Katundu wam'nyanja adatsika ndi 90% kuchokera pamakampani okwera kwambiri chaka chatha, makampani opanga makhadi adakumana ndi msika woyipa kwambiri m'zaka khumi, msika umakhala "womvetsa chisoni"

Kuyambira kuchiyambi kwa chaka chino, mitengo yapanyanja yapadziko lonse lapansi yapitilirabe kutsika m'malo okwera kwambiri koyambirira, ndipo kuchepa kwatsika kwakula kuyambira gawo lachitatu.

Pa Seputembara 9, zomwe zidatulutsidwa ndi Shanghai Shipping Exchange zidawonetsa kuti kuchuluka kwa katundu wotumizidwa kuchokera ku Shanghai Port kupita kumsika wa Meixi Basic Port kunali $3,484 /FEU (chidebe cha mapazi 40), kutsika ndi 12% kuchokera m'mbuyomu, komanso otsika kwambiri kuyambira Ogasiti. 2020!

Pa Seputembara 2, chiwongola dzanjacho chinatsika kuposa 20 peresenti, kuchokera pamwamba pa $ 5,000 mpaka "zitatu"

Makampaniwa akuyembekeza kuti kutsika kwamitengo yakunja kukuchepetsa kufunika, kutsika kwachuma kwachuma kukukulirakulira, poyerekeza ndi mtengo wotumizira chaka chatha cha madola masauzande ambiri, gawo lachinayi la msika wapadziko lonse lapansi silikhala ndi chiyembekezo, kapena lidzawonekera mu nyengo yapamwamba si msika wotukuka, mitengo ya katundu idzatsika kwambiri.

mtengo wotumizira-1

Mitengo yonyamula katundu ku West Coast yatsika ndi 90% kuchokera pakukwera kwa chaka chatha!

Gawo lachitatu ndi nyengo yamsika wamsika wapadziko lonse lapansi, koma chaka chino mitengo yonyamula katundu sinakwere monga momwe amayembekezera, koma kutsika kocheperako.

Pa Seputembara 9, Shanghai Export chidebe chophatikizira katundu Index yotulutsidwa ndi Shanghai Shipping Exchange inali mfundo 2562.12, kutsika ndi 10% kuchokera nthawi yapitayi, kujambula sabata la 13 motsatizana la kuchepa.M’malipoti 35 a mlungu ndi mlungu omwe atulutsa mpaka pano chaka chino, agwera 30 mwa iwo.

Malinga ndi zomwe zachitika posachedwa, mitengo ya katundu (katundu wapanyanja ndi zowonjezera) zomwe zidatumizidwa kuchokera ku doko la Shanghai kupita kumisika yoyambira ya Kumadzulo ndi Kum'mawa kwa United States zinali $3,484 /FEU ndi $7,767 /FEU pa 9, kutsika 12% ndi 6.6 % poyerekeza ndi nthawi yapitayi, motsatana.Mtengo wa Kumadzulo ndi ku United States unalemba kutsika kwatsopano kuyambira August 2020. Pa Sept. 2, njira ya US-West inagwa 22.9 peresenti mpaka $ 3,959 / FEU kuchokera ku $ 5,134 pa Aug. 26. Kuwonjezeka kwapakati pa masabata awiri apitawo ndi kuposa 30%;Ndi mitengo pa $7,334/ FEU pa Julayi 1, njira yaku US-West yatsika kuposa 50% kuyambira gawo lachitatu.

Poganizira kuti mtengo wa njira zina zopita Kumadzulo kwa United States chaka chatha unadutsa $ 30,000, katundu waposachedwa wa USD2850 / HQ wagwa ndi 90% poyerekeza ndi apamwamba a chaka chatha!

Lipoti la Shanghai Shipping Exchange lidawonetsa kuti msika waposachedwa wamisika yotengera katundu waku China ndiwotsika kwambiri, kufunikira kwa mayendedwe kukukulirakulira.Kwa njira za kumpoto kwa America, maonekedwe ndi stagflationary panthawi yomwe Federal Reserve idzapitiriza kukhwimitsa kuti ikhale ndi inflation.M'sabata yaposachedwa, magwiridwe antchito amsika wamayendedwe adalephera kuyenda bwino, ndipo zoyambira zogulira ndi zofunikira zidali zofooka, zomwe zidapangitsa kutsika kwamitengo yamisika yamsika.

