Kutshanje, ukusuka kwi-oyile ekrwada, ikamva ukuya kwizinto ezisetyenzisiweyo, kwanempahla ethwala abantu abaninzi, ebisoloko ingaqhelekanga kangangeminyaka emithathu, ikwaxelele abarhwebi ukuba besiyinqula. Kukho iindaba ezihlala zihleli zokuba ihlabathi liqalile ukungena kwimfazwe yamaxabiso. Ngaba imakethi yeekhemikhali iza kuba ntle kulo nyaka?
Ukwehla ngama-30%！Impahla engaphantsi 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".
Iimeko zezibuko 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.
Uthutho lwaselwandle lwango-2022 lunqongophele kwiikhonteyina ze-TEU ezizizigidi ezisi-7, ngelixa imfuno inciphile ukusukela ngo-Okthobha ka-2022, kwaye ibhokisi yomoya iyekiwe. Okwangoku, kuqikelelwa ukuba ii-TEU ezingaphezu kwezigidi ezi-6 zinezikhonteyina ezingaphezulu. Ngenxa yokuba kungekho odolo, inani elikhulu leelori liye lama kwi-pier yasekhaya, 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 olucwangcisiweyo oluyi-690 lweendlela eziphambili zorhwebo zeendlela eziphambili zorhwebo kulo lonke uLwandlekazi lwePasifiki, uLwandlekazi lweAtlantiki kunye neAsia, kunye noLwandle lweMeditera, kwiveki yesi-7 (nge-13 kaFebruwari (nge-13 kaFebruwari Ukususela nge-19), uhambo oluyi-82 luye lwarhoxiswa 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.
Ikwindla yi-150,000 yuan! Ukupholisa kwemfuno, izinto ezikrwada zonke ziyatyibilika!
▶ I-lithium carbonate:
Imarike yeLithium carbonate kunyaka ophelileyo iphezulu kakhulu, kwanexabiso linyuke laya kwi-600,000 yuan/ton. Ngoku iqalile "ukwehla". Ukusukela ngoDisemba ophelileyo, ixabiso leLithium carbonate liqale ukwehla kakhulu. Ukuza kuthi ga ngoku liye lehla ukusuka kwi-582000 yuan/ton ukuya kwi-429700 yuan/ton kufutshane, lehla ngaphezulu kwe-152000 yuan, lehla ngama-26%.
Ixabiso elixutyiweyo leLithium carbonate lasekhaya 2022-11-22-2023-02-20
Ibanga: Ibanga lezemizi-mveliso
Abanye abantu abangaphakathi bathi emva kokubuya kwabathengi abasezantsi, inzondelelo yokugcina impahla ayiphezulu, umthamo we-odolo awuphucukanga, nto leyo ebangela ukuba abarhwebi abaphakathi ukuze bakhuphe imali banokunciphisa ixabiso lempahla kuphela, imarike ye-lithium carbonate iyancipha kwakhona, abathengi abasezantsi ngoku badla impahla.
▶ Ikhompyutha：
Ixabiso elixutyiweyo lePC yasekhaya 2022-11-22-2023-02-20
Ibanga eliphezulu, umxholo we-99.9%
Ukususela kwiMnyhadala weNtwasahlobo, ukwakhiwa kunye nemveliso yeshishini leePC zasekhaya ibinyuka, kodwa ukusukela ngoFebruwari, imakethi yeePC ibisihla, kwiveki ephelileyo ixabiso lomzi-mveliso weePC zasekhaya nalo liye lehla, ukusuka kwi-300 ukuya kwi-400 yuan, imfuno esezantsi ayinakuqhubeka, imeko yemarike ayilunganga yimbangela ephambili.
▶I-N-Butanol:
Ixabiso lemveliso ye-N-butanol eShandong 2022-11-22-2023-02-20 iimveliso ezibalaseleyo
Ukwehla kwemarike ye-N-butanol kwaqala ukubonakala ukususela ekupheleni kukaJanuwari, ixabiso layo ukususela ekupheleni kukaDisemba liye lehla nge-1000 yuan/ton, isizathu esiphambili kukuba imfuno ephantsi ayonelanga, abavelisi banempahla ephezulu, uxinzelelo lokuthengisa phantsi kokukhuthazwa kwamaxabiso. Nangona kunjalo, iGuanghua Jun ikholelwa ukuba i-n-butanol iyaqhubeka nokuvelisa inzuzo enkulu, abasebenzisi abasezantsi bahlawule ii-odolo kwisivumelwano esincinci, ukuba isivumelwano singcono, ixabiso lisalindeleke ukuba libonakale lilungile.
