Ngesikhathi sonyaka ophakeme ngaphambi kweholide Lonyaka Omusha WaseShayina (Feb 1), ukuhamba ngemikhumbi olwandle kusuka eChina kuya emazweni aseNingizimu-mpumalanga ye-Asia aseduze kwengeze umlilo emakethe yasolwandle eshisayo ephazanyiswe yilo bhubhane.
Umzila waseNingizimu-mpumalanga ye-Asia:
Ngokwe-Ningbo Container Freight Index, ukuthuthwa komzila waseNingizimu-mpumalanga ye-Asia kuqophe umlando ngenyanga eyodwa.Umthwalo osuka e-Ningbo uya e-Thailand nase-Vietnam ukhuphuke ngo-137% ukusuka ekupheleni kuka-Oct kuya esontweni lokuqala lika-Dec. Okuboniswa abanye abangaphakathi, umthwalo webhokisi elilodwa lamamitha angu-20 usuka e-Shenzhen uya eNingizimu-mpumalanga ye-Asia usukhuphuke wafinyelela ku-$1,000-2,000 manje usuka ku-$100. -200 ngaphambi kobhubhane.
Kwabikwa ukuthi amazwe aseNingizimu-mpumalanga ye-Asia aqala kabusha ukukhiqiza futhi abonisa isidingo sokuthola kabusha izinto zokwakha.Izinkampani eziningi zemikhumbi zigxile emzileni we-trans-Pacific kusukela ngekota yesithathu njengoba isidingo sokuthumela ngaphandle bekulindeleke sibe sikhulu ngenxa yoLwesihlanu Olumnyama noSuku LukaKhisimusi.Ngenxa yalokho, indawo yokuthumela amabanga amafushane yayiminyene.Ukuminyana kwamachweba eNingizimu-mpumalanga ye-Asia kulinganiselwa ukuthi kuzoqhubeka esikhathini esifushane kusekelwa ukwanda kwesidingo semikhumbi.
Uma sibheka indlela eya phambili, abanye abangaphakathi kwezimboni bacabanga ukuthi ukuhweba kwase-Asia kulindeleke ukuthi kwamukele inkathi entsha njengoba i-RCEP izoqala ukusebenza.
Umzila waseYurophu:
I-Europe yayiyindawo lapho ukwahluka kwe-Omicron kwatholwa khona ngaphambili.Ukusabalala kobhubhane kwaba kubi ngokusobala.Isidingo sabadlali sokuthuthwa kwezimpahla ezahlukene siphezulu.Amandla wokuthumela ayengashintshile.Njengoba kunemithetho eqinile emachwebeni, ukuminyana kwasala.Izinga elimaphakathi lokusetshenziswa kwezihlalo echwebeni lase-Shanghai licishe licishe libe ngu-100% muva nje, nezimpahla ezizinzile.Ngokuqondene nomzila waseMedithera, izinga elijwayelekile lokusetshenziswa kwezihlalo echwebeni laseShanghai lalicishe libe ngu-100% phakathi kwesidingo esizinzile sezinto zokuhamba.
Umzila waseNyakatho Melika:
Amacala amaningi angenwe yileli gciwane e-Omicron avele e-US muva nje ngezifo ezintsha zansuku zonke zobhubhane lwe-COVID-19 ezidlula i-100,000 futhi.Ukubhebhetheka kobhubhane kwase kubi kakhulu manje.Abadlali bakhombise isidingo esikhulu sezimpahla ezahlukahlukene okuhlanganisa nezinto zokuvikela ubhubhane.Ukuma kwama-container kanye nokuminyana emachwebeni okudalwe yilolu bhubhane bekulokhu kubi kakhulu.Izinga elimaphakathi lokusetshenziswa kwezihlalo ku-W/C America Service kanye ne-E/C America Service laliseseduze no-100% echwebeni lase-Shanghai.Izimpahla zasolwandle zazilokhu ziphakeme.
Amachweba aseNtshonalanga e-United States ahlanganisa i-Los Angeles/Long Beach, lapho ukubambezeleka kanye nokuminyana kuhlale kubi kakhulu ngenxa yokushoda kwezisebenzi nezinkinga zethrafikhi eziseceleni komhlaba, ukumiswa kwamakhontena kanye nokungabi bikho kwemali yezokuthutha.Kuye kwaba nokwanda okuphawulekayo kwenani lokuhamba ngomkhumbi okungenalutho phakathi kwe-Asia ne-United States, ngesilinganiso sokumiswa kwe-7,7 ngesonto ezinyangeni eziyisishiyagalolunye zokuqala zalo nyaka.NgoDisemba 6, amachweba aseLos Angeles naseLong Beach amemezele ukuthi azokuhlehlisa ukuqoqwa “kwemali ye-container overstay” ezinkampanini zemikhumbi okwesine, kanti icala elisha lalihlelelwe uDisemba 13.
Amachweba aseLos Angeles naseLong Beach aphinde aveza ukuthi selokhu kumenyezelwe inqubomgomo yokushaja, inani lamabhokisi avaleleke emachwebeni aseLos Angeles naseLong Beach lehle ngesamba esingama-37%.Ngenxa yokuthi inqubomgomo yokushaja isinciphise kakhulu isibalo seziqukathi ezivalekile, amachweba aseLos Angeles naseLong Beach anqume ukuhlehlisa isikhathi sokushaja futhi.Ukuminyana kwamachweba kuyisenzakalo somhlaba wonke esidala ukubambezeleka okukhulu futhi siphoqelele abathwali ukuthi baye emachwebeni amancane, ikakhulukazi eYurophu, kuyilapho ukungenisa okuvela e-Asia kulindeleke ukuthi kuhlale kuqinile kuze kube sekupheleni kukaJanuwari.Ukuminyana kwechweba kubambezele ishejuli yokuthunyelwa, ngakho umthamo ususiwe.