Ndikoyenera kutchula kuti chiwerengero cha Shanghai Composite cha katundu wonyamula katundu wotumizidwa kunja chinasonyeza kuti mitengo ya katundu inatsika kwa masabata 17 otsatizana kuyambira pachimake cha chiyambi cha chaka, kenako inawonjezeka kwa masabata 4, kenako inagwera kwa masabata 13 otsatizana, kugwera pansi. mlingo wa nthawi yomweyo chaka chatha kumapeto kwa July.Msika umagwa ndikugwa, ngakhale tsiku limodzi, ukhoza kufika mazana a madola.

Muzinthu zina zofunika, Drury's World Container Freight Index (WCI) yatsika kwa masabata 28 otsatizana, kutsika 5% mpaka $ 5,378.68 / FEU panthawi yaposachedwa, kutsika ndi 47% kuchokera chaka chapitacho ndi 46% kuposa chiwerengero cha zaka 5. $3,679;Mlozera wapadziko lonse wa FBX wamitengo yonyamula katundu unali pa $4,862 / FEU, utatsika ndi 8% sabata yatha.

Mlozera wa Baltic Dry wa mitengo yonyamula katundu udakwera 35 mfundo kapena pafupifupi 3% mpaka 1,213 Lachisanu, itakwera 11.7% sabata yatha kufika pamlingo wapamwamba kwambiri kuyambira pakati pa Meyi.Koma atatsika kuposa 49 peresenti mu Ogasiti, indexyo ilinso yotsika kwambiri pafupifupi zaka ziwiri.

mtengo wotumizira-2

Nthawi yomweyo mitengo yonyamula katundu idatsika, komanso mitengo yamakampani yotumiza

Posachedwapa, mtengo wamsika wotumizira watsika pamtengo wamakampani omwe adatchulidwa awonetsa.

Kumapeto kwa June, gawo la Marine lakhala likukulirakulira.Makampani ambiri otumiza katundu adawona mitengo yawo ikutsikanso kwambiri pambuyo poti malipiro a gawo lachiwiri akadali amphamvu, ndipo malingaliro amalonda adakwera.Komabe, chifukwa cha kutsika kosalekeza kwamitengo yotumizira, mitengo yagawo idatsikanso posachedwa, Maersk, Evergreen, Yangming ndi makampani ena adalemba kutsika kwatsopano chaka chino.

mtengo wotumizira-3

Kumayambiriro kwa Seputembala, makampani ena omwe adatchulidwa adawonetsa zotsatira zawo za Ogasiti, zomwe zidawonetsanso kubweza msika.Ndalama za Wanhai za T $ 21.3bn mu Ogasiti zinali zotsika kwambiri pafupifupi chaka chimodzi ndikutsika ndi 13.58% kuyambira mwezi womwewo chaka chatha.Ndalama za Yangming zinali T $ 35.1bn, kutsika kuchokera chaka cham'mbuyo mpaka kukula kwa manambala amodzi ndi 7 peresenti.Ndalama za Evergreen Marine zidatsika mpaka T $57.4bn, kukwera ndi 14.83% chaka chilichonse.

mtengo wotumizira-4

Pa Seputembara 7, Zhang Shaofeng, wamkulu wa zombo zapamadzi ku Yangming, adavomereza kuti mu Meyi anali ndi chiyembekezo chokhazikika pakukhazikika kwa mitengo yonyamula katundu komanso kuti kutsika kwa msika kudapitilira zomwe amayembekeza, komanso kuti onyamula ziwiya adakumana ndi chikakamizo kuchokera kwa otumiza kuti akambiranenso mitengo yawo.

Zhang Shaofeng adati, chifukwa cha kutsika kwachuma, kuchuluka kwa katundu chifukwa chonyamula katundu kumapitilirabe "zabwinobwino", kwa zaka ziwiri zapitazi ku Europe komanso kuchuluka kwa mzere mpaka manambala asanu muzochitika zachilendo sikulinso, koma osabwereranso. $ 2000 pamaso pa matenda ndi mlingo wa madzi otsika, ndiye yang'anani pa miyezi 10, ngati malingaliro a zachuma pa chitukuko chabwino cha zombo zapanyanja akuyembekezeka kutsatira, Mitengo imakhala ndi mwayi wosiya kugwa kapena ngakhale kubwereranso.

