Posachedwapa, kuchokera ku mafuta osakanizika, zam'tsogolo kupita ku zipangizo zopangira, ngakhale mlengalenga - katundu wambiri, womwe wakhala wopenga kwa zaka pafupifupi zitatu, adauzanso amalonda kuti takhala tikulambira.Pali nkhani zokhazikika kuti dziko layamba kulowa pankhondo yamitengo.Kodi msika wamankhwala ukhala wabwino chaka chino?
Kuchepera 30%! Katundu pansi pa mlingo pre-miliri!
The Shanghai Container Freight Rate Index (SCFI) idagwa kwambiri.Deta yawonetsa kuti index yaposachedwa idatsika ndi mfundo 11.73 mpaka 995.16, kutsika mwalamulo pansi pa 1,000 ndikubwereranso pamlingo wa COVID-19 kusanachitike mu 2019. mtengo wamtengo wapatali, ndipo mzere wakum'mawa kwa America ukulimbananso ndi mtengo wamtengo wapatali, ndi kuchepa kwapakati pa 1% ndi 13%!
Kuchokera pazovuta zopeza bokosi mu 2021 mpaka kupezeka kwa mabokosi opanda kanthu, mayendedwe a madoko ambiri kunyumba ndi kunja kwachepa pang'onopang'ono, akukumana ndi chitsenderezo cha "kusonkhanitsa kopanda kanthu".
Zoyenera pa doko lililonse:
Madoko aku South China monga Nansha Port, Shenzhen Yantian Port ndi Shenzhen Shekou Port onse akukumana ndi chitsenderezo cha kusungitsa chidebe chopanda kanthu.Pakati pawo, Yantian Port ili ndi zigawo 6-7 za zosungira zopanda kanthu, zomwe zatsala pang'ono kuthyola chidebe chopanda kanthu chomwe chili padoko pazaka 29.
Shanghai Port, Ningbo Zhoushan Port alinso mu mkhalidwe wa mkulu chopanda chidebe kudzikundikira.
Madoko a Los Angeles, New York ndi Houston onse ali ndi zotengera zopanda kanthu, ndipo ma terminals a New York ndi Houston akuwonjezera malo oyikamo zotengera zopanda kanthu.
Zoyendera zam'nyanja za 2022 ndizochepa zotengera 7 miliyoni za TEU, pomwe kufunikira kwachepetsedwa kuyambira Okutobala 2022, ndipo bokosi la mpweya limatsitsidwa.Pakadali pano, akuti ma TEU opitilira 6 miliyoni ali ndi zotengera zochulukirapo.Chifukwa palibe dongosolo, magalimoto ochuluka adayima m'boti zapakhomo, ndipo makampani oyendetsa zinthu kumtunda ndi kumtunda kwamtunda amanenanso kuti ntchito yatsika ndi 20% pachaka!Mu Januware 2023, kampani yosonkhanitsa idachepetsa 27% ya mzere wa Asia-Europe.Pakati pa maulendo okwana 690 omwe anakonzedwa a njira zazikulu zamalonda za njira zazikulu zamalonda kudutsa Nyanja ya Pacific, Nyanja ya Atlantic ndi Asia, ndi Nyanja ya Mediterranean, mu sabata la 7 (February 13th (February 13th Kuchokera pa 19th), maulendo 82 anali. kuchotsedwa kwa masabata a 5 (March 13 mpaka 19), ndipo chiwerengero cha kuchotsedwa chinali 12%.
Kuphatikiza apo, malinga ndi zomwe bungwe la General Administration of Customs linanena: Mu Novembala 2022, katundu wa dziko langa kupita ku United States adatsika ndi 25.4%.Kumbuyo kwa kuchepa koopsa kumeneku ndikuti madongosolo opanga kuchokera ku United States atsika ndi 40%!Maulamuliro aku US abwerera komanso kusamutsidwa kwamayiko ena, kuchuluka kwachulukidwe kukukulirakulira.
Kugwa 150,000 yuan!Funani kuziziritsa, zipangizo zonse slide!
▶ Lithium carbonate:
Msika wa Lithium carbonate chaka chatha ukukwera, ndipo ngakhale mtengo udakwera mpaka 600,000 yuan/tani.Tsopano yayambanso "kutsika pansi".Kuyambira Decembe watha, mtengo wa lithiamu carbonate wayamba kugwa njira yonse.mpaka pano wagwa kuchokera 582000 yuan/ton kwa 429700 yuan/tani pafupi, pansi oposa 152000 yuan, pansi 26%.
Lithium carbonate zoweta mtengo wosakanikirana 2022-11-22-2023-02-20
Kalasi: Industrial grade
Ena olowa ananena kuti pambuyo kubwerera kwa kunsi kwa mtsinje makasitomala stocking chidwi si mkulu, buku dongosolo si bwino, chifukwa amalonda wapakatikati kuti atenge ndalama akhoza kuchepetsa mtengo wa katundu, lifiyamu carbonate msika kuchepa mobwerezabwereza, ndi makasitomala apano akutsika kwambiri amadya zinthu zomwe zili mgululi.
