Muva nje, kusukela ku-oyela ongahluziwe, ikusasa kuya ezintweni zokusetshenziswa, ngisho nempahla ethwala abantu abaningi, ebilokhu ihlanya cishe iminyaka emithathu, nayo itshele abahwebi ukuthi besiyikhulekela. Kunezindaba eziqhubekayo zokuthi umhlaba usuqalile ukungena empini yamanani. Ingabe imakethe yamakhemikhali izoba yinhle kulo nyaka?
Ukwehla ngo-30%！Impahla engaphansi kwezinga langaphambi kobhubhane!
I-Shanghai Container Freight Rate Index (SCFI) yehle kakhulu. Idatha ikhombisile ukuthi inkomba yakamuva yehle ngamaphuzu ayi-11.73 yaya ku-995.16, yehla ngokusemthethweni ngaphansi kophawu lwe-1,000 yaphinde yabuyela ezingeni ngaphambi kokugqashuka kwe-COVID-19 ngo-2019. Izinga lokuthutha lomugqa waseNtshonalanga Melika kanye nomugqa waseYurophu libe phansi kunentengo yezindleko, kanti umugqa wasempumalanga Melika nawo ubhekene nobunzima mayelana nentengo yezindleko, ngokwehla okuphakathi kuka-1% no-13%!
Kusukela ebunzimeni bokuthola ibhokisi ngo-2021 kuya ekwandeni kwamabhokisi angenalutho, ukuthuthwa kwamachweba amaningi ekhaya nakwamanye amazwe kuye kwehla kancane kancane, kubhekene nengcindezi “yokuqongelela amabhokisi angenalutho”.
Izimo zechweba ngalinye:
Amachweba aseNingizimu yeShayina njengeNansha Port, iShenzhen Yantian Port kanye neShenzhen Shekou Port wonke abhekene nengcindezi yokufakwa kwezitsha ezingenalutho. Phakathi kwawo, iYantian Port inezingqimba ezingu-6-7 zokufakwa kwezitsha ezingenalutho, okuzoqeda inani elikhulu kakhulu lokufakwa kwezitsha ezingenalutho kuleli chweba eminyakeni engu-29.
Ichweba laseShanghai, eNingbo Zhoushan Port nalo lisesimweni sokuqongelela okukhulu kwezitsha ezingenalutho.
Amachweba aseLos Angeles, eNew York naseHouston wonke anamazinga aphezulu ezitsha ezingenalutho, kanti amatheminali aseNew York naseHouston andisa indawo yokubeka izitsha ezingenalutho.
Ukuthuthwa kolwandle ngo-2022 kuswele izitsha ze-TEU eziyizigidi eziyi-7, kanti isidingo sinciphile kusukela ngo-Okthoba 2022, kanti ibhokisi lomoya liyehliswa. Njengamanje, kulinganiselwa ukuthi ama-TEU angaphezu kwezigidi eziyi-6 anama-container amaningi. Ngenxa yokuthi akukho oda, inani elikhulu lamaloli lime echwebeni lasekhaya, kanti izinkampani zezokuthutha ezikhuphukayo neziphansi nazo zithi ukusebenza kwehle ngo-20% unyaka nonyaka! NgoJanuwari 2023, inkampani yokuqoqa inciphise umthamo ongu-27% womugqa we-Asia-Europe. Phakathi kohambo oluhleliwe oluyi-690 oluphelele lwemizila yokuhweba emikhulu yemizila yokuhweba enqamula uLwandlekazi iPacific, uLwandlekazi i-Atlantic ne-Asia, kanye noLwandle iMedithera, ngesonto lesi-7 (ngomhlaka-13 kuNhlolanja (ngomhlaka-13 kuNhlolanja Kusukela ngomhlaka-19), uhambo oluyi-82 lwakhanselwa kusukela emavikini ayi-5 (ngomhlaka-13 kuNdasa kuya kumhlaka-19), kanti 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%! Ama-oda ase-US ayabuya kanye nokudluliselwa kwama-oda kwamanye amazwe, umthamo oweqile uyaqhubeka nokwanda.
Ikwindla engu-150,000 yuan! Ukupholisa kwesidingo, izinto zokusetshenziswa zonke ziyaslayida!