Maersk's Asia Pacific operations center pulezidenti Andrew Coan adanena kale kuti ntchito zotumizira ku Asia zinali zokhazikika komanso kuti kampaniyo tsopano ikuyang'ana ku Ulaya, yomwe ikukumana ndi zovuta monga kumenyedwa, mitsinje yochititsa chilala komanso kusowa kwa oyendetsa galimoto.Cholinga cha gulu la Maersk Asia ndikuchepetsa kukhudzidwa kwa nkhaniyi kudzera mu mgwirizano wapadziko lonse, kuyang'anitsitsa zomwe zikuchitika ndikuwonetsetsa kuti makasitomala akupatsidwa zidziwitso zaposachedwa kuti ziwathandize kuthana ndi zovuta zapadziko lonse lapansi.

Nyengo yapamwamba sikuyenda bwino, makampani opanga makhadi adakumana ndi msika woyipa kwambiri m'zaka 10?

Monga gawo lofunikira pamsika wapanyanja, kusonkhanitsa kwa oyendetsa makhadi pamalingaliro amsika ndikozama kwambiri.M'mbuyomu, pakhala mizere yayitali isanachitike Chikondwerero cha Mid-Autumn ndi Tsiku Ladziko Lonse pomwe otumiza akuthamangira kukapereka katundu, koma chaka chino zinthu zasintha.

Posachedwapa, wogwiritsa ntchito pa intaneti adatumiza vidiyo yakuti, "Nyanja ya Waigaoqiao ku Shanghai ili ndi magalimoto odzaza ndi makontena, oyenda makilomita ambiri."Atolankhani adapitako ndipo adapeza kuti makanema oterowo ndiwokokomeza.Koma pankhani ya momwe makampaniwa alili, oyendetsa makhadi ambiri akuwonetsa kuti msika ndiwotsika.

Yang, yemwe wakhala akugwira ntchito zoyendera pafupi ndi doko la Shanghai kwa nthawi yayitali, adati m'zaka ziwiri zapitazi, magalimoto otolera makhadi ndi ambiri ndipo mpikisano wamsika ndi wowopsa.Komabe, chifukwa cha mliri wobwerezabwereza, mkhalidwe wa "magalimoto ochulukirapo ndi katundu wocheperako" umapangitsa onyamula katundu kupirira kwambiri.

Ku Shenzhen, Yantian Port, Shekou Road kuzungulira kulinso malo oimika magalimoto ambiri.Chifukwa chake, makampaniwo adanenanso kuti, kumbali ina, pankhani ya katundu wocheperako, madalaivala amagalimoto a chidebe ayenera kudikirira kwa nthawi yayitali kuti alandire madongosolo, kuyimitsa magalimoto pamsewu ndi yabwino, komanso kupulumutsa ndalama zoyimitsa magalimoto, ngakhale chiwopsezo cha kuyimitsidwa kosaloledwa ndi "zabwino";Kumbali ina, malo ambiri oimikapo magalimoto apangidwa kuti agwiritse ntchito zina, ndipo malo oimikapo magalimoto aphwanyidwa kwambiri, zomwe zimapangitsa kuti madalaivala asamavutike kuyimitsa.

Khadi lokhazikitsidwa kwa zaka 13 Master Hu adauza atolankhani kuti galimoto yamsika, katundu wocheperako, mpikisano wowopsa, amalola dalaivala kuyitanitsa kukakamiza kawiri.Pokhala ndi mitengo yamafuta okwera, ma oda amagalimoto amagalimoto ndi otsika mtengo, zomwe zimapangitsa kuti zikhale zovuta kuthandizira phindu losangalatsa."Ndinkakonda kulandira maoda pafupifupi tsiku lililonse, koma ndapanga maoda atatu kuyambira Seputembala."Bambo Hu adati nthawi zambiri madalaivala amasankha kupuma ngati sakukhutira ndi mtengo wake.

