Kuvugururwa buri cyumweru mbere ya 8h00 za mugitondo kugirango ubone ishusho yuzuye ya macro dinamike yicyumweru.
Incamake y'icyumweru:
Ubushinwa bukora PMI ku mugaragaro bwari 49.2 mu Kwakira, ukwezi kwa kabiri gukurikiranye mu kugabanya.Komisiyo y’igihugu ishinzwe iterambere n’ivugurura (NDRC) yasabye ko mu gihugu hose hazamurwa ingufu z’amashanyarazi akomoka ku makara Banki nkuru y’igihugu yasize igipimo cy’inyungu kidahindutse, gitangaza ko hatangiye “ameza agabanuka” mu Gushyingo.
Gukurikirana amakuru: Ku ruhande rw’umurwa mukuru, banki nkuru yinjije miliyari 780 z'amayero mu cyumweru;igipimo cyo gukora cy’itanura rya 247 ryakozwe na Mysteel ryaragabanutse kugera kuri 70.9 ku ijana;igipimo cy’ibikorwa 110 byo koza amakara mu gihugu hose byagabanutseho 0,02 ku ijana;ibiciro by'amabuye y'icyuma, amakara ya parike, rebar na muringa wa electrolytike byose byagabanutse cyane mugihe cyicyumweru;Kugurisha buri munsi imodoka zitwara abagenzi zagereranije 94.000 mugihe cyicyumweru, zikamanuka 15%, mugihe BDI yagabanutseho 23.7%.
Amasoko yimari: Ibyuma byagaciro mubihe byingenzi byigihe kizaza byazamutse muri iki cyumweru, mugihe ibindi byaguye.Ibipimo bitatu byingenzi by’imigabane muri Amerika byageze ku rwego rwo hejuru.Umubare w'amadolari y'Amerika wazamutseho 0.08% ugera kuri 94.21.
1. Amakuru y'ingenzi ya Macro
(1) kwibanda ahantu hashyushye
Ku mugoroba wo ku ya 31 Ukwakira, Perezida w’Ubushinwa Xi Jinping yakomeje kwitabira inama ya 16 G20 akoresheje amashusho i Beijing.Xi yashimangiye ko ihindagurika riherutse kuba ku isoko mpuzamahanga ry’ingufu ritwibutsa ko ari ngombwa gushyira mu gaciro kurengera ibidukikije n’iterambere ry’ubukungu, hitabwa ku kurwanya imihindagurikire y’ikirere no kurengera imibereho y’abaturage.Ubushinwa buzakomeza guteza imbere impinduka no kuzamura ingufu n’inganda n’inganda, guteza imbere R&D no gukoresha ikoranabuhanga ry’icyatsi kibisi na karuboni nkeya, kandi rishyigikire ahantu, inganda n’inganda zifite ubushobozi bwo kubikora kugira ngo zifate iyambere. mu kugera ku nama, gutanga umusanzu mwiza mu bikorwa by’isi yose byo kurwanya imihindagurikire y’ikirere no guteza imbere ihinduka ry’ingufu.
Ku ya 2 Ugushyingo, Minisitiri w’intebe Li Keqiang yayoboye ifungura ry’inama nyobozi y’inama y’igihugu y’Ubushinwa.Inama yagaragaje ko gufasha abitabiriye isoko gutanga ingwate, guteza imbere igisubizo cy’ibiciro by’ibicuruzwa biri hejuru kugira ngo bazamure ibiciro n’ibindi bibazo.Mu guhangana n’igitutu gishya cyamanutse ku bukungu n’ingorane nshya z’isoko, ishyirwa mu bikorwa ryiza mbere yo guhinduka no guhuza neza.Gukora akazi keza k'inyama, amagi, imboga nibindi bikenerwa mubuzima kugirango itange ibiciro bihamye.
Ku ya 2 Ugushyingo, Visi Minisitiri Han Zheng yasuye Isosiyete ya Leta ya Grid kugira ngo akore ubushakashatsi anakora ibiganiro nyunguranabitekerezo.Han Zheng yashimangiye ko ari ngombwa gushyira ingufu mu gutanga ingufu muri iki gihe cy'itumba no mu mpeshyi itaha.Ubushobozi bwo kubyaza ingufu amashanyarazi yinganda zikoreshwa namakara bugomba gusubizwa kurwego rusanzwe vuba bishoboka.Guverinoma igomba gushimangira kugenzura no kugenzura ibiciro by’amakara hakurikijwe amategeko kandi ikihutisha ubushakashatsi ku buryo bwo gushyiraho ibiciro bishingiye ku isoko ryo guhuza amakara n’amashanyarazi.
