bobeli e latellanang maemong a konteraka.Khomishene ya Naha ya Ntshetsopele le Ntjhafatso (NDRC) e ile ya kopa ntlafatso naheng ka bophara ya diyuniti tsa motlakase tse fehlwang ka mashala The Federal Reserve e tlohetse sekgahla sa tswala se sa fetoha, e tsebisa ka ho qaleha ha “Tafole e Nyenyehang” ka Pudungwana.
Ho latela lintlha: Ka lehlakoreng la motse-moholo, banka e bohareng e fumane li-yuan tse limilione tse likete tse 780 har'a beke;lebelo la ho sebetsa ha libōpi tse 247 tse hlahlobiloeng ke Mysteel le theohile ho ea ho karolo ea 70,9 lekholong;tekanyo ea tšebetso ea litsi tse 110 tsa ho hlatsoa mashala naheng ka bophara e theohile ka karolo ea 0,02 lekholong;litheko tsa tšepe, mashala a mouoane, rebar le koporo ea electrolytic kaofela li theohile haholo har'a beke;Lithekiso tsa letsatsi le letsatsi tsa likoloi tsa baeti li ne li lekana le 94,000 har'a beke, ho theohile liperesente tse 15, ha BDI e theohile liperesente tse 23.7.
Limmaraka tsa Lichelete: Litšepe tsa bohlokoa har'a bokamoso ba thepa ea mantlha li ile tsa phahama bekeng ena, ha tse ling li ile tsa oa.Li-index tse tharo tse kholo tsa li-stock tsa US li fihlile holimo.Lenane la lidolara tsa Amerika le nyolohile ho 0.08% ho isa ho 94.21.
1. Litaba tsa Bohlokoa tsa Macro
(1) tsepamisa maikutlo libakeng tse chesang
Mantsiboeeng a la 31 Mphalane, Mopresidente oa China Xi Jinping o ile a tsoela pele ho ea kopanong ea bo16 ea G20 ka video Beijing.Xi o hatelletse hore ho feto-fetoha ha morao tjena 'marakeng oa matla oa machaba ho re hopotsa tlhokahalo ea ho leka-lekanya tšireletso ea tikoloho le nts'etsopele ea moruo, ho nahanela tlhokahalo ea ho loantša phetoho ea maemo a leholimo le ho sireletsa mekhoa ea boipheliso ea batho.China e tla tsoelapele ho khothaletsa phetoho le ntlafatso ea sebopeho sa eneji le indasteri, ho khothaletsa R&D le Ts'ebeliso ea mahlale a tala le khabone e tlase, le libaka tsa ts'ehetso, liindasteri le likhoebo tse boemong ba ho etsa joalo ho etella pele. ho fihlela sehlohlolong, ho kenya letsoho ka nepo matsapeng a lefatshe lohle a ho lwantsha phetoho ya tlelaemete le ho kgothaletsa phetolo ya eneji.
Ka la 2 Pulungoana, Tonakholo Li Keqiang o ile a etella pele ho buloa ha Seboka sa Phethahatso sa Lekhotla la Naha la China.Seboka se supile hore ho thusa barupeluoa ba mebaraka ho tsoa, ho khothaletsa tharollo ea litheko tse phahameng tsa thepa ho nyolla litšenyehelo le litaba tse ling.Ha ho tobane le khatello e ncha e theohileng moruong le mathata a macha a 'maraka, ho kengoa ts'ebetsong ka mokhoa o atlehileng oa tokiso ea pele le tokiso e ntle.Ho etsa mosebetsi o motle oa nama, mahe, meroho le litlhoko tse ling tsa bophelo ho netefatsa phepelo ea litheko tse tsitsitseng.
Ka la 2 Pulungoana, Motlatsi oa Tonakholo Han Zheng o ile a etela State Grid Company ho etsa lipatlisiso le ho tšoara simposiamo.Han Zheng o hatelletse tlhokahalo ea ho netefatsa phepelo ea matla mariheng ana le nakong ea selemo e tlang e le ntho e tlang pele.Bokhoni ba ho fehla matla ba likhoebo tse fehlang motlakase ka mashala bo lokela ho khutlisetsoa maemong a tloaelehileng kapele kamoo ho ka khonehang.Mmuso o lokela ho matlafatsa taolo le taolo ya theko ya mashala ho ya ka molao le ho akofisa diphuputso mabapi le mokgwa wa theho ya ditheko tse shebaneng le mebaraka ya kgokahanyo ya motlakase wa mashala.
