Kutshanje, ukusuka kwi-oyile ekrwada, ikamva ukuya kwimathiriyeli ekrwada, nkqu nesibhakabhaka-impahla ephezulu, ebiphambana iminyaka ephantse ibe mithathu, ixelele nabarhwebi ukuba sinqule.Kukho iindaba eziqhubekayo ukuba ihlabathi liqalise ukungena kwimfazwe yexabiso.Ngaba imarike yeekhemikhali iya kuba ntle kulo nyaka?
Yehla nge-30%! 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".
Imiqathango yezibuko 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.
Ukuthuthwa kolwandle lwe-2022 kufutshane kwi-container ye-TEU yezigidi ezisi-7, ngelixa imfuno iyancipha ukususela ngo-Oktobha 2022, kwaye ibhokisi lomoya liyehla.Okwangoku, kuqikelelwa ukuba ngaphezulu kwe-6 yezigidi ze-TEU zinezikhongozeli ezingaphezulu.Ngenxa yokuba akukho myalelo, inani elikhulu leelori liye layeka kwi-pier 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.
Iwa 150,000 yuan!Funa ukupholisa, imathiriyeli ekrwada zonke izilayidi!
▶ Ilithium carbonate:
Imarike yeLithium carbonate kulo nyaka uphelileyo yonke indlela iphezulu, kwaye nexabiso linyuke laya kutsho kuma-600,000 yuan/toni.Ngoku sele iqalile "ukuhla".Ukusukela ngo-Decembe wokugqibela, ixabiso le-lithium carbonate sele liqalile ukuwa yonke indlela.ukuza kuthi ga ngoku iwile ukusuka 582000 yuan/ton ukuya 429700 yuan/toni kufutshane, phantsi ngaphezu 152000 yuan, phantsi 26%.
Ixabiso elixutyiweyo leLithium carbonate yasekhaya 2022-11-22-2023-02-20
IBanga: Ibakala leshishini
Abanye abangaphakathi bathi emva kokubuya kwabathengi abasezantsi be-stocking intshiseko ayikho phezulu, umthamo womyalelo awuzange uphuculwe, okubangela ukuba abarhwebi abaphakathi ukuze bakhuphe imali kunokunciphisa kuphela ixabiso le-inventory, i-lithium carbonate market iyancipha kwakhona kwaye kwakhona, i abathengi bangoku abasezantsi badla ngokutya uluhlu lwempahla.
▶ PC:
PC ixabiso elixubileyo lasekhaya 2022-11-22-2023-02-20
Ibakala eliphezulu, 99.9% umxholo
Ukusukela kuMnyhadala weNtwasahlobo, ulwakhiwo kunye nemveliso yePC yasekhaya iye yanyuka, kodwa ukusukela ngoFebruwari, imakethi yePC iye yawa, kwiveki ephelileyo ixabiso lomzi-mveliso wePC yasekhaya liye lehliswa, ukusuka kwi-300 ukuya kwi-yuan engama-400, imfuno esezantsi inokwehla. ungaqhubeki, imeko yemarike imfiliba sesona sizathu siphambili
▶N-Butanol:
Ixabiso lemveliso ye-N-butanol Shandong 2022-11-22-2023-02-20 iimveliso ezigqwesileyo
Ukwehla kweemarike ze-N-butanol kwaqala ukubonakala ukususela ekupheleni kukaJanuwari, ixabiso layo ukususela ekupheleni kukaDisemba liye lahla i-1000 yuan / ton, isizathu esona sizathu kukuba imfuno esezantsi ayinakwanela, abavelisi be-inventory ephezulu, uxinzelelo lokuthengisa phantsi kokukhuthazwa kwexabiso.Nangona kunjalo, i-Guanghua Jun ikholelwa ukuba i-n-butanol iyaqhubeka ivelisa inzuzo enkulu, abasebenzisi abasezantsi benza iiodolo kwi-bargain, ukuba i-deal ingcono, ixabiso lisalindeleke ukuba libonakale lilungile.
Ukususwa kwesono kwiikhonkco zobonelelo
Urhwebo lwangaphandle lujongene nemingeni
Ishishini lelaphu elisezantsi nalo liyasokola.Ukuthengiswa kwempahla yaseTshayina kunye nempahla ethunyelwa ngaphandle kukhule nge-2.6% ngokweedola ngo-2022, kodwa oku kwakungenxa yezinga eliphezulu lokukhula kwisiqingatha sokuqala sonyaka, uninzi lwee-odolo ezifunyenwe ngaphambi koMnyhadala we-Spring ka-2022.Ukuthunyelwa kwamanye amazwe emva koko kwawa kwisiqingatha sesibini sonyaka ngenxa yokungabikho kwemiyalelo, kwaye kwikota yesine ngokukodwa irekhodwa idijithi ephindwe kabini iyancipha kuzo zonke iinyanga ezintathu.
