Ikhasi_Banjaneri

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Ukuhweba kwangaphandle kunqabile, izinto ezingavuthiwe ziye zaphambanisa, impi yokuhweba yomhlaba wonke iyathuthukiswa, kanti iChina kanye ne-United States "ibamba ama-oda" avuleka?

Muva nje, kusuka ku-oyili ongahluziwe, ikusasa lezinto zokwakha, ngisho ne-sky -high freight, obekuhlanya cishe iminyaka emithathu, futhi watshela abathengisi ukuthi sesikhonze. Kunezindaba eziqhubekayo zokuthi umhlaba usuqalile ukufaka impi yentengo. Ngabe imakethe yamakhemikhali izoba yinhle kulo nyaka?

Kwehla ama-30%! IFreight engezansi kweleveli yokuqala kabhubhane!

Isiqubulo se-shanghai siqukathi se-Freight Rate Index (SCFI) sawela kakhulu. Idatha ikhombisile ukuthi inkomba yakamuva yehla ngo-11.73 ikhomba ku-995.16, iwele ngokusemthethweni ngaphansi komugqa ongu-1 Intengo yezindleko, nomugqa waseMpumalanga American futhi ulwela uzungeze inani lentengo, ngokuncipha phakathi kwe-1% no-13%!

Kusukela ebunzimeni bokuthola ibhokisi ngo-2021 kuya e-Ubiquity yamabhokisi angenalutho, ukuthutha amachweba amaningi ekhaya nakwamanye amazwe kunqabile kancane kancane, ukubhekana nengcindezi yokuqongelela "okungenalutho".

Imibandela yechweba ngalinye:

Amachweba aseNingizimu China afana ne-Nansha Port, iPort Port nePort Shenzhen Shekou bonke babhekene nengcindezi yesitsha esingenalutho. Phakathi kwazo, i-Yantian Port inezendlalelo eziyi-6-7 zokufakwa kwesiqukathi esingenalutho, okuzokwephula inani elikhulu kakhulu lesiqukathi esingenalutho esifakwe ethekwini eminyakeni engama-29.

I-SHANGHAI Port, iNingbo ZhouduShan Port nayo isesimweni sokuqongelelwa kwesiqukathi esingenalutho.

Amachweba eLos Angeles, iNew York naseHouston wonke anamazinga aphezulu ezitshathi ezingenalutho, kanye nama-terminals aseNew York naseHouston ayandisa indawo ngokubeka iziqukathi ezingenalutho.

Izithuthi zasolwandle ezingama-2022 zimfushane ezitsheni ze-TEU eziyizigidi eziyi-7, kuyilapho isidingo sehlisiwe kusukela ngo-Okthoba 2022, futhi ibhokisi lendiza liphonswe. Njengamanje, kulinganiselwa ukuthi amaTestu angaphezu kwezigidi eziyisithupha aneziqukathi ezeqile. Ngoba akukho myalo, inani elikhulu lamaloli selimile ephangeni lasekhaya, nezinkampani ezikhuphukayo nezinkampani eziphansi futhi zithi ukusebenza kwehle ngo-20% we-On -Year! NgoJanuwari 2023, inkampani yokuqoqa yanciphisa umthamo wama-27% we-Asia -uurope Line. Phakathi kwama-voyages ahlelwe kabusha angama-690 wemizila enkulu yokuhweba yezindlela eziphambili zokuhweba ogwini lwasePacific, olwandle lwe-Atlantic nase-Asia, kanye noFebhuwari 13th (uFebhuwari 13th. Ikhanseliwe kusuka kumaviki ama-5 (Mashi 13th kuya kwele-19), futhi izinga lokukhanselwa libalwe ngo-12%.

Ngaphezu kwalokho, ngokwemininingwane evela ekuphathweni okujwayelekile kwamasiko: ngoNovemba 2022, ukuthekelisa ezweni lami e-United States kwehla ngo-25,4%. Ngemuva kwalokwehla okuvuthayo ukuthi ama-oda okukhiqiza avela e-United States awele ngo-40%! Ama-oda we-US abuya kanye nokudluliswa kwamanye amazwe ama-oda, amandla amaningi ayaqhubeka anda.