A Wu, omwe atsala pang'ono kupuma pantchito, avomereza kuti pazaka zopitilira 10 zonyamula makontena padoko, "msika uno ndi wofooka kwambiri"."Ndinkatha kukambirana ndi makampani opanga zinthu ndikamalamula, koma tsopano palibe malo oti tikambirane," adatero Wu.

mtengo wotumizira - 5

Gawo lachinayi lamakampani onyamula katundu linali loyipa pomwe kufunika kwapadziko lonse lapansi kudachepa

Pamsika wapadziko lonse lapansi wapadziko lonse lapansi, kotala yachitatu ndi nyengo yachikhalidwe.Koma kuyambira July mpaka September chaka chino, msika unalephera kuchira monga momwe anakonzera, koma anapitirizabe kupsinjika, kotero kuti ambiri amkati akudandaula kuti "msika wogulitsa" wasandulika kukhala "msika wa wogula".

Lipoti lakale la Maersk linanena kuti kufooka kwachuma m'mayiko akumadzulo kwazachuma komanso kusowa kwachangu kwa ogula kwathandizira kuti zinthu zisamayende bwino m'nthawi yachitukuko cha chaka chino.

Katswiri wam'tsogolo wazaka zapakatikati Chen Zhen woyambitsa zotetezedwa nthawi ndi mtolankhani yemwe adafunsidwa adati kuyambira pomwe pakufunika mbali yofunikira, yomwe idakhudzidwa ndi mkangano pakati pa Russia ndi Ukraine spillover zoipa ndi Europe ndi United States banki yayikulu kukweza chiwongola dzanja mwachangu, ndikuwonjezera chuma padziko lonse lapansi. kutsika kwapang'onopang'ono, komwe kuli kale pakugwa kwaukadaulo ku United States, kutsika kwachuma ku Europe ndikwambiri, kufunikira komweku kwatsika kwambiri ku Europe ndi America, ogulitsa akulu aku US aletsa mabiliyoni ambiri.

Kumbali yoperekera, kuchuluka kwa zotengera zapadziko lonse lapansi kudakula ndi 3.9% chaka chilichonse mgawo lachitatu, lomwe linali pakatikati pazaka zisanu ndi ziwiri zaposachedwa.Chifukwa cha kufunikira kofooka, kuchuluka kwa mphamvu zopanda ntchito kunafika pachimake pazaka zisanu zapitazi.Ngakhale panali ziwonetsero m'madoko ambiri aku Europe ndi America, momwe magwiridwe antchito amadoko komanso magwiridwe antchito a zombo zidakwera ndikukweza njira zowongolera za COVID-19 m'maiko ambiri, zomwe zidapangitsa kuti kuchuluka kwa mphamvu zenizeni.

Chen Zhen amakhulupirira kuti gawo lachinayi la msika wapadziko lonse lapansi silikhala ndi chiyembekezo, padzakhala nyengo yotsika kwambiri, mitengo yonyamula katundu idzatsika kwambiri.Mitengo m'gawo lachinayi ilidi pansi pamiyezo ya chaka chatha komanso yotsika kuposa gawo lachitatu la chaka chino.Kuphatikiza apo, m'miyezi inayi ikubwera ya chaka chino, kuchuluka kwa zombo zatsopano kudzakhala kochepa, koma padzakhala kukhazikitsidwa kwakukulu m'zaka ziwiri zikubwerazi ndipo mayiko ambiri adzapumula kuwongolera kwa mliri, zomwe zidzawonjezera kukakamizidwa kwa mphamvu zamagetsi. mwamphamvu.Mitengo ya malo idzacheperachepera chaka chamawa, ndipo mitengo yanthawi yayitali idzatsikanso kwambiri chaka chamawa.

A Shassie Levy, wamkulu komanso woyambitsa wa Shifl, nsanja yotumizira ma digito, akukhulupirira kuti mliriwu usanachitike, mitengo kuchokera ku China kupita ku Los Angeles ikhoza kukhala yotsika mpaka $ 900 mpaka $ 1,000, pomwe makampani otumiza amataya ndalama zambiri.Tsopano, madoko a New York ndi Los Angeles akuwona kutsika kwakukulu, ndipo mitengoyi idzakhala ndi zotsatirapo, kukakamiza kufunikira ndi mitengo pansi kwambiri.Koma a Levy akuwona kuti ngakhale mitengo yonyamula katundu ikutsika kuchokera pamakwerero awo, akadali okwera kwambiri kuposa momwe analili mliriwu usanachitike.Msika ukuwoneka kuti ukubwereranso ku mpikisano wathanzi, ndipo mitengo ya katundu idzabwerera ku mpikisano wathunthu.


Nthawi yotumiza: Sep-15-2022