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: Litaba tsa Macro: Li Keqiang sebokeng sa batsamaisi ba Lekhotla la Naha la China o hatisitse tlhokahalo ea ho matlafatsa taolo ea li-cross-cyclical;Li Keqiang ketelong ea Shanghai o hatelletse tlhokahalo ea ho kenya ts'ebetsong leano le letle la mmuso mabapi le likhoebo tsa mashala le matla, joalo ka ho chechisoa ha lekhetho;Ofisi ea Kakaretso ea Lekhotla la Naha e fane ka tsebiso mabapi le ho matlafatsa ho ea pele thuso ho likhoebo tse nyane le tse mahareng;nakong ea Pherekhong-Mphalane, kakaretso ea phaello ea likhoebo tsa indasteri ho feta boholo ba naha e eketsehile ka 42.2% selemo le selemo;Likopo tsa pele tsa melemo ea ho hloka mosebetsi li theohetse tlase ho lilemo tse 52 bekeng ena.Ho latela lintlha: Mabapi le lichelete, banka e bohareng e kentse li-yuan tse limilione tse likete tse 190 ka beke;tekanyo ea ts'ebetso ea libopi tsa 247 tse ileng tsa hlahlojoa ke Mysteel li ile tsa oela ka tlase ho 70%;sekgahla sa tshebetso sa dipolante tse 110 tsa ho hlatswa mashala naheng ka bophara di ile tsa dula di tsitsitse;'me theko ea mashala a matla a lula a tsitsitse ha tšepe ea tšepe, rebar le tšepe li phahama haholo har'a beke, theko ea koporo e ile ea theoha, theko ea samente e ile ea theoha, theko ea konkreite e ile ea theoha, ka beke karolelano ea letsatsi le letsatsi ea likoloi tsa 49,000 tsa thekiso ea likoloi tsa baeti, tlase 12% , BDI e ile ea eketseha ka 9%.Limmaraka tsa Lichelete: Bokamoso bohle ba thepa bo theohile bekeng ena ntle le boetapele ba LME;lihlahisoa tsa lefats'e li ile tsa phahama feela Chaena, 'me limmaraka tsa US le tsa Europe li oa;mme index ea lidolara e theohile ho 0.07% ho isa ho 96.
1. Litaba tsa Bohlokoa tsa Macro
Mopresidente Xi Jinping o eteletse pele kopano ea mashome a mabeli a metso e 'meli ea Khomishene e Bohareng bakeng sa tokiso e tebileng ka kakaretso, a hatisa tlhokeho ea ho ntlafatsa moralo o akaretsang oa mmaraka oa motlakase, lisebelisoa tsa motlakase ka har'a naha ho fihlella mefuta e mengata e fapaneng ea ho arolelana le kabo e nepahetseng. e mong le e mong.Seboka se bontšitse hore hoa hlokahala ho sutumelletsa pele kaho ea mochine oa 'maraka oa matla ho ikamahanya le phetoho ea sebopeho sa matla, le ho khothalletsa ho kenya letsoho ha matla a macha litšebelisanong tsa' maraka ka mokhoa o hlophisehileng.Kopano e boetse e hatelletse tlhokahalo ea ho khothaletsa ho theoa ha sehlopha se setle sa mahlale le thekenoloji, indasteri le lichelete, le ho akofisa phetoho le ts'ebeliso ea likatleho tsa mahlale le thekenoloji.Hoseng ha la 22 Pulungoana, Mopresidente oa China Xi Jinping o ile a ba teng mme a etella pele kopano ea mokete oa sehopotso sa bo30 sa ho theoa ha likamano tsa lipuisano lipakeng tsa China le ASEAN ka sehokelo sa video Beijing.Xi o phatlalalitse ka molao ho theoa ha China ASEAN Comprehensive Strategic Partnership, mme a supa hore China e tla bapala ka botlalo karolo ea tumellano ea selekane se akaretsang sa moruo sa tikoloho, ho qala kaho ea ASEAN-China Free Trade Area 3.0, China e tla leka ho tlisa US $150. bilione ea lihlahisoa tsa temo tse tsoang ASEAN lilemong tse hlano tse tlang.Ha ho tobane le khatello e ncha ea moruo, Seboka sa Phethahatso sa Lekhotla la Naha la China, se etelletsoeng pele ke Tonakholo Li Keqiang oa Lekhotla la Naha, se kopile ho matlafatsa tokiso ea li-cross-cyclic, ha se ntse se tsoela pele ho etsa mosebetsi o motle taolong ea mekoloto ea mmuso oa lehae le ho thibela. le ho rarolla likotsi, ho fana ka karolo e feletseng ea karolo ea lichelete tsa likoloto tse khethehileng ho khothalletsa lichelete tsa sechaba.Re tla potlakisa phano ya palo e setseng ya dibonto tse kgethehileng selemong sena mme re hahamalle ho hlahisa merwalo e mengata ya mesebetsi maqalong a selemo se tlang.
