Kusukela ekuqaleni kwalo nyaka, amanani olwandle emhlabeni jikelele aqhubekile nokwehla kumongo wesisekelo esiphezulu ekuqaleni, futhi ukwehla kwesimo kuye kwakhula ngesivinini kusukela ngekota yesithathu.
NgoSepthemba 9, idatha ekhishwe yi-Shanghai Shipping Exchange yabonisa ukuthi izinga lempahla ethunyelwa ngaphandle lisuka e-Shanghai Port liya emakethe yase-Meixi Basic Port lalingu-$3,484/FEU (isitsha esingamamitha angu-40), lehle ngo-12% kusukela esikhathini esedlule, futhi laliphansi kakhulu kusukela ngo-August. 2020!
NgoSepthemba 2, izinga lehle ngaphezu kwamaphesenti angama-20, lisuka ngaphezu kwama-$5,000 laya “kumathathu”
Imboni ilindele ukuthi izinga eliphezulu lokwehla kwamandla emali phesheya kwezilwandle licindezele isidingo, ukwehla kwengcindezi yomnotho kuyanda, uma kuqhathaniswa nenani lokuthumela langonyaka odlule lamashumi ezinkulungwane zamaRandi, ingxenye yesine yemakethe yempahla yomhlaba wonke ayikabi nethemba, noma izovela isizini ephezulu akuyona imakethe ephumelelayo, amanani wempahla azokwehla kakhulu.
Izinga lempahla e-West Coast lehle ngo-90% ukusuka phezulu langonyaka odlule!
Ikota yesithathu yisikhathi esiphezulu esivamile semakethe yezimpahla zomhlaba wonke, kodwa kulo nyaka izinga lempahla alizange likhuphuke njengoba bekulindelekile, kodwa ukwehla okuqhubekayo okuqhubekayo.
Ngomhla ziyisi-9 kuSepthemba, Inkomba yezimpahla eziyinhlanganisela ye-Shanghai Export ekhishwe yi-Shanghai Shipping Exchange yayingamaphuzu angu-2562.12, yehle ngo-10% kusukela esikhathini esedlule, okuqopha isonto le-13 lilandelana lokwehla.Emibikweni engu-35 yamasonto onke esayikhiphile kuze kube manje, isilele kwengu-30 kuyo.
Ngokusho kwedatha yakamuva, amanani wezimpahla (impahla yasolwandle kanye nezindleko ezengeziwe) ezithunyelwa zisuka echwebeni lase-Shanghai ziya ezimakethe eziyisisekelo zaseNtshonalanga naseMpumalanga ye-United States zazingu-$3,484/FEU kanye no-$7,767/FEU ngomhlaka-9, zehle ngo-12% kanye no-6.6 % uma kuqhathaniswa nesikhathi esedlule, ngokulandelana.Intengo yaseNtshonalanga ne-United States iqophe ukwehla okusha kusukela ngo-Agasti 2020. NgoSepthemba 2, umzila we-US-West wehle ngamaphesenti angu-22.9 waya ku-$3,959 /FEU usuka ku-$5,134 ngo-Aug. 26. Ukwehla okunqwabelanayo emasontweni amabili edlule ngaphezu kuka-30%;Njengoba izintengo ziku-$7,334/ FEU ngoJulayi 1, umzila wase-US-West wehle ngaphezu kuka-50% kusukela ngekota yesithathu.
Uma kucatshangelwa ukuthi intengo yeminye imizila eya eNtshonalanga ye-United States ngonyaka odlule yafinyelela ku-$30,000, impahla yakamuva ye-USD2850/HQ yehle ngo-90% uma iqhathaniswa nephezulu yangonyaka odlule!
Umbiko we-Shanghai Shipping Exchange uveze ukuthi ukusebenza kwakamuva kwemakethe yokuthutha iziqukathi zaseChina kuphansi kakhulu, isidingo sezokuthutha sintula umfutho wokukhula.Emizileni yaseNyakatho Melika, umbono umile ngesikhathi lapho i-Federal Reserve izoqhubeka nokuqina ukuze iqukathe ukwehla kwamandla emali.Kuleli sonto elisanda kwedlula, ukusebenza kwezimakethe zezokuthutha kwehlulekile ukuba ngcono, futhi izisekelo zokuhlinzekwa kwezidingo kanye nezidingo zibe buthaka uma kuqhathaniswa, okuholele ekuqhubekeni kokwehla kwezinga lokuthengwa kwempahla ezimakethe.
