Ngexesha lexesha eliphakamileyo ngaphambi kweholide yoNyaka oMtsha waseTshayina (ngoFebruwari 1), ukuhamba ngenqanawa elwandle ukusuka e-China ukuya kumazwe akumazantsi-mpuma e-Asia ekufutshane yongeza umlilo kwimarike yaselwandle eshushu ephazanyiswe ngubhubhane.
Indlela yoMzantsi-mpuma Asia:
Ngokwe-Ningbo Container Freight Index, imithwalo yendlela yase-Asia-mpuma ye-Asia ibe yimbali ephezulu kwinyanga nje enye.Umthwalo osuka eNingbo ukuya eThailand naseVietnam unyuke nge-137% ukusuka ekupheleni kuka-Oct ukuya kwiveki yokuqala ka-Dec. Ibonakaliswe ngabanye abangaphakathi, imithwalo ye-container ye-20-foot ukusuka e-Shenzhen ukuya kwi-Asia-mpuma ye-Asia inyuke ukuya kwi-$ 1,000-2,000 ngoku ukusuka kwi-100 yeedola. -200 ngaphambi kobhubhane.
Kuye kwanikelwa ingxelo yokuba amazwe akuMzantsi-mpuma weAsia aqalisa ukuvelisa kwakhona kwaye abonisa imfuneko yokubuyisela izinto eziphathekayo.Iinkampani ezininzi zokuthumela ngenqanawa zigxile kwindlela yePasifiki ukusuka kwikota yesithathu njengoko imfuno yokuthumela ngaphandle bekulindeleke ukuba ibe nkulu ngenxa yoLwesihlanu oMnyama kunye noSuku lweKrisimesi.Ngenxa yoko, indawo yokuthumela ngenqanawa yayimxinwa.Ukuxinana kwamazibuko kuMzantsi-mpuma we-Asia kuqikelelwa ukuba kuya kuhlala ixesha elifutshane ngokuxhaswa yimfuno ekhulayo yeenqanawa.
Ukujonga indlela eya phambili, abanye abantu bangaphakathi kwimizi mveliso bacinga ukuba urhwebo lwaseAsia kulindeleke ukuba lwamkele ixesha elitsha njengoko i-RCEP iza kuqala ukusebenza.
Indlela yaseYurophu:
IYurophu yayiyindawo apho ukwahluka kwe-Omicron kwafunyanwa ngaphambili.Ukusasazeka kobhubhane kwaba mandundu ngokucacileyo.Players'demand ukuthuthwa kweempahla ezahlukeneyo ezinzileyo eliphezulu.Amandla okuhambisa ngenqanawa ubukhulu becala azange atshintshe.Ngomthetho ongqongqo kumazibuko, ingxinano yahlala.Umyinge wokusetyenziswa kwezihlalo kwizibuko laseShanghai phantse ube kufutshane ne-100% kutsha nje, nomthwalo ozinzileyo.Ngokuphathelele indlela yeMeditera, umyinge wokusetyenziswa kwezihlalo kwizibuko laseShanghai wawumalunga ne-100% phakathi kwemfuno yothutho ezinzileyo.
Indlela yaseMntla Melika:
Uninzi lweemeko ezosulelekileyo ze-Omicron ziye zavela e-US kutshanje kunye nosulelo olutsha lwemihla ngemihla lwe-COVID-19 bhubhane oludlula i-100,000 kwakhona.Ukusasazeka kobhubhane kwakunzulu ngoku.Abadlali babonise imfuno ephezulu yezinto ezahlukeneyo kubandakanya izixhobo zokuthintela ubhubhane.Ukuma kwezikhongozelo kunye nokuxinana kwamazibuko okubangelwe ngubhubhane kwahlala kumbi kakhulu.Umyinge wokusetyenziswa kwezihlalo kwiNkonzo ye-W/C yaseMelika kunye neNkonzo ye-E/C yaseMelika yayisekufutshane ne-100% kwizibuko laseShanghai.Impahla yaselwandle yahlala iphezulu.
Amazibuko aseNtshona eUnited States aquka iLos Angeles/Long Beach, apho ulibaziseko kunye nokuxinana kwahlala kubi kakhulu ngenxa yokunqongophala kwabasebenzi kunye neengxaki zezithuthi ezisecaleni komhlaba, ukungazinzi kweekhonteyina kunye nokungabikho kwemali yezothutho.Kuye kwakho ukwanda okuphawulekayo kwinani lokuhamba ngeenqanawa ezingenanto phakathi kwe-Asiya ne-United States, kunye nomyinge wokunqunyanyiswa kwe-7.7 ngeveki kwiinyanga ezisithoba zokuqala zalo nyaka.Nge-6 kaDisemba, amazibuko eLos Angeles kunye neLong Beach abhengeze ukuba azakukuhlehlisa ukuqokelelwa “kwemirhumo yesingxobo sokuhlala” kwiinkampani zokuhambisa inqanawa okwesine, kwaye intlawulo entsha yayicwangciselwe uDisemba 13.
Amazibuko eLos Angeles naseLong Beach abonise ngakumbi ukuba okoko kwabhengezwa umgaqo-nkqubo wokutshaja, inani leebhokisi ezivalelekileyo kumazibuko eLos Angeles naseLong Beach lehle nge-37 iyonke.Ngokujonga inyani yokuba umgaqo-nkqubo wokutshaja ulinciphise kakhulu inani lezikhongozeli ezixineneyo, izibuko zaseLos Angeles naseLong Beach zigqibe kwelokuba zilihlehlise ixesha lokutshaja kwakhona.Ukuxinana kwezibuko yinto yehlabathi jikelele ebangela ulibaziseko olumandla kwaye inyanzelise abathwali ukuya kumazibuko ase-onmint, ngakumbi eYurophu, ngelixa ukuthengwa kwempahla evela e-Asiya kulindeleke ukuba kuhlale komelele kude kube sekupheleni kukaJan.Ukuxinana kwezibuko kulibazise ishedyuli yokuthumela, ngoko ke umthamo ubekiwe.
