Umthwalo wolwandle wehla nge-90% ukusuka kwinqanaba eliphezulu lalo nyaka uphelileyo, ishishini lamakhadi elisetyenzisiweyo liye lafumana intengiso embi kakhulu kwishumi leminyaka, intengiso ikwimo “elusizi”.

Ukususela ekuqaleni kwalo nyaka, amaxabiso olwandle ehlabathi aqhubekile ehla kumxholo wesiseko esiphezulu kwinqanaba lokuqala, kwaye ukuhla kwesantya kuye kwakhawuleza ukususela kwikota yesithathu.

NgoSeptemba we-9, idatha ekhutshwe yi-Shanghai Shipping Exchange ibonise ukuba izinga lokuthunyelwa kwempahla ethunyelwa ngaphandle ukusuka e-Shanghai Port ukuya kwimarike ye-Meixi Basic Port yayiyi-$ 3,484 / FEU (i-container ye-40-foot), phantsi kwe-12% ukusuka kwixesha elidlulileyo, kunye nelona liphantsi ukususela ngo-Agasti. 2020!

Ngomhla we-2 Septemba, izinga lehle ngaphezu kweepesenti ze-20, ukusuka ngaphezulu kwe-5,000 yeedola ukuya "ezithathu"

Ishishini lilindele ukuba ukunyuka kwamaxabiso aphezulu phesheya kolwandle kucuthe imfuno, uxinzelelo olusezantsi loqoqosho luyakhula, xa kuthelekiswa nexabiso lokuthumela lonyaka ophelileyo lamashumi amawaka eedola, ikota yesine yentengiso yempahla yehlabathi ayikaniki themba, okanye iya kuvela Ixesha eliphakamileyo alikho kwimarike ephumelelayo, amazinga okuthutha aya kuhla ngakumbi.

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Amaxabiso othutho eWest Coast ehle ngama-90% kunonyaka ophelileyo!

Ikota yesithathu lelona xesha liphezulu lesiqhelo kwimakethi yothutho yehlabathi, kodwa kulo nyaka amaxabiso omthwalo awanyukanga njengoko bekulindelwe, kodwa ukwehla okunqabileyo okuzinzileyo.

NgoSeptemba 9, i-Shanghai Export i-container yempahla edibeneyo ye-Index ekhutshwe yi-Shanghai Shipping Exchange yayiyi-2562.12 amanqaku, phantsi kwe-10% ukusuka kwixesha elidlulileyo, ukurekhoda i-13 yeveki elandelelanayo yokwehla.Kwiingxelo zeveki ezingamashumi amathathu anesihlanu elizikhuphileyo ukuza kuthi ga ngoku kulo nyaka, liwele kumashumi amathathu kuzo.

Ngokwedatha yamva nje, amaxabiso omthwalo (impahla elwandle kunye nentlawulo eyongeziweyo) ethunyelwa ngaphandle ukusuka kwizibuko laseShanghai ukuya kwiimarike ezisisiseko zamachweba aseNtshona naseMpuma ye-United States yayiyi-3,484 yeedola / FEU kunye ne-7,767 yeedola / i-FEU nge-9, phantsi kwe-12% kunye ne-6.6 % xa kuthelekiswa nexesha elidlulileyo, ngokulandelelanayo.Ixabiso laseNtshona kunye ne-United States lirekhode i-low low ukususela ngo-Agasti 2020. NgoSeptemba 2, indlela yase-US-West yawela kwi-22.9 yeepesenti ukuya kwi-$ 3,959 / FEU ukusuka kwi-$ 5,134 ngo-Agasti 26. Ukuhla okunyukayo kwiiveki ezimbini ezidlulileyo. ngaphezulu kwe-30%;Ngamaxabiso e-$ 7,334 / FEU ngoJulayi 1, indlela yase-US-West iwele ngaphezu kwe-50% ukususela kwikota yesithathu.

Ukuqwalasela ukuba ixabiso lezinye iindlela eziya eNtshona ye-United States kunyaka odlulileyo ligqithise i-$ 30,000, imithwalo yamva nje ye-USD2850 / HQ yehle nge-90% xa kuthelekiswa nephezulu yonyaka odlulileyo!

Ingxelo ye-Shanghai Shipping Exchange ibonise ukuba ukusebenza kwamva nje kwemarike yothutho ye-container yase-China iphantsi ngokwentelekiso, ukunqongophala kwemfuno yothutho yokukhula.Kwimizila yaseMntla yaseMelika, i-outlook is stagflationary ngexesha apho i-Federal Reserve iya kuqhubeka iqinisa ukuquka ukunyuka kwamaxabiso.Kule veki iphelileyo, ukusebenza kwemarike yezothutho kusilele ukuphucuka, kwaye iziseko zobonelelo kunye nemfuno bezibuthathaka, okukhokelele ekuqhubekeni kokuhla kwemilinganiselo yothutho kwiimarike.