Kuyafaneleka ukubalula ukuthi inkomba ye-Shanghai Composite yamazinga omthwalo wezimpahla ezithunyelwa kwamanye amazwe ibonise ukuthi amanani ezimpahla ehle amasonto ayi-17 elandelana kusukela esiqongweni sokuqala konyaka, aphinde aphindaphindeka amasonto ama-4, bese ehla amanye amasonto ayi-13 elandelana, ehla ngaphansi. izinga lesikhathi esifanayo ngonyaka odlule ngasekupheleni kukaJulayi.Imakethe iwa futhi iwe, ngisho nangosuku, ingafinyelela emakhulwini amadola.
Kolunye ulwazi olubalulekile, i-Drury's World Container Freight Index (WCI) yehle amasonto angu-28 elandelana, yehla ngo-5% yaya ku-$5,378.68 /FEU esikhathini sakamuva, yehle ngo-47% kusukela ngonyaka odlule kanye no-46% ngaphezu kwesilinganiso seminyaka emihlanu. $3,679;Inkomba yomhlaba wonke eyinhlanganisela ye-FBX yamazinga wempahla ibiku-$4,862 / FEU, ngemva kokwehla ngo-8% ngesonto eledlule.
Inkomba ye-Baltic Dry yamanani ezimpahla ikhuphuke ngamaphuzu angama-35 noma cishe ama-3% yaya ku-1,213 ngoLwesihlanu, ngemuva kokukhuphuka ngo-11.7% ngesonto eledlule yafinyelela ezingeni eliphezulu kakhulu kusukela maphakathi noMeyi.Kepha ngemuva kokuwa ngamaphesenti angaphezu kwama-49 ngo-Agasti, inkomba nayo isezingeni eliphansi kakhulu cishe eminyakeni emibili.
Ngesikhathi esifanayo njengoba amanani wempahla ehla, nezintengo zesitoko senkampani yemikhumbi
Muva nje, intengo yemakethe yokuthumela yehlile enanini lesitoko lezinkampani ezisohlwini ezibonisiwe.
Ekupheleni kukaJuni, imboni yasolwandle ibone igagasi lokudubuleka ngokweqile.Iningi lezinkampani ezithumela ngemikhumbi libone amanani azo entengo enyuka kakhulu ngemuva kokuthi imali etholwayo yekota yesibili isenamandla, futhi nomuzwa wabatshalizimali wenyuka.Kodwa-ke, ngenxa yokwehla kwezintengo zemikhumbi okuqhubekayo, amanani amasheya omkhakha aphinde ehla futhi muva nje, iMaersk, Evergreen, Yangming nezinye izinkampani zike zaqopha ukwehla okusha kulo nyaka.
Ekuqaleni kukaSepthemba, ezinye izinkampani ezisohlwini lwemikhumbi zidalula imiphumela yazo ka-Agasti, ephinde yakhombisa ukuhlehla kwemakethe.Imali engenayo ka-Wanhai engu-T $21.3bn ngo-August ibe ngaphansi kakhulu cishe onyakeni futhi yehle ngo-13.58% kusukela ngenyanga efanayo ngonyaka odlule.Imali etholwa yi-Yangming ibingu-T $35.1bn, yehle isuka onyakeni odlule yaya ekukhuleni kwedijithi eyodwa ngamaphesenti angu-7.Imali engenayo ye-Evergreen Marine yehle yafinyelela ku-T $57.4bn, ikhuphuke ngo-14.83% unyaka nonyaka.
NgoSepthemba 7, uZhang Shaofeng, isikhulu semikhumbi saseYangming, wavuma ukuthi ngoMeyi wayenethemba elikhulu ngokuzinzisa amanani ezimpahla futhi ukwehla kwezimakethe kudlule obekulindelwe, nokuthi abathwali bamakhonteyna babhekane nengcindezi evela kubathumeli ukuba baphinde baxoxisane ngamanani enkontileka yabo.
U-Zhang Shaofeng uthe, ngenxa yokwehla kwamandla emali ukusetshenziswa okudangele, izinga lempahla ngenxa yempahla liyaqhubeka "elivamile", eminyakeni emibili edlule eYurophu futhi izinga lomugqa elifinyelela kumadijithi amahlanu esimweni esingavamile alisekho, kodwa alisekho emuva. I-$ 2000 ngaphambi kwezifo nezinga eliphansi lamanzi, bese ubheka izinyanga ezingu-10, uma umbono wezomnotho obheke ekuthuthukisweni okuhle komkhumbi wasolwandle kulindeleke ukuthi ulandele, Amanani anethuba lokuyeka ukuwa noma ngisho nokuphindaphinda.
