Munguva yemwaka wepamusoro-soro pamberi peLunar Chinese New Year (Kukadzi 1) zororo, kutakura zvinhu mugungwa kubva kuChina kuenda kuSoutheast Asia nyika dziri pedyo dzakawedzera moto pamusika unopisa wemugungwa wakakanganiswa nedenda.
Southeast Asia nzira:
Sekureva kweNingbo Container Freight Index, kutakurwa kwenzira yeSoutheast Asia kwakakwira nhoroondo mumwedzi uchangopfuura.Kutakura kubva kuNingbo kuenda kuThailand neVietnam kwakakwira ne137% kubva pakupera kwaOct kusvika kusvondo rekutanga raZvita. Zvichiratidzwa nevamwe vemukati, kutakura kwegaba remamita makumi maviri kubva kuShenzhen kuenda kuSoutheast Asia kwakwira kusvika pamadhora zviuru zviviri-mazana maviri kubva pamadhora zana. -200 denda risati rasvika.
Zvakanzi nyika dzeSoutheast Asia dzaive dzichitangazve kugadzira uye dzakaratidza kudzoreredza kudiwa kwezvinhu.Mazhinji makambani ekutakura akatarisa nzira yetrans-Pacific kubvira kota yechitatu sezvo kudiwa kunze kwenyika kwaitarisirwa kuve kwakakura nekuda kweBlack Friday uye Kisimusi Zuva.Nekuda kweizvozvo, nzvimbo yekufambisa yezvinhambwe yaive yakaoma.Iko kuungana kwezviteshi muSoutheast Asia kunofungidzirwa kuti kucharamba kuripo munguva pfupi inotsigirwa nekuwedzera kuri kuda kwekufambisa.
Tichitarisa nzira yekumberi, vamwe vemukati meindasitiri vakafunga kuti kutengeserana kweAsia kuri kutarisirwa kugashira nguva itsva sezvo RCEP ichatanga kushanda.
Nzira yeEurope:
Europe yaive nharaunda iyo Omicron musiyano yakawanikwa kare.Kupararira kwedenda kwakawedzera sezviri pachena.Chido cheVatambi chekutakurwa kwezvinhu zvakasiyana-siyana chakaramba chiri pamusoro.Kugona kwekutakura kwakanga kusina kunyanya kuchinjwa.Nekuomeswa kwemitemo pazviteshi, kuungana kwakaramba kuripo.Avhareji yehuwandu hwekushandisa kwezvigaro pachiteshi cheShanghai chaive pedyo ne100% nguva pfupi yadarika, paine zvinhu zvakatsiga.Kana iri nzira yeMedithera, avhareji yekushandiswa kwezvigaro pachiteshi cheShanghai yaive yakatenderedza zana muzana pakati pekuda kwakagadzikana kwekufambisa.
North America nzira:
Mazhinji Omicron akasiyana ane hutachiona nyaya dzakabuda muUS nguva pfupi yadarika nehutachiona hutsva hwezuva nezuva hweCOVID-19 denda hunodarika zviuru zana zvakare.Kupararira kwedenda kwaive kwakakomba zvino.Vatambi vakaratidza kudiwa kwakanyanya kwezvinhu zvakasiyana zvinosanganisira zvinhu zvekudzivirira denda.Kumira kwemidziyo uye kutsvikinyidzana pazviteshi zvakakonzerwa nedenda iri kwakaramba kwakakomba.Avhareji yekushandiswa kwezvigaro muW/C America Service uye E/C America Service yakanga ichiri pedyo ne100% pachiteshi cheShanghai.Kutakura zvinhu mugungwa kwakaramba kwakakwira.
Zviteshi zvekumadokero muUnited States zvinosanganisira Los Angeles/Long Beach, uko kunonoka uye kusangana kwakaramba kwakanyanya nekuda kwekushomeka kwevashandi uye matambudziko emumigwagwa yeparutivi, kumira kwemidziyo uye kusafamba zvakanaka kwekufambisa.Pakave nekuwedzera kwakajeka kwenhamba yekufamba kwechikepe pakati peAsia neUnited States, neavhareji ye7,7 kumiswa pasvondo mumwedzi mipfumbamwe yekutanga yegore rino.Musi waZvita 6, zviteshi zveLos Angeles neLong Beach zvakazivisa kuti vaizomisa kuunganidzwa kwe "container overstay fee" kubva kumakambani ekufambisa kechina, uye muripo mutsva wakarongwa muna Zvita 13.
Zviteshi zveLos Angeles neLong Beach zvakaratidza zvakare kuti kubva pakaziviswa mutemo wekuchaja, huwandu hwemidziyo yakavharirwa mumachiteshi cheLos Angeles neLong Beach hwadzikira ne37%.Tichifunga nezve chokwadi chekuti mutemo wekuchaja wadzikisira zvakanyanya huwandu hwemidziyo yakabatikana, zviteshi zveLos Angeles neLong Beach zvakafunga kumisa nguva yekuchaja zvakare.Port congestion chiitiko chepasirese chinokonzeresa kunonoka uye kumanikidza vatakuri kuenda kune onmint ports, kunyanya muEurope, nepo zvinotengeswa kubva kuAsia zvichitarisirwa kuramba zvakasimba kusvika pakupera kwaNdira.Kuzara kwePort kwanonoka hurongwa hwekutumira, saka huwandu hwave hwakavharwa.
