Munguva ichangopfuura, kubva kumafuta asina kuchena, remangwana kusvika kune zvigadzirwa, kunyange denga-yakakwirira kutakura, iyo yave yakapenga kwemakore anoda kusvika matatu, yakaudzawo vatengesi kuti takanamata. Kune nhau dzinogara dziripo dzekuti nyika yatanga kupinda muhondo yemitengo. Musika wemakemikari uchave wakanaka here gore rino?
Kudzikira 30%! Mutoro pazasi pre-denda level!
Iyo Shanghai Container Freight Rate Index (SCFI) yakadonha zvakanyanya. Dhata yakaratidza kuti ichangoburwa index yakadonhedza mapoinzi gumi nerimwe nemazana manomwe nemakumi matatu nemazana manomwe nemakumi matatu, ichidonha zviri pamutemo pasi pechiuru chemazana uye ichidzokera padanho kusati kwatanga kweCCIDID-19 muna 2019. Mwero wekutakura wemutsetse weWestern America nemutsetse weEuropean wanga wakadzikira pane mutengo wemutengo, uye mutsara wekumabvazuva kweAmerica uri kunetsekawo nekuderera kwemutengo we1%
Kubva pakuomerwa kwekutora bhokisi muna 2021 kusvika pakuzara kwemabhokisi asina chinhu, kutakurwa kwezviteshi zvakawanda kumba nekune dzimwe nyika kwakadzikira zvishoma nezvishoma, kutarisana nekumanikidzwa kwe "isina mudziyo kuunganidza".
Mamiriro echiteshi chega chega:
Maodzanyemba China zviteshi zvakaita seNansha Port, Shenzhen Yantian Port uye Shenzhen Shekou Port ese akatarisana nekumanikidzwa kwemidziyo isina chinhu. Pakati pavo, Yantian Port ine 6-7 akaturikidzana eisina midziyo yakaturikidzana, iyo yave kuda kupaza huwandu hukuru hwemidziyo isina chinhu yakaturika muchiteshi mumakore makumi maviri nemapfumbamwe.
Shanghai Port, Ningbo Zhoushan Port iri zvakare mumamiriro ekuunganidza akakwira asina chinhu.
Zviteshi zveLos Angeles, New York neHouston zvese zvine mwero wakakwira wemidziyo isina chinhu, uye materminal eNew York neHouston ari kuwedzera nzvimbo yekuisa midziyo isina chinhu.
Iyo 2022 yekufambisa yegungwa ipfupi nemamiriyoni manomwe emidziyo yeTEU, nepo kudiwa kwakaderedzwa kubva Gumiguru 2022, uye bhokisi remhepo rakadonhedzwa. Parizvino, zvinofungidzirwa kuti anopfuura mamirioni matanhatu eTEU ane midziyo yakawandisa. Nekuda kwekuti hapana kurongeka, nhamba huru yemarori yakamira mugomba repamba, uye makambani ekumusoro uye epasi ekutakura zvinhu anotiwo kuita kwakadzikira ne20% gore-pa-gore! Muna Ndira 2023, kambani yekuunganidza yakadzikisa iyo 27% kugona kweAsia -Europe mutsara. Pakati pese 690 yakarongwa nzendo dzenzira huru dzekutengesa dzenzira huru dzekutengeserana mhiri kwePacific Ocean, Atlantic Ocean neAsia, uye Gungwa reMediterranean, muvhiki yechinomwe (Kukadzi 13th (Kukadzi 13 Kubva 19), nzendo makumi masere neshanu dzakadzimwa kubva kumavhiki mashanu (Kurume 13 kusvika 19th), uye chiyero chegumi nemaviri muzana.
Uye zvakare, zvinoenderana nedata kubva kuGeneral Administration yeCustoms: Muna Mbudzi 2022, kutengeswa kwenyika yangu kuenda kuUnited States kwakadzikira ne25.4%. Kuseri kwekuderera uku kunotyisa ndeyekuti zvigadzirwa zvekugadzira kubva kuUnited States zvakawa ne40%! Maodha eUS adzoke uye dzimwe nyika 'odha yekufambisa, huwandu hwakawandisa huri kuramba huchiwedzera.
