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30% isephulelo ekuthunyelweni!Izinto zokusetshenziswa zehla ngaphansi kweminyaka emi-5, zehla cishe ngo-200,000!Ngabe i-China ne-United States benza “impi” yokubamba ama-oda?

Ingabe inkathi yezinto zokusetshenziswa eziphakeme kakhulu nempahla isihambile?

Muva nje, kube nezindaba zokuthi izinto zokusetshenziswa ziwa ngokuphindaphindiwe, futhi umhlaba usuqalile ukungena empini yentengo.Ingabe imakethe yamakhemikhali izolunga kulo nyaka?

30% isephulelo ekuthunyelweni!Impahla engaphansi kwezinga langaphambi kobhubhane!

I-Shanghai Container Freight Rate Index (SCFI) yehle kakhulu.Imininingwane ikhombise ukuthi inkomba yakamuva yehle ngamaphuzu ayi-11.73 yaya ku-995.16, yehla ngokusemthethweni ngaphansi kwe-1,000 futhi yabuyela ezingeni ngaphambi kokugqashuka kwe-COVID-19 ngo-2019. intengo yezindleko, futhi ulayini wasempumalanga waseMelika nawo udonsa kanzima ngentengo yezindleko, ngokwehla okuphakathi kuka-1% no-13%!

Kusukela ebunzimeni bokuthola ibhokisi ngo-2021 kuya endaweni yonke yamabhokisi angenalutho, ukuthuthwa kwamachweba amaningi ekhaya nakwamanye amazwe kuye kwehla kancane kancane, kubhekene nengcindezi "yokuqoqwa kweziqukathi ezingenalutho".

Sukwakhiwa kwembobo ngayinye:

Amachweba aseNingizimu China njengeNansha Port, Shenzhen Yantian Port kanye neShenzhen Shekou Port wonke abhekene nengcindezi yokupakishwa kweziqukathi ezingenalutho.Phakathi kwazo, i-Yantian Port inezendlalelo ezingu-6-7 zokupakishwa kweziqukathi ezingenalutho, osekuzokwephula inani elikhulu kakhulu lokupakishwa kweziqukathi ezingenalutho ethekwini eminyakeni engama-29.

I-Shanghai Port, i-Ningbo Zhoushan Port nayo isesimweni sokuqoqwa kweziqukathi ezingenalutho.

Amachweba ase-Los Angeles, eNew York nase-Houston wonke anamazinga aphezulu eziqukathi ezingenalutho, kanti amatheminali aseNew York naseHouston akhulisa indawo yokubeka iziqukathi ezingenalutho.

Ukuthunyelwa kuka-2021 kushoda ngeziqukathi ze-TEU eziyizigidi ezingu-7, kuyilapho isidingo sehlisiwe kusukela ngo-Okthoba 2022. Ibhokisi elingenalutho liyehliswa.Njengamanje, kulinganiselwa ukuthi angaphezu kwezigidi eziyisi-6 ama-TEU aneziqukathi ezeqile.Ngenxa yokuthi akukho ukuhleleka, inani elikhulu lamaloli limile esikhumulweni sasekhaya, futhi izinkampani zokuthutha ezikhuphuka nomfula kanye nezansi nomfula nazo zithi ukusebenza kwehle ngo-20% ngonyaka!NgoJanuwari 2023, inkampani yokuqoqa yehlisa umthamo wama-27% womugqa we-Asia-Europe.Phakathi kwengqikithi yohambo lwemikhumbi engama-690 ehleliwe yemizila emikhulu yokuhweba yemizila emikhulu yokuhweba enqamula uLwandlekazi iPacific, uLwandlekazi i-Atlantic kanye ne-Asia, noLwandle iMedithera, ngesonto lesi-7 (February 13th (February 13th From the 19th), uhambo lwemikhumbi lwe-82 lwaba kukhanseliwe kusukela kumaviki ama-5 (ngoMashi 13 kuya ku-19), futhi izinga lokukhansela laba ngu-12%.

