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30% isaphulelo kumthwalo!Izinto ezikrwada zehla ngaphantsi kweminyaka emi-5, zehla phantse ngama-200,000!Ngaba iTshayina kunye ne-United States zenze "imfazwe" yokubamba iiodolo?

Ngaba ixesha lezinto ezikrwada esibhakabhakeni kunye nomthwalo liphelile?

Kutshanje, kukho iindaba zokuba izinto eziluhlaza ziwa ngokuphindaphindiweyo, kwaye ihlabathi liqalise ukungena kwimfazwe yexabiso.Ngaba imarike yeekhemikhali iza KULUNGILE kulo nyaka?

30% isaphulelo kumthwalo!Umthwalo ongaphantsi kwinqanaba lobhubhane!

I-Shanghai Container Freight Rate Index (SCFI) yehle kakhulu.Idatha ibonise ukuba isalathiso samva nje sehle ngamanqaku angama-11.73 ukuya kwi-995.16, siwela ngokusemthethweni ngaphantsi kwe-1,000 kwaye sibuyela kwinqanaba ngaphambi kokuqhambuka kwe-COVID-19 ngo-2019. ixabiso leendleko, kwaye umgca wempuma waseMelika nawo unzima malunga nexabiso leendleko, kunye nokuhla phakathi kwe-1% kunye ne-13%!

Ukususela kubunzima bokufumana ibhokisi kwi-2021 ukuya kwindawo yonke yeebhokisi ezingenanto, ukuthuthwa kwamachweba amaninzi ekhaya nakwamanye amazwe kuye kwancipha ngokuthe ngcembe, ejongene noxinzelelo "lokuqokelela izitya ezingenanto".

SUkwenziwa kwezibuko ngalinye:

Amazibuko eSouth China afana neNansha Port, Shenzhen Yantian Port kunye neShenzhen Shekou Port zonke zijongene noxinzelelo lokupakishwa kwesikhongozeli esingenanto.Phakathi kwazo, i-Yantian Port ine-6-7 yemigangatho yokupakishwa kwesikhongozeli esingenanto, esimalunga nokwaphula esona sixa sikhulu sokupakishwa kwesikhongozeli esingenanto kwizibuko kwiminyaka engama-29.

IPort yaseShanghai, iNingbo Zhoushan Port ikwakwimeko yoqokelelo lwesikhongozeli esiphezulu esingenanto.

Amazibuko aseLos Angeles, eNew York naseHouston onke anamanqanaba aphezulu eekhonteyina ezingenanto, kwaye iitheminali zaseNew York naseHouston ziyandisa indawo yokubeka izitya ezingenanto.

Ukuthunyelwa kwe-2021 kufutshane kwi-container ye-TEU yezigidi ezisi-7, ngelixa imfuno iyancipha ukususela ngo-Oktobha 2022. Ibhokisi elingenanto lichithwa.Okwangoku, kuqikelelwa ukuba ngaphezulu kwe-6 yezigidi ze-TEU zinezikhongozeli ezingaphezulu.Ngenxa yokuba akukho myalelo, inani elikhulu leelori liye layeka kwi-terminal yasekhaya, kwaye iinkampani zezothutho ezinyukayo nezisezantsi zithi ukusebenza kwehle nge-20% ngonyaka!NgoJanuwari 2023, inkampani yokuqokelela yanciphisa umthamo we-27% we-Asia-Europe line.Phakathi kweehambo ze-690 ezicwangcisiweyo zeendlela eziphambili zokurhweba zeendlela eziphambili zokurhweba ezinqumla kuLwandlekazi lwePasifiki, uLwandlekazi lweAtlantiki kunye neAsia, kunye noLwandle lweMeditera, kwiveki yesi-7 (nge-13 kaFebruwari (ngoFebruwari 13th Ukususela kwi-19th), iihambo ezingama-82 zazihamba. irhoxisiwe ukusuka kwiiveki ezi-5 (ngoMatshi 13 ukuya kwi-19), kwaye izinga lokurhoxiswa libalelwa kwi-12%.

