Group 1: Oil Price Adjustment - The next price adjustment window for refined oil is set for December 8, with a projected decrease of 60 CNY per ton for gasoline and diesel due to a -1.26% change in the average price of crude oil [2] - Market expectations of a Federal Reserve rate cut and stalled peace talks in the Russia-Ukraine conflict have weakened the outlook for Russian oil exports [2] - Despite OPEC+ agreeing to increase production in November, actual output has declined due to some member countries' production halts, leading to a supply shortfall [2] Group 2: CPI and PPI Data - The National Bureau of Statistics will release November CPI and PPI data on December 10, with an expected CPI year-on-year growth rate increase from 0.2% to around 0.7% [3] - The rise in CPI is attributed to fluctuations in food prices, particularly due to adverse weather conditions affecting vegetable supply [3] - Predictions indicate that the CPI's tail effect for next year will be approximately 0%, higher than this year's -0.4% [3] Group 3: Financial Data Release - November financial data, including new loans, M2, and social financing, is expected to be released next week, with new loans projected at 300 billion CNY, a year-on-year decrease of 280 billion CNY [4] - Social financing is anticipated to increase by 2.2 trillion CNY, down by approximately 342 billion CNY year-on-year, with a growth rate of 8.4% [4] - M2 growth is expected to be 8.0%, a decrease of 0.2 percentage points, while M1 growth is projected at 5.3%, down 0.9 percentage points [4] Group 4: Federal Reserve Meeting - The Federal Reserve is scheduled to hold a meeting next week, with an 87% probability of a 25 basis point rate cut [5] - Economic indicators suggest a cooling labor market, reinforcing expectations for a rate cut [5] - Projections for 2026 indicate potential economic growth of 2% to 2.5%, with uncertainty surrounding the Fed's rate cut trajectory [6] Group 5: New Stock Issuance - Five new stocks are set to be issued next week, raising approximately 4.297 billion CNY, with a total of 184 million shares [7] - Companies involved include Youxun Co., focusing on optical communication chips, and Nabachuan, specializing in thermal management for electric vehicle batteries [7] - Other companies include Yuanchuang, a major player in rubber tracks, and Xihua Technology, which manufactures specialized components for high-end equipment [7]
下周看点:CPI等数据将公布,新股发行增至5只,美联储将举行议息会议
Sou Hu Cai Jing·2025-12-06 00:02