Ukuwa ngo-150,000 yuan! Funa ukupholisa, izinto ezingavuthiwe zonke slide!

▶ Lithium Carbonate:

I-Lithium Carbonate Market ngonyaka owedlule ngayo yonke indlela ephezulu, futhi noma intengo ikhuphuke ibe ngu-600,000 yuan / ton. Manje sekubuye kwaqala 'ukwehla ". Kusukela ngesiprofemba sokugcina, intengo ye-lithium carbonate isiqalile ukuwa yonke indlela. Kuze kube manje kuwile kusuka ku-582000 yuan / ton kuya ku-429700 yuan / ton eduze, phansi ngaphezulu kuka-152000 yuan, phansi ama-26%.

I-Lithium Carbonate Price Ehlanganisiwe Yekhaya 2022-112220-2023-02-20

Ibanga: Ibanga lezimboni

Abanye abashiyishi bathi ngemuva kokubuya kwamakhasimende aphansi komnotho aphansi, ivolumu ye-oda alikaze lithuthukile, okuholela ekutheni banciphise imali yokusungula, i-lithium Carbonate Maker iyancipha kaninginingi, Amakhasimende we-Downstream wamanje ikakhulukazi azosebenzisa ukusungula.

▶ PC:

PC Intengo Ehlanganisiwe Ye-PC 2022-11-22-20-2023-02-20

Ibanga eliphakeme, okuqukethwe 99.9%

Kusukela umkhosi wentwasahlobo, ukwakhiwa kwezimboni ze-PC yasekhaya eDokotela ukuthi kukhuphuke, kepha kusukela ngoFebhuwari, iMakethe ye-PC ibilokhu iwa, ngesonto eledlule intengo yefektri ye-PC sekwehlisiwe, isukela ku-400 yuan ungagcini, umkhathi wemakethe u-bleak yisizathu esiyinhloko

▶ n-Butanol:

N-Buthanol Shandong Production Priction 2022-11-22-22-20-2023-02-20 Imikhiqizo emihle kakhulu

Ukuwohloka kwemakethe ye-N-Buthanol kwaqala ukuvela kusukela ekupheleni kukaJanuwari, inani layo kusukela ekugcineni kukaDisemba sekuyehlile i-1000 yuan / ithoni, ingcindezi ephezulu yokusungula, ingcindezi yokuthengisa ngaphansi kokuphakanyiswa kwamanani. Kodwa-ke, iGuanghua Jun ikholelwa ukuthi i-N-Butanol iyaqhubeka nokuveza inzuzo enkulu, abasebenzisi be-Downstream ukwenza ama-oda eshibhile, uma isivumelwano singcono, intengo kusalindelekile ukuthi ibonakale ilungile.

De-soin of Supply Chains

Ukuthengiswa kwamanye amazwe okuthengiswa kwangaphandle kubhekene nezinselelo

Umkhakha wendwangu we-DownTream futhi uyahlupheka. Ukuthekelisa kwendwangu ye-China ne-China kwakhula ngama-2,6% ngamagama amadola ngo-2022, kepha ikakhulukazi ngenxa yezinga eliphakeme lokukhula engxenyeni yokuqala yonyaka, nemiyalo eminingi etholwe ngaphambi komkhosi wentwasahlobo angama-2022. I-Exports yabe esewela engxenyeni yesibili yonyaka ngenxa yokuntuleka kwama-oda, futhi ngekota yesine eqoshwe ngamadijithi ambalwa aqoshwa kuwo woke izinyanga ezintathu.

Ukungena ku-2023, isimo sisesigabeni. Okuthandwa ukuguqula inqubomgomo yokuvimbela ubhubhabhelwa, inkululeko yemakethe yasekhaya, ukusekelwa kohulumeni basekhaya, nezinkampani zezinsimbi kanye nezingubo zezinkampani zinamathuba amaningi. Okukhathazeke ukuthi imvelo yamazwe omhlaba iyinkimbinkimbi futhi isidingo sokusebenzisa kwangaphandle sisavilapha. Kulindeleke ukuthi ama-oda wokuhweba angaphandle ngeke athuthuke.