Umongameli wesikhungo sokusebenza e-Asia Pacific eMaersk, u-Andrew Coan, uthe phambilini imisebenzi yemikhumbi e-Asia izinzile wathi inkampani isigxile e-Europe, ebhekene nezingqinamba ezifana neziteleka, izinga lemifula elibangelwa isomiso kanye nokushoda kwabashayeli bamaloli.Okuhamba phambili kwethimba le-Maersk Asia ukunciphisa umthelela walezi zinkinga ngokusebenzisana komhlaba wonke, ukuqapha ngokucophelela intuthuko nokuqinisekisa ukuthi amakhasimende anikezwa ulwazi lwakamuva ukuze awasize ahlangabezane nezinselele zomhlaba wonke ze-supply chain.
Isizini ephakeme kakhulu ayichumi, imboni yamakhadi esethiwe yahlupheka kakhulu eminyakeni eyi-10?
Njengombambiqhaza obalulekile emakethe yasolwandle, ukuqoqwa kwabashayeli bamakhadi ekubonweni kwemakethe kujule kakhulu.Phambilini bekuke kube nolayini abade ngaphambi koMkhosi Wamaphakathi Nekwindla kanye noSuku LukaZwelonke njengoba abathumbi bemikhumbi bejaha ukuletha izimpahla, kodwa kulo nyaka isimo sesishintshile.
Muva nje, umsebenzisi wenethiwekhi uthumele ividiyo ethi, "I-Waigaoqiao wharf e-Shanghai igcwele amaloli angama-container, ahamba amakhilomitha amaningi."Izintatheli zivakashe zathola ukuthi amavidiyo anjalo anehaba.Kepha ngokwesimo semboni, abashayeli bamakhadi abaningi abamisiwe bakhombisa ukuthi isimo semakethe siphansi impela.
UYang, osenesikhathi eside enza izinto zokuhamba ezungeze iShanghai Port, uthe eminyakeni emibili edlule izimoto eziqoqa amakhadi zikhulu futhi ukuncintisana kwemakethe kushubile.Nokho, ngenxa yalolu bhubhane oluphindaphindiwe, isimo “sezimoto eziningi nempahla encane” senza abathwali bezimpahla bathwale ingcindezi enkulu.
EShenzhen, Yantian Port, Shekou road around there are more container parking.Isizathu, imboni yaveza ukuthi, ngakolunye uhlangothi, endabeni yempahla encane, abashayeli bamaloli amaloli kufanele balinde isikhathi eside ukuze bathole ama-oda, ukupaka eceleni komgwaqo kulula kakhulu, kodwa futhi londoloza izimali zokupaka, ngisho nalapho ingozi yokupaka ngokungemthetho "ilungile";Ngakolunye uhlangothi, izindawo zokupaka eziningi zenzelwe ezinye izinto, futhi indawo yokupaka isiminyaniswe kakhulu, okwenza kube nzima ukuthi abashayeli bapake.
Ikhadi elimisiwe lokushayela cishe iminyaka engu-13 lika-Master Hu litshele izintatheli ukuthi imoto yemakethe, umthamo omncane wezimpahla, ukuncintisana okuqinile, ivumela umshayeli ukuthi alawule ukucindezela kabili.Njengoba amanani kawoyela ephezulu, ama-oda wamaloli weziqukathi ashibhile, okwenza kube nzima ukusekela inzuzo ejabulisayo."Ngangijwayele ukuthola ama-oda cishe nsuku zonke, kodwa ngenze ama-oda amathathu kusukela ngoSepthemba."UMnu. Hu uthe abashayeli bavame ukukhetha ukuthatha ikhefu uma benganelisekile ngenani.
UMnu Wu, osezothatha umhlalaphansi, uyavuma ukuthi eminyakeni engaphezu kuka-10 ethwala ama-container echwebeni, “imakethe ibuthaka kakhulu kulo nyaka”."Ngangikwazi ukuxoxisana nezinkampani ze-logistics ngesikhathi ngithatha ama-oda, kodwa manje asikho isikhala sokuxoxisana," kusho uWu.
