Mysteel macro Weekly: ʻO ke Kōmike Kūʻokoʻa Lahui e hoʻoholo i nā ana hoʻoponopono cross-cycle, ʻo ke kikowaena waena e hāpai i ka hoʻomohala olakino o ka mākeke waiwai.

Hōʻuluʻulu manaʻo o ka pule: Summary of Macro News: ʻO Li Keqiang ke alakaʻi i ke Kōmike Kūʻai NPC e hoʻoholo i nā ana hoʻoponopono cross-cycle;Ua ʻōlelo ka Ministry of Industry and Information Technology e hoʻonui ia i ka hoʻohana ʻana i nā kaʻa ikehu hou, nā ʻenehana akamai ʻōmaʻomaʻo a me nā mea kūkulu hale ʻōmaʻomaʻo I ka US, 205,000 poʻe i waiho no nā pono hana ʻole i ka pule e pau ana i ka lā 18 Kekemapa. Ua hoʻokomo ka panakō waena i kahi ʻupena 50 biliona yuan i loko o ka pule;ua hāʻule ka nui o ka hana ʻana o 247 mau kapuahi pahū ma ka noiʻi a Mysteel ma lalo o 70% no ʻelima mau pule;ua kūpaʻa ka hana o 110 mau mea kanu holoi lanahu a puni ka ʻāina;ua piʻi ke kumukūʻai o ka hao hao he 7% i ka pule;nā kumukūʻai o ka lanahu mahu a me ka rebar, piʻi nā kumukūʻai keleawe, hāʻule nā ​​kumukūʻai sima i 6 yuan no ke tona, ua kūpaʻa nā kumukūʻai paʻa, ʻo ka awelika o ka hebedoma o 67,000 mau kaʻa kūʻai kūʻai kūʻai, iho 9% , BDI i kahi kokoke ʻewalu mahina haʻahaʻa.Mākeke Waiwai: Ua hui pū ʻia nā mea kūʻai aku nui i kēia pule, me ka hāʻule ʻana o nā kumukūʻai Kina a ʻoi aku ka nui o nā kumukūʻai ʻEulopa a me ʻAmelika, ʻoiai ua hāʻule ka helu kālā i 0.57% i 96.17.