▶ PC:
Mtengo wosakanikirana wa PC 2022-11-22-2023-02-20
Magulu apamwamba, 99.9% okhutira
Kuyambira Chikondwerero cha Spring, ntchito yomanga ndi kupanga makampani apakhomo a PC yakhala ikukwera, koma kuyambira mwezi wa February, msika wa PC wakhala ukutsika, sabata yatha mtengo wa fakitale wa PC zoweta watsitsidwanso, kuyambira 300 mpaka 400 yuan, kufunikira kwapansi kungatheke. osapitirira, msika wa msika uli wodetsedwa chifukwa chachikulu
▶N-Butanol:
N-butanol Shandong mtengo wopanga 2022-11-22-2023-02-20 zabwino kwambiri
Kutsika kwa msika wa N-butanol kunayamba kuonekera kuyambira kumapeto kwa Januwale, mtengo wake kuyambira kumapeto kwa December watsika 1000 yuan / tani, chifukwa chachikulu ndi chakuti kufunikira kwapansi sikukwanira, opanga katundu wapamwamba, kukakamizidwa kwa malonda pansi pa kukwezedwa kwa mtengo.Komabe, Guanghua Jun akukhulupirira kuti n-butanol ikupitilizabe kubweretsa phindu lalikulu, ogwiritsa ntchito otsika kuti apange maoda pazamalonda, ngati mgwirizano uli bwino, mtengowo ukuyembekezeka kuwoneka ngati wowongolera.
De-sinification ya chain chain
Zogulitsa zakunja zakunja zikukumana ndi zovuta
Makampani opanga nsalu akumunsi akuvutikanso.Kugulitsa nsalu ndi zovala ku China kudakula ndi 2.6% pamitengo ya dollar mu 2022, koma izi zidachitika makamaka chifukwa chakukula kwakukulu mu theka loyamba la chaka, ndi malamulo ambiri omwe adalandira Chikondwerero cha Spring cha 2022 chisanachitike.Kutumiza kunja kunagwa mu theka lachiwiri la chaka chifukwa cha kusowa kwa malamulo, ndipo mu gawo lachinayi makamaka linalembedwa kuchepa kwawiri kwa miyezi itatu.
Kulowa mu 2023, zinthu zili pakati.Zomwe zimakondedwa ndikusintha mfundo zopewera miliri, kumasula msika wapakhomo, kuthandizira maboma, komanso makampani opanga nsalu ndi zovala ali ndi mwayi wambiri.Chodetsa nkhawa ndichakuti chilengedwe chapadziko lonse lapansi ndi chovuta komanso kufunikira kwa zinthu zakunja kukucheperachepera.Zikuyembekezeka kuti malonda akunja sangasinthe.
Kufunika kwa msika wapadziko lonse lapansi mu 2023 kudapitilirabe kufowoka ndipo kudasokoneza zinthu zomwe dziko langa limatulutsa kunja.Malinga ndi kulosera kwa International Monetary Fund (IMF), kukula kwa GDP ya US (GDP ku China) mu 2023 kudzakhala 1.4% (2.0% mu 2022), ndipo kukula kwa GDP kudera la yuro kudzakhala 0.7% yokha. (3.5% mu 2022.5% mu 2022), Ndipo madera awiriwa ndi misika yayikulu yogulitsa kunja kwa zinthu zathu za nsalu ndi zovala.
Fan Lei, katswiri wofufuza wamkulu wa National Federation of Macro, adanena kuti kukula kosakhazikika kwakunja kukukulirakulira, ndipo United States ikulimbikitsabe njira zogulitsira ku Sinicization.Izinso ndizovuta zomwe zimagulitsa kunja chaka chino.Mu Novembala 2022, zovala zaku US zaku China zidatsika pafupifupi theka la chaka, kutsika ndi 47%, ndipo kuchuluka kwakunja kudatsika ndi 38% pachaka.Kuyambira Januware mpaka Novembala 2022, China idawerengera gawo la msika wazovala zaku US kuchokera ku 24.1% chaka chapitacho mpaka 22%.
Guosheng Securities adapereka lipoti la kafukufuku yemwe adawonetsa kuti zida zamakono zamakampani aku Europe ndi America zili pamlingo wapamwamba, ndipo kamvekedwe ka mwiniwake wamtunduwu ndi wokhazikika.Malinga ndi deta yochokera ku US Department of Commerce Census Bureau, ogulitsa zovala ku US ndi ogulitsa akupitilira kukwera m'gawo lachitatu la 2021. Mu Seputembala 2022, zogulitsa zamagulu / zogulitsa zidakwera ndi 68.3% / 24.1% pachaka -pachaka , yomwe idapyola kwambiri munthawi yomweyi mliriwu usanachitike.
Kusintha kwa Nkhondo Yadziko Lonse
China ndi United States "zotengera" zatsegulidwa?
Mphamvu zachepa ndipo ndalama zatsika kwambiri, ndipo makampani ena apakhomo ayamba kale maholide pafupifupi theka la chaka.Zitha kuwoneka kuti mkhalidwe wa zosowa zosauka ndi misika yofooka ndizodziwikiratu.Kukhazikitsa nkhondo, kuchepa kwa chuma, komanso kukweza malonda padziko lonse lapansi, mayiko alanda msika pambuyo pa mliriwu kuti akweze chuma cha dzikolo.
Pakati pawo, United States yawonjezeranso ndalama ku Ulaya pamene ikufulumizitsa ntchito yomanganso makampani opanga zinthu m'dzikoli.Malinga ndi deta yoyenera, ndalama za US ku United States mu theka loyamba la 2022 zinali US $ 73.974 biliyoni, pamene ndalama za dziko langa ku United States zinali 148 miliyoni Dollar.Deta iyi imasonyeza kuti United States ikufuna kumanga mgwirizano wa ku Ulaya ndi ku America, zomwe zimasonyezanso kuti ntchito yapadziko lonse ikusintha, ndipo malonda a Sino -US akhoza kukwera ku "kutengera" mkangano.
M'tsogolomu, pali kusinthasintha kwakukulu kwa makampani opanga mankhwala.Anthu ena m'makampani akuti zosowa zakunja zakhudza kupezeka kwamkati.Kupulumuka kwamabizinesi apakhomo kudzakumana ndi mayeso oyamba opulumuka pambuyo pa mliri.
Nthawi yotumiza: Mar-01-2023