Ho tloha ka la 22 ho isa ho la 23 Pulungoana, Tonakholo Li Keqiang, setho sa Politburo ea Mokha oa Makomonisi oa Chaena, o ile a etela Shanghai.Li Keqiang o itse mebuso maemong ohle e lokela ho matlafatsa ts'ehetso ea eona, ho kenyelletsa le ho kenya ts'ebetsong maano a Naha mabapi le phallelo ea lekhetho bakeng sa likhoebo tsa mashala le motlakase, ho etsa mosebetsi o motle oa ho hokahanya le ho tsamaisa, ho netefatsa phepelo e tsitsitseng ea mashala bakeng sa phepelo ea motlakase, le ho rarolla mathata a lichelete. bothata ba khaello ea motlakase libakeng tse ling, ho thibela ho hlaha ha ketsahalo e ncha ea "motlakase"
Ofisi ea Kakaretso ea Lekhotla la Naha e ile ea fana ka tsebiso mabapi le ho matlafatsa ts'ehetso ea li-smes, e reng: (1) ho fokotsa khatello ea litšenyehelo tse ntseng li eketseha.Re tla matlafatsa tekolo ya dihlahiswa le temoso ya kapele, re matlafatse taolo ya mmaraka ya phepelo le tlhokeho, mme re thibele mesebetsi e seng molaong e kang ho bokella le ho etsa phaello, le ho nyolla ditheko.Re tla tšehetsa mekhatlo ea indasteri le likhoebo tse kholo mabapi le ho aha lipolanete tsa tlhokahalo ea phepelo bakeng sa liindasteri tsa bohlokoa, le ho matlafatsa tiisetso le lits'ebeletso tsa boema-kepe bakeng sa thepa e tala le e sebetsitsoeng.(2) ho khothaletsa lik'hamphani tsa nakong e tlang ho fana ka lits'ebeletso tsa taolo ea likotsi ho li-smes, e le ho li thusa ho sebelisa lisebelisoa tsa nakong e tlang ho sebetsana le kotsi ea ho fetoha ho hoholo ha litheko tsa thepa e tala.(3) eketsa tšehetso ea lichelete tsa pholoso ho thusa likhoebo ho sebetsana ka katleho le khatello ea ho phahama ha litheko tsa thepa e tala, thepa le litšenyehelo tsa basebetsi.(4) ho khothaletsa libaka tseo maemo a lumellang ho kenya ts'ebetsong ea nako le nako e khethehileng bakeng sa tšebeliso ea motlakase ke likhoebo tse nyane le tse nyane.Lekala la Khoebo le fane ka moralo oa ntlafatso ea boleng bo holimo ba khoebo ea kantle ho naha bakeng sa moralo oa leshome le metso e mene oa lilemo tse hlano.Nakong ya leano la bo-14 la dilemo tse hlano, tsamaiso ya tshireletso ya kgwebo e tla ntlafatswa le ho feta.Mehloli ea lijo tse tsoang kantle ho naha, mehloli ea matla, litheknoloji tsa bohlokoa le likarolo tse ling li fapane haholo, 'me mekhoa ea thibelo le taolo ea likotsi tsa likhohlano tsa khoebo, taolo ea kantle ho naha le liphallelo tsa khoebo li utloahala haholoanyane.Likhoeling tse leshome tse qalang tsa 2019, phaello eohle ea likhoebo tsa indasteri e kaholimo ho tekanyo ea naha e fihlile ho li-yuan tse limilione tse likete tse 7,164.99, ho nyoloha ka liperesente tse 42.2 selemo le selemo, ho nyoloha ka liperesente tse 43.2 ho tloha ka Pherekhong ho isa Mphalane 2019, le keketseho ea karolelano ea liperesente tse 19.7 ho tse peli. lilemo.Ka kakaretso ena, phaello ea liindasteri tsa peterole, mashala le liindasteri tse ling tsa ts'ebetso ea mafura e eketsehile ka makhetlo a 5,76, indasteri ea ho ntša oli le khase e eketsehile ka makhetlo a 2,63, indasteri ea merafo ea mashala le ea ho hlatsoa mashala e eketsehile ka makhetlo a 2.10, 'me tšepe e se nang ferrous. le indasteri ea calendering e eketsehile ka makhetlo a 1.63, indasteri ea Ferrous le calendering e eketsehile ka makhetlo a 1.32.