1. Nūhou Macro Nui

Ua alakaʻi ʻo Kuhina Nui ʻo Li Keqiang o ka ʻAha Mokuʻāina i kahi hālāwai nui o ka ʻAha Mokuʻāina ʻo Kina no ka ʻike ʻana i nā hana hoʻoponopono cross-cycle e hāpai i ka hoʻomohala kūpaʻa o ke kālepa haole;i ka makahiki 2022, e hoʻokuʻu ʻia nā kūʻai kūloko o nā ʻoihana kalepa mai ka ʻauhau ʻauhau i hoʻopaneʻe ʻia.E hōʻoluʻolu i ke kaomi o ka logistics honua.E paipai i nā ʻoihana kālepa haole a me nā ʻoihana moku e kau inoa i nā ʻaelike lōʻihi.E hoʻopau mākou i ka hōʻiliʻili hewa ʻole o nā uku a me ke kau ʻana i nā uku ukana e like me nā kānāwai a me nā lula.E hoʻokō mākou i nā hana e hōʻemi i ka ʻauhau a me nā uku.E mālama mākou i ka paʻa kumu o ka uku hoʻololi RMB.Ma ka lā 24 o Dekemaba, ua mālama ke Kōmike Kūkākūkā Monetary o ka People's Bank of China i kāna ʻehā hapaha (95th) hālāwai mau o ka 2021. Ua kuhikuhi ka hālāwai i ka mālama ʻana i nā kuleana kūpono a me nā pono o nā mea kūʻai hale, ʻoi aku ka maikaʻi o ka hoʻokō ʻana i nā pono hale kūpono o ka home. nā mea kūʻai, e hoʻoikaika i ka hoʻomohala olakino o ka mākeke waiwai a me ka pōʻai pono.E hāpai mākou i kahi kiʻekiʻe o ka wehe kālā ʻelua ʻaoʻao a hoʻomaikaʻi i ko mākou hiki ke hoʻokele i ka hoʻokele waiwai a me ke kālā a me ka pale ʻana a me ka mālama ʻana i nā pilikia ma lalo o nā kūlana ākea.Ma ka ʻauinalā o Dekemaba 24, ua ʻāpono nā kau he kanakolukumamālua o ke Kōmike Kūʻokoʻa 13 o ka ʻAhaʻōlelo Lahui Lahui i ka ʻōlelo hoʻoholo a ke Kōmike Kūʻokoʻa o ka National People's Congress e mālama i ka ʻElima Kau o ka 13th National People's Congress.Wahi a ka hoʻoholo, e mālama ʻia ka ʻElima Session o ka 13th National People's Congress ma Beijing ma Malaki 5,2022.Ma Dekemaba 20, ua mālama ʻia ka National Conference on Industry and Information Technology e ke wikiō ma Beijing.Ua hoʻokūpaʻa ka hālāwai i ka 2022 e nānā i ka hoʻonuiʻana i ka hoʻokele waiwai, e hāʻawi i ke kākoʻo ikaika no ka paʻa o ka hoʻokele waiwai holoʻokoʻa.E hoʻonui mākou i ka hoʻohana ʻana i nā kaʻa ikehu hou, nā ʻenehana akamai ʻōmaʻomaʻo a me nā mea kūkulu hale ʻōmaʻomaʻo, e hoʻoikaika hou i ke kūpaʻa o nā kaulahao ʻoihana a hāʻawi i ke kōkua hou aku i nā ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi.E hoʻokō mākou i ka "Carbon Summit" i loko o ka ʻoihana ʻoihana a hoʻoikaika mau i ka hoʻololi ʻana i ka ʻoihana ʻōmaʻomaʻo a haʻahaʻa.Ua hōʻike ʻia nā ʻikepili mai ke Keʻena ʻOihana o ʻAmelika Hui Pū ʻIa he 205,000 mau koi hana ʻole no ka pule i pau i ka lā 18 o Dekemaba, e like me nā manaʻo.Ua hoʻololi liʻiliʻi ʻia nā koi hana ʻole ma US i ka pule i hala aku nei, e hōʻike ana i ka ʻoki ʻana i ka hana ma nā pae haʻahaʻa haʻahaʻa i ka wā e hoʻomau nei ka mākeke hana.ʻO nā koi no ka loaʻa ʻana o nā pono hana ʻole e like me nā pae pre-outbreak, e hōʻike ana i kahi mākeke hana paʻa o US.Eia nō naʻe, i ka hoʻolaha ʻana o ka omicron strain, ʻo ka piʻi ʻana o nā hihia lei aliʻi hou e hoʻopilikia i nā manaʻo hoʻolimalima.