Ukongeza, ngokutsho kwedatha evela kuLawulo Jikelele lweZibonelelo: NgoNovemba ka-2022, ukuthunyelwa kwelizwe lam e-United States kwehle nge-25.4%.Emva koku kwehla okukrakra kukuba imiyalelo yokuvelisa evela e-United States yehle nge-40%!Ii-odolo zase-US ezibuyiswayo kunye nokudluliselwa kwe-odolo yamanye amazwe, umthamo ongaphezulu uyaqhubeka ukwanda.

Imathiriyeli ekrwada iwile ngaphantsi kweminyaka emi-5, kwaye iye yawa phantse 200,000!

Ukongeza ekwehleni okukhulu kwamazinga omthwalo, ngenxa yokutshintsha kwemfuno kunye nokucutha, izixhobo eziluhlaza nazo zaqala ukuwa kakhulu.

Ukusukela ngoFebruwari, i-ABS iqhubekile nokuhla.Ngomhla we-16 kaFebruwari, ixabiso lemarike le-ABS laliyi-11,833.33 yuan/toni, lihle nge-2,267 yuan/toni xa kuthelekiswa nexesha elifanayo ngo-2022 (14,100 yuan/ton).Ezinye iibrendi ziye zehla ngaphantsi kweminyaka emihlanu ephantsi.

Ukongeza, eyaziwa ngokuba yi "lithium kwihlabathi liphela" ikhonkco loshishino lwe-lithium, nayo yehlile.I-Lithium carbonate inyuke ukusuka kwi-40,000 yuan/toni ngo-2020 ukuya kwi-600,000 ye-yuan/itoni ngo-2022, ukunyuka kwexabiso nge-13.Nangona kunjalo, emva koMthendeleko we-Spring kulo nyaka ezantsi kwi-stock yemfuno, ii-odolo zokurhweba kwimarike, ngokutsho kwemarike, ngoFebruwari 17, ixabiso lebhetri ye-lithium carbonate yehla nge-3000 yuan / ton, ixabiso eliphakathi kwe-430,000 yuan / ton, kwaye ekuqaleni kukaDisemba 2022 malunga 600,000 yuan/toni ixabiso, phantsi phantse 200,000 yuan/ton, phantsi ngaphezu 25%.Isehla!

Ukuphuculwa korhwebo lwehlabathi, iChina kunye ne-United States "i-odolo zokubamba" zivuliwe?

Umthamo wehlile kwaye iindleko ziye zehla, kwaye ezinye iinkampani zasekhaya sele ziqalise umjikelo weeholide phantse isiqingatha sonyaka.Ingabonwa ukuba imeko yemfuno embi kunye neemarike ezibuthathaka ziyabonakala.Imfazwe egqubayo, ukunqongophala kwemithombo yobutyebi, kunye nokuphuculwa korhwebo lwehlabathi, amazwe athimba intengiso emva kobhubhani ukukhulisa uqoqosho lwelizwe.

Phakathi kwabo, i-United States ikwandise utyalo-mali eYurophu ngelixa ikhawulezisa ukwakhiwa kwakhona kwemveliso.Ngokutsho kwedatha efanelekileyo, utyalo-mali lwase-US e-United States kwisiqingatha sokuqala se-2022 yayiyi-US $ 73.974 yezigidigidi, ngelixa utyalo-mali lwelizwe lam e-United States kuphela i-148 yezigidi zeedola.Ezi datha zibonisa ukuba i-United States ifuna ukwakha i-European and American chain chain, ebonisa kwakhona ukuba ukuthengiswa kwehlabathi jikelele kuyatshintsha, kwaye i-Sino -US yorhwebo inokunyuka kwingxabano "yokubamba".

Kwixesha elizayo, kusekho ukuguquguquka okukhulu kwishishini lemichiza.Abanye abantu kwishishini bathi imfuno yangaphandle ichaphazela unikezelo lwangaphakathi, kwaye amashishini asekhaya aya kujongana novavanyo lokuqala lokusinda emva kobhubhani.


Ixesha lokuposa: Feb-23-2023