Ikota yesine yemboni yezokuthutha ibingehli kahle njengoba isidingo somhlaba wonke siba buthaka
Emakethe yezokuthutha yomhlaba wonke, ikota yesithathu inkathi yendabuko ephakeme kakhulu.Kodwa kusukela ngoJulayi kuya kuSeptemba kulo nyaka, imakethe yehlulekile ukubuyisela njengoba kwakuhleliwe, kodwa yaqhubeka nokuwa ngaphansi kwengcindezi, kangangokuthi abaningi abangaphakathi bayabubula ukuthi "imakethe yomthengisi" iguqule ngokuphelele "imakethe yomthengi".
Umbiko wangaphambili ka-Maersk waphawula ukuthi isimo somnotho esintengayo kwezomnotho ezinkulu zaseNtshonalanga kanye nesidingo sabathengi esisantekenteke kube nomthelela ekusebenzeni ngendlela entula kakhulu phakathi nesikhathi esiphezulu salo nyaka.
Umcwaningi wesikhathi esimaphakathi u-Chen Zhen ongumsunguli wezikhathi zezokuphepha intatheli okwaxoxwa naye uthe kusukela endaweni yomthamo ohlangothini lwesidingo, abathintwa ukungqubuzana phakathi kweRussia ne-Ukraine i-negative spillover kanye ne-Europe kanye nebhange eliphakathi lase-United States ukukhulisa inzalo ngokushesha, okwandisa umnotho womhlaba. ingcindezi eyehlayo, esivele isesimweni sokuwohloka kobuchwepheshe e-United States, ingcindezi yokwehla komnotho waseYurophu inkulu, ukukhula kwesidingo esifanayo kwehle kakhulu eYurophu naseMelika, Abathengisi abakhulu baseMelika bakhansele izigidigidi zama-oda.
Ngasohlangothini lokuhlinzekwa kwempahla, umthamo wamabhokisi womhlaba wonke ukhule ngo-3.9% unyaka nonyaka ngekota yesithathu, obusezingeni eliphakathi kule minyaka eyisikhombisa yakamuva.Ngenxa yesidingo esibuthakathaka, izinga lokungenzi lutho lomthamo lifinyelele phezulu eminyakeni emihlanu edlule.Yize kube neziteleka emachwebeni amaningi aseYurophu nawaseMelika, umkhuba usuwonke wokusebenza kahle kwechweba kanye nokusebenza kahle kwemikhumbi kukhuphuke ngokuphakanyiswa kwezinyathelo zokulawula i-COVID-19 emazweni amaningi, okuholele ekwenyukeni komthamo wangempela.
U-Chen Zhen ukholelwa ukuthi ikota yesine yemakethe yempahla yomhlaba wonke ayikabi nethemba, kuzoba nenkathi ephansi ephezulu, amanani ezimpahla azokwehla kakhulu.Amanani ekota yesine ngokuqinisekile angaphansi kwamazinga angonyaka odlule futhi aphansi nakakhulu kunekota yesithathu yalo nyaka.Ngaphezu kwalokho, ezinyangeni ezine ezizayo zalo nyaka, umthamo wemikhumbi emisha uzobe ulinganiselwe, kodwa kuzoba nokwethulwa okugxilile eminyakeni emibili ezayo futhi amazwe amaningi azokhulula ukulawula ubhubhane, okuzokwandisa ingcindezi yokuhlinzekwa kwamandla. ngokucijile.Amanani amabala azokwehla kakhulu ngonyaka ozayo, futhi amanani esikhathi eside nawo azokwehla kakhulu ngonyaka ozayo.
UShassie Levy, isikhulu esiphezulu kanye nomsunguli weShifl, okuyinkundla yokuthumela ngemikhumbi yedijithali, ukholelwa ukuthi ngaphambi kwalolu bhubhane, amanani asuka eChina aye eLos Angeles angaba ngaphansi kuka-$900 kuya ku-$1,000, okuyilapho izinkampani zemikhumbi zizolahlekelwa yimali eningi.Manje, amachweba aseNew York naseLos Angeles abona izinga elibukhali lehla, futhi lawo manani azoba nomthelela ongemuhle, aphushe isidingo namanani ehle nakakhulu.Kepha u-Levy uphawula ukuthi yize amanani ezimpahla ehlile kusukela ekuphakameni kwawo, asacishe aphindwe kabili kunangaphambili kwalolu bhubhane.Imakethe ibonakala ibuyela emncintiswaneni onempilo, futhi amanani wezimpahla azobuyela endaweni yokuncintisana ngokugcwele.
Isikhathi sokuthumela: Sep-15-2022