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(2) Nūhou Flash

I kēia mau lā, nui nā wahi i paʻa i ka hoʻopau ʻana i kahi papa inoa o nā papahana nui no 2022, me nā hoʻolālā no kekahi mau papahana hoʻopukapuka nui e kālele ana i nā wahi koʻikoʻi e like me ke kaʻa nui a me nā ʻoihana hou.I ka manawa like, pili pū ka palekana kālā i ka wikiwiki o mua.Ua hoʻonui ʻia ka palena aie kūikawā hou no 2022 i 1.46 trillion yuan.Ua hoʻolaha ʻo Hebei, Jiangxi, Shanxi a me Zhejiang i nā manaʻo e hoʻopuka i kahi aie kūikawā hou i ka hapaha mua o ka makahiki e hiki mai ana.Ua ʻōlelo ʻo Ning Jizhe, hope luna hoʻomalu o ka National Development and Reform Commission, he pono mākou e hoʻolauna i nā kulekele kūpono i ka hoʻokele waiwai, e hoʻohana maikaʻi i nā mea hana kulekele hoʻopukapuka a me ka hoʻohana ʻana, a hoʻokō i ka papa kuhikuhi e hiki mai ana e hoʻonui i ka noi home;Nā kulekele noʻonoʻo i loaʻa ka hopena contractionary.ʻO ka National Health Commission ma ka "New Year" initiative ma nā ʻōlelo aʻoaʻo e pili ana: ʻO nā wahi liʻiliʻi a me nā wahi kiʻekiʻe (e like me nā palena palena, hoʻokō i nā hana nui, a me nā mea ʻē aʻe) hiki ke hana i nā hana koʻikoʻi.Pono nā wahi ʻē aʻe e hana i kahi hana maikaʻi i ka loiloi pilikia, e hoʻopuka i kahi kulekele ikaika a mehana e pili ana i nā pae pilikia, ke kūlana kūlohelohe o kēlā me kēia kanaka a me ke kūlana maʻi maʻi, ma kahi o ke kulekele "One-size-fits-all", e hōʻike ana i ke koi o ka pale pololei a hoʻomalu.Ke Kuhina Waiwai: ʻo ka huina kālā o nā ʻoihana mokuʻāina mai Ianuali a Nowemapa he 6,734.066 biliona, ʻoi aku ka 21.4 pākēneka makahiki a me ka piʻi ʻana o 9.9 pakeneka i loko o ʻelua makahiki.ʻO ka LPR makahiki mua o Kina he 3.8% i Kekemapa, 5 kumu kumu haʻahaʻa ma mua o ka wā ma mua, a he 4.65% no nā ʻano me nā makahiki ʻoi aku ma mua o 5.Manaʻo ka poʻe akamai i ka hoʻemi ʻana o ka Lpr makahiki hoʻokahi e kōkua i ka hōʻemi ʻana i nā kumukūʻai kālā o ka hoʻokele waiwai maoli, e hōʻike ana i ka hoʻoikaika ʻana o ke kulekele kālā i ka hoʻoponopono counter-cyclical, ʻoiai ʻaʻole i loli ka LPR makahiki ʻelima, ʻaʻole i manaʻo ʻia ka "Housing". ʻAʻole i loli ka leo hoʻoponopono.

Hoʻomaka hou ka Central Bank i nā hana kūʻai kūʻai hou no 14 mau lā.Ma ka lā 20 o Dekemaba, ua hoʻokumu ka panakō waena i kahi hana kūʻai kūʻai hou ʻehiku lā no 10 biliona yuan a me kahi hana kūʻai kūʻai hou no 14 mau lā no 10 biliona yuan.ʻO 2.20% a me 2.35% ka nui o nā makana lanakila.Wahi a ka Ministry of Ecology and Environment, aia nā lono ma ka Pūnaewele e pani ʻia nā ʻoihana ma nā wahi nui i ka wā o ka Olumepika hoʻoilo.ʻAʻole pololei kēia mau lono.Ma lalo o keʻano o nā kulekele maikaʻi, manaʻoʻia ka ikehu hou, nā mea hou, nā kaʻa ikehu hou, nā moku akamai'ōmaʻomaʻo a me nāʻoihana'ōmaʻomaʻo'ē aʻe e hoʻomau i ka weheʻana i ke kai uliuli o ka ulu.Wahi a nā hoʻonohonoho kūpono, e loaʻa i ka ʻoihana mālama kaiapuni ʻōmaʻomaʻo ka waiwai hoʻopuka o 11 trillion yuan ma 2025. I ka wā i paʻi ai ka pā kālā hoʻolimalima kokoke ʻelua trillion a Pelekikena Biden i ka pā, ua hōʻemi ʻo Goldman Sachs i kāna wānana no ka ulu maoli ʻana o US GDP i 2022 a i 2 pakeneka mai 3 pakeneka i ka hapaha mua o ka makahiki aʻe Ua ʻoki ʻia ka wānana o ka hapaha lua i 3% mai 3.5%;ua ʻoki ʻia ke kolu o ka wanana i ka 2.75% mai ka 3%.Ke manaʻo nei ka World Bank i ka GDP maoli o Kina e ulu i ka 8.0 pakeneka i kēia makahiki a me 5.1 pakeneka i 2022. Ua hoʻopau ke aupuni Kepani i kāna hoʻolālā kālā no ka makahiki kālā 2022, ʻo ia hoʻi ma kahi o 107.6 trillion yen, ka waihona kālā nui loa ma ka moʻolelo.E hoʻopuka ʻo Iapana i 36.9 trillion yen i nā paʻa hou i ka fiscal 2022. Ua ulu ka heluna US ma 390,000 ma waena o Iulai a me 2021, he 0.1 pakeneka, ʻo ka piʻi mua o ka makahiki mai 1937 ma lalo o hoʻokahi miliona.

