Ngaba ixesha lezinto ezikrwada kunye nemithwalo ephezulu liphelile?
Kutshanje, kukho iindaba zokuba izinto ezisetyenzisiweyo ziyawa kwakhona, kwaye ihlabathi liqalile ukungena kwimfazwe yamaxabiso. Ngaba imakethi yeekhemikhali iza kuba ilungile kulo nyaka?
Isaphulelo se-30% kwiimpahla ezithunyelwayo! Impahla ingaphantsi kwenqanaba langaphambi kobhubhane!
I-Shanghai Container Freight Rate Index (SCFI) yehle kakhulu. Idatha ibonise ukuba i-index yamva nje yehle ngamanqaku ali-11.73 yaya kuma-995.16, yawa ngokusemthethweni ngaphantsi kwe-1,000 yaza yabuyela kwinqanaba ngaphambi kokuqhambuka kwe-COVID-19 ngo-2019. Izinga lokuthutha lomgca waseNtshona Melika kunye nomgca waseYurophu libe phantsi kunexabiso leendleko, kwaye umgca wasempuma Melika nawo unengxaki malunga nexabiso leendleko, kunye nokwehla phakathi kwe-1% kunye ne-13%!
Ukususela kubunzima bokufumana ibhokisi ngo-2021 ukuya ekufumanekeni kweebhokisi ezingenanto, ukuthuthwa kweezibuko ezininzi ekhaya nakwamanye amazwe kuye kwehla kancinci kancinci, kujongene noxinzelelo "lokuqokelelana kweekhonteyina ezingenanto".
Sukubekwa kwezibuko ngalinye:
Amazibuko aseMzantsi China afana neNansha Port, iShenzhen Yantian Port kunye neShenzhen Shekou Port onke ajongene noxinzelelo lokufakwa kweekhonteyina ezingenanto. Phakathi kwazo, iYantian Port ineeleya ezi-6-7 zokufakwa kweekhonteyina ezingenanto, nto leyo eza kuphula inani elikhulu lokufakwa kweekhonteyina ezingenanto kwizibuko kwiminyaka engama-29.
Izibuko laseShanghai, eNingbo, izibuko laseZhoushan nalo likwimeko yokuba neenkonkxa ezininzi ezingenanto.
Amazibuko aseLos Angeles, eNew York naseHouston onke anezinga eliphezulu leekhonteyina ezingenanto, kwaye iiterminal zaseNew York naseHouston ziyandisa indawo yokubeka iikhonteyina ezingenanto.
Ukuthunyelwa kweenqwelo-moya ngo-2021 kunqongophele kwiikhonteyina ze-TEU ezizizigidi ezisi-7, ngelixa imfuno inciphisiwe ukusukela ngo-Okthobha ka-2022. Ibhokisi engenanto ayisekho. Okwangoku, kuqikelelwa ukuba ii-TEU ezingaphezu kwezigidi ezi-6 zinezikhonteyina ezingaphezulu. Ngenxa yokuba kungekho odolo, inani elikhulu leelori liye lama kwisiphelo sasekhaya, kwaye iinkampani zothutho ezisezantsi neziphezulu nazo zithi ukusebenza kwehle ngama-20% unyaka nonyaka! NgoJanuwari ka-2023, inkampani yokuqokelela inciphise umthamo wama-27% womgca we-Asia-Europe. Phakathi kohambo olupheleleyo lwama-690 olucwangcisiweyo lweendlela eziphambili zorhwebo zeendlela eziphambili zorhwebo kulo lonke uLwandlekazi iPasifiki, uLwandlekazi iAtlantiki kunye neAsia, kunye noLwandle iMeditera, kwiveki yesi-7 (nge-13 kaFebruwari (nge-13 kaFebruwari Ukususela nge-19), uhambo olungama-82 lurhoxisiwe ukusuka kwiiveki ezi-5 (nge-13 kaMatshi ukuya kwi-19), kwaye izinga lokurhoxiswa libalelwa kwi-12%.