▶ I-lithium carbonate:
Imakethe ye-lithium carbonate ngonyaka odlule iphakeme kakhulu, ngisho nentengo ikhuphuke yaya ku-600,000 yuan/ton. Manje isiqalile "ukwehla". Kusukela ngoDisemba odlule, intengo ye-lithium carbonate isiqalile ukwehla kakhulu. Kuze kube manje yehle isuka ku-582000 yuan/ton yaya ku-429700 yuan/ton eduze, yehle ngaphezu kuka-152000 yuan, yehle ngo-26%.
Intengo exubile yasekhaya ye-lithium carbonate 2022-11-22-2023-02-20
Ibanga: Ibanga lezimboni
Abanye abangaphakathi bathi ngemva kokubuya kwamakhasimende angaphansi komfula, intshiseko yokugcina ayiphezulu, ivolumu ye-oda ayithuthukanga, okuholela ekutheni abahwebi abaphakathi ukuze bakhiphe imali banganciphisa intengo yempahla kuphela, imakethe ye-lithium carbonate yehle ngokuphindaphindiwe, amakhasimende angaphansi komfula amanje asebenzisa kakhulu impahla.
▶ Ikhompyutha：
Intengo exubile ye-PC yasekhaya 2022-11-22-2023-02-20
Izinga eliphezulu, okuqukethwe okungu-99.9%
Kusukela kuMkhosi WaseNtwasahlobo, ukwakhiwa nokukhiqizwa kwemboni yama-PC asekhaya kuye kwanda, kodwa kusukela ngoFebhuwari, imakethe yama-PC ibilokhu yehla, ngesonto eledlule intengo yefektri yama-PC asekhaya nayo yehlisiwe, kusukela ku-300 kuya ku-400 yuan, isidingo esingezansi asikwazi ukuqhubeka, isimo semakethe sibi yisona sizathu esiyinhloko.
▶I-N-Butanol:
Intengo yokukhiqiza ye-N-butanol Shandong 2022-11-22-2023-02-20 imikhiqizo emihle kakhulu
Ukwehla kwemakethe ye-N-butanol kwaqala ukubonakala kusukela ekupheleni kukaJanuwari, intengo yayo kusukela ekupheleni kukaDisemba yehle ngo-1000 yuan/ton, isizathu esiyinhloko ukuthi isidingo esingezansi asanele, abakhiqizi banempahla ephezulu, ingcindezi yokuthengisa ngaphansi kokukhuthazwa kwentengo. Kodwa-ke, iGuanghua Jun ikholelwa ukuthi i-n-butanol iyaqhubeka nokukhiqiza inzuzo enkulu, abasebenzisi abangaphansi kwayo ukuze benze ama-oda ngentengo ephansi, uma isivumelwano singcono, intengo isalindeleke ukuthi ibonakale ilungile.
Ukususwa kwe-sinification yamaketanga okuhlinzeka
Ukuthunyelwa kwamanye amazwe kwezentengiselwano kubhekene nezinselelo
Imboni yezindwangu engezansi nayo iyahlupheka. Ukuthunyelwa kwezindwangu nezingubo eShayina kukhule ngo-2.6% ngokwemali yamadola ngo-2022, kodwa lokhu kwakubangelwa kakhulu yizinga lokukhula eliphezulu engxenyeni yokuqala yonyaka, kanti iningi lama-oda atholwe ngaphambi koMkhosi Wentwasahlobo ka-2022. Ukuthunyelwa kwamanye amazwe kwehle engxenyeni yesibili yonyaka ngenxa yokuntuleka kwama-oda, futhi kwikota yesine ikakhulukazi kwaqopha ukwehla kwezinombolo ezimbili kuzo zonke izinyanga ezintathu.
Njengoba singena ku-2023, isimo siphakathi nendawo. Okuthandwa ukulungisa inqubomgomo yokuvimbela ubhubhane, ukukhululeka kwemakethe yasekhaya, ukwesekwa kukahulumeni wendawo, kanye nezinkampani zezindwangu nezingubo zinamathuba amaningi. Okukhathazayo ukuthi isimo samazwe ngamazwe siyinkimbinkimbi futhi isidingo sokusetshenziswa kwamanye amazwe sisalokhu sihamba kancane. Kulindeleke ukuthi imiyalo yokuhweba kwamanye amazwe ngeke ithuthuke.
