Muva nje, kusukela kuwoyela ongahluziwe, ikusasa kuya ezintweni zokusetshenziswa, ngisho nempahla yesibhakabhaka-high, osekuphele cishe iminyaka emithathu, iphinde yatshela abahwebi ukuthi sikhulekele.Kukhona njalo izindaba zokuthi umhlaba usuqalile ukungena empini yentengo.Ingabe imakethe yamakhemikhali izoba yinhle kulo nyaka?
Yehla ngo-30%! 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".
Imibandela yembobo 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.
Ukuthutha olwandle ngo-2022 kushoda ngeziqukathi ze-TEU eziyizigidi ezingu-7, kanti isidingo sehlisiwe kusukela ngo-Okthoba 2022, futhi ibhokisi lomoya liyehliswa.Njengamanje, kulinganiselwa ukuthi angaphezu kwezigidi eziyisi-6 ama-TEU aneziqukathi ezeqile.Ngenxa yokuthi akukho ukuhleleka, inani elikhulu lamaloli limile endaweni yokusebenzela yasekhaya, 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.
Iwa 150,000 yuan!Funa ukupholisa, izinto zokusetshenziswa konke kushelela!
▶ I-Lithium carbonate:
Imakethe ye-lithium carbonate ngonyaka odlule iphezulu kakhulu, futhi intengo ikhuphuke yafinyelela ku-600,000 yuan/ton.Manje futhi isiqalile "ukwehla".Kusukela ngo-Decembe odlule, intengo ye-lithium carbonate isiqalile ukwehla yonke indlela.kuze kube manje lehlile lisuka ku-582000 yuan/ton laya ku-429700 yuan/ton eduze, lehle ngaphezu kwamayuan angu-152000, lehle ngo-26%.
I-Lithium carbonate intengo exubile yasekhaya 2022-11-22-2023-02-20
Ibanga: Ibanga lezimboni
Abanye abangaphakathi bathi ngemva kokubuya kwamakhasimende aphansi komfula intshiseko yesitoko ayiphezulu, umthamo we-oda awuzange uthuthuke, okuholela kubathengisi abaphakathi ukuze bahoxise imali kuphela kunganciphisa intengo yokusungula, imakethe ye-lithium carbonate iyancipha ngokuphindaphindiwe, amakhasimende amanje aphansi komfula ikakhulukazi azosebenzisa i-inventory.
▶ PC:
PC intengo exubile yasekhaya 2022-11-22-2023-02-20
Izinga eliphezulu, okuqukethwe okungu-99.9%.
Kusukela ngoMkhosi Wasentwasahlobo, ukwakhiwa nokukhiqizwa kwemboni ye-PC yasekhaya bekulokhu kukhuphuka, kepha kusukela ngoFebhuwari, imakethe ye-PC ibilokhu yehla, ngesonto eledlule intengo yefekthri ye-PC yasekhaya nayo yehlisiwe, isuka kuma-yuan angama-300 kuye kwangama-400, isidingo esingezansi singakwazi. ungaqhubeki, isimo semakethe sifiphele yisona sizathu esiyinhloko
▶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 i-1000 yuan / ton, isizathu esiyinhloko ukuthi isidingo esingaphansi komfula akwanele, abakhiqizi bempahla ephezulu, ingcindezi yokuthengisa ngaphansi kokukhuthazwa kwentengo.Kodwa-ke, i-Guanghua Jun ikholelwa ukuthi i-n-butanol iyaqhubeka nokuletha inzuzo enkulu, abasebenzisi abangaphansi komfula ukuze benze ama-oda emalini ethengiswayo, uma isivumelwano singcono, intengo isalindeleke ukuthi ivele iyisilungiso.
Ukususwa kwe-sinification kwamaketango wokuhlinzeka
Uhwebo lwangaphandle lubhekene nezinselelo
Imboni yezindwangu ezansi nomfula nayo iyahlupheka.Ukuthunyelwa kwendwangu nezingubo zaseChina kukhule ngo-2.6% ngokwezindleko zamadola ngo-2022, kodwa lokhu kwakungenxa yezinga eliphezulu lokukhula engxenyeni yokuqala yonyaka, nama-oda amaningi atholwa ngaphambi koMkhosi Wasentwasahlobo ka-2022.Ukuthunyelwa kwamanye amazwe kwabe sekwehla engxenyeni yesibili yonyaka ngenxa yokuntuleka kwama-oda, futhi engxenyeni yesine ikakhulukazi kwaqoshwa ukwehla kwamadijithi amabili kuzo zonke izinyanga ezintathu.