Abathwali banokudibana nokunqunyanyiswa okunyukayo kokuthumela ngenqanawa kunye ne-onmint yamazibuko phakathi korhwebo lwe-trans-pacific ngo-Dec. Ngeli xesha, iinkampani zokuthumela ngenqanawe zinokutsiba amazibuko e-Asia nase-Amerika ukuze ziphinde ziqalise ishedyuli yokuthumela ngenqanawe.
Ngokwedatha yamva nje ekhutshwe nguDrewry nge-10 kaDisemba, kwiiveki ezine ezilandelayo (iveki ye-50-1), imibutho emithathu yehlabathi yokuthumela ngenqanawa iya kurhoxisa inani lohambo ngokulandelelana, kunye ne-Alliance ukurhoxisa olona hambo lwe-19, 2M Alliance 7 uhambo, kunye OCEAN Alliance 5 uhambo ubuncinane.
Ukuza kuthi ga ngoku, i-Sea-Intelligence iqikelela ukuba iindlela ezidlula kwi-Pacific ziya kurhoxisa umyinge weeshedyuli ezimalunga nesithandathu ngeveki kwiiveki ezintlanu zokuqala zika-2022. Njengoko ixesha lisondela, iinkampani zokuthumela ngenqanawa zinokuthi zibhengeze iinqanawa ezingenanto.
Imbonakalo yemarike
Abanye abangaphakathi kwishishini bathi ukwehla kwangaphambili kumaxabiso okuhambisa akuzange kuthethe ukuba isikali sokuthumela ngaphandle siya kuba buthathaka kwixesha elifutshane.Ngakolunye uhlangothi, ukuhla kwexabiso kubonakaliswe ngokukodwa kwimarike yesibini.Kwimakethi ephambili yokuthuthwa kwempahla, iikowuteshini zeenkampani zokuthumela ngenqanawa kunye neearhente zabo ezithe ngqo (abathumeli bodidi lokuqala) zazisenamandla, zisephezulu kakhulu kunenqanaba elingaphambi kobhubhane, kwaye imfuno yokuthengisa ngenqanawa iyonke yahlala yomelele.Kwelinye icala, ukusukela ngoSeptemba, ukuhanjiswa kwenqanawa kwihlabathi kuye kwaphucuka kancinci kwaye kwaseka inkxaso ethile yokuthumela ngaphandle.Abadlali babelindele ukuba olu phuculo luqhubeke, nto leyo eyayisisizathu esibalulekileyo sokuncitshiswa kwexabiso labathumeli bempahla kwimarike yesibini yokuthumela.
Ibonakaliswe lulwazi lwamva nje, isalathiso somthwalo siye sanda phezulu, nto leyo ebonisa ngokungangqalanga ibango elilungileyo kwimarike yaselwandle.Ukuxinana kwamazibuko kuye kwadamba kodwa imfuno yothutho lwaselwandle ikwizinga eliphezulu.Ukongeza, imbonakalo ye-Omicron Variant iqinisa amaxhala ekubuyiseni uqoqosho lwehlabathi.Abanye abadlali bezentengiso balindele ukuba imithwalo iqhubeke ichaphazeleka kukusasazeka kobhubhane kungekudala.
IMoody's ithoba imbonakalo yeshishini lokuthumela ngenqanawa kwihlabathi ukuba "lizinzile" ukusuka ekubeni "lisebenzayo".Ngeli xesha, i-EBITDA yeshishini lokuthumela ngenqanawa kwihlabathi liphela kuqikelelwa ukuba iya kuncipha ngo-2022 emva kokusebenza kakuhle ngo-2021 kodwa isenokuba phezulu kakhulu kunenqanaba langaphambi kobhubhane.
Abanye abadlali balindele ukuba imakethi yaselwandle ihlale izinzile kwaye yomelele kodwa imeko ayinakwenzeka ukuba ibengcono kunokuba injalo ngoku kwiinyanga ezili-12-18 ezilandelayo.UDaniel Harli, uSekela Mongameli kunye noMhlalutyi oMkhulu weMoody's, uvakalise ukuba ingeniso yeenqanawa kunye nenqanawa yomthwalo omninzi ibethe irekhodi ephezulu kodwa inokuncipha ukusuka kwincopho kwaye ihlale iphezulu.Ngokusekwe kwidatha evela kwi-Drewry, inzuzo yentengiso yaselwandle kulindeleke ukuba ifike phezulu kwi-150 yeebhiliyoni zeedola ngo-2021, eyayikwi-25.4 yeebhiliyoni zeedola ngo-2020.
Isikali sokuthumela ngenqanawa seenkampani zangaphambili ezi-5 eziphambili kwihlabathi liphela zibalelwa kwi-38% yenani lilonke ngo-2008 kodwa umlinganiselo unyuke waya kuma-65% ngoku.NgokukaMoody's, ukudityaniswa kweenkampani ze-liner kuluncedo kuzinzo lweshishini lolwandle.Umthwalo uqikelelwa ukuba uhlala uphezulu xa kulindelwe ukuhanjiswa okuncinci kweenqanawa ezintsha ngo-2022.
Ukusuka kwiChinatexnet.com
Ixesha lokuposa: Dec-16-2021