Ka bomalimabe!Phaello ea Container Sanxiong ea Taiwan e tla theoha 90% selemong se tlang, Wanhai e kanna ea ba k'hamphani ea pele ea tahlehelo ea thepa.

Ho romelloa lefatšeng ka bophara ho tloha ka har'a setshelo ho ea ho ho theoha ka potlako ho thata ho fumana thepa.Ka mor'a ho putlama, lik'hamphani tsohle tsa likepe li tobane le thepa, theko ea thepa le meputso ea ba bararo ba bolaeang!

Ho ea ka mecha ea litaba ea Taiwan e qotsitsoeng ha litaba tsa tlaleho ea morao-rao li re: bothata ba lefats'e bo phahameng ba theko ea lichelete bo thata ho rarolla, boikemisetso ba sechaba ba ho sebelisa phetoho e tsotehang, liphello tse bohloko tsa maikutlo a indasteri ea thepa ea thepa, haholo-holo karolong ea boraro ea thepa ea thepa ea Amerika. nako khaello ea mali ho feta dash pele bontša se a ntse a, Eva, Yang Ming le phaello ea sebele lilemo tse fetang 9 Wan Haiming, wan hai setshelo mitsuo ke ho ka etsahala hore ebe ho bajari ba pele ho tahlehelo!

Khamphani ea ho tsamaisa thepa-1

Tlaleho e itse: phepelo ea 'maraka ea lijana tsa lefats'e e hloka ho putlama ka potlako, ho lokisa litlhaselo tse mpe tse habeli, index ea thepa ea ho putlama ho hoholo, litsi tsa matsete tsa kki, lik'hamphani tse tharo tsa likepe tsa Taiwan Eva (2023), Yang Ming, phaello ea selemo sa Wan Haiming. e tla theola mefuta eohle ea li-bluffs, e bile e qalile ho lahleheloa, ena ke HSBC le citigroup securities global after conservative, maraka pono e hlokolosi ka ho fetisisa.

Kgi cast gu o bontšitse hore likhatello tsa inflation, tšebeliso e fokolang ea liteishene, lihlahisoa tsa mabenkele ka matla ho feta lethathamong, tlhahlobo ea kotara ea boraro, nako ea ho reka thepa e sa atlehe, haholo-holo likhoeli tse 9 ho tloswa 11%, tlhokeho e fokotsehile ho feta kamoo ho neng ho lebelletsoe, likhakanyo tsa morao-rao li hakanya. line nakong ea kotara ea bone ea thepa e tsoang kantle ho naha ho ea ho 5%, ho tloswa 4%, lipalangoang tsa lefats'e e tla ba kholo ea selemo sena, sekhahla sa kholo ea tlhokeho ea selemo se tlang sa 2% feela.

Lehlakoreng la phepelo, matla a mohala oa US a theohile ka liperesente tse 5 kotara kotara kotareng ea boraro, e tsamaellanang le phokotseho ea tlhokeho, empa ho theoha ha khoeli le khoeli ka liperesente tse 3 ka Loetse ho lahlile liperesente tse 11 tsa phokotseho ea tlhokeho, ho potlakisa ho se leka-lekane lipakeng tsa phepelo le thepa. tlhokeho.Taba ea bobeli, phokotso ea matla ea mohala oa Amerika e qalile haholo ke 2M le OCEAN Alliance, e ileng ea kenngoa Europe, Middle East, Africa le South America.Ka lebaka leo, boemo ba tlatsetso e fetelletseng bo ile ba ata, likepe tse ling li ile tsa hlophisoa, ’me litsela tse nang le tlhokahalo e ntseng e fokotseha li bile tsa ba le litekanyetso tse mpe tsa thepa.Ha re sheba pele ho Mphalane, matla a mela ea US e lebelletsoe ho fokotseha ka liperesente tse 5 ho isa ho liperesente tse 10, 'me tlhoko e ntseng e fokotseha e ntse e fokotseha.

Ha ho nahanoa ka ho se leka-lekane ho ntseng ho eketseha lipakeng tsa phepelo le tlhokeho le taba ea hore litheko tsa libaka litseleng tsohle li theohile ka tlase ho theko ea konteraka 'me li ntse li etsoa ka theko e hokahantsoeng, mohala oa US-West o bile o theohile ka tlase ho theko ea bajari bao e seng ba lilekane. .Kgi o hakanya hore mohala oa US-West le oa Asia o tla fetoha tahlehelo kotara ena, athe mohala oa US-East le oa Europe o tla fetoha tahlehelo karolong ea pele le ea bobeli ea selemo se tlang ka ho latellana.

Khamphani ea ho tsamaisa thepa-2

Tšusumetso, mekhatlo e meholo ea lipatlisiso e hakanya hore ho romela phaello ea Xiong tse tharo selemong se tlang ho tla fokotseha ho hoholo, Evergreen net phaello ka mor'a lekhetho ka karolo (EPS) ho tloha 165.66 yuan (NT $, e tšoanang ka tlase) selemong sena, e fokotseha ka 94,9% ho ea ho 8,51 yuan. selemong se tlang, 2024 phaello ho tahlehelo;EPS ea Yangming e theohile ho tloha ho li-yuan tse 54.61 ho isa ho li-yuan tse 0.61, 'me phaello ea selemo se tlang e lekana le 1% ea selemo sena,' me joalo ka Evergreen, e tla fetoha tahlehelo ka 2024.

Wan Hai ha se selekane, e tlameha ho ba tlas'a tlhahiso ea ho bolaea ho boloka tekanyo ea ho jara, ho ea ka khakanyo ea motho oa molao, e tla ba selemo sa pele ho tahlehelo ea banna ba bararo, EPS ho tloha 35.8 yuan ea selemo sena, ho phefumoloha selemong se tlang. tahlehelo ea chelete ka kakaretso 5,27 yuan.


Nako ea poso: Oct-21-2022