Lekala la Khoebo le fane ka tsebiso mabapi le ho netefatsa theko e tsitsitseng ea meroho le litlhoko tse ling 'marakeng mariha le nakong ea selemo se tlang, libaka tsohle li tšehetsa le ho khothaletsa likhoebo tse kholo tsa phallo ea temo ho theha tšebelisano e haufi le metheo ea tlhahiso ea temo joalo ka meroho, lijo-thollo le oli. , ho tsoalisa mehlape le likhoho, le ho saena litumellano tsa nako e telele tsa phepelo le thekiso.
Ka la 3 Pulungoana, Khomishene ea Naha ea Ntlafatso le Nchafatso le Tsamaiso ea Naha ea Eneji ka kopanelo li ile tsa fana ka tsebiso e ipiletsang hore ho ntlafatsoe likarolo tsa motlakase o fehloang ka mashala naheng ka bophara.Tsebiso e hloka hore bakeng sa likarolo tse fehlang matla a mashala tse jang ho feta ligrama tse 300 tsa mashala a tloaelehileng / kwh bakeng sa phepelo ea motlakase, maemo a tlameha ho theoa kapele ho kenya ts'ebetsong ts'ebetso ea ho boloka matla, 'me likarolo tse ke keng tsa khutlisetsoa morao li lokela ho felloa ke matla. e koaloe, 'me e tla ba le maemo ho phepelo ea motlakase ea bekapo ea tšohanyetso.
Ho ea ka boitsebiso bo mabapi le tlaleho ea sechaba ea wechat ea Komisi ea Naha ea Ntšetso-pele le Liphetoho, ho latela ts'ebetso ea likhoebo tse ngata tse ikemetseng tse kang Inner Mongolia Yitai Group, Mengtai Group, Huineng sehlopha le Xinglong Group ho fokotsa theko ea thekiso ea mashala Hang Hau. , likhoebo tsa ’muso tse kang National Energy Group le China National Coal Group le tsona li nkile bohato ba ho fokotsa litheko tsa mashala.Ho feta moo, likhoebo tse kholo tse fetang 10 tsa mashala li nkile bohato ba ho latela sebaka se seholo sa tlhahiso ea lik'hilojule tse 5500 tsa litheko tsa sekoti sa mashala a futhumetseng ho theosa ho fihla ho li-yuan tse 1000 ka tone.Boemo ba phepelo le tlhokeho 'marakeng oa mashala bo tla ntlafatsoa le ho feta.
Mantsiboeeng a la 30 October, CSRC e ile ea fana ka tsamaiso ea motheo ea Beijing Stock Exchange, qalong ea ho theha litsamaiso tsa motheo tse kang ho fana ka lichelete, tlhokomelo e tsoelang pele le puso ea phapanyetsano, letsatsi la ho kena ts'ebetsong ea puso ea motheo le boletsoeng e le 15 November.
Kgolo ya tlhahiso e fokotsehile mme lekala le sa hlahiseng thepa le ntse le tswela pele ho hola.PMI ea semmuso ea China e ne e le 49.2 ka Mphalane, e theohile ka liperesente tse 0.4 ho tloha khoeling e fetileng mme e ntse e tsoela pele ho ba ka tlase ho boemo bo boima ba konteraka bakeng sa likhoeli tse peli tse latellanang.Tabeng ea ho phahama ha litheko tsa matla le lisebelisoa tse tala, litšitiso tsa phepelo lia hlaha, tlhokahalo e sebetsang ha ea lekana, 'me likhoebo li tobane le mathata a mangata tlhahisong le ts'ebetsong.Lenane la mesebetsi ea khoebo e sa hlahiseng lihlahisoa e ne e le karolo ea 52,4 lekholong ka October, ho theosa le karolo ea 0.8 lekholong ho tloha khoeling e fetileng, empa e ntse e le ka holim'a boemo bo boima, e bontšang ho atolosoa ho tsoelang pele lefapheng le sa hlahiseng lihlahisoa, empa ka lebelo le fokolang.Ho qhoma khafetsa libakeng tse ngata le litšenyehelo tse ntseng li phahama li liehile tšebetso ea khoebo.Ho phahama ha tlhoko ea matsete le tlhokeho ea mekete ke tsona lintlha tse ka sehloohong tsa ts'ebetso e ntle ea liindasteri tse sa hlahiseng lihlahisoa.
Ka la 1 Pulungoana, Letona la Khoebo la People's Republic of China Wang Wentao o ile a romella lengolo ho Letona la Kholiso ea Khoebo le Thomello ea New Zealand Michael O'Connor ho etsa kopo ea semmuso ea ho kenela Tumellano ea Selekane sa Moruo oa Dijithale (DEPA) molemong oa China.
The Regional Comprehensive Economic Partnership Agreement (RCEP) e tla qala ho sebetsa bakeng sa linaha tse 10 ho kenyeletsoa China ka la 1 Pherekhong 2022, ho latela Lekala la Khoebo.
