Beke ea tlhahlobo:
Litaba Tse Kholo: Xi o tla tšoara seboka sa video le Biden hoseng ka la 16 Pulungoana, Nako ea Beijing;ho lokollwa ha Phatlalatso e Kopanetsweng ya Glasgow mabapi le ho Matlafatsa Tshebetso ya Tlelaemete ka bo-2020;Likopano tsa Mokha oa Bokomonisi oa Mashome a Mabeli li ile tsa tšoareloa Beijing karolong ea bobeli ea 2022;CPI le PPI li ile tsa phahama 1.5% le 13.5% ka ho latellana ka October;'me CPI ea US e nyolohetse ho 6.2% selemo le selemo ka October, keketseho e kholo ka ho fetisisa ho tloha ka 1990. Ho latela lintlha: Ho latela lichelete, banka e bohareng e kentse li-yuan tse limilione tse likete tse 280 ka beke;lebelo la ts'ebetso ea libopi tse 247 tse hlahlobiloeng ke Mysteel li ile tsa phahama ka karolo ea 1 lekholong, 'me lebelo la ts'ebetso ea libaka tse 110 tsa ho hlatsoa mashala naheng ka bophara li ile tsa theoha ka libeke tse tharo tse latellanang;litheko tsa tšepe ea tšepe, rebar le mashala a futhumetseng kaofela li theohile haholo har'a beke, litheko tsa koporo li ile tsa phahama, litheko tsa samente li ile tsa theoha, litheko tsa konkreite li ile tsa lula li tsitsitse, karolelano ea thekiso ea letsatsi le letsatsi ea thekiso ea likoloi tsa baeti ea beke le beke ea 33,000, e theohile ka 9% , BDI e ile ea oa 2,7%.Limmaraka tsa Lichelete: Bokamoso bohle ba thepa e kholo bo ile ba phahama bekeng ena, ntle le oli e tala.Li-stock tsa lefats'e li ile tsa phahama, ntle le li-stock tsa US.Lenane la lidolara le nyolohile ho 0.94% ho isa ho 95.12.
1. Litaba tsa Bohlokoa tsa Macro
(1) tsepamisa maikutlo libakeng tse chesang
Ka la 13 Pulungoana, 'muelli oa Lekala la Litaba tsa Kantle ho Naha Hua Chunying o phatlalalitse hore, ka tumellano, Mopresidente oa China Xi Jinping o tla tšoara seboka sa video le Mopresidente oa Amerika Biden hoseng ka la 16 Pulungoana, Nako ea Beijing, ho fapanyetsana maikutlo ka likamano tsa China le rona le litaba tsa rona. ho tšoenyeha ho tloaelehileng.China le United States li fane ka Phatlalatso e Kopanetsoeng ea Glasgow mabapi le ho matlafatsa ts'ebetso ea boemo ba leholimo ka bo-2020 nakong ea Seboka sa Machaba a Kopaneng sa Phetoho ea Tlelaemete Glasgow.Mahlakore ana ka bobedi a dumellane ho theha “Sehlopha sa Tshebetso mabapi le ho matlafatsa kgato ya tlelaemete ka bo-2020” ho kgothaletsa tshebedisano-mmoho ya dinaha tse pedi le tshebetso ya dinaha tse ngata mabapi le phetoho ya tlelaemete.Phatlalatso e bua ka:
(1) China e tla theha moralo oa ts'ebetso oa naha ka methane ho fihlela litholoana tse ntle lilemong tsa bo-2020.Ho feta moo, China le United States li rera ho tšoara kopano e kopanetsoeng halofong ea pele ea 2022 ho tsepamisa maikutlo litabeng tse khethehileng tsa ho lekanya methane le phokotso ea mosi, ho kenyeletsoa ho amoheloa ha litekanyetso tsa ho fokotsa ho ntšoa ha methane ho tsoa indastering ea matla a methane le litšila. le ho fokotsa tlhahiso ea methane e tsoang temong ka likhothaletso le mananeo.(2) ho fokotsa tlhahiso ea carbon dioxide, linaha tsena tse peli li rera ho sebelisana 'moho ho ts'ehetsa khokahanyo e sebetsang ea maano a ho arolelana matla a phahameng, a theko e tlase, a nakoana a ka nchafatsoang, le ho khothaletsa ho leka-lekana ha maano a phepelo ea phepelo ea motlakase le tlhoko ho pholletsa le naha. sebaka se sephara sa jeokrafi;Khothalletsa ho kopanngoa ha maano a phepelo ea matla a letsatsi, polokelo ea matla le litharollo tse ling tsa matla a hloekileng haufi le pheletso ea tšebeliso ea motlakase;le maano le litekanyetso tsa ho baballa matla ho fokotsa litšila tsa motlakase.(3) United States e ipehetse pakane ea karolo ea 100 lekholong ea motlakase o se nang carbon ka 2035. Chaena e tla fokotsa butle-butle tšebeliso ea mashala nakong ea moralo oa lilemo tse hlano tsa 10 le ho etsa sohle se matleng a eona ho potlakisa mosebetsi ona.