Likopo tsa pele tse fetotsoeng ka nako bakeng sa melemo ea ho hloka mosebetsi e ne e le 199,000 bakeng sa beke e felileng Nov. 20, boemo bo tlase ho tloha 1969 le ho hakanngoa hore 260,000, ho tloha ho 268,000, ho latela Lefapha la Basebetsi la United States.Palo ea Maamerika a tsoelang pele ho kopa melemo ea ho hloka mosebetsi bakeng sa beke e felileng Nov. 13 e ne e le limilione tse 2.049, kapa limilione tse 2.033, ho tloha ho limilione tse 2.08.Ho fokotseha ho hoholo ho feta kamoo ho neng ho lebelletsoe ho ka hlalosoa ke kamoo mmuso o lokisitseng data e tala bakeng sa ho fetoha ha linako tsa selemo.Phetoho ea nako ea selemo e latela keketseho ea 18,000 ea likopo tsa pele tsa ho hloka mosebetsi bekeng e fetileng.
(2) Phaleho ea Litaba
E le ho phethahatsa maikutlo a Komiti e Bohareng ea Mokha oa Makomonisi oa Chaena (CPC) le Lekhotla la Naha mabapi le ho tebisa ntoa khahlanong le thibelo le taolo ea tšilafalo, Lekala la Tikoloho ea Tikoloho le entse litokisetso tse ncha, le eketsa mesebetsi e 'meli ea bohlokoa le ho tsamaisa tse robeli. matšolo a bohlokoa.Mosebetsi oa pele o mocha le oa bohlokoa ke ho matlafatsa taolo e hokahaneng ea PM2.5 le ozone, le ho romela le ho kenya tšebetsong ntoa ea ho felisa boemo ba leholimo ba tšilafalo e matla le ntoa ea ho thibela le ho laola tšilafalo ea ozone.Mosebetsi oa bobeli ke ho kenya tšebetsong leano le leholo la naha, Ntoa e ncha ea tšireletso ea tikoloho le taolo ea Noka e Yellow.Ho ea ka Lekala la Khoebo, tumellano ea khoebo ea mahala ea china-cambodia e tla qala ho sebetsa ka la 1 Pherekhong 2022.Tlas'a tumellano, karolo ea thepa e sa lefelloeng lekhetho bakeng sa thepa e rekisoang ke mahlakore ka bobeli e fihlile ho feta liphesente tse 90, 'me boitlamo ba ho bula mebaraka bakeng sa khoebo ea lits'ebeletso bo bonts'a boemo bo phahameng ka ho fetisisa ba balekane ba se nang litefiso bo fanoeng ke lehlakore ka leng.Ho latela Lekala la Lichelete, li-yuan tse limilione tse likete tse 6,491.6 tsa li-bond tsa mmuso oa lehae li fanoe naheng ka bophara ho tloha ka Pherekhong ho isa Mphalane.Ka kakaretso ho fanoe ka li-yuan tse limilione tse likete tse 2,470.5 ka li-bond tse akaretsang le li-yuan tse limilione tse likete tse 4,021.1 ka li-bond tse khethehileng, ha li-yuan tse limilione tse likete tse 3,662.5 ho li-bond tse ncha le li-yuan tse limilione tse likete tse 2,829.1 tsa li-refinancing li-bond li ile tsa ntšoa ka morero.
