Macro strategy Morning Post

comprehensive

1. Last stock exchange: since the trading on December 3, the handling charge for closing the current position of fuel oil futures fu2205 contract days has been adjusted to 7.5% of the transaction amount; For pulp futures sp2112, sp2201, sp2202 and sp2203, the transaction fee for closing the current position within the contract day shall be adjusted to 0.05% of the transaction amount; The handling charge for closing positions within the contract days of zinc futures zn2201 and zn2202 is adjusted to 3 yuan / hand.

2. The national development and Reform Commission and other departments jointly issued the notice, deployed local governments to establish special classes for the coordination and guarantee of chemical fertilizer production, took the initiative to help key chemical fertilizer production enterprises, and coordinated to solve the difficulties and problems affecting the improvement of production and operation level. The scope of key fertilizer production enterprises involved in the notice covers about 70% of the production capacity of urea and ammonium phosphate, and about 90% of the production capacity of potassium fertilizer.

3. In November, new energy vehicle enterprises delivered new cars collectively, Xiaopeng automobile was firmly in the position of “first brother”, and Nezha automobile entered the “10000 car club”. According to the data, Xiaopeng delivered 15613 vehicles in November, a year-on-year increase of 270%, setting a new delivery record. The ideal vehicle delivery volume reached 13485, with a year-on-year increase of 190.2%, also setting a single month delivery record. Weilai delivered 10878 vehicles, a year-on-year increase of 105.6%.

4. According to the latest global economic outlook report released by OECD, with the economic recovery, China’s GDP is expected to grow by 8.1% this year, 5.1% in 2022 and 5.1% in 2023.

5. Fed chairman Powell said that the inflation seen is obviously still related to the epidemic, but the scope of inflation has become wider; The risk of sustained inflation has risen, and the word “temporary” can no longer be used; The policy will continue to adapt to changes in inflation; Price stability and tight employment situation; Various means will be used to ensure that high inflation will not be entrenched; It is appropriate to discuss accelerating debt reduction at the next meeting.

 

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