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"Iziseko zophuhliso, i-real estate, imveliso: ukudiliza amandla amathathu axhasa" imfuno yentsimbi

I-Shanghai njengommeli wokuqalisa kwakhona ukuqaliswa kwemveliso, vumela ithemba livuselelwe, kodwa phambi koshishino lwentsimbi kwiinyanga ezine zokuqala zedatha ye-melancholy.

Ukususela ngoJanuwari ukuya ku-Aprili 2022, imveliso ye-crude crude yelizwe iyancipha i-10.3% ngonyaka, imveliso yentsimbi yehagu yehla i-9.4% ngonyaka kunye nemveliso yensimbi yehla nge-5.9% ngonyaka.Phakathi kwabo, ngo-Epreli, imveliso yensimbi ye-crude yesizwe yawa yi-5.2% ngonyaka, imveliso yentsimbi yehagu yayisicaba kwaye imveliso yensimbi yehla nge-5.8% ngonyaka.

Ngeli xesha, kwiinyanga ezine zokuqala zika-2022, izinga lokukhula kwe-real estate investment yehla nge-2.7%, utyalo-mali lweziseko ezingundoqo lukhule nge-6.5% unyaka nonyaka, kwaye utyalo-mali lwemveliso lukhule nge-12.2% unyaka nonyaka.Ezi ziindawo ezintathu ezisondelelene kakhulu “nemfuno yentsimbi”, kwimarike yendawo kunye nenqanaba lokukhula kokwenziwa kwemveliso kulindeleke ukuba libe sisimo sengqondo sokuthandabuza ngokubanzi, iziseko zophuhliso zixhonywe kwithemba elikhulu.

I-6.5%, kubonakala ngathi izinga lokukhula kweziseko zophuhliso alibi, kodwa ngokutsho kodliwano-ndlebe lwe-Economic Observer, iziseko zophuhliso okwangoku zibonisa ukungabikho kokusetyenziswa kwamandla okutsala.Ngokomzekelo, kudliwano-ndlebe kunye neenkampani zoomatshini bokwakha, abo, ngoku, ukuboleka koorhulumente basekhaya, kunye neentlawulo zobunjineli ezinyukayo zixhaphake kakhulu, nto leyo eyenza utyalo-mali kwiziseko zophuhliso, nokuba lukhulu kakhulu, kodwa kwakhona. idinga ukuchitha ixesha elininzi ukugcwalisa amatyala eprojekthi angaphambili, ukusebenza kwidatha, oko kukuthi, ukonyuka kotyalo-mali lweziseko ezingundoqo kuninzi kakhulu, kodwa utsalo olululo lweziseko zophuhliso lulinganiselwe.

Ukongeza, ezinye iifemu zokuthengisa zikholelwa ukuba izinga lokukhula kweziseko zophuhliso ngoJanuwari-Aprili, kodwa akakwazi ngoyaba izinto ezininzi, inqaku lokuqala yi-inflation factor, ikota yokuqala PPI cumulative unyaka-on-year ukukhula 8.7%, intsingiselo. ukuba elona nqanaba lokukhula kotyalo-mali lwenetha kwizinto zexabiso lisenokungabi phezulu kangako.Ngokomzekelo, njengezona zixhobo zokuncedisa ukwakhiwa kweendlela, ukusetyenziswa kwe-asphalt kwikota yokuqala kwehle nge-24.2% ngonyaka, ngelixa amaxabiso enyuka nge-22.7% ngonyaka.Inqaku lesibini linqaku lexesha lonyaka, isixa-mali sotyalo-mali lweziseko ezingundoqo kwikota yokuqala njengenxalenye yonyaka siqhele ukuba phantsi (idla ngokungabi ngaphezu kwe-15%), nto leyo ethetha ukuba izinga lokukhula lihle kakhulu.Ukongeza, ukusuka kwimithombo yemali, inkcitho yezemali ngaphambili kunye namandla amatyala akhethekileyo ngundoqo, igalelo phantse lonke ukunyuka konyaka-mali kwinkxaso-mali yeziseko.