Federal Reserve e ile ea lokolla qeto ea eona ea Komiti ea Leano la Lichelete ka Pulungoana ho qala ts'ebetso ea Taper ha e ntse e boloka sekhahla sa tsoala se sa fetohe.Ka December, Fed e tla potlakisa lebelo la Taper le ho fokotsa theko ea khoeli le khoeli ea bond ka $ 15 limilione tse likete.
Litefiso tsa Nonfarm li nyolohile 531,000 ka Mphalane, keketseho e kholo ho tloha ka Phupu, kamora ho nyoloha ka 194,000.Molula-setulo oa Federal Reserve Powell o itse mmaraka oa mesebetsi oa US o ka ntlafala ka ho lekana bohareng ba selemo se tlang.
(2) Phaleho ea Litaba
Ka Mphalane, CAIXIN China e etsa PMI e tlalehile 50.6, ho fihlela liperesente tsa 0.6 ho tloha ka Loetse, e khutlela sebakeng sa katoloso.Ho tloha ka Mots'eanong 2020, index e theohile maemong a konteraka feela ka 2021.
China's Logistics Business Index bakeng sa Mphalane e ne e le liperesente tse 53.5, e theohile ka liperesente tse 0.5 ho tloha khoeling e fetileng.Ho ntšoa ha libonto tse ncha tse khethehileng ho potlakisitsoe haholo.Ka Mphalane, mebuso ea lehae ho pholletsa le naha e ile ea fana ka li-yuan tse libilione tse 868.9, tseo ho tsona li-yuan tse libilione tse 537.2 li ileng tsa fanoa e le litlamo tse khethehileng.Ho ea ka kopo ea Lekala la Lichelete, "Mokoloto o mocha o khethehileng o tla fanoa ka hohle kamoo ho ka khonehang pele ho fela ha November", mokoloto o mocha o khethehileng o lebeletsoe ho fihla ho 906.1 limilione tse likete ka November.Likhoebo tse 37 tse thathamisitsoeng tsa tšepe li ile tsa lokolla liphetho tsa kotara ea boraro, karolo ea pele ea kotara e meraro ea phaello ea li-yuan tse limilione tse likete tse 108.986, phaello ea 36, phaello e le 'ngoe e fetohile tahlehelo.Ka kakaretso, Baosteel e bile ea pele ka phaello ea chelete e kaalo ka li-yuan tse libilione tse 21.590, athe Valin le Angang e bile ea bobeli le ea boraro ka li-yuan tse libilione tse 7.764 le li-yuan tse libilione tse 7.489 ka ho latellana.Ka la 1 Pulungoana, Lekala la Matlo le nts'etsopele ea litoropo le litoropo le boletse hore ho hahiloe matlo a hirisoang a theko e tlase a fetang 700 000 metseng e 40 naheng ka bophara, e leng karolo ea karolo ea 80 lekholong ea moralo oa selemo le selemo.CAA: Lenane la temoso la lethathamo la lihlahisoa tsa 2021 bakeng sa barekisi ba likoloi e ne e le 52.5% ka Mphalane, e theohile ka liperesente tse 1.6 ho tloha selemong se fetileng mme e nyolohile ka liperesente tse 1.6 ho tloha khoeling e fetileng.