Komiti e Bohareng ea Mokha oa Makomonisi oa Chaena le Lekhotla la Naha li ile tsa fana ka maikutlo mabapi le ho tebisa ntoa khahlanong le tšilafalo.
(1) sepheo sa ho fokotsa tlhahiso ea carbon dioxide ka yuniti ea GDP ka liphesente tse 18 ka 2025 ha e bapisoa le 2020. B) ho tšehetsa libaka, liindasteri tsa bohlokoa le likhoebo tsa bohlokoa moo maemo a lumellang ho etella pele ho fihla sebokeng ho tla theha phetoho ea boemo ba leholimo ba naha. leano la ho ikamahanya le maemo 2035. (3) nakong ea moralo oa lilemo tse hlano tsa 14, kholo ea tšebeliso ea mashala e tla laoloa ka thata, 'me karolo ea tšebeliso ea matla a se nang mesaletsa e tla eketseha hoo e ka bang 20%.Ha maemo a loketseng a se a butsoitse, re tla ithuta mokhoa oa ho tlisa Volatile organic compound molemong oa lekhetho la ts'ireletso ea tikoloho ka nako.(4) khothalletsa phetoho ho tloha ho bf-bof steelmaking ea nako e telele ho ea ho ho etsa litšepe tsa EAF.Libaka tsa bohlokoa li thibela ka tieo tšepe e ncha, coking, clinker ea samente, khalase e bataletseng, aluminium ea electrolytic, alumina, bokhoni ba tlhahiso ea lik'hemik'hale tsa mashala.5. Ho kenya ts'ebetsong phutuho e hloekileng ea koloi ea diesel (enjene), ha e le hantle ho felisa likoloi tse nang le litekanyetso tsa ho ntša mocheso kapa ka tlase ho boemo ba naha, ho khothalletsa pontšo le tšebeliso ea likoloi tsa hydrogen fuel cell, le ho khothalletsa likoloi tse hloekileng tsa matla ka mokhoa o hlophisehileng.Banka e Bohareng e thakgotse sesebediswa sa tshehetso sa phokotso ya khabone ho tshehetsa ntshetsopele ya dibaka tsa bohlokwa tse kang eneji e hlwekileng, paballo ya eneji le paballo ya tikoloho, le dithekenoloji tsa phokotso ya khabone, le ho sebedisa ditjhelete tse ngata tsa setjhaba ho kgothalletsa phokotso ya khabone.Sepheo se khethiloe e le setsi sa lichelete sa naha.Banka e Bohareng, ka mokhoa o tobileng oa "Ho alima pele le ho alima hamorao," e tla fana ka likalimo tse tšoanelehang tsa phokotso ea khabone ho likhoebo tse amehang sebakeng sa bohlokoa sa phokotso ea khabone, ho 60% ea mosuoe-hlooho oa kalimo, sekhahla sa tsoala ke 1.75 %.Ho ea ka Ofisi ea Naha ea Lipalopalo ea Rephabliki ea Batho ea Chaena, CPI e nyolohile ka 1.5% ka Mphalane ho tloha selemong se fetileng, e susumetsoa ke ho phahama ha litheko tse ncha tsa lijo le matla, ho khutlisa mokhoa oa ho theoha oa likhoeli tse 'ne.PPI e ile ea phahama ka 13.5% ka October ho tloha selemong se fetileng, Meepo ea mashala le ho hlatsoa le liindasteri tse ling tse robeli tse kopantsoeng le tšusumetso ea PPI li ile tsa phahama ka karolo ea 11.38 lekholong, ho feta 80% ea keketseho eohle.
