I kēia mau lā, mai ka ʻaila ʻaila, nā wā e hiki mai ana i nā mea maka, ʻo ka lani -high freight, kahi mea pupule no kahi kokoke i ʻekolu makahiki, haʻi pū kekahi i nā mea kālepa ua hoʻomana mākou.Aia nā lono mau e hoʻomaka ana ka honua e komo i ke kaua kumukūʻai.E maikaʻi anei ka mākeke kemika i kēia makahiki?
Ke emi nei he 30%! ʻO ka ukana ma lalo o ka pae ma mua o ka maʻi maʻi!
Ua hāʻule nui ka Shanghai Container Freight Rate Index (SCFI).Ua hōʻike ka ʻikepili i ka hāʻule ʻana o ka helu hope loa i 11.73 mau helu i 995.16, e hāʻule ana ma lalo o ka hōʻailona 1,000 a hoʻi hou i ka pae ma mua o ka puka ʻana o COVID-19 i 2019. kumukūʻai kumu kūʻai, a ʻo ka laina hikina ʻAmelika e hakakā pū ana a puni ke kumukūʻai kumukūʻai, me ka emi ʻana ma waena o 1% a me 13%!
Mai ka paʻakikī o ka loaʻa ʻana o kahi pahu ma 2021 a hiki i ka nui o nā pahu ʻole, ua emi iki ka lawe ʻana o nā awa he nui ma ka home a ma waho, e kū ana i ke kaomi o ka "hui pahu pahu".
Nā kūlana o kēlā me kēia awa:
ʻO nā awa Kina Hema e like me ke awa ʻo Nansha, ke awa ʻo Shenzhen Yantian a me ke awa ʻo Shenzhen Shekou ke alo nei i ke kaomi o ka pahu pahu pahu.Ma waena o lākou, ʻo Yantian Port he 6-7 mau ʻāpana o ka pahu pahu pahu, kahi e wāwahi ai i ka nui o ka pahu pahu pahu i loko o ke awa i 29 mau makahiki.
ʻO Shanghai Port, Ningbo Zhoushan Port aia nō hoʻi i ke kūlana o ka hōʻiliʻili ʻana o ka ipu hao.
ʻO nā awa o Los Angeles, New York a me Houston he mau kiʻekiʻe kiʻekiʻe o nā pahu pahu ʻole, a ke hoʻonui nei nā kikowaena o New York a me Houston i kahi e waiho ai i nā pahu ʻole.
ʻO ka holo moana 2022 he pōkole o 7 miliona mau ipu TEU, ʻoiai ua hōʻemi ʻia ke koi mai ʻOkakopa 2022, a hāʻule ka pahu ea.I kēia manawa, ua manaʻo ʻia ʻoi aku ma mua o 6 miliona TEUs i ʻoi aku ka nui o nā ipu.No ka mea ʻaʻohe kauoha, ua kū ka nui o nā kaʻa i loko o ka uapo o ka hale, a ʻōlelo pū nā hui logistic i luna a me lalo ua emi ka hana ma 20% makahiki-ma-makahiki!I Ianuali 2023, ua hōʻemi ka hui hōʻiliʻili i ka 27% o ka laina Asia-Europe.Ma waena o ka huina o 690 mau huakaʻi i hoʻonohonoho ʻia o nā ala kalepa nui o nā ala kalepa nui ma waena o ka Moana Pākīpika, ka Moana ʻAkelanika a me Asia, a me ke Kai Mediterranean, i ka pule 7th (February 13th (February 13th Mai ka 19th), 82 mau huakaʻi. hoʻopau ʻia mai 5 mau pule (Malaki 13 a 19), a ʻo ka helu hoʻopau ʻana he 12%.
Eia kekahi, e like me ka ʻikepili mai ka General Administration of Customs: I Nowemapa 2022, ua hāʻule nā mea kūʻai aku o koʻu ʻāina i ʻAmelika Hui Pū ʻIa e 25.4%.Ma hope o kēia hāʻule nui ʻana, ua hāʻule nā kauoha hana mai ʻAmelika Hui Pū ʻIa e 40%!Hoʻihoʻi nā kauoha US a me ka hoʻololi ʻana i nā kauoha o nā ʻāina ʻē aʻe, ke hoʻomau nei ka nui o ka hiki ke hoʻonui.
Hāʻule 150,000 yuan! E koi i ka hoʻoluʻu, nā mea maka a pau e paheʻe!