Kuyafaneleka ukukhankanya ukuba isalathiso se-Shanghai Composite yemilinganiselo yokuthumela iimpahla ezithunyelwa ngaphandle ibonise ukuba amaxabiso omthwalo wehla kangangeeveki ezili-17 ezilandelelanayo ukusuka kwincopho yokuqala konyaka, emva koko waphinda waphindaphindeka kangangeeveki ezi-4, emva koko wehla kangangeeveki ezili-13 ezilandelelanayo, zehla ngezantsi. inqanaba lexesha elifanayo kunyaka ophelileyo ekupheleni kukaJulayi.Imarike iyawa kwaye iyawa, kwangosuku, inokufikelela kumakhulu eedola.

Kwezinye iinkcukacha ezibalulekileyo, i-Drury's World Container Freight Index (WCI) iyancipha kwiiveki ze-28 ezilandelelanayo, ihla nge-5% ukuya kwi-5,378.68 / FEU kwixesha lakutshanje, phantsi kwe-47% ukusuka kunyaka odlulileyo kunye ne-46% ephezulu kune-avareji ye-5 yeminyaka. $3,679;Isalathiso se-FBX sehlabathi jikelele samaxabiso omthwalo sasikwi-$ 4,862 / FEU, emva kokuwa kwe-8% kwiveki ephelileyo.

I-index ye-Baltic Dry yemilinganiselo yomthwalo wempahla yenyuka ngamanqaku angama-35 okanye malunga ne-3% ukuya kwi-1,213 ngoLwesihlanu, emva kokunyuka kwe-11.7% kwiveki ephelileyo ukuya kwinqanaba eliphezulu ukusuka phakathi koMeyi.Kodwa emva kokuwa ngaphezulu kweepesenti ezingama-49 ngo-Agasti, isalathiso sikwakwelona nqanaba lisezantsi phantse kwiminyaka emibini.

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Ngaxeshanye njengoko amaxabiso omthwalo ehla, kunye namaxabiso esitokhwe senkampani yokuthumela

Kungekudala, ixabiso lemarike yokuthutha liye lawa kwixabiso lempahla yeenkampani ezidweliswe zibonakalisiwe.

Ekupheleni kukaJuni, icandelo leMarine libone i-wave of overshooting.Uninzi lweenkampani ezithumela ngenqanawa zawabona amaxabiso ezabelo azo enyuka ngokukhawuleza emva kokuba ingeniso yekota yesibini isenamandla, kwaye neemvakalelo zomtyali mali zonyuka.Nangona kunjalo, ngenxa yokuhla okuqhubekayo kwamaxabiso okuthutha, amaxabiso ezabelo zecandelo abuye ehla kwakhona kutsha nje, iMaersk, Evergreen, Yangming kunye nezinye iinkampani ziye zarekhoda ukuhla okutsha kulo nyaka.

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Ekuqaleni kukaSeptemba, ezinye iinkampani zokuthumela ezidweliswe kuluhlu zibhengeze iziphumo zazo zika-Agasti, ezikwabonise ukubuya kwentengiso.Ingeniso ye-Wanhai ye-T $ 21.3bn ngo-Agasti yayiyeyona iphantsi phantse ngonyaka kwaye yehla nge-13.58% ukusuka kwinyanga enye kunyaka ophelileyo.Ingeniso yeYangming ibiyi-T $35.1bn, ihle ukusuka kunyaka ongaphambili ukuya kwidijithi enye yokukhula ngeepesenti ezisi-7.Ingeniso ye-Evergreen Marine yehla ukuya kwi-T $57.4bn, inyuke nge-14.83% ngonyaka.

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Ngomhla we-7 Septemba, uZhang Shaofeng, igosa eliyintloko leenqanawa laseYangming, wavuma ukuba ngoMeyi wayenethemba kakhulu malunga nokuzinzisa amaxabiso omthwalo wempahla kwaye ukuhla kweemarike kwakugqithise ukulindela, kwaye abathwali beekhonteyina bajamelana noxinzelelo oluvela kubathumeli ukuba baphinde baxoxisane namaxabiso abo ekhontrakthi.

UZhang Shaofeng uthe, ngenxa yokunyuka kwamaxabiso okusetyenziswa okudakumbisayo, izinga lomthwalo ngenxa yomthwalo liyaqhubeka "kwisiqhelo", kwiminyaka emibini edlulileyo eYurophu kunye nesantya somgca ukuya kumadijithi amahlanu kwimeko engaqhelekanga ayisekho, kodwa hayi emva I-2000 yeedola ngaphambi kwesifo kunye nenqanaba lamanzi aphantsi, emva koko jonga kwiinyanga ezili-10, ukuba imbono yezoqoqosho ngokubhekiselele kuphuhliso oluhle lokuhamba kolwandle kulindeleke ukuba lulandele, Amaxabiso anethuba lokuyeka ukuwa okanye ukuphinda abuyele.