Minisiteri y’ubucuruzi yasohoye itangazo ryerekeye kwemeza igiciro gihamye cy’imboga n’ibindi bikenerwa ku isoko muri iki gihe cy’itumba no mu mpeshyi itaha, uturere twose dushyigikira kandi dushishikariza inganda nini zikwirakwiza ubuhinzi kugirana ubufatanye bwa hafi n’inganda zikomoka ku buhinzi nk’imboga, ingano n’amavuta , ubworozi n'ubworozi bw'inkoko, no gushyira umukono kumasezerano maremare yo gutanga no kwamamaza.
Ku ya 3 Ugushyingo, Komisiyo y’igihugu ishinzwe iterambere n’ivugurura n’ubuyobozi bw’igihugu gishinzwe ingufu basohoye itangazo risaba ko hazamurwa amashanyarazi y’amashanyarazi mu gihugu hose.Iri tangazo risaba ko ku mashanyarazi akomoka ku makara akoresha garama zirenga 300 z’amakara asanzwe / kwh kugira ngo atange amashanyarazi, hagomba gushyirwaho uburyo bwihuse kugira ngo hashyirwe ingufu mu kuzigama ingufu, kandi ibice bidashobora kuvugururwa bigomba kuvaho kandi funga, kandi bizagira ibisabwa kugirango byihutirwa byongerewe amashanyarazi.
Dukurikije amakuru kuri konti rusange ya wechat ya komisiyo y’igihugu ishinzwe iterambere n’ivugurura, nyuma y’ibikorwa by’ibigo byinshi byigenga nka Inner Mongolia Yitai Group, Mengtai Group, Huineng group na Xinglong Group kugabanya igiciro cyo kugurisha amakara kuri Hang Hau , ibigo bya Leta nka Groupe y’ingufu n’igihugu cy’Ubushinwa na byo byafashe ingamba zo kugabanya ibiciro by’amakara.Byongeye kandi, inganda zirenga 10 z’amakara zafashe iya mbere mu gukurikirana ahakorerwa umusaruro mwinshi wa karori 5500 y’ibiciro by’amakara y’amashyanyarazi kugeza kuri 1000 kuri toni.Ibitangwa nibisabwa ku isoko ryamakara bizarushaho kunozwa.
Ku mugoroba wo ku ya 30 Ukwakira, CSRC yasohoye gahunda y’ibanze y’imigabane ya Beijing, ibanza gushyiraho uburyo bw’ibanze nko gutera inkunga ibibazo, kugenzura ubudahwema no kuyobora imiyoborere, itangira gukurikizwa ry’ubutegetsi bw’ibanze ryashyizweho ku ya 15 Ugushyingo.
Iterambere ry’inganda ryaragabanutse kandi urwego rudakora inganda rwakomeje kwaguka.Mu kwezi k'Ukwakira, Ubushinwa bukora PMI bwari 49.2, bukamanuka ku gipimo cya 0.4 ku ijana ugereranije n'ukwezi gushize kandi bukomeza kuba munsi y'urwego rukomeye rwo kugabanuka mu gihe cy'amezi abiri akurikirana.Ku bijyanye n’izamuka ry’ibiciro by’ingufu n’ibikoresho fatizo, imbogamizi zitangwa ziragaragara, ibisabwa neza ntibihagije, kandi inganda zihura n’ibibazo byinshi mu musaruro no mu mikorere.Igipimo cy’ibikorwa by’ubucuruzi bidakora inganda cyari 52.4 ku ijana mu Kwakira, cyamanutseho amanota 0.8 ku ijana ugereranije n’ukwezi gushize, ariko biracyari hejuru y’urwego rukomeye, byerekana ko hakomeje kwaguka mu bucuruzi butari inganda, ariko ku muvuduko muke.Kwiyongera kenshi ahantu henshi no kuzamuka kwibiciro byagabanije ibikorwa byubucuruzi.Kwiyongera kw'ishoramari n'ibisabwa mu minsi mikuru ni byo biza ku isonga mu mikorere myiza y'inganda zidakora.
Ku ya 1 Ugushyingo, Minisiteri y’Ubucuruzi muri Repubulika y’Ubushinwa Minisitiri Wang Wentao yoherereje Minisitiri w’ubucuruzi n’iterambere ry’igihugu cya Nouvelle-Zélande Michael O'Connor gusaba ibaruwa isaba kwinjira mu masezerano y’ubufatanye mu bukungu bwa Digital (DEPA) mu izina ry’Ubushinwa.
