Kua pahemo kē te wā o ngā rauemi mata me ngā utanga e tino tere ana?
Nō nā tata nei, kua puta ngā kōrero e kī ana kei te heke haere tonu ngā rauemi mata, ā, kua tīmata te ao ki te uru atu ki te pakanga utu. Ka pai rānei te mākete matū i tēnei tau?
30% hekenga mō ngā tuku! He iti iho te utunga i te taumata i mua i te mate urutā!
I tino heke te Taupū Utu Ipu o Shanghai (SCFI). I whakaatuhia e ngā raraunga kua heke te taupū hou mā te 11.73 ngā tohu ki te 995.16, ā, kua heke iho i raro i te tohu 1,000, ā, kua hoki anō ki te taumata i mua i te pakarutanga mai o te COVID-19 i te tau 2019. Ko te utu utanga o te raina o Amerika ki te Hauāuru me te raina o Ūropi kua iti iho i te utu utu, ā, kei te raru anō hoki te raina o Amerika ki te rawhiti i te utu utu, me te hekenga i waenga i te 1% me te 13%!
Mai i te uauatanga o te whiwhi pouaka i te tau 2021 ki te kitea whānuitia o ngā pouaka kau, kua heke haere te kawe i ngā tauranga maha i te kāinga me tāwāhi, e anga atu ana ki te pēhanga o te "kohikohi ipu kau".
Ste whakaritenga o ia tauranga:
Kei te pāngia ngā tauranga o te Tonga o Haina pērā i te Tauranga o Nansha, te Tauranga o Shenzhen Yantian me te Tauranga o Shenzhen Shekou e te pēhanga o te whakarārangi ipu kau. I roto i ēnei, e 6-7 ngā paparanga whakarārangi ipu kau o te Tauranga o Yantian, ā, koinei te mea e tata ana ki te wawahi i te nui rawa o ngā whakarārangi ipu kau i roto i te tauranga i roto i te 29 tau.
Kei te nui hoki te kohi ipu kau i te Tauranga o Shanghai me te Tauranga o Ningbo Zhoushan.
He nui ngā ipu kau i ngā tauranga o Los Angeles, New York me Houston, ā, kei te whakanui ake ngā tauranga o New York me Houston i te rohe mō ngā ipu kau.
E 7 miriona TEU ngā ipu tuku kaipuke mō te tau 2021, ā, kua heke te tono mai i Oketopa 2022. Kua tukua te pouaka kau. I tēnei wā, e kiia ana neke atu i te 6 miriona TEU he ipu nui. Nā te korenga o te ota, he maha ngā taraka kua tū ki te taunga o roto, ā, e kī ana hoki ngā kamupene kawe waka o runga me raro kua heke te mahi mā te 20% i ia tau! I te marama o Hānuere 2023, i whakaitihia e te kamupene kohi te 27% o te kaha o te raina Āhia-Ūropi. I roto i ngā haerenga katoa e 690 kua whakaritea o ngā huarahi hokohoko matua o ngā huarahi hokohoko matua puta noa i te Moana-nui-a-Kiwa, te Moana Ataratiki me Āhia, me te Moana Mediterranean, i te wiki 7 (13 o Pēpuere (13 o Pēpuere Mai i te 19), 82 ngā haerenga i whakakorehia mai i te 5 wiki (13 o Poutū-te-rangi ki te 19), ā, ko te reiti whakakorenga he 12%.
Hei tāpiritanga, e ai ki ngā raraunga mai i te Tari Whakahaere Matua o ngā Tikanga: I te Whiringa-ā-rangi 2022, i tino heke te nui o ngā kaweake a tōku whenua ki te Hononga o Amerika mā te 25.4%. Ko te mea i muri i tēnei hekenga nui ko te hekenga o ngā ota hanga mai i te Hononga o Amerika mā te 40%! Ka hoki mai ngā ota o Amerika, ā, ka piki haere tonu te kaha nui o te whakawhiti ota a ētahi atu whenua.
Kua heke te rauemi mata i raro iho i te 5 tau, ā, kua tata heke 200,000!
Haunga te hekenga nui o ngā utu utanga, nā te nekehanga o te tono me te whakahekenga, i tīmata hoki te hekenga nui o ngā rauemi mata.
Mai i Pēpuere, kei te heke tonu te ABS. I te 16 o Pēpuere, ko te utu mākete mō te ABS he 11,833.33 yuan/tēne, he hekenga iho mā te 2,267 yuan/tēne i whakaritea ki te wā kotahi i te tau 2022 (14,100 yuan/tēne). I heke iho ētahi waitohu i raro iho i ngā taumata iti rawa o ngā tau e rima.
Hei tāpiritanga, e mōhiotia ana ko te mekameka umanga lithium "lithium puta noa i te ao", kua tino heke hoki. I piki ake te utu o te lithium carbonate mai i te 40,000 yuan/tana i te tau 2020 ki te 600,000 yuan/tana i te tau 2022, he pikinga utu 13-ngā wā. Heoi, i muri i te Hakari Koanga i tēnei tau i raro i te tono hea, ko ngā ota hokohoko mākete, e ai ki te mākete, i te 17 o Pēpuere, i heke te utu o te lithium carbonate kounga pākahiko ki te 3000 yuan/tana, ko te utu toharite he 430,000 yuan/tana, ā, i te tīmatanga o Hakihea 2022 tata ki te 600,000 yuan/tana te utu, tata ki te 200,000 yuan/tana, neke atu i te 25%. Kei te heke tonu!
Te whakapai ake i te hokohoko o te ao, te whakatuwheratanga o ngā "ota hopu" a Haina me te Hononga o Amerika?
Kua heke te kaha, ā, kua tino heke te utu, ā, kua tīmata kē ētahi kamupene o te rohe i tētahi hararei mō te tata ki te haurua o te tau. Ka kitea te āhua o te iti o te tono me te ngoikore o ngā mākete. Nā te pakanga taupatupatu, te korenga o ngā rauemi, me ngā whakapainga hokohoko o te ao, kei te hopukina e ngā whenua te mākete i muri i te mate urutā hei whakatairanga i te ōhanga o te whenua.
I roto i ēnei, kua whakanuia hoki e te Hononga o Amerika te haumi ki Ūropi, me te whakateretere anō hoki i tana ake hangahanga. E ai ki ngā raraunga e tika ana, ko te haumitanga a te US ki te Hononga o Amerika i te haurua tuatahi o te tau 2022 he US $73.974 piriona, ko te haumitanga a tōku whenua ki te Hononga o Amerika he 148 miriona tāra noa iho. E whakaatu ana ēnei raraunga e hiahia ana te Hononga o Amerika ki te hanga i tētahi mekameka tuku taonga ki Ūropi me Amerika, e whakaatu ana hoki kei te huri te mekameka tuku taonga o te ao, ā, tera pea ka ara ake te hokohoko Sino-US ki tētahi tautohe "whakahaunga hopu".
Ā tōna wā, kei te piki haere tonu ngā piki me ngā heke o te ahumahi matū. E ai ki ētahi tāngata o te ahumahi, ka pāngia te tukunga ā-roto e te tono o waho, ā, ka tūtaki ngā umanga ā-rohe ki te whakamātautau ora nui tuatahi i muri i te mate urutā.
Te wā tuku: 23-Pepuere-2023