Ho ea ka Lekala la Lichelete, phaello ea likhoebo tsa mmuso ho tloha ka Pherekhong ho ea ho Mphalane e fihlile ho li-yuan tse limilione tse likete tse 3,825.04, ho nyoloha ka liperesente tse 47.6 selemo le selemo le keketseho ea lilemo tse peli ea liperesente tse 14.1.Likhoebo tse bohareng li nkile li-yuan tse limilione tse likete tse 2,532.65, keketseho ea liperesente tse 44.0 selemo le selemo le keketseho ea karolelano ea liperesente tse 14.2 lilemong tse peli: likhoebo tsa lehae tsa mmuso li nkile li-yuan tse limilione tse likete tse 1,292.40, keketseho ea liperesente tse 55.3 selemo le selemo. le keketseho ea karolelano ea karolo ea 13,8 lekholong lilemong tse peli.'Muelli oa Khomishene ea Taolo ea Libanka ea China (CBRC) o boletse hore tlhoko ea mekoloto e loketseng ea meaho e fihletsoe.Qetellong ea Mphalane, likalimo tsa thekiso ea matlo le meaho ke litsi tsa lichelete tsa banka li ile tsa hola ka liperesente tse 8,2 ho tloha selemong se fetileng mme ka kakaretso li lula li tsitsitse.Ho totobatsoa hore phokotso ea khabone ha ea lokela ho ba “Mokhoa o le mong” kapa “Mokhoa oa Lipapali”, le hore tšehetso e utloahalang ea mokoloto e lokela ho fuoa likhoebo le merero ea matla a mashala le merero ea mashala, le hore likalimo ha lia lokela ho ba ka bofofu. huleloa kapa ho kgaolwa.Foramo e kholo ea moruo oa China (CMF) e lokolotse tlaleho e boletseng esale pele kholo ea 'nete ea GDP ea 3.9% kotareng ea bone le kholo ea selemo le selemo ea moruo ea 8.1% ho fihlela sepheo sa selemo le selemo sa kholo ea ho feta 6%.GDP ea Amerika bakeng sa kotara ea boraro e ile ea ntlafatsoa ka sekhahla sa selemo sa 2.1%, 2.2% le sekhahla sa pele sa 2%.PMI ea pele ea tlhahiso ea Markit bakeng sa United States e nyolohetse ho 59.1 ka Pulungoana, ka index e nyane ea theko e maemong a holimo ho tloha ha lirekoto li qala ka 2007.
