Muva nje, amanani ezimpahla zemizila edumile e-Shanghai Shipping Exchange ehle ngokulandelana, futhiimakethe yokuthumela ama-container e-Chinaakusekho “kunzima ukukuthola”.Nakuba izinga lokuthutha lehlile esikhathini esifushane, lisesezingeni eliphezulu esikhathini esimaphakathi nesikhathi eside.Izinkampani ezikhuphukayo azithinteki ngoba zibamba inani elikhulu lama-oda wesikhathi eside, kanti amanyeabathutha impahlabadayisa indawo ngamanani aphansi ngenxa yokwehla kwenani lempahla.Kubathengisi abathumela ngaphandle, ukwehla kwempahla kwehlisa ingcindezi ezindlekweni zokuthumela.Esikhathini esimaphakathi nesikhathi eside, isidingo esiphakathi nendawo naphansi kwe-ukuthunyelwa kwesitshaimboni iyehla ngenkathi ukunikezwa kwempahla enhla nomfula kukhuphuka, futhi imboni iyashintsha kancane kancane isuka ekushodeleni kokuhlinzeka isiya ekubeni yinsalela yokuhlinzeka.

Ukulungiswa kwamanani emizila eminingi

Ngokusho kwentatheli ye-China Securities Journal, ukwehla kwentengo emzileni osuka eChina uya e-Europe nase-United States yikhona okusobala kakhulu.Isizathu esikhulu ukuthi isidingo samakhonteyna sehlile, futhi imboni yokuthumela amakhonteyna ibe nokugcwala ngokweqile esikhathini esifushane.

KweUkuthunyelwa kweziqukathi zaseChinaimboni, abathumeli bempahla bangamandla amakhulu phakathi nomfula.Njengebhuloho phakathi kwabanikazi bezimpahla nezinkampani zemikhumbi, izithiyo zokungena ziphansi kakhulu, inani likhulu, ukugxila kuphansi, futhi imakethe ihlukene phakathi.

Kuyaqondakala ukuthi ochungechungeni lwezimboni zemboni yezokuthutha ezithwala amabhokisi emhlabeni wonke, ngaphezu kwezinkampani ezithutha izimpahla eziphakathi nendawo, umfula okhuphukayo uhlanganisa ikakhulukazi abanikazi bemikhumbi nezinkampani zemikhumbi, njengezivumelwano ezintathu ezinkulu zamalayini, okuyizimakethe ezigxile kakhulu;kuyilapho umfula ongezansi ulawulwa yizinkampani ezibandakanyeka ekungeniseni nasekuthekeni kwamanye amazwe., okuhlanganisa kodwa kungagcini kubahwebi nezinkampani ezikhiqizayo, imakethe ihlukene phakathi.

Uma kubhekwa inkambiso yakamuva yezilinganiso zempahla emizileni edumile, izintengo zemizila efana neFar East-Europe kanye neFar East-North America zonke zehlile.Uma kubhekwa izingcaphuno zakamuva, izinga lokuthutha le-Shanghai-West America licashunwe ku-US$7,116/FEU, lehle ngo-11% kusukela ekuqaleni konyaka;izinga lempahla yomzila we-Shanghai-Europe licashunwe ku-$5,697/TEU, lehle ngo-26.7% uma liqhathaniswa nokuqala konyaka.Ngaphandle komzila waseJapan, imizila kwezinye izifunda yenqabile kumazinga ahlukahlukene.

Ngokwemininingwane evela ku-Shanghai Shipping Exchange, i-Shanghai Export Containerized Freight Index (SCFI) yehle amasonto amane elandelana, ikhombisa ukwehla kwawo wonke kusukela ekuqaleni konyaka.Kusukela ngeviki langomhla ziyisi-8 kuNtulikazi wezi-2022, inkomba eyinhlanganisela ye-SCFI yayiku-4143.87, yehle ngo-19% kusukela ekuqaleni konyaka futhi yakhuphuka ngo-5.4% unyaka nonyaka.