Kudonha 150,000 yuan! Kuda kutonhora, mbishi zvinhu zvese zvinotsvedza!
▶ Lithium carbonate:
Lithium carbonate musika gore rapfuura nzira yese yakakwira, uye kunyangwe mutengo wakakwira kusvika ku600,000 yuan/ton. Iye zvino yakatangawo "kudzika pasi". Kubva wapfuura Decembe, mutengo we lithium carbonate watanga kudonha munzira yese. kusvika pari zvino yadonha kubva pa582000 yuan/ton kusvika 429700 yuan/tani pedyo, ichidzika kudarika 152000 yuan, ichidzika ne26%.
Lithium carbonate yepamba yakasanganiswa mutengo 2022-11-22-2023-02-20
Giredhi: Industrial giredhi
Vamwe vemukati vakati mushure mekudzoka kwevatengi vepasi pasi kushingaira kwekuchengetedza hakusi kwepamusoro, kurongeka kwevhoriyamu hakuna kuvandudzwa, zvichiita kuti vatengesi vepakati kuitira kuti vabvise mari vanogona chete kuderedza mutengo wekutengesa, lithium carbonate misika inoderera zvakare uye zvakare, iyo ikozvino yakadzika vatengi vari kunyanya kudya zvinyorwa.
▶ PC:
PC yemumba yakasanganiswa mutengo 2022-11-22-2023-02-20
Giredhi repamusoro, 99.9% zvemukati
Kubva paMutambo weChirimo, indasitiri yekuvaka nekugadzirwa kwePC yepamba yave kukwira, asi kubva muna Kukadzi, musika wePC wanga uchidonha, svondo rapfuura mutengo wefekitori wePC yepamba wakaderedzwawo, kubva pa300 kusvika ku400 yuan, kudiwa kwepasi hakugone kuenderera mberi, mamiriro emusika haana kujeka ndicho chikonzero chikuru.
▶N-Butanol:
N-butanol Shandong mutengo wekugadzira 2022-11-22-2023-02-20 zvakanakisa zvigadzirwa
N-butanol kuderera kwemusika kwakatanga kuonekwa kubva pakupera kwaJanuary, mutengo wayo kubva pakupera kwaDecember wakaderera 1000 yuan / ton, chikonzero chikuru ndechokuti kudiwa kwepasi kwepasi hakuna kukwana, vagadziri vekutsvaga kwepamusoro, kutengesa kutengesa pasi pekusimudzira mutengo. Nekudaro, Guanghua Jun anotenda kuti n-butanol inoramba ichiunza purofiti yakakura, vashandisi vepasi kuti vagadzirise maodha pamutengo, kana chibvumirano chiri nani, mutengo uchiri kutarisirwa kuratidzika sekugadzirisa.
De-sinification yemaketani ekugovera
Kutengeswa kunze kwenyika kunotarisana nematambudziko
Indasitiri yezvipfeko zvezasi iri kutambura zvakare. Micheka nembatya yeChina inotengeswa kunze kwenyika yakawedzera 2.6% mumadhora muna 2022, asi izvi zvakanyanya kukonzerwa nekukura kwakanyanya muhafu yekutanga yegore, nemizhinji yemirairo yakagamuchirwa pamberi pe2022 Spring Festival. Exports yakabva yadonha muhafu yechipiri yegore nekuda kwekushaikwa kwemirairo, uye muchikamu chechina kunyanya yakanyorwa kaviri-manhamba inoderera kwemwedzi mitatu yese.
Kupinda muna 2023, mamiriro acho ari pakati. Izvo zvinofarirwa kugadzirisa mutemo wekudzivirira denda, kusunungurwa kwemusika wemumba, rutsigiro rwehurumende yenzvimbo, uye makambani emachira nembatya ane mikana yakawanda. Chiri kunetsa ndechekuti nharaunda yepasi rose yakaoma uye kudiwa kwekushandisa kunze kwenyika kuchiri kushomeka. Zvinotarisirwa kuti mirairo yekutengeserana kune dzimwe nyika haizogadziriswi.