Minisiteri y’ubucuruzi ivuga ko amasezerano y’ubufatanye bw’ubukungu mu karere (RCEP) azatangira gukurikizwa mu bihugu 10 harimo n’Ubushinwa ku ya 1.2022.
Banki nkuru y’igihugu yashyize ahagaragara icyemezo cya komite ishinzwe politiki y’ifaranga mu Gushyingo kugira ngo itangire ku mugaragaro inzira ya Taper mu gihe igipimo cy’inyungu cya politiki kidahindutse.Mu Kuboza, Fed yihutisha umuvuduko wa Taper kandi igabanye kugura buri kwezi inguzanyo zingana na miliyari 15 z'amadolari.
Umushahara udafite ubuhinzi wazamutseho 531.000 mu Kwakira, kwiyongera cyane kuva muri Nyakanga, nyuma yo kuzamuka 194.000.Umuyobozi wa Banki nkuru y’igihugu, Powell yavuze ko isoko ry’akazi muri Amerika rishobora gutera imbere bihagije mu mwaka utaha.
(2) Flash Flash
Mu Kwakira, PMI yo mu Bushinwa ikora PMI yanditse 50.6, yiyongeraho 0,6 ku ijana guhera muri Nzeri, isubira mu kwaguka.Kuva muri Gicurasi 2020, igipimo cyagabanutse mu 2021 gusa.
Igipimo cy’ubucuruzi cy’Ubushinwa mu Kwakira cyari 53.5 ku ijana, cyamanutseho 0.5 ku ijana ugereranije n’ukwezi gushize.Itangwa ryinguzanyo zidasanzwe ryihuse cyane.Mu Kwakira, inzego z'ibanze mu gihugu hose zatanze miliyari 868.9 z'amafaranga y'u Rwanda, muri zo miliyari 537.2 z'amafaranga y'u Rwanda akaba yaratanzwe nk'inguzanyo zidasanzwe.Nk’uko Minisiteri y’Imari yabisabye, “Umwenda mushya udasanzwe uzatangwa hashoboka mbere y’Ugushyingo”, biteganijwe ko itangwa ry’imyenda idasanzwe rizagera kuri miliyari 906.1 mu Gushyingo.Ibigo 37 byashyizwe ku rutonde byashyizwe ahagaragara ibisubizo byigihembwe cya gatatu, igihembwe cya mbere cyambere cyinyungu zingana na miliyari 108.986, inyungu 36, inyungu 1 zahindutse igihombo.Muri rusange, Baosteel yabaye iyambere ifite inyungu zingana na miliyari 21.590, mu gihe Valin na Angang bari aba kabiri n'uwa gatatu hamwe na miliyari 7.764 na miliyari 7.489.Ku ya 1 Ugushyingo, Minisiteri ishinzwe imiturire n’iterambere ry’imijyi n’icyaro yavuze ko mu mijyi 40 y’igihugu hubatswe amazu arenga 700.000 y’amazu akodeshwa ahendutse, bingana na 80% bya gahunda y’umwaka.WA
Mu Kwakira, biteganijwe ko isoko ry’amakamyo aremereye mu Bushinwa rigurisha imodoka zigera ku 53.000, zikamanuka ku gipimo cya 10% ukwezi ku kwezi, zikamanuka ku kigero cya 61.5% umwaka ushize, zikaba zaragurishijwe ku mwanya wa kabiri mu kwezi kugeza ubu muri uyu mwaka.Kugeza ku ya 1 Ugushyingo, ibigo 24 by’imashini zubaka byashyizwe ku rutonde byatangaje ibyavuye mu gihembwe cya gatatu 2021, 22 muri byo byungutse.Mu gihembwe cya gatatu, ibigo 24 byinjije amafaranga angana na miliyari 124.7 z'amadolari y’Amerika hamwe na miliyari 8 z'amadorari.Ibigo 22 byashyizwe ku rutonde rwibikoresho byingenzi byo murugo byashyize ahagaragara ibisubizo byigihembwe cya gatatu.Muri byo, 21 byungutse, hamwe n’inyungu rusange ihwanye na miliyari 62.428 n’amafaranga yinjiza yose hamwe angana na miliyari 858.934.Ku ya 1 Ugushyingo, Ikigo cy’ubushakashatsi ku mutungo wa Yiju cyasohoye raporo yerekana ko mu Kwakira, imijyi 13 ishyushye yakurikiranwe n’iki kigo yagurishije amazu agera ku 36.000 yo