Iziseko zophuhliso, i-real estate, imveliso, inokuxhasa "imfuno yentsimbi" ngo-2022? NgoJuni 1, iphephandaba lidlan' indlebe nomphandi wenethiwekhi yentsimbi uZeng Liang.

Umjongi wezoQoqosho: Kwisigqibo sakho, ngaba imarike yentsimbi iqalile imfuno yokuqalisa umsebenzi kunye nemveliso emva komjikelo wangoku wobhubhane?

Ngokutsho kwedatha elandelwa yi-network yensimbi, kunye nokuphuculwa okucacileyo kwesibetho kulo lonke ilizwe, i-boom index ye-industry yensimbi yasekhaya iye yaphinda yabuya, kwaye ukusebenza kwe-chain industry chain kubuyiselwe.

Ngokukodwa, ngokubhekiselele kwimveliso yensimbi, ukususela ngoMeyi 25, isantya sokuqala sezixhobo zombane ezizimeleyo zombane ze-arc ezilandelwa yi-Steel Network yi-66.67%, i-3.03 ipesenti yeepesenti ngenyanga-ngenyanga;ireyithi yokuqala yokuqhuma kwe-furnace mills yayiyi-77%, inyuka i-0.96 yeepesenti yeepesenti ngenyanga-ngenyanga.Ukususela kwimbono yonyaka, i-arc yombane yasekhaya kunye ne-blast furnace steel mills yaqala umsebenzi wehla ngeepesenti ze-15.15 kunye neepesenti ze-2.56 ngokulandelanayo, ngokukodwa ngenxa yenzuzo ephantsi yemveliso yentsimbi, eyachaphazela umdla wokuvelisa abanye. izixhobo zentsimbi.Ukususela kwicala lokujikeleza kwensimbi, ngoMeyi 27, inani elipheleleyo le-steam ye-terminal ethuthwa nge-Fat Cat Logistics statistics yenyuka nge-2.07% ngeveki, ebonisa ukuba ukujikeleza kwentsimbi kwaqala ukubuyiswa ngokuthe ngcembe kwezinto zokuhamba.

Ukongeza, ukusuka kwicala lemfuno yentsimbi, kunye nefuthe elipheleleyo lobhubhane kushishino lwentsimbi ngoMeyi luthande ukuba buthathaka, ukubuyiswa ngokuthe ngcembe kwezixhobo kunye nokuthutha, amashishini entsimbi aqala ukuphinda aqalise umsebenzi kunye nemveliso, ushishino lwentsimbi olusezantsi luyakhula. isalathisi sinyuke kancinci ngenyanga-ngenyanga.Ngokutsho kwedatha yophando lwensimbi, i-index ye-industry yensimbi ephantsi ye-PMI ye-composite index yayiyi-49.02% ngoMeyi 2022, inyuke ngeepesenti ze-0.19 zenyanga-ngenyanga.

Umjongi wezoQoqosho: NgoJanuwari-Aprili kwiziseko ezingundoqo zokukhula kotyalo-mali “ngombala”, kuqwalaselo lwakho njani?

Nangona utyalo-mali lweziseko ezingundoqo zikaJanuwari-Epreli lufezekise izinga elihle lokukhula, kodwa imbono yangoku yeziseko zophuhliso kwimfuno yentsimbi ayilunganga kakhulu, sikholelwa ukuba ukongeza kule "ityala elitsha" elikhankanywe ngasentla, izinto zokunyuka kwamaxabiso kunye nesiseko esisezantsi. kwikota yokuqala, kukho izizathu ezininzi zoku kulandelayo.