▶ Lithium carbonate:
ʻO ka mākeke Lithium carbonate i ka makahiki i hala i ke ala kiʻekiʻe, a ʻo ke kumu kūʻai i piʻi i 600,000 yuan/ton.I kēia manawa ua hoʻomaka ʻo ia e "hele i lalo".Mai Decembe i hala, ua hoʻomaka ke kumukūʻai o ka lithium carbonate i ke ala āpau.i kēia manawa ua hāʻule mai ka 582000 yuan / ton a hiki i 429700 yuan / ton kokoke, ma lalo o 152000 yuan, iho 26%.
Lithium carbonate kumu kūʻai hui ʻia i loko o ka hale 2022-11-22-2023-02-20
Papa: Papa hana
Kekahi insiders i mai la ma hope o ka hoʻi o ka downstream nā mea kūʻai mai stocking ohohia 'aʻole i kiʻekiʻe, i ka leo kauoha i ole i hoʻomaikaʻi, ka hopena i waena o nā mea kālepa i mea e hoʻihoʻi kālā hiki ke ho'ēmi wale i ke kumu kūʻai o ka waihona, lithium carbonate market emi hou a hou, ka. ʻO ka poʻe kūʻai i lalo o kēia manawa ke hoʻopau nui i ka waihona.
▶ PC:
ʻO ke kumu kūʻai hui ʻia PC home 2022-11-22-2023-02-20
Papa kiʻekiʻe, 99.9% maʻiʻo
Mai ka Spring Festival, ke piʻi aʻe nei ka hana a me ka hana ʻana o ka ʻoihana PC home, akā mai Pepeluali, ua hāʻule ka mākeke PC, i ka pule i hala aku nei ua hoʻohaʻahaʻa ʻia ke kumukūʻai hale hana o PC home, mai 300 a 400 yuan, hiki ke koi i lalo. ʻaʻole mālama, ʻeleʻele ka lewa mākeke ke kumu nui
▶N-Butanol:
N-butanol Shandong kumu kūʻai huahana 2022-11-22-2023-02-20 huahana maikaʻi loa
Ua hoʻomaka ka emi ʻana o ka mākeke N-butanol mai ka hopena o Ianuali, ʻo kona kumukūʻai mai ka hopena o Dekemaba ua hāʻule i ka 1000 yuan / ton, ʻo ke kumu nui ʻaʻole lawa ka noi o lalo, nā mea hana kiʻekiʻe kiʻekiʻe, ke kaomi kūʻai ma lalo o ka hoʻolaha kumukūʻai.Eia naʻe, ke manaʻoʻiʻo nei ʻo Guanghua Jun e hoʻomau ka n-butanol i nā waiwai nui, nā mea hoʻohana i lalo e hana i nā kauoha ma kahi kūʻai, inā ʻoi aku ka maikaʻi o ka hana, ke manaʻo ʻia nei ke kumukūʻai e ʻike ʻia he hoʻoponopono.
De-sinification o nā kaulahao lako
Ke kū nei nā ʻoihana kalepa ma waho i nā pilikia
Ke pilikia pū nei ka ʻoihana lole lalo.Ua ulu ka lole lole a me ka lole o Kina i 2.6% i ke kālā i ka makahiki 2022, akā ma muli o ka ulu nui o ka ulu ʻana i ka hapa mua o ka makahiki, me ka hapa nui o nā kauoha i loaʻa ma mua o ka 2022 Spring Festival.A laila hāʻule nā mea kūʻai aku i ka hapa ʻelua o ka makahiki ma muli o ka nele o nā kauoha, a ma ka hapahā ʻehā i hoʻopaʻa ʻia i nā hōʻemi pālua ʻelua no nā mahina ʻekolu.
Ke komo nei i ka makahiki 2023, ua hapalua ke kūlana.ʻO ka mea makemake e hoʻoponopono i ke kulekele pale ʻana i ka maʻi ahulau, ka hoʻokuʻu ʻana i ka mākeke kūloko, ke kākoʻo o ke aupuni kūloko, a me nā ʻoihana lole a me nā lole ʻoi aku ka nui o nā manawa.ʻO ka mea hopohopo, ʻo ka paʻakikī o ke ao holoʻokoʻa a paʻakikī ke koi no ka ʻai ʻana i nā haole.Manaʻo ʻia ʻaʻole e holomua nā kauoha kālepa haole.