Isidingo semakethe yamazwe omhlaba ngo-2023 saqhubeka senza buthaka futhi saba nomthelela omubi ekuthumezweni kwezwe lami. Ngokusho kwesibikezelo se-International Monetary Fund (IMF), izinga lokukhula kwe-US GDP (GDP eChina) ngo-2023 lizoba ngu-202% (2.0% ngo-2022), kanye nezinga lokukhula kwe-GDP le-Euro indawo kuphela .

I-FAN LEI, umhlaziyi omkhulu weNational Federation of Macro, uthe lokho okwandayo kwangaphandle kwangaphandle kuyanda, futhi i-United States isakhuthaza ukuhanjiswa kwempahla esomini. Lokhu futhi kuyinselelo ebheke ngaphandle kwamanye amazwe kulo nyaka. NgoNovemba 2022, ukungeniswa kwengubo yase-US yawa cishe isigamu sonyaka -on -use, ukwehla kwama-47%, futhi ivolumu yokungenisa lawa ngo-38% unyaka -on -on -uar. Kusukela ngoJanuwari kuya ku-Novemba 2022, iChina yabalwa ngesabelo semakethe sokungenisa impahla e-US kusuka ngo-24.1% ngonyaka edlule kuya ku-22%.

Ukuphepha kwe-Guoseng kukhishwe umbiko wokucwaninga kuveza ukuthi ukusungulwa kwemboni yezembatho yamanje yaseYurophu naseMelika kusezingeni eliphakeme, kanti isigqi somnikazi womkhiqizo siyalondolozwa. Ngokwemininingwane evela eMnyangweni Wezentengiselwano - Izingubo Zokugqoka Izitolo kanye ne-Retail Inventory yaqhubeka nokukhuphuka ikota yesithathu ka-2021. NgoSepthemba 2022, inventory ephelele yokusungula / retailer , obedlula kakhulu esikhathini esifanayo ngaphambi kobhubhane.

Ukuvuselelwa Kwempi Yezempi Yomhlaba Wonke

I-China ne-United States "ibamba ama-oda" avulekile?

Umthamo wehlile futhi izindleko ziwile kakhulu, futhi ezinye izinkampani ezifuywayo sezivele zaqala umjikelezo wamaholide cishe uhhafu wonyaka. Kungabonakala ukuthi isimo sezidingo ezingesihle nezimakethe ezibuthakathaka sisobala. Ukufaka impi, ukushoda kwezinsizakusebenza, kanye nokuthuthukiswa kwezohwebo komhlaba wonke, amazwe athatha imakethe ngemuva kobhubhane lokukhulisa umnotho wezwe.

Phakathi kwazo, i-United States iphinde yandisa ukutshalwa kwezimali eYurophu ngenkathi isheshisa ekwakhiweni kabusha imboni yezokukhiqiza izwe. Ngokusho kwemininingwane efanelekile, ukutshalwa kwemali kwase-United States engxenyeni yokuqala ka-2022 kwakungu- US $ 73.974 billion, ngenkathi ukutshalwa kwezimali kwezwe lami e-United States kwakuyidola eli-148 kuphela. Le mininingwane ikhombisa ukuthi i-United States ifuna ukwakha i-European and American Repure, okubonisa ukuthi ukuhanjiswa komhlaba wonke kuyashintsha, futhi ukuhweba nge-sino -us kungavuka "impikiswano" yokubamba "ngokulandelana".

Esikhathini esizayo, kusenokuzenyeleka okukhulu embonini yamakhemikhali. Abanye abantu embonini bathi izidingo zangaphandle zithonye ukuhlinzekwa kwangaphakathi. Ukusinda kwamabhizinisi asekhaya kuzobhekana nokuhlolwa kokuqala okusinda kokusinda ngemuva kobhubhane.


Isikhathi sePosi: Mar-01-2023