Ukungena kwi-2023, imeko iphakathi.Into ethandwa ukulungelelanisa umgaqo-nkqubo wothintelo lobhubhane, ukukhululwa kwemarike yasekhaya, inkxaso karhulumente wasekhaya, kunye neenkampani ezilukiweyo kunye nempahla zinamathuba amaninzi.Into ekhathazayo kukuba imeko yamazwe ngamazwe intsonkothile kwaye imfuno yokusetyenziswa kwamanye amazwe isacuthekile.Kulindeleke ukuba imiyalelo yorhwebo lwangaphandle ayiyi kuphucula.
Imfuno yemarike yamazwe ngamazwe ngo-2023 iqhubekile ukuba buthathaka kwaye ibe nefuthe elibi kwimveliso yelizwe lam.Ngokutsho kwe-International Monetary Fund (IMF) uqikelelo, izinga lokukhula kwe-GDP yase-US (GDP e-China) ngo-2023 iya kuba yi-1.4% kuphela (2.0% ngo-2022), kwaye izinga lokukhula kwe-GDP ye-euro zone iya kuba yi-0.7% kuphela. (3.5% ngo-2022.5% ngo-2022), Kwaye le mimandla mibini zezona marike zinkulu zokuthumela ngaphandle kwempahla yethu yempahla kunye nempahla.
U-Fan Lei, umhlalutyi oyintloko we-National Federation of Macro, uthe ukunyuka kwemeko yangaphandle engazinzanga kuyanda, kwaye i-United States isakhuthaza ukubonelela nge-Sinicization.Oku kukwangumceli mngeni ojongene nokuthunyelwa kwempahla kumazwe angaphandle kulo nyaka.NgoNovemba ka-2022, ukuthengwa kwempahla yaseTshayina e-US kwehle phantse isiqingatha sonyaka-ngonyaka, ukuhla kwe-47%, kwaye umthamo wokungenisa elizweni wehla ngama-38% ngonyaka.Ukususela ngoJanuwari ukuya kuNovemba ka-2022, i-China ithathe inxaxheba kwintengiso yempahla ethengwayo yase-US ukusuka kwi-24.1% kunyaka ophelileyo ukuya kwi-22%.
I-Guosheng Securities ikhuphe ingxelo yophando ibonise ukuba i-inventory yangoku yempahla yaseYurophu kunye neMelika ikwinqanaba eliphezulu, kwaye isigqi somnini we-brand silondoloza.Ngokutsho kwedatha evela kwi-Bureau Census yeSebe lezoRhwebo lase-US, abathengisi bempahla yase-US kunye nempahla yokuthengisa baqhubeka benyuka kwikota yesithathu ka-2021. NgoSeptemba 2022, i-wholesale inventory / i-ventory inventory inyuke nge-68.3% / 24.1% ngonyaka-ngonyaka. , ethe yagqithiswa kakhulu kwangexesha elinye ngaphambi kobhubhane.
UPhuculo lweMfazwe yoRhwebo lweHlabathi
I-China kunye ne-United States "ii-odolo zokubamba" zivuliwe?
Umthamo wehlile kwaye iindleko zehle kakhulu, kwaye ezinye iinkampani zasekhaya sele ziqalise umjikelo weeholide phantse isiqingatha sonyaka.Ingabonwa ukuba imeko yemfuno embi kunye neemarike ezibuthathaka ziyabonakala.Ukufakela imfazwe, ukunqongophala kwezixhobo, kunye nokuphuculwa kwezorhwebo kwihlabathi, amazwe athatha intengiso emva kobhubhane ukukhulisa uqoqosho lwelizwe.
Phakathi kwazo, iUnited States ikwandise utyalo-mali eYurophu ngelixa ikhawulezisa ukwakhiwa ngokutsha kweshishini lemveliso yelizwe.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 iimfuno zangaphandle ziphembelele ubonelelo lwangaphakathi.Ukusinda kwamashishini asekhaya kuya kujongana novavanyo lokuqala oluqatha lokusinda emva kobhubhane.
Ixesha lokuposa: Mar-01-2023