Enye, nangona isiqingatha sokuqala seziseko zokuxhasa umgaqo-nkqubo ukuzinzisa ukukhula kuye kwanda kakhulu, kubandakanywa ngokuphakathi ngaphambi kotyalo-mali lweziseko ezingundoqo, ukukhutshwa kwetyala elikhethekileyo ngaphambili, ityala elikhethekileyo lendawo ukunyusa ubungakanani besantya sokukhutshwa, njl. ., kodwa ukusuka kumgaqo-nkqubo ukuya kwiimali ezikhoyo, kwaye emva koko ekuqulunqweni komthwalo womsebenzi weprojekthi emhlabeni, ngokubanzi kufuneka iinyanga ezi-6-9 zomjikelo wokuqhuba, ngoko ke, sikholelwa ukuba utyalo-mali lweziseko zokuqala. Isiqingatha sonyaka sinokudinga Isiqingatha sesibini sonyaka ukwenza ngokupheleleyo umthwalo womsebenzi womzimba, kwaye ngaloo ndlela wenze imfuno yentsimbi.

Okwesibini, lo bhubhani unwenwele kwiindawo ezininzi kwisiqingatha sokuqala sonyaka, nto leyo echaphazela ixesha elide, nto leyo ekhokelele ekucothweni okuphawulekayo kwenkqubela phambili yolwakhiwo lweeprojekthi ezininzi zeziseko ezingundoqo, nto leyo eyenza ukuba ixesha lokwakha iziseko zophuhliso lwalo nyaka litshintshwe kwiminyaka edlulileyo.

Okwesithathu, ubume botyalo-mali lweziseko ezingundoqo kulo nyaka lohlulwe.Ukususela ekucazululeni, ngoJanuwari ukuya ku-Epreli, utyalo-mali lwemveliso yombane, ubushushu, igesi namanzi kunye nonikezelo lwamanzi lunyuke nge-13.0%, utyalo-mali kushishino lolawulo lwamanzi kunye nezibonelelo zoluntu lunyuke nge-12.0% kunye ne-7.1%, ushishino lwezothutho ezindleleni kunye noshishino lwezothutho lukaloliwe. phezulu nge-0.4% kunye ne-7.0%.Njengoko kunokubonwa, ukusebenza kweziseko zophuhliso zemveli kuncinci, oku kuhlukana kunyaka okanye kuya kuqhubeka, kuya kuzisa utshintsho kwimfuno yentsimbi.Kwimeko yeziseko ezingundoqo zale mihla zokubekwa kweqhinga kwibhodi yonke, iziseko ezitsha ezinjengothungelwano lwezibalo, iziko ledatha, izixhobo ezikrelekrele, njl.njl. ezingabalelwanga zingafikelela ekukhuleni okuphezulu kotyalo-mali, kodwa iziseko ezitsha azibonakali kwimfuno yentsimbi. .

Umjongi wezoQoqosho: Ukuba "umbala" weziseko zophuhliso ngoJanuwari-Aprili ayanele, ngoko ngokulandelayo, nokuba iziseko ezikhoyo ziya kuba nokuphuculwa ngakumbi?

Ngemva kwemini ye-30 kaMeyi, uMphathiswa wezeMali ucele ukukhawulezisa ukukhutshwa kunye nokusetyenziswa kweebhondi ezikhethekileyo zorhulumente wasekhaya kunye nokwandisa ububanzi benkxaso, kwaye sizame ukukhuthaza ukukhula okuzinzileyo kunye notyalo-mali oluzinzile.Ngokubanzi, inkqubela yokusetyenziswa kweebhondi ezikhethekileyo ezikhutshwe malunga neyona nto ibhetele.Ukusukela nge-27 kaMeyi, isimbuku se-1.85 yetriliyoni ye-yuan yeebhondi ezikhethekileyo ezintsha sele zikhutshiwe, ukwanda okumalunga ne-1.36 yetriliyoni yeyuan kwangelo xesha linye kulo nyaka uphelileyo, nto leyo ethatha i-54% yomda okhutshiweyo.Kwaye uMphathiswa wezeMali uthe amasebe emali yephondo kufuneka ahlengahlengise isicwangciso sokukhutshwa kweebhondi ezikhethekileyo, akhethe ngokufanelekileyo ixesha lokukhutshwa, akhawulezise inkqubo yenkcitho, ukuqinisekisa ukuba iibhondi ezikhethekileyo ezitsha kulo nyaka ekupheleni kukaJuni zikhutshwe ngokusisiseko, kwaye zizame ukuba ngokusisiseko isetyenziswa ekupheleni kuka-Agasti.