Ukongeza, ngokwedatha evela kwi-General Administration of Customs: NgoNovemba ka-2022, ukuthunyelwa kwempahla kwilizwe lam eMelika kwehle ngama-25.4%. Emva koku kwehla okukhulu kukuba ii-odolo zokuvelisa ezivela eMelika zehle ngama-40%! Ii-odolo zase-US ziyabuya kwaye ukudluliselwa kwee-odolo kwamanye amazwe, umthamo ogqithisileyo uyaqhubeka nokwanda.
Izinto ezisetyenzisiweyo ziwile ngaphantsi kweminyaka emi-5, kwaye ziphantse zawa 200,000!
Ukongeza ekwehleni okukhulu kwamaxabiso okuthutha impahla, ngenxa yotshintsho kwimfuno kunye nokuncipha kwayo, izinto ezisetyenzisiweyo nazo zaqala ukwehla kakhulu.
Ukususela ngoFebruwari, i-ABS iqhubekile nokuhla. Ngomhla we-16 kuFebruwari, ixabiso lemarike le-ABS yayiyi-11,833.33 yuan/ton, lehle nge-2,267 yuan/ton xa kuthelekiswa nexesha elifanayo ngo-2022 (14,100 yuan/ton). Ezinye iimpawu zide zehla ngaphantsi kweminyaka emihlanu.
Ukongeza, eyaziwa ngokuba yi-"lithium across the world" lithium industry chain, nayo iye yehla. I-lithium carbonate inyuke ukusuka kwi-40,000 yuan/ton ngo-2020 ukuya kwi-600,000 yuan/ton ngo-2022, ukunyuka kwexabiso okuphindwe ka-13. Nangona kunjalo, emva kweSpring Festival kulo nyaka, i-market trading orders, ngokwemarike, nge-17 kaFebruwari, ixabiso lebhetri ye-lithium carbonate lehle nge-3000 yuan/ton, ixabiso eliqhelekileyo le-430,000 yuan/ton, kwaye ekuqaleni kukaDisemba ka-2022 malunga ne-600,000 yuan/ton, lehla phantse nge-200,000 yuan/ton, lehla ngaphezulu kwe-25%. Isehla!
Ukuphuculwa korhwebo lwehlabathi, iChina kunye ne-United States "zivulelekile"?
Amandla ehlile kwaye iindleko ziye zehla, kwaye ezinye iinkampani zasekhaya sele ziqalile umjikelo weeholide phantse isiqingatha sonyaka. Kuyabonakala ukuba imeko yemfuno embi kunye neemarike ezibuthathaka iyabonakala. Imfazwe edibeneyo, ukunqongophala kwezixhobo, kunye nokuphuculwa korhwebo lwehlabathi, amazwe athatha imakethi emva kobhubhane ukuze anyuse uqoqosho lwelizwe.
Phakathi kwazo, i-United States ikwanyuse utyalo-mali eYurophu ngelixa ikhawulezisa ukwakhiwa kwakhona kwemveliso yayo. Ngokwedatha efanelekileyo, utyalo-mali lwe-US e-United States kwisiqingatha sokuqala sowama-2022 yayiyi-US $ 73.974 yeebhiliyoni, ngelixa utyalo-mali lwelizwe lam e-United States lwaluyi-148 yezigidi zeerandi kuphela. Ezi datha zibonisa ukuba i-United States ifuna ukwakha uthotho lokubonelela ngempahla lwaseYurophu naseMelika, nto leyo ebonisa ukuba uthotho lokubonelela ngempahla luyatshintsha, kwaye urhwebo phakathi kwe-Sino ne-US lunokuphakama lube yingxabano "yomyalelo wokubamba".
Kwixesha elizayo, kusekho utshintsho olukhulu kwishishini leekhemikhali. Abanye abantu kwishishini bathi imfuno yangaphandle ichaphazela ukunikezelwa kwangaphakathi, kwaye amashishini asekhaya aza kujongana novavanyo lokuqala olunzima lokusinda emva kobhubhane.
Ixesha lokuthumela: Februwari-23-2023