Umongameli weziko lemisebenzi yase-Asia Pacific yaseMaersk, u-Andrew Coan, uthe ngaphambili ukuba imisebenzi yokuthutha e-Asia yayizinzile kwaye ngoku inkampani igxile eYurophu, ejongene nemingeni efana nogwayimbo, amanqanaba omlambo abangelwa yimbalela kunye nokunqongophala kwabaqhubi belori.Eyona nto iphambili yeqela lase-Maersk Asia kukunciphisa ifuthe lale miba ngokusebenzisana nehlabathi jikelele, ukubeka esweni uphuhliso nokuqinisekisa ukuba abathengi banikwa ulwazi oluhlaziyiweyo ukubanceda bahlangabezane nemingeni yokubonelelwa kwehlabathi.

Ixesha eliphakamileyo aliphumelelanga, ishishini lamakhadi elisetyenzisiweyo lihlupheke kakhulu kwintengiso kwiminyaka eli-10?

Njengomthathi-nxaxheba obalulekileyo kwiimarike zaselwandle, ukuqokelela abaqhubi bamakhadi kwimbono yemarike kunzulu kakhulu.Ngaphambili, bekukho imigca emide phambi koMnyhadala we-Mid-Autumn kunye noSuku lweSizwe njengoko abahambi benqanawa bengxamile ukuzisa iimpahla, kodwa kulo nyaka imeko itshintshile.

Kutshanje, umntu osebenzisa umnatha uthumele ividiyo esithi, "Indawo yokukhwela inqanawa yaseWaigaoqiao eShanghai izele ziilori zeekhonteyina, zolule iikhilomitha ezininzi."Iintatheli zatyelela kwaye zafumanisa ukuba iividiyo ezinjalo zibaxiwe.Kodwa ngokwemeko yoshishino olukhoyo, uninzi lwabaqhubi bekhadi olusetiweyo lubonisa imeko yentengiso ngenene iphantsi.

UYang, obesebenza kwezothutho ezijikeleze iPort yaseShanghai ixesha elide, uthe kule minyaka mibini idlulileyo, inani leemoto eziqokelela amakhadi likhulu kwaye nokhuphiswano lweemarike luqatha.Nangona kunjalo, ngenxa yobhubhani ophindaphindiweyo, imeko "yeemoto ezininzi kunye nempahla encinci" yenza ukuba abaqhubi bezothutho bathwale uxinzelelo olukhulu.

E-Shenzhen, i-Yantian Port, indlela ye-Shekou ejikeleze kukho indawo yokupaka iimoto ezininzi.Isizathu, ishishini libonise ukuba, kwelinye icala, kwimeko yomthwalo omncinci, abaqhubi belori kufuneka balinde ixesha elide kwii-odolo, ukupaka ecaleni kwendlela kulunge ngakumbi, kodwa kwakhona konga imali yokupaka, nokuba umngcipheko wokupaka ongekho mthethweni "ulungile";Kwelinye icala, iindawo ezininzi zokumisa iinqwelo-mafutha ziye zaphuhliswa ukuze zisetyenziswe kwezinye izinto, yaye indawo yokupaka iye yacudiswa kakhulu, nto leyo eyenza kube nzima ukuba abaqhubi bamise.

Ukuqhuba ikhadi iseti malunga 13 iminyaka Master Hu uxelele iintatheli ukuba isithuthi kwimarike, umthamo omncinane ngokwentelekiso impahla, ukhuphiswano oluqatha, vumela umqhubi umyalelo uxinzelelo kabini.Ngamaxabiso oyile aphezulu, ii-odolo zelori zitshiphu, nto leyo eyenza kube nzima ukuxhasa inzuzo eyonwabileyo."Bendihlala ndifumana iiodolo phantse yonke imihla, kodwa ndenze iiodolo ezintathu ukusukela ngoSeptemba."UMnu. Hu uthe abaqhubi bahlala bekhetha ukuthatha ikhefu xa benganelisekanga ngexabiso.

Umnumzana Wu, osele eza kuthabatha umhlala-phantsi, uyavuma ukuba kwiminyaka engaphezu kwe-10 ethwele iikhonteyina echwebeni, “imarike kulo nyaka yeyona ibuthathaka”.“Bendikade ndikwazi ukuxoxisana neenkampani zolungiselelo xa ndithatha iiodolo, kodwa ngoku akukho ndawo yothethathethwano,” utshilo uWu.

