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Kasuwancin kasashen waje ya ragu, albarkatun kasa sun ragu, yakin cinikayya na duniya ya inganta, kuma Sin da Amurka sun bude "umarni"?

Kwanan nan, daga danyen mai, gaba har zuwa albarkatun kasa, har ma da sararin sama - manyan kaya, wanda ya kasance mahaukaci kusan shekaru uku, kuma ya gaya wa 'yan kasuwa cewa mun bauta wa.Akwai labarai akai-akai cewa duniya ta fara shiga yakin farashin.Shin kasuwar sinadarai za ta yi kyau a wannan shekara?

Ragewa 30%! Jirgin da ke ƙasa da matakin riga-kafin annoba!

Ƙididdigar ƙimar jigilar kaya ta Shanghai (SCFI) ta faɗi sosai.Bayanai sun nuna cewa sabon index ya ragu da maki 11.73 zuwa 995.16, a hukumance ya faɗi ƙasa da alamar 1,000 kuma ya koma matakin kafin barkewar COVID-19 a cikin 2019. Adadin jigilar kayayyaki na layin Yammacin Amurka da layin Turai ya yi ƙasa da na farashin farashi, kuma layin gabashin Amurka shima yana kokawa akan farashin farashi, tare da raguwa tsakanin 1% zuwa 13%!

Daga wahalar samun akwati a cikin 2021 zuwa ko'ina na akwatunan fanko, jigilar da yawa tashoshi a gida da waje ya ragu sannu a hankali, yana fuskantar matsin lamba na "tarar kwantena mara komai".

Sharuɗɗan kowane tashar jiragen ruwa:

Tashoshin ruwa na Kudancin China irin su Nansha Port, Shenzhen Yantian Port da Shenzhen Shekou Port duk suna fuskantar matsin lamba na tara kwantena.Daga cikin su, tashar tashar Yantian tana da yadudduka 6-7 na tarin kwantena, wanda ke shirin karya mafi yawan adadin kwantena da babu komai a cikin tashar cikin shekaru 29.

Tashar jiragen ruwa ta Shanghai, tashar tashar Zhoushan ta Ningbo kuma tana cikin yanayin tarin tarin kwantena.

Tashoshin jiragen ruwa na Los Angeles, New York da Houston duk suna da manyan kwantena masu yawa, kuma tashoshi na New York da Houston suna haɓaka yankin don sanya kwantena mara kyau.

Jirgin ruwa na 2022 yana da ƙarancin kwantena miliyan 7 na TEU, yayin da aka rage buƙatar tun Oktoba 2022, kuma an jefar da akwatin iska.A halin yanzu, an kiyasta cewa fiye da TEU miliyan 6 suna da kwantena da yawa.Saboda babu oda, manyan motocin dakon kaya sun tsaya a cikin mashigin cikin gida, kuma kamfanoni na sama da na kasa suma sun ce aikin ya ragu da kashi 20% a shekara!A cikin Janairu 2023, kamfanin tattarawa ya rage karfin 27% na layin Asiya-Turai.Daga cikin jimillar tafiye-tafiye 690 da aka tsara na manyan hanyoyin kasuwanci na manyan hanyoyin kasuwanci na tekun Pasifik, Tekun Atlantika da Asiya, da Tekun Bahar Rum, a cikin mako na 7 (13 ga Fabrairu (13 ga Fabrairu daga 19 ga Fabrairu), 82 sun kasance. soke daga makonni 5 (Maris 13th zuwa 19th), kuma adadin sokewar ya kai kashi 12%.

Bugu da kari, bisa ga bayanai daga Babban Hukumar Kwastam: A watan Nuwamba 2022, fitar da kasata zuwa Amurka ya ragu da kashi 25.4%.Bayan wannan mummunan koma baya shine umarnin masana'antu daga Amurka sun faɗi da kashi 40%!Odar Amurka dawo da odar wasu ƙasashe, ƙarfin wuce gona da iri yana ci gaba da ƙaruwa.