Izinkampani zenethiwekhi zingase zihlangabezane nokumiswa okwandayo kokuthunyelwa kwemikhumbi kanye ne-onmint yamachweba phakathi kohwebo lwe-trans-pacific ngo-Dec. Ngakolunye uhlangothi, izinkampani zemikhumbi zingase zeqe ezikhumulweni zase-Asia naseMelika ukuze ziqalise kabusha uhlelo lokuthumela.
Ngokusho kwedatha yakamuva ekhishwe ngu-Drewry ngoDisemba 10, emasontweni amane alandelayo (isonto lama-50-1), imifelandawonye emithathu emikhulu yomhlaba izokhansela uhambo oluningi ngokulandelana, lapho i-Alliance ikhansela uhambo lwe-19 kakhulu. Uhambo lwe-2M Alliance 7, kanye nohambo lwe-OCEAN Alliance 5 okungenani.
Kuze kube manje, i-Sea-Intelligence ibikezela ukuthi imizila ye-trans-Pacific izokhansela isilinganiso samashejuli ayisithupha ngeviki emasontweni amahlanu okuqala ka-2022. Njengoba isikhathi sisondela, izinkampani zemikhumbi cishe zimemezele ukuhamba ngomkhumbi okungenalutho okwengeziwe.
Ukubuka kwemakethe
Abanye abangaphakathi embonini bathe ukwehla kwangaphambilini kwezintengo zemikhumbi akusho ukuthi isikali sokuthumela ngaphandle sizoba buthakathaka esikhathini esifushane.Ngakolunye uhlangothi, ukwehla kwentengo kubonakale kakhulu emakethe yesibili.Emakethe yokuqala yezimpahla ezithwala impahla, izingcaphuno zezinkampani zemikhumbi kanye nama-ejenti azo aqondile (abadluliseli besigaba sokuqala) zazisenamandla, zisephezulu kakhulu kunezinga langaphambi kwalolu bhubhane, futhi isidingo semakethe yemikhumbi sisonke sahlala siqinile.Ngakolunye uhlangothi, kusukela ngoSepthemba, ukuhlinzekwa kokuthunyelwa kwemikhumbi emhlabeni wonke kuye kwaba ngcono kancane kancane futhi kwakha ukusekelwa okuthile kokuthekelisa.Abadlali bebelindele ukuthi lokhu kuthuthukiswa kuqhubeke, obekuyisizathu esibalulekile sokwehliswa kwentengo yabathumeli bempahla emakethe yesibili yokuthumela.
Iboniswa idatha yakamuva, inkomba yezimpahla ezithwala impahla iye yanda kakhulu, eyayinanela ngokungaqondile isidingo esihle semakethe yasolwandle yamabhokisi.Ukuminyana kwamachweba kwehlile kodwa isidingo sokuthutha olwandle ngamakhonteyina siphezulu.Ngaphezu kwalokho, ukubonakala kwe-Omicron Variant kuqinisa ukukhathazeka ngokusimama komnotho womhlaba.Abanye abadlali bemakethe balindele ukuthi impahla iqhubeke inomthelela omkhulu ekubhebhethekeni okuwohlokayo kwalolu bhubhane ngokuhamba kwesikhathi.
I-Moody's yehlisa umbono wemboni yezokuthutha yomhlaba wonke ukuthi “izinze” ekubeni “isebenzayo”.Ngaleso sikhathi, i-EBITDA yomkhakha wezokuthutha womhlaba wonke ilinganiselwa ukuthi izokwehla ngo-2022 ngemuva kokusebenza kahle kakhulu ngo-2021 kodwa isengaba phezulu kakhulu kunezinga langaphambi kobhubhane.
Abanye abadlali balindele ukuthi imakethe yasolwandle yeziqukathi ihlale izinzile futhi iqinile kodwa kungenzeka ukuthi isimo sibe ngcono kunalokho esiyikho manje ezinyangeni eziyi-12-18 ezilandelayo.UDaniel Harli, iPhini likaMongameli kanye noMhlaziyi Omkhulu we-Moody's, uzwakalise ukuthi imali engenayo yemikhumbi yamakhonteyna kanye nemikhumbi ethwala impahla eyinqwaba yomibili isezingeni eliphezulu kodwa ingase yehle isuke phezulu futhi ihlale iphezulu.Ngokusekelwe kudatha evela ku-Drewry, inzuzo yemakethe yasolwandle kulindeleke ukuthi ifinyelele irekhodi eliphezulu ku-US $ 150 billion ngo-2021, eyayingama-US $ 25.4 billion ngo-2020.
Izinga lokuthumela ngemikhumbi lezinkampani zangaphambilini ezi-5 ezihamba phambili emhlabeni wonke lilinganiselwa ku-38% yenani eliphelele ngo-2008 kodwa ingxenye isikhuphuke yafinyelela ku-65% manje.Ngokusho kukaMoody, ukuhlanganiswa kwezinkampani zama-liner kuyasiza ekuzinzeni kwemboni yasolwandle yamakhonteyina.Umthwalo ulinganiselwa ukuthi uzohlala uphezulu njengoba kulindeleke ukulethwa okulinganiselwe kwemikhumbi emisha ngo-2022.
Kusuka ku-Chinatexnet.com
Isikhathi sokuthumela: Dec-16-2021