Isidingo semakethe yamazwe ngamazwe ngo-2023 saqhubeka nokuba buthaka futhi saba nomthelela omubi ekuthunyelweni kwezwe lami kwamanye amazwe. Ngokusho kwesimo sezulu se-International Monetary Fund (IMF), izinga lokukhula kwe-US GDP (GDP eShayina) ngo-2023 lizoba ngu-1.4% kuphela (2.0% ngo-2022), kanti izinga lokukhula kwe-GDP ye-euro zone lizoba ngu-0.7% kuphela (3.5% ngo-2022.5% ngo-2022), Futhi lezi zifunda ezimbili ziyizimakethe ezinkulu kakhulu zokuthumela ngaphandle zemikhiqizo yethu yezindwangu nezingubo.
UFan Lei, umhlaziyi oyinhloko weNational Federation of Macro, uthe ukwanda kwesimo sangaphandle esingazinzile kuyanda, kanti i-United States isakhuthaza uchungechunge lokuhlinzeka nge-Sinicization. Lokhu futhi kuyinselele ebhekene nokuthunyelwa kwamanye amazwe kulo nyaka. NgoNovemba 2022, ukungeniswa kwezingubo zaseShayina e-US kwehle cishe phakathi nonyaka, ukwehla ngo-47%, kanti inani lokungeniswa kwezimpahla lehle ngo-38% unyaka nonyaka. Kusukela ngoJanuwari kuya kuNovemba 2022, iShayina ibika isabelo semakethe sezingubo zase-US ezivela kwamanye amazwe kusukela ku-24.1% ngonyaka odlule kuya ku-22%.
I-Guosheng Securities ikhiphe umbiko wocwaningo iveze ukuthi isitokwe samanje semboni yezingubo yaseYurophu naseMelika sisezingeni eliphezulu, futhi isigqi somnikazi womkhiqizo siyalandela. Ngokusho kwedatha evela ku-US Department of Commerce's Census Bureau, abathengisi bezingubo base-US kanye nesitokwe sokuthengisa baqhubeke nokwenyuka kwikota yesithathu ka-2021. NgoSepthemba 2022, isitokwe sokuthengisa ngobuningi/umthengisi sanda ngo-68.3% / 24.1% unyaka nonyaka, okwadlula kakhulu esikhathini esifanayo ngaphambi kobhubhane.
Ukuthuthukiswa Kwempi Yokuhweba Yomhlaba Wonke
Ingabe i-China ne-United States “imiyalelo yokubamba” ivuliwe?
Amandla ehlile futhi izindleko zehle kakhulu, kanti ezinye izinkampani zasekhaya seziqalile kakade umjikelezo wamaholide cishe isigamu sonyaka. Kungabonakala ukuthi isimo sokungadingeki kahle kanye nezimakethe ezibuthakathaka sisobala. Njengoba kufakwa impi, ukushoda kwezinsizakusebenza, kanye nokuthuthukiswa kokuhweba komhlaba wonke, amazwe athatha imakethe ngemuva kwalesi sifo ukuze athuthukise umnotho wezwe.
Phakathi kwazo, i-United States iphinde yandisa ukutshalwa kwezimali eYurophu ngenkathi isheshisa ukwakhiwa kabusha kwemboni yokukhiqiza yezwe. Ngokusho kwedatha efanele, ukutshalwa kwezimali kwe-US e-United States engxenyeni yokuqala ka-2022 kwakungu-$73.974 billion, kanti ukutshalwa kwezimali kwezwe lami e-United States kwakungu-$148 million kuphela. Le datha ikhombisa ukuthi i-United States ifuna ukwakha uchungechunge lokuphakelwa kwempahla lwaseYurophu naseMelika, okukhombisa nokuthi uchungechunge lokuphakelwa kwempahla lomhlaba wonke luyashintsha, futhi ukuhweba phakathi kwe-Sino ne-US kungase kuphakame kube yimpikiswano "yokubanjwa kwe-oda".
Esikhathini esizayo, kusenokuguquguquka okukhulu embonini yamakhemikhali. Abanye abantu embonini bathi izidingo zangaphandle zithonye ukuhlinzekwa kwangaphakathi. Ukusinda kwamabhizinisi asekhaya kuzobhekana novivinyo lokuqala olunzima lokusinda ngemva kwalesi sifo.
Isikhathi sokuthunyelwe: Mashi-01-2023