Ua haʻi ka Luna Hoʻokele o WHO ʻo Tan Desai ma kahi kūkā nūhou ma Geneva ua hōʻike ka ʻikepili i ka pālahalaha ʻana o ka omicron mutant strain ma mua o ka delta strain, ʻo ka poʻe i hoʻopaʻa ʻia me ka maʻi lei aliʻi hou a i ʻole nā ​​​​mea i ola hou e hiki ke loaʻa hou i ka maʻi. .Pono mākou e hoʻopau i ka maʻi maʻi coronavirus hou ma 2022, wahi a Tan.Ua hoʻokuʻu ke aupuni o South Korea i kāna mau kulekele hoʻokele waiwai no 2022, e wānana ana i ka ulu ʻana o GDP o 4 pakeneka i kēia makahiki, e iho ana i ka 0.2 pakeneka mai kāna wanana mua, a me ka ulu ʻana o ka hoʻokele waiwai o 3.1 pakeneka o ka makahiki aʻe, e piʻi ana he 0.1 pakeneka mai kāna wānana mua.Ma hope o ka piʻi ʻana o 2.4 pākēneka i kēlā me kēia makahiki, e piʻi ka CPI i ka 2.2 pākēneka i ka makahiki e hiki mai ana, 0.6 a me 0.8 pakeneka kiʻekiʻe ma mua o ka mea i manaʻo ʻia.

2. ʻIke ʻikepili

(1) waiwai waiwai

27 (2)

27 (3)

(2) ʻikepili ʻoihana

27 (4) 27 (5) 27 (6) 27 (7) 27 (8) 27 (9) 27 (10) 27 (11) 27 (12) 27 (13)

Nānā o nā mākeke kālā

Ua piʻi aʻe nā mea kūʻai aku i kēia pule, koe wale ke alakaʻi LME, i hāʻule.Ua piʻi nui nā kumukūʻai LME Zinc, ma ka 4 pākēneka.Ma ke ao holoʻokoʻa, hāʻule nā ​​kumukūʻai Kina a pau, me ka chinext index i hāʻule nui loa, e 4% , ʻoiai ʻo ʻEulopa a me US i piʻi nui.Ma ka mākeke kūʻai haole, ua pani ʻia ka helu kālā i ka 0.57 pakeneka ma 96.17.

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Nā helu helu nui no kēia pule aʻe

360翻译字数限制为2000字符,超过2000字符的内容将不会被翻译 Ua piʻi ka PMI hana maʻamau o Kina i 50.51 i Nowemapa.Ua ʻōlelo ʻo Zhang Liqun, kahi loiloi kūikawā me ka China Logistics Information Center: "Ua hōʻike ʻia ka helu PMI o Nowemapa i kahi koho a hoʻihoʻi ʻia ma luna o ka laina boom-and-bust, e hōʻike ana e hoʻi hou ana ka hoʻokele waiwai o Kina." , ua hoʻomaopopo pū ʻo ia, ʻo ka pilikia o ka lawa ʻole o ka noi e mau nei.I ka manawa like me ka maʻalahi o ka ʻaoʻao hoʻolako, pono ʻo Kina e kālele i ka hana e pili ana i ka hoʻonui ʻana i ka noi home.ʻO ka mea kūikawā, pono mākou e hāʻawi i ka pāʻani piha i ke kuleana o ke aupuni hoʻopukapuka kālā i ka hoʻolaha ʻana i ka hoʻopukapuka ʻana i nā ʻoihana, ka hana a me ka ʻai ʻana i ka home, e hoʻoholo i ka hoʻohaʻahaʻa haʻahaʻa i hoʻokumu ʻia e ka palena koi i ka hiki.Ke hoʻomau nei ka maʻi ʻino, manaʻo ʻia ka PMI e lele kokoke i ka lce i Dekemaba.

(2) ka hōʻuluʻulu manaʻo o nā ʻikepili koʻikoʻi no kēia pule aʻe

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Ka manawa hoʻouna: Dec-27-2021