Vuba aha, kuva kuri peteroli, ahazaza kugeza ku bikoresho fatizo, ndetse n'imizigo myinshi cyane, imaze hafi imyaka itatu idasanzwe, nabyo byabwiye abacuruzi ko twayisengaga. Hari amakuru ahoraho avuga ko isi yatangiye kwinjira mu ntambara y'ibiciro. Ese isoko ry'ibinyabutabire rizaba ryiza muri uyu mwaka?
Kugabanuka kwa 30%！Umutwaro uri munsi y'urugero rwa mbere y'icyorezo!
Igipimo cy’ibiciro by’imodoka zo mu bwoko bwa Shanghai Container Freight Rate Index (SCFI) cyaragabanutse cyane. Amakuru yagaragaje ko igipimo giheruka cyagabanutseho amanota 11.73 kigera kuri 995.16, kigabanuka ku mugaragaro munsi y’ikimenyetso cya 1.000 kikongera kikagaruka ku rwego mbere y’icyorezo cya COVID-19 mu 2019. Igipimo cy’ibiciro by’imodoka zo mu bwoko bwa Amerika y’Iburengerazuba n’izo mu bwoko bwa Burayi cyari hasi ugereranyije n’igiciro cyagenwe, kandi imodoka zo mu bwoko bwa Amerika y’Iburasirazuba nazo zirimo guhangana n’igiciro cyagenwe, aho igabanuka ryacyo riri hagati ya 1% na 13%!
Kuva ku ngorane zo kubona agasanduku mu 2021 kugeza ku bwinshi bw'amasanduku arimo ubusa, ubwikorezi bw'ibyambu byinshi mu gihugu no mu mahanga bwagiye bugabanuka buhoro buhoro, buhura n'igitutu cy' "gukusanya amakontena y'ubusa".
Ibisabwa kuri buri cyambu:
Ibyambu byo mu majyepfo y'Ubushinwa nka Nansha Port, Shenzhen Yantian Port na Shenzhen Shekou Port byose bihura n'igitutu cyo gushyiramo amakontenari ari ubusa. Muri byo, Yantian Port ifite ibice 6-7 by'amakontenari ari ubusa, bikaba bigiye kwangiza umubare munini w'amakontenari ari ubusa mu cyambu mu myaka 29 ishize.
Icyambu cya Shanghai, icyambu cya Ningbo Zhoushan nacyo kiri mu mimerere yo gukusanya amakontena menshi arimo ubusa.
Ibyambu bya Los Angeles, New York na Houston byose bifite umubare munini w’amakontineri adafite ibintu byinshi, kandi aho New York na Houston zihagarara harimo kongera ubuso bwo gushyiramo amakontineri adafite ibintu byinshi.
Ubwikorezi bwo mu mazi bwo mu 2022 bufite amakontena ya TEU miliyoni 7, mu gihe icyifuzo cyagabanutse kuva mu Ukwakira 2022, kandi agasanduku k'umwuka karahagaritswe. Kuri ubu, bivugwa ko amakamyo arenga miliyoni 6 ya TEU afite amakontena arenze urugero. Kubera ko nta komande ihari, amakamyo menshi yahagaze mu cyambu cyo mu gihugu, kandi amasosiyete ashinzwe gutwara ibintu n'ibindi avuga ko imikorere yagabanutseho 20% umwaka ku wundi! Muri Mutarama 2023, isosiyete yakusanyaga ibicuruzwa yagabanyije ubushobozi bwa 27% bw'umurongo wa Aziya n'Uburayi. Mu ngendo 690 zari ziteganyijwe z'inzira z'ingenzi z'ubucuruzi z'inzira z'ingenzi z'ubucuruzi mu Nyanja ya Pasifika, Inyanja ya Atalantika na Aziya, n'inyanja ya Mediterane, mu cyumweru cya 7 (ku ya 13 Gashyantare (ku ya 13 Gashyantare Kuva ku ya 19), ingendo 82 zahagaritswe kuva mu byumweru 5 (ku ya 13 Werurwe kugeza ku ya 19), kandi igipimo cyo guhagarika cyari 12%.
Byongeye kandi, nk'uko imibare ituruka mu buyobozi bukuru bwa gasutamo ibivuga: Mu Gushyingo 2022, ibicuruzwa byoherezwaga mu gihugu cyanjye muri Leta Zunze Ubumwe za Amerika byagabanutseho 25.4%. Inyuma y'iri gabanuka rikomeye ni uko ibyoherezwa mu nganda muri Leta Zunze Ubumwe za Amerika byagabanutseho 40%! Ibicuruzwa byoherezwaga muri Amerika byagarutse kandi ibyoherezwa mu bindi bihugu, ubushobozi bw'ibicuruzwa birenga bukomeje kwiyongera.