Lenane la theko ea bareki ba US le ile la nyolohela ho karolo ea 6.2 selemo le selemo ka October, ho phahama ho hoholo ha eona ho tloha ka 1990, ho fana ka maikutlo a hore theko ea lichelete e tla nka nako e telele ho feta kamoo ho neng ho lebeletsoe kateng, e leng ho beha khatello ho Fed hore e phahamise phaello kapele kapa e fokotsehe ka potlako;CPI e nyolohile ka liperesente tse 0.9 khoeli le khoeli, e kholo ka ho fetisisa likhoeling tse 'ne.CPI ea mantlha e ile ea phahama ka karolo ea 4.2 lekholong selemo le selemo, keketseho ea eona e kholo ka ho fetisisa ea selemo le selemo ho tloha 1991. Litlaleho tsa pele tsa ho hloka mosebetsi li ile tsa theohela tlaase ho 267,000 bekeng e felileng ka la 6 November, ho tloha ho 269,000, ho ea ka Lefapha la Basebetsi la United States.Likopo tsa pele tsa melemo ea ho hloka mosebetsi li ntse li theoha butle ho tloha ha li feta 900,000 ka Pherekhong mme li ntse li atamela maemo a pele ho lefu la seoa a ka bang 220,000 ka beke.
(2) Phaleho ea Litaba
Seboka sa Botšelela sa Komiti e Bohareng ea 19 ea Mokha oa Makomonisi oa Chaena e ne e tšoaretsoe Beijing ho tloha ka la 8 Pulungoana ho isa la 11. Phethahatso e ile ea etsa qeto ea hore Likopano tsa Naha tse Mashome a Mabeli tsa Mokha oa Makomonisi oa Chaena li tla tšoareloa Beijing karolong ea bobeli ea 2022. Seboka se ile sa tšoara hore ho tloha ka Congress ea Naha ea bo-18 ea Mokha oa Makomonisi oa Chaena, tekano, khokahanyo le botsitso ba nts'etsopele ea moruo oa China li matlafalitsoe haholo, 'me matla a naha a moruo, saense le thekenoloji le Matla a Pharaletseng a Naha a nyolohetse boemong bo bocha. boemo.Hoseng ha la 12 Pulungoana, Khomishene ea Naha ea Ntšetso-pele le Nchafatso e ile ea tšoara kopano ea Sehlopha se Eteletseng sa mokha.Seboka se supile hore menahano ea mantlha, e shebaneng le nts'etsopele le ts'ireletso, e etsa mosebetsi o motle litabeng tsa ts'ireletso ea lijo, ts'ireletso ea matla, ts'ireletso ea ketane ea phepelo ea liindasteri, le ho etsa mosebetsi o motle litabeng tsa lichelete, thekiso ea matlo le libaka tse ling tsa taolo ea likotsi. thibelo.Ka nako e ts'oanang, re tla etsa mesebetsi ea bohlokoa ea nts'etsopele le ntlafatso qetellong ea selemo le qalong ea selemo ka mokhoa o tsitsitseng le o hlophisehileng, re etse mosebetsi o motle oa tokiso ea li-cross-cyclic, ho etsa moralo o motle. bakeng sa mosebetsi oa moruo oa selemo se tlang, le ho etsa mosebetsi o motle ka tjantjello ho netefatsa phepelo le litheko tse tsitsitseng tsa matla le lisebelisoa tsa bohlokoa bakeng sa boipheliso ba batho mariha ana le selemo se tlang.Ho ea ka lipalo-palo tsa lekhetho, likhoeling tse 10 tsa pele tsa selemo sena, thepa le thepa e romelloang kantle ho naha ea China e bile li-yuan tse libilione tse 31.67, e nyolohile ka liperesente tse 22,2 selemo le selemo le liperesente tse 23.4 selemo le selemo.Ho kakaretso ena, li-yuan tse libilione tse 17.49 li rometsoe kantle ho naha, ho fihla ho liperesente tse 22.5 selemo le selemo, ho nyoloha ka liperesente tse 25 ho tloha nakong e tšoanang ka 2019;Li-yuan tse libilione tse 14.18 li kentsoe kantle ho naha, ho nyoloha ka liperesente tse 21.8 selemo le selemo, ho nyoloha ka liperesente tse 21.4 ho tloha ka nako e tšoanang ka 2019;'me phaello ea khoebo e ne e le li-yuan tse libilione tse 3.31, ho nyoloha ka liphesente tse 25.5 selemo le selemo.