United States, palo ea mantlha ea theko ea PCE e ile ea phahama ka 4.1 lekholong ka October ho tloha selemo pele ho moo, boemo bo phahameng ka ho fetisisa ho tloha 1991, 'me ho lebeletsoe hore e phahame ka karolo ea 4.1, ho tloha ho karolo ea 3.6 khoeling e fetileng.Sebakeng sa euro, PMI ea pele bakeng sa indasteri ea tlhahiso e ne e le 58.6, e nang le ponelopele ea 57.3, ha e bapisoa le 58.3;PMI ea pele bakeng sa lefapha la lits'ebeletso e ne e le 56.6, ka ponelopele ea 53.5, ha e bapisoa le 54.6;mme Composite Pmi e ne e le 55.8, e nang le ponelopele ea 53.2, ha e bapisoa le 54.2.Mopresidente Biden o khetha Powell bakeng sa nako e 'ngoe le Brenard bakeng sa motlatsi oa molulasetulo oa Federal Reserve.Ka la 26 Pulungoana, Mokhatlo oa Lefatše oa Bophelo o ile oa hlophisa seboka sa tšohanyetso ho buisana ka B. 1.1.529, mofuta o mocha oa mefuta e fapaneng ea moqhaka.WHO e fane ka polelo kamora kopano, e thathamisa mofuta ona e le mofuta oa "Matšoenyeho" mme e e reha Omicron.Mokhatlo oa Lefatše oa Bophelo o re e ka tšoaetsanoa haholoanyane, kapa ea eketsa kotsi ea ho kula haholo, kapa ea fokotsa katleho ea tlhahlobo ea hajoale, liente le kalafo.Limmaraka tse etelletseng pele tsa thekiso ea thepa, lihlahisoa tsa 'muso tsa bond le thepa li ile tsa theoha haholo, theko ea oli e theohile ka $10 barrel.Li-stock tsa Amerika li koetse liperesente tse 2.5 ka tlase, ts'ebetso ea tsona e mpe ka ho fetesisa ea letsatsi le le leng ho tloha bofelong ba Mphalane 2020, metšoasong ea Europe e ile ea beha phokotseho e kholo ka ho fetisisa ea letsatsi le le leng ka likhoeli tse 17, 'me metšoasong ea Asia Pacific e ile ea oela ka har'a boto, ho latela Dow Jones Industrial Average.Ho qoba mathata a thepa le ho thibela ho phahama ho hoholo ha theko, Banka ea Korea e phahamisitse sekhahla sa tsoala ka lintlha tse 25 ho ea ho 1 lekholong.Banka e bohareng ea Hungary le eona e phahamisitse sekhahla sa eona sa depositi sa beke e le 'ngoe ka lintlha tse 40 ho liperesente tse 2.9.Banka e bohareng ea Sweden e tlohetse sekhahla sa eona sa tsoala se sa fetoheng ho 0%.
2. Ho latela lintlha
(1) lichelete
(2) lintlha tsa indasteri
Kakaretso ea limmaraka tsa lichelete
Ho Commodity Futures, bokamoso bohle ba lihlahisoa bo theohile ntle le lead lead ea LME, e nyolohileng ka liperesente tse 2.59 har'a beke.Oli e tala ea WTI e theohile haholo, ka liperesente tse 9.52.'Marakeng oa lefats'e, lihlahisoa tsa Chaena li ile tsa phahama hanyenyane, ha lihlahisoa tsa Europe le US li theoha haholo.Mmarakeng oa phapanyetsano ea kantle ho naha, index ea lidolara e koetse liperesente tse 0.07 ho 96.
Lipalopalo tsa bohlokoa tsa beke e tlang
1. China e tla phatlalatsa tlhahiso ea eona ea PMI bakeng sa November
Nako: Labobeli (1130) litlhaloso: Ka October, PMI ea tlhahiso e ile ea theohela ho 49.2% , ho theosa le karolo ea 0.4 lekholong ho tloha khoeling e fetileng, ka lebaka la lithibelo tse tsoelang pele tsa phepelo ea motlakase le litheko tse phahameng tsa lisebelisoa tse ling tse tala, ho ea ka Ofisi ea Sechaba ea Lipalopalo. Rephaboliki ea People of China, kholo ea tlhahiso e fokotsehile kaha e ntse e le ka tlase ho ntlha ea bohlokoa.Lenane la lihlahisoa tsa PMI tse kopantsoeng e ne e le liperesente tse 50.8, tse theohileng liperesente tse 0.9 ho tloha khoeling e fetileng, e leng se bontšang ho fokotseha ha keketseho ea kakaretso ea mesebetsi ea khoebo Chaena.PMI ea semmuso ea China e lebelletsoe ho nyoloha hanyane ka Pulungoana.
(2) kakaretso ea lipalo-palo tsa bohlokoa tsa beke e tlang
Nako ea poso: Nov-30-2021