美国11号糖 (Sugar) 加自选

2024年11月，智利生产者价格指数较上年同期上涨11.7%，较10月的10.6%有所加速，创下7月以来最快的生产者通胀速度。这一增长完全是由于在水处理成本急剧上升的情况下，处理和供应公用事业的公司的成本激增了23.5%（23.5%）。反过来，尽管铜矿商的成本每月都在下降，但采矿活动的成本每年飙升14.4%。最后，制造商的通货膨胀率为4.7%。与上月相比，生产者价格没有变化。

Producer prices in Chile rose by 11.7% from the previous year in November of 2024, accelerating from the 10.6% increase in October to mark the fastest pace of producer inflation since July. The increase was solely due to a 23.5% surge in costs for companies that treat and supply utilities (23.5%), amid a sharp rise in water treatment costs. In turn, costs for mining activities soared by 14.4% annually, despite a monthly drop in costs for copper miners. Lastly, inflation for manufacturers was at a softer 4.7%. From the previous month, producer prices were unchanged.

根据泰国工业联合会（FTI）的数据，2024年11月，泰国汽车销量同比下降31.34%，至42309辆，而前一个月下降了36%。这标志着连续第18个月下降，原因是家庭债务激增，包括汽车坏账和贷款大幅收紧。10月，FTI再次将2024年的国内销售目标从早先估计的55万辆下调至45万辆。与此同时，11月汽车总产量同比下降28.2%，至117251辆。今年前11个月，汽车产量与2023年同期相比下降了20.1%，至136万辆。上个月，FTI将2024年的汽车产量预测从早先估计的170万辆下调至150万辆，这是自2021年以来的最低目标。2023年，泰国生产了184万辆汽车。

Car sales in Thailand plunged 31.34% year-on-year to 42,309 units in November 2024, following a 36% slump in the previous month, according to the Federation of Thai Industries (FTI). This marked the eighteenth consecutive month of decline, due to a surge in household debt, including bad car debt and significant tightening of loans. In October, the FTI once again revised its domestic sales target for 2024 to 450,000 units, down from an earlier estimate of 550,00 units. Meanwhile, total car production slumped 28.2% year-on-year to 117,251 units in November. For the first eleven months of the year, car production plunged 20.1% to 1.36 million units compared with the same period in 2023. Last month, the FTI lowered its car production forecast for 2024 to 1.5 million vehicles, from the earlier estimate of 1.7 million vehicles, marking the lowest target seen since 2021. In 2023, Thailand produced 1.84 million vehicles.

2024年11月，马来西亚的生产者价格指数同比下降0.4%，而前一个月下降了2.4%。这标志着生产者通货紧缩已连续第三个月出现，但速度最慢，原因是制造业（-1.8%对10月的-2.6%）和采矿业（-8.3%对-17.3%）的价格下降较慢。此外，农业、林业和渔业（21.8%对13.8%）以及电力和天然气供应（0.9%对0.8%）的价格上涨更快。与此同时，供水价格继续上涨（6.6%对6.9%）。2024年11月，生产者价格指数环比上涨1.4%，从前一个月0.7%的跌幅反弹。

Producer prices in Malaysia shrank 0.4% year-on-year in November 2024, following a 2.4% fall in the previous month. This marked the third straight month of producer deflation but the softest pace in the sequence, due to slower declines in prices of manufacturing (-1.8% vs -2.6% in October) and mining (-8.3% vs -17.3%). Additionally, prices increased faster for agriculture, forestry & fishing (21.8% vs 13.8%), and electricity and gas supply (0.9% vs 0.8%). Meanwhile, water supply prices continued to rise (6.6% vs 6.9%). On a monthly basis, producer prices rose 1.4% in November 2024, rebounding from a 0.7% drop in the previous month.

周一，Ibovespa指数下跌1.1%，收于120767点，受到对公共财政持续担忧和Selic利率预测上升的压力。金融机构重新评估了最近批准的支出削减的财政影响，而央行的焦点报告显示，2025年的Selic利率预测从14%上升到14.75%，IPCA通胀估计连续第十周攀升至4.84%，高于4.50%的目标上限。主要银行领跌，桑坦德银行、Itaúsa和Bradesco下跌1.5%至3%。其他值得注意的下跌股包括WEG、Rede D'Or和CPFL Energia，跌幅在1.8%至4%之间。机构关系部长帕迪利亚重申，政府致力于将财政框架作为与社会和经济行为体的契约，确保采取一切必要措施实现财政目标。

The Ibovespa declined 1.1% to close at 120,767 on Monday, pressured by ongoing concerns over public finances and rising Selic rate projections. Financial agents reassessed the fiscal impact of recently approved spending cuts, while the central bank’s Focus Report showed the Selic rate forecast for 2025 increasing to 14.75% from 14% and the IPCA inflation estimate climbing for the tenth consecutive week to 4.84%, above the 4.50% target ceiling. Major lenders led losses, with Banco Santander, Itaúsa, and Bradesco down between 1.5% and 3%. Other notable decliners included WEG, Rede D’Or, and CPFL Energia, posting losses between 1.8% and 4%. Minister of Institutional Relations Padilha reiterated the government’s commitment to the fiscal framework as a contract with society and economic actors, assuring that all necessary measures would be taken to meet fiscal goals.