Ingcindezi yezindleko zamabhizinisi athumela ngaphandle iyehlile

Mayelana nezizathu zokwehla kwamanani entengo yokuthunyelwa kwamabhokisi, ngakolunye uhlangothi, isidingo sempahla ethunyelwa kwamanye amazwe emazweni aneminotho emikhulu njengaseYurophu nase-United States sehlile, okuyisizathu esiyinhloko sokwehla kwamuva nje kwezinga lokuthuthwa kwamabhokisi.Izinga lezimpahla zolayini lehle kakhulu.Ngakolunye uhlangothi, ngakolunye uhlangothi, umthamo weziqukathi zomhlaba wonke ukhule ngokumaphakathi.Idatha kaClarkson ikhombisa ukuthi kusukela ngoJuni 2022, inani eliphelele lokuthumela amabhokisi emhlabeni wonke lilinganiselwa ezigidini ezingama-25 ze-TEU, okuwukunyuka kwe-TEU eyizigidi ezi-3.6 kusukela ekuqaleni konyaka.Ukwenyuka komthamo nakho kunikeza umfutho othile wokwehla kwamazinga omthwalo wempahla.

Umhlaziyi wemikhumbi watshela intatheli ye-China Securities Journal, “Muva nje, amazwi acashuniwe ngekusasa anciphile ngempela.Ngaphambilini, umzila wase-US uhehe inani elikhulu lesidingo esiqagelayo, kodwa isimo somnotho salo nyaka sangaphandle siye sawohloka, kuhambisana nomthelela wezimo eziphuthumayo ezihlukahlukene, ukuqagela kwemicabango kuye kwaba buthaka, nokuthunyelwa kwempahla kuye kwaba buthaka.Okunikezwayo kwehlisiwe.”

Kuhle ukusho ukuthi i-Baltic Sea Freight Index (FBX), eseduze nenani lempahla yomthumeli wempahla, yehle kakhulu, okubonisa ukuncishiswa okuqhubekayo komehluko wamanani phakathi kwentengo yomthumeli wempahla kanye nekhotheshini yenkampani yokuthumela.

Intatheli ithole ukuthi ukwehla kwezinga lokuthuthwa kwempahla kunomthelela omkhulu ezinkampanini eziphuma maphakathi nomfula, kanti izinkampani zemikhumbi ezikhuphuka nomfula zisayine inqwaba yezinkontileka zesikhathi eside ezinamanani aphezulu futhi azizange zithinteke okwamanje.Ezinkampanini zemikhumbi, izinga lamanje lokusebenzisa isikhala sokusuka echwebeni laseShanghai lisecishe libe ngu-90%, futhi ukusayinwa kwenhlangano yesikhathi eside kulo nyaka kuhle kakhulu, okusungule isiqinisekiso esithile senzuzo yezinkampani zemikhumbi.

Izinkampani ezithumela izimpahla zaseChinamanje babhekene nengcindezi enkulu.Ukuncipha kwesidingo saphesheya kwezilwandle kulethe ukwehla okuthile komthamo wempahla, futhi ukwanda kwenani labagibeli abaqondile kuye kwacindezela futhi isabelo semakethe sokuthunyelwa kwempahla;ezinkampanini ezisezansi nomfula, ukwehla kwempahla kanye nokushintshwa kwemikhumbi Ukwenyuka kwezinga kuye kwadambisa ingcindezi ezindlekweni zokuthutha zezinkampani ezithumela ngaphandle.

Ukuthola ibhalansi entsha phakathi kokuhlinzeka nokufunwa

Imakethe yomhlaba wonke yokuthumela amabhokisi isishintshile isuka kokuthi “kunzima ukuthola ibhokisi” yaba “amabhokisi okuthengisa ngesaphulelo”, okubonisa ukuthi iphethini yokuhlinzeka nesidingo somkhakha wokuthumela amabhokisi iyashintsha.

Lo nyaka uyiphuzu lokushintsha embonini yokuthutha amakhonteyina.Ngokukhuphuka kwamandla emali e-Europe nase-United States, ukushintsha kwenqubomgomo yezimali kanye nengozi eyengeziwe yokuwohloka komnotho, kunzima ukuthi amanani okuthunyelwa kwamakhontena aqhubeke nokukhuphuka.