Ho latela Banka e Kholo, M2 e holile ka 8.7% selemo le selemo mafelong a Mphalane, e leng holimo ho feta tebello ea limmaraka ea 8.4%;likalimo tse ncha tsa renminbi li eketsehile ka li-yuan tse libilione tse 826.2, ho nyoloha ka li-Yuan tse Libilione tse 136.4;'me lichelete tsa sechaba li eketsehile ka li-yuan tse libilione tse 1.59, ho nyoloha ka li-yuan tse limilione tse likete tse 197, setoko sa lichelete tsa sechaba se ne se le li-yuan tse libilione tse 309.45 mafelong a Mphalane, ho nyoloha ka liphesente tse 10 selemo le selemo.Chelete ea lichelete tsa lichelete tsa lichelete tsa kantle ho naha ea Chaena e ne e eme ho $ 3,217,6 limilione tse likete qetellong ea October, ho fihlela liranta tse limilione tse likete tse 17, kapa karolo ea 0,53 lekholong, ho tloha bofelong ba September, ho latela boitsebiso bo fanoeng ke Tsamaiso ea Naha ea Lichelete tsa Kantle ho Naha.Pontšo ea Bone ea ho Reka ha Machabeng ea Chaena e tla koaloa ka la 10 Pulungoana, ka phaello e ntseng e eketseha ea rona $70.72 bilione.Ka 202111, kakaretso ea theko ea TMALL 11 e fihlile holimo ho li-yuan tse limilione tse likete tse 540.3, ha kakaretso ea litaelo tse behiloeng ho JD.com 11.11 e fihlile li-yuan tse limilione tse likete tse 349.1, hape e beha tlaleho e ncha.Tšebelisano ea Moruo ea Asia-Pacific e lokolotse tlhahlobo ea mekhoa ea moruo, e bolela esale pele hore moruo oa litho tsa APEC o tla hola ka liperesente tse 6 2021 mme o tsitsitse ho liperesente tse 4.9 ka 2022. Sebaka sa Asia Pacific se lebelletsoe ho hola ka 8% ka 2021 kamora ho etsa konteraka. ka 3.7% halofong ea pele ea 2020. Komisi e ile ea phahamisa maikutlo a eona a theko ea lichelete bakeng sa eurozone selemong sena le haufi le karolo ea 2,4 lekholong le karolo ea 2,2 lekholong ka ho latellana, empa e bolela esale pele ho theoha ho hoholo ho ea ho karolo ea 1,4 lekholong ka 2023, ka tlase ho 2 ea ECB. peresente ea sepheo.Khomishene ea Europe e phahamisitse ponelopele ea eona ea kholo ea GDP bakeng sa eurozone ho 5% selemong sena mme e bolela kholo ea 4.3% ho 2022 le 2.4% ho 2023. US, PPI e ile ea phahama ka liperesente tse 8.6 selemo le selemo ka Mphalane, ho lula. ka nako e fetang lilemo tse 10, ha keketseho ea khoeli le khoeli e ile ea atoloha ho ea ho karolo ea 0,6 lekholong, ho latela se boletsoeng esale pele.PPI ea mantlha ea US e nyolohile liperesente tse 6.8 selemo le selemo le liperesente tse 0.4 khoeli le khoeli ka Mphalane.Fumio Kishida o khethiloe e le Tonakholo ea bo-101 ea Japane ka la 10 Pulungoana, 2010, likhethong tse khethiloeng ka letsoho bakeng sa boemo ba tonakholo ntlong e tlase ea Lijo.
2. Ho latela lintlha
(1) lichelete
(2) lintlha tsa indasteri
Kakaretso ea limmaraka tsa lichelete
Nakong ea beke, bokamoso ba thepa, bokamoso ba thepa e ka sehloohong ntle le oli e tala e ile ea oa, tse ling kaofela li ile tsa phahama.Aluminium e bile eona phaello e kholo ka ho fetisisa ho liperesente tse 5.56.Ka 'marakeng oa lefats'e oa lichelete, ntle le ho oa ha 'maraka oa lichelete oa US, tse ling kaofela lia phahama.Limmarakeng tsa lichelete tsa kantle ho naha, index ea lidolara e koetse liperesente tse 0,94 ho 95.12.
Lipalopalo tsa bohlokoa tsa beke e tlang
1. China e tla phatlalatsa lintlha tsa matsete a thepa e tsitsitseng bakeng sa Mphalane
Nako: Mantaha (1115) litlhaloso: Ofisi ea Sechaba ea Lipalo-palo ea People's Republic of China e lebeletsoe ho lokolla matsete a matlotlo a tsitsitseng naheng ka bophara (ntle le lihoai) ho tloha ka January ho ea ho October ka November 15. Fixed Asset Investment (ntle le lihoai) e ka 'na ea phahama 6.3 liperesente ho tloha ka Pherekhong ho isa Mphalane, ho latela ponelopele ea lihlopha tse supileng tsa Xinhua tsa lichelete le moruo.Institutional Analysis, tšebeliso ea matla e laola habeli tlhahiso ea indasteri;matsete a thekiso ea matlo ka tšusumetso ea leano la pele la thekiso ea matlo kapa e bonts'itsoeng ka ho hlaka.
(2) kakaretso ea lipalo-palo tsa bohlokoa tsa beke e tlang
Nako ea poso: Nov-15-2021