Ukungena ku-2023, isimo siphakathi nendawo.Okuthandwa ukulungisa inqubomgomo yokunqanda ubhubhane, ukukhululeka kwezimakethe zasekhaya, ukusekelwa uhulumeni wasekhaya, kanye nezinkampani zendwangu nezingubo zinamathuba amaningi.Okukhathazayo ukuthi imvelo yamazwe ngamazwe iyinkimbinkimbi futhi isidingo sokusetshenziswa kwamanye amazwe sisencane.Kulindeleke ukuthi imiyalo yohwebo lwangaphandle ingabi ngcono.
Isidingo semakethe yamazwe ngamazwe ngo-2023 siqhubekile nokuba buthakathaka futhi saba nomthelela omubi ekuthengisweni kwezwe lami kwamanye amazwe.Ngokwesibikezelo se-International Monetary Fund (IMF), izinga lokukhula kwe-GDP yase-US (GDP e-China) ngo-2023 lizoba ngu-1.4% kuphela (2.0% ngo-2022), futhi izinga lokukhula kwe-GDP yendawo ye-euro lizoba ngu-0.7% kuphela. (3.5% ngo-2022.5% ngo-2022 ), Futhi lezi zifunda ezimbili ziyizimakethe ezinkulu zokuthekelisa zemikhiqizo yethu yendwangu nezingubo.
U-Fan Lei, umhlaziyi omkhulu weNational Federation of Macro, uthe imvelo yangaphandle engazinzile iyanda, futhi i-United States isathuthukisa uchungechunge lokunikezela ku-Sinicization.Lokhu futhi kuyinselelo ebhekene nokuthunyelwa kwempahla kwamanye amazwe kulo nyaka.NgoNovemba 2022, ukuthengwa kwezimpahla zaseShayina kwamanye amazwe e-US kwehle cishe isigamu sonyaka, kwehle ngo-47%, futhi ivolumu yokungenisa kwehle ngo-38% unyaka nonyaka.Kusukela ngoJanuwari kuya kuNovemba 2022, i-China ibambe isabelo semakethe sezimpahla zokugqoka zase-US zisuka ku-24.1% ngonyaka odlule zaya ku-22%.
I-Guosheng Securities ikhiphe umbiko wocwaningo waveza ukuthi uhlu lwamanje lwemboni yezingubo zaseYurophu naseMelika lusezingeni eliphezulu, futhi isigqi somnikazi womkhiqizo siyalandela.Ngokusho kwedatha evela ku-US Department of Commerce's Census Bureau, abathengisi bezimpahla ze-US kanye nempahla yokudayisa iqhubekile nokukhuphuka ngekota yesithathu ka-2021. NgoSepthemba 2022, uhlu lwempahla edayiswayo/umthengisi lwenyuke ngo-68.3% / 24.1% unyaka nonyaka , eyeqiwa kakhulu ngesikhathi esifanayo ngaphambi kwalolu bhubhane.
I-Global Trade War Thuthukisa
I-China ne-United States "i-oda lokubamba" ivuliwe?
Umthamo wehlile futhi izindleko zehle kakhulu, futhi ezinye izinkampani zasekhaya sezivele ziqale umjikelezo wamaholide cishe isigamu sonyaka.Kuyabonakala ukuthi isimo sesidingo esibi kanye nezimakethe ezibuthakathaka sisobala.Ukufaka izimpi, ukushoda kwezinsiza, kanye nokuthuthukiswa kokuhwebelana emhlabeni jikelele, amazwe athatha imakethe ngemuva kwalolu bhubhane ukuze athuthukise umnotho wezwe.
Phakathi kwazo, i-United States ikhulise utshalomali e-Europe ngenkathi isheshisa ukwakhiwa kabusha kwemboni yezokukhiqiza yakuleli.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 izidingo zangaphandle zibe nomthelela ekuhlinzekeni kwangaphakathi.Ukusinda kwamabhizinisi asekhaya kuzobhekana novivinyo olunzima lokuqala lokusinda ngemva kwalolu bhubhane.
Isikhathi sokuthumela: Mar-01-2023