Ngaphezu kwalokho, ngokusho kwedatha evela ku-General Administration of Customs: NgoNovemba 2022, ukuthunyelwa kwezwe lami e-United States kwehle ngo-25.4%.Ngemuva kwalokhu kwehla okukhulu ukuthi ama-oda okukhiqiza avela e-United States ehle ngo-40%!Ukubuya kwama-oda ase-US kanye nokudluliswa kwe-oda kwamanye amazwe, umthamo oweqile uyaqhubeka nokukhula.

Impahla eluhlaza yehlele ngaphansi kweminyaka emi-5, futhi yehle cishe 200,000!

Ngaphezu kokwehla okukhulu kwenani lempahla, ngenxa yokushintsha kokufunwa nokuncishiswa, izinto zokusetshenziswa nazo zaqala ukwehla kakhulu.

Kusukela ngoFebhuwari, i-ABS iqhubekile nokwehla.NgoFebhuwari 16, intengo yemakethe ye-ABS yayingu-11,833.33 yuan/ton, yehle ngo-2,267 yuan/ton uma kuqhathaniswa nesikhathi esifanayo ngo-2022 (14,100 yuan/ton).Amanye amabhrendi aze awela ngaphansi kwezinga eliphansi leminyaka emihlanu.

Ngaphezu kwalokho, eyaziwa ngokuthi "i-lithium emhlabeni wonke" i-lithium industry chain, nayo yehlile.I-Lithium carbonate yenyuka isuka ku-40,000 yuan/ton ngo-2020 yaya ku-600,000 yuan/ton ngo-2022, okuwukunyuka kwentengo okuphindwe izikhathi eziyi-13.Kodwa-ke, ngemuva koMkhosi Wasentwasahlobo kulo nyaka ezansi nomfula ngokufunwa kwesitokwe, imiyalo yokuhweba emakethe, ngokusho kwemakethe, ngoFebhuwari 17, intengo yebhethri ye-lithium carbonate yehle ngo-3000 yuan/ton, intengo emaphakathi ye-430,000 yuan/ton, futhi ekuqaleni kukaDisemba 2022 cishe inani lama-yuan/ton angu-600,000, phansi cishe amayuan angu-200,000/ton, phansi ngaphezu kuka-25%.Isaqhubeka phansi!

Ukuthuthukiswa kwezohwebo emhlabeni wonke, i-China ne-United States "i-grabbing orders" ivuliwe?

Umthamo wehlile futhi izindleko zehlile, futhi ezinye izinkampani zasekhaya sezivele ziqale umzuliswano wamaholide cishe isigamu sonyaka.Kuyabonakala ukuthi isimo sesidingo esibi kanye nezimakethe ezibuthakathaka sisobala.Izimpi ezeqayo, ukushoda kwezinsiza, kanye nokuthuthukiswa kokuhwebelana emhlabeni wonke, amazwe athatha imakethe ngemuva kwalolu bhubhane ukuze athuthukise umnotho wezwe.

Phakathi kwazo, i-United States iphinde yenyusa utshalomali e-Europe ngenkathi isheshisa ukwakhiwa kabusha kokukhiqiza kwayo.Ngokusho kwedatha efanele, ukutshalwa kwezimali kwe-US e-United States engxenyeni yokuqala ka-2022 kwakuyi-US $ 73.974 billion, kanti ukutshalwa kwezimali kwezwe lami e-United States kwakuyi-dollar eyizigidi ezingu-148 kuphela.Le datha ibonisa ukuthi i-United States ifuna ukwakha i-European and American supply chain, ebuye ibonise ukuthi ukuthengiswa komhlaba wonke kuyashintsha, futhi ukuhweba kwe-Sino -US kungase kuphakame "i-grabbing order" ingxabano.

Esikhathini esizayo, kusenokushintshashintsha okukhulu embonini yamakhemikhali.Abanye abantu embonini bathi isidingo sangaphandle sithinta ukunikezwa kwangaphakathi, futhi amabhizinisi asekhaya azobhekana novivinyo olunzima lokuqala lokusinda ngemuva kwalolu bhubhane.


Isikhathi sokuthumela: Feb-23-2023