guturamo, yagabanutseho 14.000 ukwezi gushize, agabanuka 26.9% ukwezi- ukwezi no kumanuka 42.8% umwaka-ku-mwaka;Kuva muri Mutarama kugeza Ukwakira, imijyi 13 yimyubakire yimyubakire yimiturire yiyongera umwaka-ku mwaka kunshuro yambere mbi, igabanuka 2.1%.Gutumiza amato mashya byageze kurwego rwo hejuru mumyaka 14 muri Knock Nevis.Mu gihembwe cya mbere, metero 37 kwisi yose yakiriye amabwiriza ya Knock Nevis, 26 muri yo yari ikibuga cyabashinwa.Amasezerano mashya yumvikanyweho mu nama y’ikirere ya COP26, ibihugu 190 n’imiryango byiyemeje guhagarika amashanyarazi akomoka ku makara.OECD: Ishoramari ritaziguye ry’amahanga (FDI) ryongeye kwiyongera kugera kuri miliyari 870 z'amadolari mu gice cya mbere cy'uyu mwaka, zikubye inshuro zirenga ebyiri ubunini bw'igice cya kabiri cya 2020 na 43 ku ijana hejuru y'urwego rwa mbere ya 2019.Ubushinwa nabwo bwakiriye abantu benshi ku isi mu gushora imari itaziguye mu gice cya mbere cy'uyu mwaka, aho amafaranga agera kuri miliyari 177 z'amadolari.Akazi ka ADP kazamutseho 571.000 kagera ku 400.000 mu Kwakira, kikaba ari kinini kuva muri Kamena.Muri Nzeri, Amerika yanditseho icyuho cy’ubucuruzi ingana na miliyari 80.9 z’amadolari y’Amerika, ugereranije n’igihombo cya miliyari 73.3.Banki y’Ubwongereza yasize igipimo cy’inyungu cy’ibanze idahindutse ku gipimo cya 0.1 ku ijana kandi igura ry’umutungo wose ntirihindutse kuri # 895bn.ASIAN ikora PMI yazamutse igera kuri 53,6 mu Kwakira kuva 50 muri Nzeri.Bwari ubwambere igipimo kizamuka hejuru ya 50 kuva Gicurasi kandi urwego rwo hejuru kuva rwatangira gukora muri Nyakanga 2012.
2. Gukurikirana amakuru
(1) umutungo w'amafaranga
(2) amakuru yinganda
Incamake ku masoko yimari
Mugihe cyicyumweru, ahazaza hibicuruzwa, usibye ibyuma byagaciro byazamutse, ahazaza h'ibicuruzwa byagabanutse.Aluminiyumu yagabanutse cyane, ku kigero cya 6.53 ku ijana.Isoko ry’imigabane ku isi, usibye urutonde rw’Ubushinwa rwa Shanghai Composite rwaragabanutseho gato, izindi nyungu zose, Leta zunzubumwe z’Amerika ibintu bitatu by’imigabane biri hejuru cyane.Ku isoko ry’ivunjisha, igipimo cy’idolari cyafunze 0,08 ku ijana kuri 94.21.
Imibare y'ingenzi y'icyumweru gitaha
1. Ubushinwa buzashyira ahagaragara amakuru y’imari mu Kwakira
Igihe: Icyumweru gitaha (11 / 8-11 / 15) ibitekerezo: Mu rwego rwo gutera inkunga amazu asubira mu buryo busanzwe, ibigo byuzuye 'urubanza, inguzanyo nshya mu Kwakira biteganijwe ko zirenga miliyari 689.8 mu gihe kimwe n’umwaka ushize. , umuvuduko witerambere winkunga yimibereho nayo iteganijwe guhagarara.
2. Ubushinwa buzashyira ahagaragara amakuru ya CPI na PPI mu Kwakira
Ku wa kane (11/10) ibisobanuro: byibasiwe n’imvura n’ubukonje bukabije, ndetse n’ibiza bikunze kugaragara ahantu henshi n’izindi mpamvu, imboga n'imboga, imbuto, amagi n’ibiciro byazamutse cyane, biteganijwe ko CPI yaguka mu Kwakira.Kuri peteroli, amakara nkuhagarariye ibiciro byibicuruzwa byari hejuru kurenza ukwezi, biteganijwe ko bizakomeza kuzamura ibiciro bya PPI.
(3) incamake yimibare yingenzi yicyumweru gitaha
Igihe cyo kohereza: Ugushyingo-09-2021