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Ikota yesine yeshishini lokuthumela ngenqanawa ibimfiliba njengoko imfuno yehlabathi ibisiba buthathaka

Kwimakethi yezothutho yehlabathi, ikota yesithathu lixesha eliphezulu lesiqhelo.Kodwa ukususela ngoJulayi ukuya kuSeptemba kulo nyaka, imarike ayiphumelelanga ukubuyisela njengoko bekucwangcisiwe, kodwa yaqhubeka iphantsi koxinzelelo, kangangokuba abaninzi abangaphakathi bayancwina ukuba "imarike yomthengisi" iguqule ngokupheleleyo "kwimarike yomthengi".

Ingxelo yangaphambili kaMaersk iphawule ukuba imbonakalo yoqoqosho ebuthathaka kuqoqosho olukhulu lwaseNtshona kunye nemfuno ethe kratya yabathengi ibe negalelo ekusebenzeni ngendlela engafanelekanga ngeli xesha lonyaka.

Ikamva eliphakathi umphandi Chen Zhen umseki izibambiso amaxesha intatheli udliwano-ndlebe wathi ukusuka kwinqanaba umthamo kwicala imfuno, uchatshazelwa ingxabano phakathi Russia kunye Ukraine spillover negative kunye neYurophu kunye United States central bank ukunyusa izinga lenzala ngokukhawuleza, ukwandisa uqoqosho lwehlabathi. Uxinzelelo olusezantsi, olusele lukwimeko yokudodobala kobugcisa e-United States, uxinzelelo olusezantsi lwezoqoqosho lwaseYurophu lukhulu, ukukhula kwemfuno efanayo kwacotha kakhulu eYurophu naseMelika, abathengisi abakhulu base-US barhoxise iibhiliyoni zeeodolo.

Kwicala lobonelelo, umthamo weenkonkxa zehlabathi ukhule nge-3.9% ngonyaka kwikota yesithathu, obukwinqanaba eliphakathi kule minyaka isixhenxe idlulileyo.Ngenxa yemfuno ebuthathaka, izinga lokungenzi nto lomthamo liye lafikelela incopho kule minyaka mihlanu idlulileyo.Nangona bekukho uqhankqalazo kumazibuko amaninzi aseYurophu naseMelika, indlela esebenza ngayo izibuko kunye nokusebenza kakuhle kweenqanawa kuye kwanyuka ngokuphakanyiswa kwamanyathelo olawulo lwe-COVID-19 kumazwe amaninzi, okukhokelele ekonyukeni komthamo wokwenyani.

U-Chen Zhen ukholelwa ukuba ikota yesine yemarike yempahla yehlabathi ayikaniki themba, kuya kubakho ixesha eliphantsi lencopho, izinga lomthwalo liya kuhla ngakumbi.Amaxabiso kwikota yesine ngokuqinisekileyo angaphantsi kakhulu kumanqanaba onyaka ophelileyo kwaye angaphantsi nakwikota yesithathu yalo nyaka.Ukongeza, kwiinyanga ezine ezizayo zalo nyaka, umthamo weenqanawa ezintsha uya kuba ngumda, kodwa kuya kubakho ukusungulwa okugxininisiweyo kule minyaka mibini izayo kwaye amazwe amaninzi aya kulukhulula ulawulo lobhubhani, oluya kwandisa uxinzelelo lokunikezelwa kwamandla. ngokukhawuleza.Amaxabiso eendawo aya kuhla ngakumbi kulo nyaka uzayo, kwaye amazinga exesha elide nawo azakwehla kakhulu kulo nyaka uzayo.

UShassie Levy, umlawuli oyintloko kunye nomseki weShifl, iqonga lokuthumela ngedijithali, ukholelwa ukuba ngaphambi kobhubhani, amaxabiso ukusuka e-China ukuya eLos Angeles anokuba phantsi ukuya kuthi ga kwi-900 yeedola ukuya kwi-1,000 yeedola, ngelo xesha iinkampani zokuthutha ziya kuphulukana nemali eninzi.Ngoku, amazibuko aseNew York naseLos Angeles abona izinga elibukhali lehla, kwaye loo maxabiso aya kuba nefuthe elibi, etyhala imfuno kunye namaxabiso ehla nangakumbi.Kodwa uLevy uphawula ukuba ngelixa amaxabiso omthwalo ephantsi ukusuka kwindawo ephezulu, aphantse aphindwe kabini kunangaphambili ubhubhane.Imarike ibonakala ibuyela kukhuphiswano oluphilileyo, kwaye amaxabiso okuthutha aya kubuyela kwindawo yokhuphiswano olupheleleyo.


Ixesha lokuposa: Sep-15-2022