Ukususwa kweenkqubo zobonelelo
Ukuthunyelwa kwamanye amazwe kujongene nemingeni
Ishishini lempahla elisezantsi nalo liyasokola. Ukuthunyelwa kwamanye amazwe kwempahla ngelaphu kunye neempahla eTshayina kukhule nge-2.6% ngokweedola ngo-2022, kodwa oku kungenxa yesantya esiphezulu sokukhula kwisiqingatha sokuqala sonyaka, uninzi lwee-odolo ezifunyenweyo ngaphambi koMnyhadala weNtwasahlobo ka-2022. Ukuthunyelwa kwamanye amazwe kwehle kwisiqingatha sesibini sonyaka ngenxa yokunqongophala kwee-odolo, kwaye kwikota yesine ngokukodwa kwarekhodwa ukwehla kwamanani amabini kuzo zonke iinyanga ezintathu.
Ukungena kuka-2023, imeko iphakathi. Okuthandwa kukulungiswa komgaqo-nkqubo wokuthintela ubhubhane, ukukhululeka kwimarike yasekhaya, inkxaso karhulumente wasekhaya, kunye neenkampani zelaphu kunye neempahla zinamathuba amaninzi. Okuxhalabisayo kukuba imeko-bume yamazwe ngamazwe inzima kwaye imfuno yokusetyenziswa kwamanye amazwe isacotha. Kulindeleke ukuba imiyalelo yorhwebo lwangaphandle ayizukuphucuka.
Imfuno yemarike yamazwe ngamazwe ngo-2023 yaqhubeka nokuba buthathaka kwaye yaba nefuthe elibi kwiimpahla ezithunyelwa ngaphandle zelizwe lam. Ngokwengqikelelo ye-International Monetary Fund (IMF), izinga lokukhula kwe-US GDP (GDP eTshayina) ngo-2023 liza kuba yi-1.4% kuphela (2.0% ngo-2022), kwaye izinga lokukhula kwe-GDP kummandla we-euro liza kuba yi-0.7% kuphela (3.5% ngo-2022.5% ngo-2022), Kwaye ezi ndawo zimbini zezona marike zinkulu zokuthumela ngaphandle kwempahla yethu yelaphu kunye neempahla.
UFan Lei, umhlalutyi oyintloko weNational Federation of Macro, uthe imeko-bume yangaphandle engazinzile iyakhula, kwaye i-United States isakhuthaza uthungelwano lokubonelela ngeSinicization. Lo ngumceli mngeni ojongene nokuthunyelwa kwamanye amazwe kulo nyaka. NgoNovemba ka-2022, ukungeniswa kwempahla yaseTshayina e-US kwehle phantse kwiinyanga ezintandathu ngonyaka, ukwehla kwama-47%, kwaye umthamo wokungeniswa kwempahla wehla ngama-38% ngonyaka. Ukususela ngoJanuwari ukuya kuNovemba ka-2022, i-China ibinesabelo semarike sempahla yase-US evela kwi-24.1% kunyaka ophelileyo ukuya kwi-22%.
IGuosheng Securities ikhuphe ingxelo yophando ibonise ukuba uluhlu lwangoku lwempahla yaseYurophu naseMelika lukwinqanaba eliphezulu, kwaye isigqi somnini wophawu sihlala sinjalo. Ngokwedatha evela kwi-US Department of Commerce's Census Bureau, abathengisi bempahla abathengisa ngobuninzi kunye noluhlu lweempahla ezithengiswayo baqhubeka nokunyuka kwikota yesithathu ka-2021. NgoSeptemba ka-2022, uluhlu lwempahla ethengiswa ngobuninzi/uluhlu lweempahla ezithengiswa ngobuninzi lunyuke nge-68.3% / 24.1% ngonyaka, nto leyo egqithwe kakhulu kwixesha elifanayo ngaphambi kobhubhane.
Ukuphuculwa kweMfazwe yoRhwebo lweHlabathi
I-China kunye ne-United States "imiyalelo yokubamba" ivuliwe?
Amandla ehlile kwaye iindleko ziye zehla kakhulu, kwaye ezinye iinkampani zasekhaya sele ziqalile umjikelo weeholide phantse isiqingatha sonyaka. Kuyabonakala ukuba imeko yemfuno embi kunye neemarike ezibuthathaka iyabonakala. Ukufaka imfazwe, 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 kweshishini lemveliso lelizwe. 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 yayiyi-148 yezigidi zeerandi kuphela. Ezi datha zibonisa ukuba i-United States ifuna ukwakha uthotho lokubonelela ngempahla lwaseYurophu naseMelika, nto leyo ebonisa nokuba 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 iimfuno zangaphandle ziye zachaphazela ukunikezelwa kwangaphakathi. Ukusinda kwamashishini asekhaya kuya kujongana novavanyo lokuqala olunzima lokusinda emva kobhubhane.
Ixesha lokuthumela: Matshi-01-2023