Faɗuwar yuan 150,000! Buƙatar sanyaya, albarkatun ƙasa duk zamewa!

▶ Lithium carbonate:

Kasuwar carbonate ta lithium a bara duk da haka, har ma farashin ya tashi zuwa yuan 600,000 / ton.Yanzu kuma ya fara "tafi ƙasa".Tun daga Disambar bara, farashin lithium carbonate ya fara faɗuwa gabaɗaya.Ya zuwa yanzu ya fadi daga yuan 582000 zuwa 429700 yuan/ton kusa, sama da yuan 152000 ya ragu da kashi 26%.

Lithium carbonate gauraye farashin gida 2022-11-22-2023-02-20

Darasi: Matsayin masana'antu

Wasu masu fashin baki sun ce bayan dawowar kwastomomin hannun jarin da suke sha’awar ba ta yi yawa ba, ba a inganta yawan oda ba, wanda hakan ya sa ‘yan kasuwa masu tsaka-tsaki domin su janye kudi na iya rage farashin kayayyaki ne kawai, kasuwar lithium carbonate ta koma baya, abokan ciniki na yanzu na ƙasa sun fi cinye kaya.

▶ PC:

Farashin PC na cikin gida 2022-11-22-2023-02-20

Babban darajar, 99.9% abun ciki

Tun lokacin bikin bazara, gine-gine da kuma samar da PC na cikin gida ke karuwa, amma tun daga watan Fabrairu, kasuwar PC ta fara faduwa, a makon da ya gabata kuma farashin masana'anta na cikin gida ya ragu, daga yuan 300 zuwa 400, abin da ake bukata zai iya sauka. ba a kiyaye, yanayin kasuwa ba shi da kyau shine babban dalili

▶N-Butanol:

N-butanol Shandong farashin samarwa 2022-11-22-2023-02-20 kyawawan kayayyaki

Rugujewar kasuwar N-butanol ta fara bayyana tun daga karshen watan Janairu, farashinsa tun daga karshen watan Disamba ya ragu da yuan 1000 / ton, babban dalilin shi ne cewa buƙatun ƙasa bai isa ba, masana'antun manyan kayayyaki, matsin lamba na tallace-tallace a ƙarƙashin haɓakar farashin.Koyaya, Guanghua Jun ya yi imanin cewa n-butanol yana ci gaba da samar da riba mai yawa, masu amfani da ƙasa don yin umarni kan ciniki, idan yarjejeniyar ta fi kyau, ana sa ran farashin zai bayyana gyara.

De-sinification na samar da sarƙoƙi

Fitar da kasuwancin ketare na fuskantar kalubale

Har ila yau masana'antar masaku ta kasa tana shan wahala.Kayayyakin masaka da tufafin kasar Sin ya karu da kashi 2.6 bisa dari a dala a shekarar 2022, amma hakan ya faru ne saboda yawan karuwar da aka samu a farkon rabin shekarar, inda aka samu akasarin umarni kafin bikin bazara na shekarar 2022.Daga nan kuma fitar da kayayyaki ya fadi a cikin rabin na biyu na shekara saboda rashin oda, kuma a cikin kwata na hudu musamman an sami raguwar lambobi biyu na duk watanni uku.

Shiga 2023, halin da ake ciki ya kai rabin.Abin da ake son daidaita manufofin rigakafin annoba, da 'yancin kasuwancin cikin gida, tallafin ƙananan hukumomi, da kamfanonin saka da tufafi suna da ƙarin dama.Abin da ke damun shi ne cewa yanayin kasa da kasa yana da sarkakiya kuma har yanzu bukatar amfani da kasashen waje ba ta yi kasa a gwiwa ba.Ana sa ran cewa odar cinikayyar kasashen waje ba za ta inganta ba.