Uma sibheka emuva emzuliswaneni wamanje womhlabaukuthunyelwa kwesitshaukukhuphuka kwentengo, selokhu kwaqubuka lolu bhubhane ngo-2020, iChina ihole ekuqaliseni kabusha umsebenzi nokukhiqiza.Ngesikhathi esifanayo, ngaphansi kwesizinda sosizo lwezezimali nezinqubomgomo zokunciphisa imali eYurophu nase-United States, kuye kwafunwa inani elikhulu lezimpahla ezivela kwamanye amazwe.Isidingo sokuthuthwa kwamabhokisi sikhule kakhulu.Ukwengeza, ngenxa yalolu bhubhane kanye nokungafani phakathi kokuhlinzekwa kwezidingo kanye nesidingo, ukuminyana kwechweba kanye nokusebenza kahle kokusebenza ngokunensa kwenzuzo kuqhubekisele phambili izinga lempahla.Ngemva kokungena ku-2022, okuthinteke ukungqubuzana phakathi kweRussia ne-Ukraine, ukwehla kwamandla emali emazweni amaningi ezomnotho emhlabeni wonke kuzoba phezulu, futhi isidingo sempahla engenisiwe eYurophu nase-United States sizokwehla.Esikhathini esimaphakathi nesikhathi eside, imboni yokuthumela amakhonteyina iyashintsha kancane kancane isuka ekushodeleni kokuhlinzekwa kwayo iye ekubeni ibe yinsada yokuhlinzeka.

Esikhathini esifushane, izinga lomthwalo wempahla alikakangeni esigabeni sokwehla ngesivinini, futhi izinga lomthwalo wempahla kulo nyaka liyohlala liphezulu futhi liguquguquka.Ukugxila kohlangothi lokuhlinzekwa kwempahla kusesekusiminyaminya kwechweba.Ngokufika kwesizini ephezulu kanye nengozi yeziteleka, ukuminyana kwemikhumbi eYurophu nase-United States kuye kwaba kubi ngamazinga ahlukahlukene.Ngakho-ke, kunzima ukuthi amanani wempahla ehle engxenyeni yesithathu;engxenyeni yesine, izivumelwano zamalayini zingasabela ngempumelelo ekwehleni kwesidingo ngokulungisa uhambo, futhi kulindeleke ukuthi izinga lokwehla kwezinga lempahla kwikota yesine lingabi ngokushesha kakhulu.Uma sibheke ngabomvu ku-2023, kuzokwethulwa inani elikhulu lemikhumbi emisha, ukuguquguquka kokulungiswa kwamandla kuzoncipha, futhi isidingo sizoba buthakathaka nakakhulu, futhi amanani okuthutha ama-container angangena esigabeni sokuncipha okusheshayo.

Esimweni sokwehla kwezintengo zemikhumbi kanye nokusatshalaliswa ngokweqile kweziqukathi, abathumeli bangaphandle baseShayina kufanele baqaphe kakhulu ekukhetheni kwaboabathumeli bempahla eChina.Esikhundleni sokuphishekela amanani aphansi ngobumpumputhe, kungcono ukhethe inkampani yamazwe omhlaba ethumela impahla eqinisekisiwe futhi engabizi kakhulu ukuze kwandiswe izindleko futhi kwandiswe inzuzo.I-Shenzhen Focus Global Logistics Co., Ltd.ubambe iqhaza ngokujulile embonini iminyaka engu-21, futhi uye wagcina ubudlelwano obuseduze nobungane bokubambisana nezinkampani eziningi ezaziwayo zemikhumbi.Ngezintengo zokuthumela ezinenzuzo, ngokombono wamakhasimende, inikeza okungabizi kakhuluizinto zokuhamba ze-cross-border kanye nezixazululo zezokuthutha ezivela e-China. If you have business needs, please feel free to contact us – TEL: 0755-29303225, E-mail: info@view-scm.com, and look forward to cooperating with you!