Ua hoʻomau ka nāwaliwali o ka mākeke honua ma 2023 a ua loaʻa ka hopena maikaʻi ʻole i ka hoʻokuʻu ʻana o koʻu ʻāina.Wahi a ka wānana International Monetary Fund (IMF), ʻo ka piʻi ʻana o ka US GDP (GDP ma Kina) i 2023 he 1.4% wale nō (2.0% i 2022), a ʻo ka ulu ʻana o ka GDP o ka ʻāpana euro he 0.7% wale nō. (3.5% i 2022.5% i 2022), A ʻo kēia mau ʻāina ʻelua ka mākeke kūʻai nui loa no kā mākou huahana lole a me nā lole.
Ua ʻōlelo ʻo Fan Lei, ka mea loiloi nui o ka National Federation of Macro, ke piʻi nei ka piʻi ʻana o ke kaiapuni waho paʻa ʻole, a ke hoʻolaha nei ʻo ʻAmelika Hui Pū ʻIa i ke kaulahao lako iā Sinicization.He paʻakikī hoʻi kēia e kū nei i nā hoʻokuʻu aku i kēia makahiki.I Nowemapa 2022, ua hāʻule nā mea lawe mai o nā lole Kina i ka hapalua makahiki, kahi emi o 47%, a hāʻule ka nui o ka lawe ʻana mai i ka 38% makahiki-ma-makahiki.Mai Ianuali a Nowemapa 2022, ua helu ʻo Kina i ka māhele mākeke o nā lole lole US mai 24.1% i hoʻokahi makahiki i hala a 22%.
Ua hoʻopuka ʻo Guosheng Securities i kahi hōʻike noiʻi i hōʻike ʻia he kiʻekiʻe ka papa inoa o nā ʻoihana lole ʻEulopa a me ʻAmelika i kēia manawa, a he conservative ka mele o ka mea nona ka brand.Wahi a ka ʻikepili mai ka US Department of Commerce's Census Bureau, ua hoʻomau ka piʻi ʻana o nā mea kūʻai lole lole US a me nā mea kūʻai hale kūʻai i ke kolu o ka hapaha o 2021. , ka mea i ʻoi loa ma mua o ka manawa like ma mua o ka maʻi maʻi.
Hoʻonui i ke kaua kālepa honua
Ua wehe ʻo Kina a me ʻAmelika Hui Pū ʻIa "nā kauoha hopu"?
Ua emi ka mana a ua hāʻule nui nā kumukūʻai, a ua hoʻomaka mua kekahi mau ʻoihana kūloko i kahi pōʻai hoʻomaha no ka hapalua makahiki.Hiki ke ʻike ʻia ke kūlana o ka noi ʻilihune a me nā mākeke nāwaliwali.Ke hoʻokomo nei i ke kaua, ka nele o nā kumuwaiwai, a me ka hoʻonui ʻana i ke kālepa honua, ke hopu nei nā ʻāina i ka mākeke ma hope o ke ahulau e hoʻoikaika i ka hoʻokele waiwai o ka ʻāina.
I waena o lākou, ua hoʻonui pū ʻo ʻAmelika Hui Pū ʻIa i ka hoʻopukapuka ʻana ma ʻEulopa aʻo ka wikiwiki ʻana i ke kūkulu hou ʻana o ka ʻoihana hana o ka ʻāina.Wahi a ka ʻikepili kūpono, ʻo ka hoʻopukapuka kālā ʻana o ʻAmelika i ʻAmelika Hui Pū ʻIa i ka hapa mua o 2022 he US $ 73.974 biliona, ʻoiai ʻo ka hoʻopukapuka kālā o koʻu ʻāina i ʻAmelika Hui Pū ʻIa he 148 miliona Dollar wale nō.Hōʻike kēia mauʻikepili e makemake anaʻoʻAmelika Hui PūʻIa e kūkulu i kahi kaulahao hoʻolako Europa a meʻAmelika, e hōʻike ana hoʻi i ka loliʻana o ke kaulahao hoʻolako honua, a hiki i ke kālepaʻo Sino -US ke piʻi i kahi hoʻopaʻapaʻa "grabbing order".
I ka wā e hiki mai ana, nui nā loli i ka ʻoihana kemika.Ke ʻōlelo nei kekahi poʻe o ka ʻoihana, ua hoʻopili ka pono o waho i ka lako o loko.E kū ana ke ola o nā ʻoihana kūloko i ka hoʻāʻo ola koʻikoʻi mua ma hope o ke ahulau.
Ka manawa hoʻouna: Mar-01-2023