Nō nā tata nei, mai i te hinu mata, ngā hokohoko ā-mua ki ngā rauemi mata, tae atu ki ngā utanga tere, kua tata ki te toru tau te roa, i kī atu hoki ki ngā kaihokohoko kua karakia tātou. Kei te haere tonu ngā rongo kua tīmata te ao ki te uru atu ki te pakanga utu. Ka pai te mākete matū i tēnei tau?
Heke iho i te 30%! 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".
Ngā tikanga 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 te iti o ngā ipu kawe moana mō te tau 2022, ā, kua heke te tono mai i Oketopa 2022, ā, kua kore te pouaka hau e whakamahia. 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 tauranga 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.
Ngahuru 150,000 yuan! Me whakamatao, me reti katoa ngā rauemi mata!
▶ Ritiumu kāponāte:
I te tau kua hipa, i tino teitei te mākete konukōre lithium i te taumata teitei rawa atu, ā, i piki ake te utu ki te 600,000 yuan/tana. Ināianei kua tīmata hoki te "heke iho". Mai i te Hakihea kua hipa, kua tīmata te heke o te utu o te konukōre lithium. Tae noa mai ki tēnei wā, kua heke iho i te 582000 yuan/tana ki te tata ki te 429700 yuan/tana, neke atu i te 152000 yuan, he hekenga 26%.
Utu whakauru ā-rohe mō te lithium carbonate 2022-11-22-2023-02-20
Taumata: Taumata ahumahi
I kī ētahi o roto, i muri i te hokinga mai o ngā kaihoko o raro, kāore i te nui te hihiri o te hoko taonga, kāore hoki i te pai ake te rahinga o ngā ota, ā, ko te mutunga iho, ko ngā kaihokohoko takawaenga ka taea te whakaiti i te utu o ngā taonga, ka heke te mākete konupūmā konupūmā, ko ngā kaihoko o raro o nāianei kei te nuinga o te wā e pau ana ngā taonga.
▶ PC：
Utu whakaranu mō te PC ā-rohe 2022-11-22-2023-02-20
Te kounga teitei, 99.9% te ihirangi
Mai i te Hakari o te Koanga, kua piki haere te hanga me te whakaputanga o te umanga rorohiko ā-rohe, engari mai i Pēpuere, kua heke te mākete rorohiko, i te wiki kua hipa kua heke te utu wheketere o ngā rorohiko ā-rohe, mai i te 300 ki te 400 yuan, kāore e taea te pupuri i te tono i raro iho, ko te āhuarangi mākete te take matua.
▶N-Pūtānora:
Te utu whakaputa N-butanol Shandong 2022-11-22-2023-02-20 hua tino pai
I tīmata te hekenga o te mākete N-butanol mai i te mutunga o Hānuere, kua heke tōna utu ki te 1000 yuan/tana mai i te mutunga o Tīhema, ko te take matua he koretake te tono i te hekenga, he nui ngā taonga a ngā kaihanga, ā, kei raro i te pēhanga hoko te whakatairanga utu. Heoi, e whakapono ana a Guanghua Jun kei te hua tonu te n-butanol i ngā hua nui, ā, ka taea e ngā kaiwhakamahi hekenga te utu mō ngā ota i runga i te utu pai, ki te pai ake te utu, e tumanakohia ana kia puta he whakatikatika i te utu.
Te whakakore i ngā mekameka tuku
Kei te pāngia ngā kaweake hokohoko ki tāwāhi e ngā wero
Kei te pāngia hoki te umanga kakahu o raro iho. I piki ake ngā kaweake kakahu me ngā kakahu o Haina mā te 2.6% i roto i te tāra i te tau 2022, engari ko te tere tipu nui i te haurua tuatahi o te tau te take nui o tēnei, me te nuinga o ngā ota i tae mai i mua i te Hakari Koanga 2022. Kātahi ka heke ngā kaweake i te haurua tuarua o te tau nā te kore o ngā ota, ā, i te hauwhā tuawhā i tuhia ai ngā hekenga rua-mati mō ngā marama e toru.
I te taenga mai o te tau 2023, kua tata te haurua o te āhuatanga. Ko te mea e pai ana kia whakatikatikaina te kaupapa here ārai mate urutā, te whakawātea i te mākete ā-rohe, te tautoko a te kāwanatanga ā-rohe, me ngā kamupene kakahu me ngā kakahu he nui ake ngā whai wāhitanga. Ko te mea e āwangawanga ana ko te uaua o te taiao o te ao, ā, kei te puhoi tonu te tono mō te kai mai i tāwāhi. E matapaetia ana kāore e pai ake ngā ota hokohoko mai i tāwāhi.
I te tau 2023, ka ngoikore haere tonu te tono o te mākete o te ao, ā, he pānga kino tēnei ki ngā kaweake o tōku whenua. E ai ki te matapae a te International Monetary Fund (IMF), ko te tere tipu o te GDP o Amerika (GDP i Haina) i te tau 2023 ka 1.4% noa iho (2.0% i te tau 2022), ā, ko te tere tipu o te GDP o te rohe euro ka 0.7% noa iho (3.5% i te tau 2022.5% i te tau 2022), ā, ko ēnei rohe e rua ngā mākete kaweake nui rawa atu mō ā tātou hua kakahu me ngā kakahu.
I kī a Fan Lei, te kaitātari matua o te National Federation of Macro, kei te piki haere te āhua o te taiao o waho kāore i te pumau, ā, kei te whakatairanga tonu te Hononga o Amerika i te mekameka tuku ki te Sinicization. He wero anō hoki tēnei e pā ana ki ngā kaweake i tēnei tau. I te Whiringa-ā-rangi 2022, i heke te kawemai o ngā kākahu Haina a te US tata ki te haurua o te tau, he hekenga o te 47%, ā, i heke te nui o te kawemai mā te 38% i ia tau. Mai i Hanuere ki Noema 2022, ko Haina te wāhanga mākete o ngā kawemai kākahu a te US mai i te 24.1% i te tau kua hipa ki te 22%.
I whakaputa a Guosheng Securities i tētahi pūrongo rangahau e tohu ana kei te taumata teitei ngā taonga o te umanga kakahu o Ūropi me Amerika, ā, he matatika te auau o te rangatira waitohu. E ai ki ngā raraunga mai i te Tari Tatauranga o te Tari Tauhokohoko o Amerika, i piki haere tonu ngā taonga o ngā kaihokohoko kakahu rarahi me ngā taonga hokohoko o Amerika i te hauwhā tuatoru o te tau 2021. I te marama o Hepetema 2022, i piki ake ngā taonga hokohoko rarahi/taonga hokohoko mā te 68.3% / 24.1% tau-ki-te-tau, he nui ake i te wā kotahi i mua i te mate urutā.
Whakapai ake i te Pakanga Hokohoko o te Ao
Kua tuwhera ngā "ota hopu" a Haina me te Hononga o Amerika?
Kua heke te kaha, ā, kua tino heke ngā 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. Mā te whakatakoto i te pakanga, 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 whakapiki ake hoki te Hononga o Amerika i te haumi ki Ūropi, me te whakateretere anō hoki i te hanga anō o te umanga hangahanga o te whenua. 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 o te umanga, kua pāngia te tukunga o roto e ngā hiahia o waho. Ko te oranga tonutanga o ngā umanga ā-rohe ka tūtaki ki te whakamātautau oranga nui tuatahi i muri i te mate urutā.
Wā tuku: Maehe-01-2023