Kudiwa kwemusika wepasi rose muna 2023 kwakaramba kuchipera simba uye kwakakanganisa zvinhu zvinotengeswa kunze kwenyika. Zvinoenderana neInternational Monetary Fund (IMF) fungidziro, kukura kweUS GDP (GDP muChina) muna 2023 ichave chete 1.4% (2.0% muna 2022), uye GDP yekukura kweiyo euro zone ichave chete 0.7% (3.5% muna 2022.5% muna 2022.5% misika mikuru yezvigadzirwa uye misika miviri yezvigadzirwa zvekutengesa kunze kwenyika.
Fan Lei, muongorori mukuru weNational Federation of Macro, akataura kuti kuwedzera kusagadzikana kwekunze nharaunda kuri kuwedzera, uye United States ichiri kusimudzira ketani yekugovera kuSinicization. Iri idambudziko zvakare rakatarisana nekutengesa kunze kwenyika gore rino. Muna Mbudzi 2022, kutengeswa kwembatya dzeChinese kuUS kwakadzikira hafu yegore, kudzikira ne47%, uye huwandu hwekunze hwakadonha ne38% gore-pa-gore. Kubva muna Ndira kusvika munaNovember 2022, China yakaverengera chikamu chemusika wezvipfeko zveUS kubva 24.1% gore rapfuura kusvika 22%.
Guosheng Securities yakapa mushumo wekutsvagisa wakaratidza kuti ikozvino yeEuropean neAmerican indasitiri yezvipfeko indasitiri iri padanho repamusoro, uye rhythm yemuridzi wechiratidzo inochengetedza. Zvinoenderana nedata kubva kuUS Department of Commerce's Census Bureau, vatengesi vezvipfeko vekuUS uye zvitoro zvekutengesa zvakaramba zvichikwira muchikamu chechitatu che2021. MunaGunyana 2022, iyo wholesale inventory / retailer inventory yakawedzera ne68.3% / 24.1% gore -on-gore, iro rakapfuudzwa zvakanyanya munguva imwecheteyo denda risati rasvika.
Global Trade War Upgrade
China neUnited States "yekubata maodha" yakavhurwa?
Huwandu hwadzikira uye mitengo yadzikira zvakanyanya, uye mamwe makambani epamba akatotanga kutenderera kwezororo kweinoda hafu yegore. Zvinogona kuonekwa kuti mamiriro ekushaya kudiwa uye misika isina simba iri pachena. Kuisa hondo, kushomeka kwezvekushandisa, uye kuvandudzwa kwekutengeserana pasi rose, nyika dziri kutora musika mushure medenda rekusimudzira hupfumi hwenyika.
Pakati pazvo, United States yakawedzerawo mari muEurope uku ichiwedzera kuvakwazve kweindasitiri yekugadzira zvinhu munyika. Zvinoenderana nedata rakakodzera, iyo US investimendi muUnited States muhafu yekutanga ye2022 yaive US $ 73.974 bhiriyoni, nepo nyika yangu yekudyara muUnited States yaingova 148 miriyoni Madhora. Aya data anoratidza kuti United States inoda kuvaka European and American supply chain, iyo inoratidzawo kuti kutengeswa kwepasi rose kuri kuchinja, uye kutengeserana kweSino -US kunogona kukwira kune "kubata urongwa" kukakavara.
Mune ramangwana, kuchine kuchinja kukuru muindasitiri yemakemikari. Vamwe vanhu vari muindasitiri vanoti zvinodiwa zvekunze zvakakanganisa kuwanikwa kwemukati. Kupona kwemabhizinesi epamba kuchatarisana nemuedzo wekutanga wekupona mushure medenda.
Nguva yekutumira: Mar-01-2023