Amayuan 150.000 y'umuhindo! Gukonjesha bisaba, ibikoresho fatizo byose biraserera!
▶ Lithium karubone:
Isoko rya Lithium carbonate ryarazamutse cyane umwaka ushize, ndetse n'igiciro cyarazamutse kigera kuri 600.000 Yuan/toni. Ubu nacyo cyatangiye "kugabanuka". Kuva mu Ukuboza gushize, igiciro cya Lithium carbonate cyatangiye kugabanuka cyane. Kugeza ubu cyaragabanutse kiva kuri 582000 Yuan/toni kigera kuri 429700 Yuan/toni hafi, cyagabanutseho arenga 152000 Yuan, cyagabanutseho 26%.
Igiciro cy'ibivange bya Lithium karubone mu gihugu 2022-11-22-2023-02-20
Icyiciro: Icyiciro cy'inganda
Bamwe mu bahanga mu bya mudasobwa bavuze ko nyuma yo kugaruka kw'abakiriya bo mu gace ka nyuma y'uruziga, ishyaka ryo kubika ibicuruzwa ritari hejuru, ingano y'ibicuruzwa byoherejwe ntiryazamutse, bigatuma abacuruzi bo hagati kugira ngo babikuremo amafaranga bashobora kugabanya igiciro cy'ibikoresho, isoko rya lithiamu karubone rigabanuka inshuro nyinshi, abakiriya bo mu gace ka nyuma y'uruziga bagomba gukoresha ibikoresho byo mu nzu.
▶ Mudasobwa:
Igiciro cy'impapuro za mudasobwa zo mu gihugu hagati 2022-11-22-2023-02-20
Icyiciro cyo hejuru, 99.9% by'ibikubiye mu bipimo
Kuva mu iserukiramuco ry'impeshyi, ibikorwa by'ubwubatsi n'umusaruro w'inganda za mudasobwa mu gihugu byariyongereye, ariko kuva muri Gashyantare, isoko rya mudasobwa ryaragabanutse, mu cyumweru gishize igiciro cy'uruganda rwa mudasobwa zo mu gihugu nacyo cyaragabanutse, kuva kuri 300 kugeza kuri 400 yuan, icyifuzo cyo hasi ntigishobora gukomeza, ikirere cy'isoko ni kibi. Impamvu nyamukuru ni uko
▶N-Butanol:
Igiciro cy'umusaruro wa N-butanol Shandong 2022-11-22-2023-02-20 ibicuruzwa byiza cyane
Igabanuka ry'isoko rya N-butanol ryatangiye kugaragara kuva mu mpera za Mutarama, igiciro cyaryo kuva mu mpera za Ukuboza cyagabanutseho Yuan 1000/toni, impamvu nyamukuru ni uko icyifuzo cyo hasi kidahagije, ububiko bw'inganda buri hejuru, igitutu cyo kugurisha kiri munsi yo kuzamurwa mu ntera kw'ibiciro. Ariko, Guanghua Jun yizera ko n-butanol ikomeje gutanga inyungu nini, abakoresha hasi kugira ngo bishyure ibyo batumije ku giciro gito, niba amasezerano ari meza, igiciro kiracyari cyitezwe ko kizaba gikosowe.
Gukuraho imiyoboro y'ibicuruzwa
Ibicuruzwa byoherezwa mu mahanga birimo guhura n'imbogamizi
Inganda z’imyenda nazo zirimo kumererwa nabi. Ibicuruzwa byoherezwa mu mahanga mu Bushinwa byiyongereyeho 2.6% mu madolari mu 2022, ariko ibi byatewe ahanini n’umuvuduko wo kwiyongera mu gice cya mbere cy’umwaka, aho amadosiye menshi yakiriwe mbere y’iserukiramuco ry’impeshyi rya 2022. Ibicuruzwa byoherezwa mu mahanga byagabanutse mu gice cya kabiri cy’umwaka bitewe no kubura amadosiye, kandi mu gihembwe cya kane by’umwihariko hagaragaye igabanuka ry’imibare ibiri mu mezi atatu yose.
Mu mwaka wa 2023, ibintu biri hagati. Igishimishije ni uguhindura politiki yo gukumira icyorezo, kugabanya isoko ry’imbere mu gihugu, inkunga y’inzego z’ibanze, ndetse n’amasosiyete y’imyenda n’imyambaro afite amahirwe menshi. Igiteye impungenge ni uko ibidukikije mpuzamahanga bigoye kandi icyifuzo cy’ibicuruzwa by’abanyamahanga kiracyari gito. Biteganijwe ko amabwiriza y’ubucuruzi bw’amahanga atazatera imbere.