Bukatar kasuwannin duniya a shekarar 2023 ta ci gaba da yin rauni kuma tana da mummunan tasiri kan fitar da kasata.Bisa hasashen asusun ba da lamuni na duniya IMF, yawan karuwar GDP na Amurka (GDP) a kasar Sin a shekarar 2023 zai kai kashi 1.4 bisa dari (2.0% a shekarar 2022), kuma yawan karuwar GDP na yankin Yuro zai zama kashi 0.7% kacal. (3.5% a cikin 2022.5% a cikin 2022), Kuma waɗannan yankuna biyu sune manyan kasuwannin fitar da kayayyaki na kayan masarufi da kayan sawa.

Fan Lei, babban manazarci na kungiyar Macro ta kasa, ya ce karuwar rashin kwanciyar hankali a waje yana karuwa, kuma har yanzu Amurka na inganta sarkar samar da kayayyaki ga Sinacization.Wannan kuma wani kalubale ne da ke fuskantar fitar da kayayyaki zuwa kasashen ketare a bana.A watan Nuwamban shekarar 2022, kayayyakin da Amurka ke shigowa da su daga kasar Sin sun ragu kusan rabin shekara zuwa shekara, wanda ya ragu da kashi 47 cikin dari, kuma yawan shigo da kayayyaki ya ragu da kashi 38 cikin dari a duk shekara.Daga watan Janairu zuwa Nuwamba na shekarar 2022, kasar Sin ta dauki kaso 24.1 cikin dari na kayayyakin da Amurka ke shigo da su a kasuwa zuwa kashi 22%.

Kamfanin Guosheng Securities ya fitar da wani rahoto na bincike ya nuna cewa yanzu haka kayayyakin masana'antar tufafin Turai da Amurka suna kan wani matsayi mai girma, kuma yanayin mai wannan alama yana da ra'ayin mazan jiya.Dangane da bayanai daga Ofishin Kididdiga na Ma'aikatar Kasuwancin Amurka, masu siyar da kayan sawa na Amurka da kididdigar dillalai sun ci gaba da karuwa a kashi na uku na shekarar 2021. A cikin watan Satumban 2022, kididdigar dillalan dillalai ta karu da kashi 68.3%/24.1% shekara-shekara. , wanda ya wuce gona da iri a daidai wannan lokacin kafin barkewar cutar.

Haɓaka Yaƙin Ciniki na Duniya

China da Amurka "umarni na kama" bude?

Ƙarfin ya ragu kuma farashin ya ragu sosai, kuma wasu kamfanonin cikin gida sun riga sun fara hutu na kusan rabin shekara.Ana iya ganin halin da ake ciki na rashin bukatu da raunin kasuwanni a bayyane yake.Shigar da yaki, karancin albarkatu, da inganta kasuwancin duniya, kasashe suna kwace kasuwa bayan barkewar cutar don bunkasa tattalin arzikin kasar.

Daga cikinsu, Amurka ta kuma kara zuba jari a Turai tare da hanzarta sake gina masana'antun kasar.Dangane da bayanan da suka dace, jarin Amurka a Amurka a farkon rabin shekarar 2022 ya kai dalar Amurka biliyan 73.974, yayin da jarin da kasata ta zuba a Amurka ya kasance dala miliyan 148 kacal.Wadannan bayanai sun nuna cewa, Amurka na son gina wani tsarin samar da kayayyaki na Turai da Amurka, wanda kuma ya nuna cewa tsarin samar da kayayyaki na duniya yana canjawa, kuma cinikin Sin da Amurka na iya tashi zuwa wani rikici na "tsari".

A nan gaba, har yanzu ana samun babban canji a masana'antar sinadarai.Wasu mutane a cikin masana'antar sun ce buƙatun waje sun yi tasiri ga wadatar cikin gida.Rayuwar kamfanonin cikin gida za su fuskanci gwajin rayuwa mai tsanani na farko bayan annobar.


Lokacin aikawa: Maris-01-2023