Ka Mphalane, 'maraka oa literaka tse boima oa China o lebelletsoe ho rekisa likoloi tse ka bang 53,000, ho theosa le 10% khoeli le khoeli, ho theosa le 61.5% selemo le selemo, thekiso ea bobeli ea khoeli le khoeli ho fihlela joale selemong sena.Ho tloha ka la 1 Pulungoana, kakaretso ea lik'hamphani tse 24 tse thathamisitsoeng tsa mechini ea kaho li tlalehile liphetho tsa kotara ea boraro ea 2021, tse 22 tsa tsona li bile le phaello.Karolong ea boraro, lik'hamphani tse 24 li fumane chelete e kopaneng ea $ 124.7 bilione le chelete e kenang ea $8 bilione.Likhamphani tse 22 tse thathamisitsoeng tsa lisebelisoa tsa bohlokoa tsa lapeng li hlahisitse liphetho tsa bona tsa kotara ea boraro.Ho tsena, tse 21 li ne li na le phaello, ka phaello e kopaneng ea li-yuan tse limilione tse likete tse 62.428 le chelete eohle ea ts'ebetso ea li-yuan tse limilione tse likete tse 858.934.Ka la 1 Pulungoana, Yiju Real Estate Research Institute e ile ea lokolla tlaleho e bontšang hore ka Mphalane, litoropo tse 13 tse tjhesang tse neng li beiloe leihlo ke setsi sena li ile tsa rekisa litsi tse ka bang 36,000 tsa batho ba khale, ho theosa le 14,000 ho tloha khoeling e fetileng, ho theosa ka 26.9% khoeli le khoeli. khoeli le ho theoha 42.8% selemo le selemo;Ho tloha ka Pherekhong ho isa Mphalane, litoropo tse 13 tsa thekiso ea matlo a khale li eketseha selemo le selemo ka lekhetlo la pele tse mpe, li theohile ka 2.1%.Litaelo tsa likepe tse ncha li fihlile boemong ba tsona bo phahameng ka ho fetisisa ka lilemo tse 14 Knock Nevis.Likarolong tse tharo tsa pele, li-yards tse 37 lefatšeng ka bophara li ile tsa fumana litaelo tse tsoang ho Knock Nevis, tse 26 tsa tsona e le lijarete tsa Machaena.Ho fihletswe tumellano e ntjha Sebokeng sa Tlelaemete sa COP26, moo dinaha le mekgatlo e 190 e itlamileng ho kgaotsa ho fehla motlakase ka mashala.OECD: Phallo ea Global Foreign Direct Direct (FDI) e phallela ho $870bn halofo ea pele ea selemo sena, e fetang habeli halofo ea bobeli ea 2020 le liperesente tse 43 kaholimo ho maemo a pele ho 2019.China e bile eona moamoheli e moholo oa lefats'e oa matsete a tsoang kantle ho naha halofo ea pele ea selemo sena, 'me phallo e fihla ho $177bn.Mosebetsi oa ADP o nyolohile ka 571,000 ho isa ho 400,000 e hakanyetsoang ka Mphalane, boholo ho tloha ka Phuptjane.US e tlalehile khaello ea rekoto ea khoebo ea US $ 80.9 bilione ka Loetse, ha e bapisoa le khaello ea US $ 73.3 bilione.Banka ea Engelane e tlohetse sekhahla sa eona sa tsoala se sa fetohe ho liperesente tse 0.1 mme kakaretso ea theko ea thepa e sa fetoheng ho # 895bn.PMI ea tlhahiso ea ASEAN e nyolohetse ho 53.6 ka Mphalane ho tloha 50 ka Loetse.E ne e le lekhetlo la pele index e nyoloha ka holimo ho 50 ho tloha ka May le boemo bo phahameng ka ho fetisisa ho tloha ha e qala ho bokella ka Phupu 2012.
2. Ho latela lintlha
(1) lichelete
(2) lintlha tsa indasteri
Kakaretso ea limmaraka tsa lichelete
Nakong ea beke, bokamoso ba thepa, ho phaella ho lirafshoa tsa bohlokoa li ile tsa phahama, bokamoso bo ka sehloohong ba thepa bo ile ba theoha.Aluminium e theohile haholo, ka liperesente tse 6.53.Limmaraka tsa lefats'e, ntle le Shanghai Composite Index ea China e theohile hanyane, melemo e meng kaofela, United States li-index tse tharo tse kholo tsa stock li maemong a holimo haholo.'Marakeng oa phapanyetsano ea kantle ho naha, index ea lidolara e koetse liperesente tse 0,08 ho 94.21.
Lipalopalo tsa bohlokoa tsa beke e tlang
1. China e tla lokolla lintlha tsa lichelete tsa October
Nako: Beke e Latelang (11/8-11/15) maikutlo: Boemong ba matlo a lichelete a khutlela ho tloaelehileng, kahlolo e akaretsang ea mekhatlo, likalimo tse ncha ka Mphalane li lebelletsoe ho feta li-yuan tse limilione tse likete tse 689.8 ka nako e ts'oanang selemong se fetileng. , sekhahla sa kholo ea lichelete tsa sechaba le sona se lebelletsoe ho tsitsa.
2. Chaena e tla lokolla lintlha tsa CPI le PPI bakeng sa October
Ka Labone (11/10) litlhaloso: ba anngoeng ke pula le boemo ba leholimo bo pholileng, hammoho le ho qhoma khafetsa libakeng tse ngata le lintlha tse ling, meroho le meroho, litholoana, mahe le litheko tse ling li nyolohile haholo, CPI e lebelletsoe ho atoloha ka Mphalane.Ho oli e tala, mashala e le moemeli ea ka sehloohong oa litheko tsa thepa a ne a le holimo ho feta khoeling eona eo, ho lebelletsoe hore a tsoele pele ho khothaletsa keketseho ea theko ea PPI.
(3) kakaretso ea lipalo-palo tsa bohlokoa tsa beke e tlang
Nako ea poso: Nov-09-2021