Ubusabe bw'isoko mpuzamahanga mu 2023 bwakomeje kugabanuka kandi bugira ingaruka mbi ku byoherezwa mu mahanga mu gihugu cyanjye. Nk'uko byatangajwe n'Ikigega Mpuzamahanga cy'Imari (IMF), igipimo cy'ubwiyongere bw'Umusaruro Mbumbe w'Igihugu cya Amerika (GDP) mu Bushinwa mu 2023 kizaba 1.4% gusa (2.0% muri 2022), naho igipimo cy'ubwiyongere bw'Umusaruro Mbumbe w'Igihugu mu karere ka euro kizaba 0.7% gusa (3.5% muri 2022.5% muri 2022), Kandi utu turere tubiri ni two ducuruza cyane ibicuruzwa byacu by'imyenda n'imyenda.
Fan Lei, umusesenguzi mukuru w’Ishyirahamwe ry’Igihugu rya Macro, yavuze ko ibidukikije byo hanze bikomeje kwiyongera, kandi Leta Zunze Ubumwe za Amerika zikomeje guteza imbere urusobe rw’ibicuruzwa muri Sinicization. Iki nacyo ni ikibazo cyugarije ibyoherezwa mu mahanga muri uyu mwaka. Mu Gushyingo 2022, imyenda y’Abashinwa itumizwa muri Amerika yagabanutse hafi amezi atandatu ugereranije n’umwaka, igabanukaho 47%, kandi umubare w’imyenda itumizwa muri Amerika wagabanutseho 38% ugereranije n’umwaka ushize. Kuva muri Mutarama kugeza mu Gushyingo 2022, Ubushinwa bwagize isoko ry’imyenda itumizwa muri Amerika kuva kuri 24.1% mu mwaka ushize kugera kuri 22%.
Guosheng Securities yasohoye raporo y'ubushakashatsi yagaragaje ko ububiko bw'imyenda mu Burayi no muri Amerika buri ku rwego rwo hejuru, kandi ko nyir'ikirango ari umuntu uhoraho. Dukurikije amakuru aturuka mu biro bishinzwe ibarura ry'imyenda muri Amerika, abacuruzi b'imyenda n'abacuruzi bakomeje kwiyongera mu gihembwe cya gatatu cya 2021. Muri Nzeri 2022, ububiko bw'imyenda ku isoko / abacuruzi bwiyongereyeho 68.3% / 24.1% umwaka ku mwaka, bikaba byararenze cyane mu gihe kimwe mbere y'icyorezo.
Iterambere ry'Intambara y'Ubucuruzi ku Isi
Ubushinwa na Leta Zunze Ubumwe za Amerika "amabwiriza yo kwigarurira" arafunguye?
Ubushobozi bwaragabanutse kandi ibiciro byaragabanutse cyane, kandi amwe mu masosiyete yo mu gihugu yatangiye iminsi mikuru hafi amezi atandatu. Biragaragara ko ikibazo cy’abaguzi bake n’amasoko adakomeye kigaragara. Hashyizweho intambara, ibura ry’umutungo, no kuvugurura ubucuruzi ku isi, ibihugu birimo gufata isoko nyuma y’icyorezo kugira ngo bizamure ubukungu bw’igihugu.
Muri byo, Leta Zunze Ubumwe za Amerika na zo zongereye ishoramari mu Burayi mu gihe zihutisha ibikorwa byo gusana inganda z’inganda zo muri icyo gihugu. Dukurikije amakuru afatika, ishoramari rya Amerika muri Leta Zunze Ubumwe za Amerika mu gice cya mbere cya 2022 ryari miliyari 73.974 z’amadolari y’Amerika, mu gihe ishoramari ry’igihugu cyanjye muri Leta Zunze Ubumwe za Amerika ryari miliyoni 148 z’amadolari gusa. Aya makuru agaragaza ko Leta Zunze Ubumwe za Amerika zishaka kubaka urusobe rw’ibicuruzwa mu Burayi no muri Amerika, ibi bikaba bigaragaza ko urusobe rw’ibicuruzwa ku isi rurimo guhinduka, kandi ubucuruzi hagati ya Sino na Amerika bushobora kuvukamo amakimbirane yo “gufata itegeko rito”.
Mu gihe kiri imbere, haracyari impinduka zikomeye mu nganda zikora imiti. Bamwe mu bantu bakora mu nganda bavuga ko ibyo abantu bakenera hanze byagize ingaruka ku bucuruzi bw'imbere mu gihugu. Kurokoka kw'ibigo by'imbere mu gihugu bizahura n'ikigeragezo cya mbere gikomeye cyo kurokoka nyuma y'icyorezo.
Igihe cyo kohereza ubutumwa: Werurwe-01-2023