Ngokwembono yemfuno yentsimbi yeziseko ezingundoqo, sikholelwa ekubeni ukusuka ngoJuni ukuya kwisiqingatha sesibini sonyaka, ukufika ngokuthe ngcembe kweemali zokwakha iiprojekthi zeziseko ezingundoqo kwilizwe lonke, iziseko zophuhliso zinokutsalwa phantsi emva kokuba ubhubhane ulawuleka kakuhle. ukubuyisela inkqubela phambili, ngoko ke silindele ukuba isiqingatha sesibini sonyaka sisenokukhululwa kweeprojekthi zeziseko ezingundoqo ukuze sihlangabezane neemfuno, silindele ukuba ngo-2022 iziseko zeziseko zentsimbi kulindeleke ukuba zingenise ukukhula.Ngokwemodeli yokufunwa kwensimbi elinganiswe yi-Find Steel, ukunyuka konyaka-ngonyaka kwimfuno yeziseko zensimbi kwi-2022 ingaba kwi-4% -7%.

Umjongi wezoQoqosho: Ukongeza kwiziseko ezingundoqo, indawo yokuhlala yenye indawo enkulu yokusetyenziswa kwentsimbi.I-2.7% yehla ngonyaka ekukhuleni kotyalo-mali lwe-real estate ukususela ngoJanuwari ukuya ku-Epreli, kodwa oorhulumente basekhaya benza konke okusemandleni abo ukuvuselela imarike yezindlu.Ucinga ntoni ngokutsalwa kwentengiso yezindlu nezindlu “kwimfuno yentsimbi” kulo nyaka?

Nangona umgaqo-nkqubo wolawulo lwezindlu nomhlaba uqhubeka uphumla, i-credit eqinile nayo yajika yaba lula, kodwa ngoku ukuhanjiswa komgaqo-nkqubo kwindima ye-real estate akubonakali kakhulu.

Ngokombono wentengiso yezindlu, ngoJanuwari-Aprili indawo yokuthengisa izindlu zawa 20.9% kunyaka-on-unyaka, ulwakhiwo olutsha kunye nokugqiba indawo yokugqiba yawa 26.3% kunye 11.9%, indawo yokwakhiwa kwezindlu nomhlaba ngokusisiseko yayithe tyaba kunyaka-on. -unyaka, ukusebenza ngokubanzi kusenzima ukutsho ukuba nethemba.Kwaye ke ukusuka kwimeko yokuthengwa komhlaba we-real estate, ngenxa yokuthengiswa kwezindlu kunye nokwakhiwa akaboni phuculo, abaphuhlisi bezindlu nomhlaba bazimisele ukuthatha umhlaba ohluphekileyo, amaphondo angama-31 kunye nezixeko iintlawulo zomhlaba zawa kakhulu ngonyaka, ngoJanuwari-Aprili. Indawo yokufumana umhlaba we-real estate yehle kakhulu ngama-46.5% unyaka nonyaka.Ekugqibeleni ukusuka kwimeko yentsimbi ye-real estate, ngenxa yokuba i-2022 kaJanuwari-Aprili yokuthengiswa kwezindlu, ukwakhiwa okutsha, ukufunyanwa komhlaba jikelele kuqhubeka nokuhla kakhulu, silindele ukuba imfuno epheleleyo yentsimbi ye-real estate ngo-2022 iya kuqhubeka ikwisiteshi esisezantsi.Ngokwezibonakaliso eziphambili zophuhliso lwe-real estate, imfuno yensimbi ye-real estate kwi-2022 inokwehla ngo-2% -5% ngonyaka.


Ixesha lokuposa: Jun-08-2022