1. Ukufika kwentambo kakotini kwamanye amazwe ekuhlolweni kwaseShayina
Ngokusho kwedatha yokuthekelisa ka-Mar yemvelaphi enkulu yokungenisa kwentambo kakotini yase-China kanye nocwaningo lokuqala lokufika kwentambo kakotini e-China, u-Apr ukuthunyelwa kwentambo kakotini yase-China kulinganiselwa ku-132kt, kwehle ngo-38.66% ngonyaka futhi kwenyuke ngo-15.22% ngenyanga.Ukufika kuka-Ephreli kwentambo kakotini engenisiwe bekungaphezu kukaMar.Ngemuva koMkhosi Wasentwasahlobo wango-2022, intengo yasabalala phakathi kwentambo kakotini yase-Vietnamese yancipha futhi kwabonakala igagasi elincane loku-oda.Leli qoqo lokuthunyelwa ngokuyisisekelo lafika ngo-Ephreli. Kodwa-ke, uma kuqhathaniswa nemakethe eshisayo engxenyeni yokuqala yonyaka ka-2021, izintambo zikakotini ezivela kwamanye amazwe zathinteka kakhulu ubhubhane ezindaweni ezisetshenziswayo ezilawulwa ngokuqinile.Abaluki be-downstream nabo babene-inventory ephezulu yemikhiqizo kanye nama-oda angalungile.Ngakho-ke ukuthengiswa kwentambo kakotini engenisiwe emakethe yasendaweni yase-China kumile kusukela ngo-Mar. Phakathi naleso sikhathi, intengo yentambo kakotini ethunyelwe kwamanye amazwe ikhuphuke njalo kanye nenani likakotini futhi ukwehla kwenani le-renminbi kwenyusa izindleko zoku-oda ngokuqhubekayo.Ngenxa yalokho, abadayisi bebengasebenzi kakhulu ukufaka ama-oda entambo kakotini ethengwa kwamanye amazwe.Njengamanje, abanye abathengisi bezintambo zikakotini abavela kwamanye amazwe bashintshile ukuze basebenzise imicu yamaShayina eyongayo.Sekukonke amasheya wentambo kakotini engenisiwe nayo yehle.
Ngokusekelwe kudatha yokuthekelisa yemvelaphi emikhulu yokungenisa, ukuthengwa kwentambo kakotini evela e-China evela e-Vietnam kukhuphuke ngo-31.6% ngenyanga futhi okuvela e-India kukhuphuke ngo-2000mt noma ngo-20%.Ngenxa yokutholakala kukakotini okuqinile eNdiya, intengo kakotini yaseNdiya yaba ngephezulu kakhulu emhlabeni.Ngokunjalo, intengo yentambo kakotini yaseNdiya ilokhu ikhuphuka.Kusukela ku-Q4 yokugcina, ukufika kwentambo kakotini yaseNdiya kwehlile.Ngaphezu kwalokho, ukuthunyelwa kwentambo kakotini wase-Pakistani e-China kwehle ngo-26.7% ngo-Apr. Ngaphambilini, abanye abathengisi babenesimo sengqondo esikhulayo ekubukeni kwemakethe, futhi baphinde bathengisa ngokuqagela ngamanani afanele, ngakho ukufika kuka-Mar no-April kwentambo kakotini yasePakistan kwakuphezulu.Ukufika kwentambo kakotini ka-Mar no-Apr Uzbekistan e-China kwakungaphezu kwalokho ngo-Jan no-Feb. Njengoba kushiwo ngenhla, ngenxa yamanani aphezulu entambo kakotini yase-Indian, abadayisi abaningi bafuna ezinye esikhundleni salokho, njenge-Indonesia, i-Malaysia ne-Taiwan, i-China.U-Apr China intambo kakotini ingenisiwe kakhulu ivela eVietnam (79kt), Pakistan (11kt), India (6kt), Uzbekistan (16kt), nezinye (17kt).
2. Izitokwe zezintambo ezivela kwamanye amazwe zilokhu zehla.
Ukufika kwentambo kakotini okwafika ngo-Ephreli e-China bekuphansi ngeminyaka.Yize ukusetshenziswa komfula ongezansi kuthintekile ubhubhane kanye nesidingo esingaphansi komfula sihlala sifiphele njengoba ukulawula kuba nzima, amasheya alokhu ehla kancane.Sekukonke amasheya afinyelela ku-115kt.
3. Izinga lokusebenza kwe-downstream lavinjelwa ubhubhane.
Bethintwe ukulawulwa kwezinto, abeluki abaningi ezindaweni zokusetshenziswa kwentambo kakotini ezingeniswa kwamanye amazwe babike ukuthuthwa okunzima kwentambo nezindwangu.Phakathi naleso sikhathi, ama-oda ayengekho.Ngakho behlisa izinga lokugijima.Bambalwa abeluki abanama-oda ezandleni abasala bekhiqiza okuvamile.Ukuthengiswa kwezintambo zikakotini ezivela kwamanye amazwe kuhamba kancane.
Sengiphetha, ukuthengwa kwentambo kakotini ka-Apr China kulindeleke ukuthi kukhuphuke ngenyanga, kodwa uma kuqhathaniswa nesikhathi esifanayo eminyakeni edlule, kuphansi.Ngokuhlanganiswa kokwehla kwenani le-renminbi, izindleko zokukhokha zikhuphuke ngokusobala.Ngesikhathi esifanayo, intengo kakotini yakwamanye amazwe yahlala iphezulu, futhi izipesheli zezintambo zikakotini ezivela kwamanye amazwe zahlala ziqinile, ngakho kwaba nzima ngabahwebi ukuba bafake ama-oda.Ngokusho kwama-oda nokuthengiswa kwakamuva emakethe yasendaweni yase-China, ukuthunyelwa kwentambo kakotini kaMeyi eChina kungenzeka kuhlale kuphansi.
Isikhathi sokuthumela: May-27-2022