Vatakuri vanogona kusangana nekuwedzera kumiswa kwekutakura uye kugadzirwa kwezviteshi pakati pekutengeserana kwepasi-pacific muna Zvita. Zvichakadaro, makambani ekutakura zvinhu anogona kusvetuka pamusoro pezviteshi zvemuAsia neAmerica kuti atangezve chirongwa chekutumira.
Zvinoenderana nedata razvino rakaburitswa naDrewry muna Zvita 10, mumavhiki mana anotevera (vhiki 50-1), mibatanidzwa mikuru mitatu yepasirese ichadzima nzendo dzinoverengeka dzakateerana, neThe Alliance kudzima nzendo gumi nepfumbamwe dzakawanda. 2M Alliance 7 nzendo, uye OCEAN Alliance 5 nzendo dzinenge.
Kusvika pari zvino, Sea-Intelligence inofanotaura kuti nzira dzinopfuura-Pacific dzichadzima avhareji yezvirongwa zvitanhatu pavhiki mumavhiki mashanu ekutanga e2022. Sezvo nguva inosvika, makambani ekutumira angangozivisa mamwe mafambisi asina chinhu.
Maonero emusika
Vamwe vezvemukati meindasitiri vakati kuderera kwemitengo yekutumira kwapfuura hakureve kuti chiyero chekunze chichadzikira munguva pfupi.Kune rumwe rutivi, kudonha kwemutengo kwainyanya kuratidzwa mumusika wechipiri.Mumusika wekutanga wekutakura zvinhu zvemidziyo, makotesheni emakambani ekutakura uye vamiriri vawo (vekutanga-kirasi kuendesa mberi) akange achiri akasimba, achiri akakwira zvakanyanya kupfuura danho risati rasvika denda, uye kudiwa kwemusika wekutakura sese kwakaramba kwakasimba.Kune rimwe divi, kubva munaGunyana, kupihwa kwekutakura kwepasirese kwakawedzera zvishoma nezvishoma uye kwakagadzira imwe tsigiro yekutumira kunze.Vatambi vaitarisira kuti kuvandudzwa uku kuenderere mberi, chaive chikonzero chakakosha chekudzikiswa kwemutengo wevanotakura zvinhu mumusika wechipiri wekutumira.
Inoratidzwa neiyo yazvino data, indekisi yekutakura yakawedzera kumusoro, iyo yakaratidza zvisina kunanga kudiwa kwakanaka pamusika wemugungwa.Kutsvikinyidzana kwezviteshi kwadzikira asi kudiwa kwekutakura kwemidziyo yemugungwa kunosimudzira.Pamusoro pezvo, kutaridzika kweOmicron Variant kunowedzera kushushikana pakudzoreredza kwehupfumi hwenyika.Vamwe vatambi vemusika vanotarisira kuti kutakura zvinhu kurambe kwakakwira zvakakanganiswa nekupararira kuri kuita denda munguva pfupi.
Iyo Moody's inodzikisira tarisiro yeindasitiri yekutumira yepasi rose kuve "yakagadzikana" kubva pakuva" inoshanda".Zvichakadaro, iyo EBITDA yeindasitiri yekufambisa yepasirese inofungidzirwa kuderera muna 2022 mushure mekuita basa muna 2021 asi inogona kunge ichiri yakakwira zvakanyanya kupfuura pre-denda level.
Vamwe vatambi vanotarisira kuti musika wemidziyo wemugungwa urambe wakagadzikana uye wakasimba asi mamiriro acho haafanire kunge ari nani kupfuura zvaari mumwedzi gumi nemaviri-18 inotevera.Daniel Harli, Mutevedzeri weMutungamiriri uye Senior Analyst weMoody's, akataura kuti mari yezvikepe uye ngarava inotakura zvinhu zvakawanda inokwira kurekodha asi inogona kudzikira kubva pakakwirira uye kuramba yakakwira.Zvichienderana nedatha kubva kuDrewry, purofiti yemusika wemidziyo yemugungwa inotarisirwa kukwira rekodhi paUS $150 bhiriyoni muna 2021, yaive paUS $ 25.4 bhiriyoni muna 2020.
Huyero hwekutumira hwemakambani epamusoro epasi rose epamusoro 5 makambani e liner aingoverengera makumi matatu nesere muzana ezvese muna 2008 asi chikamu chakwira kusvika 65% izvozvi.Sekureva kwaMoody's, kubatanidzwa kwemakambani emagetsi kunobatsira kugadzikana kweindasitiri yemugungwa.Mutakuri unofungidzirwa kuramba wakakwira mukutarisira kushomeka kwekutakura ngarava nyowani muna 2022.
Kubva kuChinatexnet.com
Nguva yekutumira: Zvita-16-2021