Abangaphakathi embonini baveze ukuthi ukwehla kwamandla emali, ukulawulwa kwezifo eziwumshayabhuqe, kanye nokwenyuka kwemikhumbi emisha, okuholela ekwandeni kwendawo yokuthutha kanye nokuncipha kwenani lempahla, yizona zinto ezintathu ezibalulekile zokuthi izinga lomthwalo wempahla liqhubeke libhekisiswe ngokumelene nenkambiso yezinga eliphakeme lendabuko. isizini.
1. Izinga lokuthuthwa kwamabhokisi ehle iminyaka eyisishiyagalombili ilandelana
I-Shanghai Shipping Exchange imemezele ukuthi inkomba yakamuva ye-SCFI iqhubekile nokwehla amaphuzu ayi-148.13 yaya kumaphuzu angama-3739.72, yehle ngo-3.81%, yehla amasonto ayisishiyagalombili elandelana.Ukubhala kabusha okuphansi okusha kusukela maphakathi noJuni ngonyaka odlule, imizila emine yebanga elide yawa ngokuhambisanayo, lapho umzila waseYurophu kanye nomzila wasentshonalanga wase-US wehla kakhulu, ngokwehla kwamasonto onke kwe-4.61% kanye ne-12.60% ngokulandelanayo.
Inkomba yakamuva ye-SCFI ibonisa:
- izinga lempahla yekesi ngalinye elisuka e-Shanghai liya e-Europe lalingama-US $5166, lehle ngo-US $250 kuleli sonto, lehle ngo-3.81%;
- umugqa waseMedithera wawungu-$ 5971 ibhokisi ngalinye, phansi kwe-$ 119 kuleli sonto, phansi kwe-1.99%;
- isilinganiso sempahla yesitsha ngasinye esingamamitha angu-40 eNtshonalanga Melika sasingama-US $6499, sehle ngo-US $195 kuleli sonto, sehle ngo-2.91%;
- isilinganiso somthwalo wesitsha ngasinye esingamamitha angu-40 eMpumalanga Melika sasingama-US $9330, sehle ngo-US $18 kuleli sonto, sehle ngo-0.19%;
- isilinganiso somthwalo wezimpahla zaseNingizimu Melika Line (i-Santos) singama-US $9531 ikesi ngalinye, sikhuphuke ngama-US $92 ngesonto, noma ngo-0.97%;
- izinga lempahla yomzila wePersian Gulf ngu-US $2601 / TEU, phansi ngo-6.7% kusukela esikhathini esedlule;
- izinga lezimpahla zolayini waseNingizimu-mpumalanga ye-Asia (eSingapore) lalingama-US $846 icala ngalinye, lehle ngama-US $122 kuleli sonto, noma ngo-12.60%.
I-Drury world container freight index (WCI) yehle amasonto angu-22 elandelana, yehla ngo-2%, okuphinde kwanwetshwa uma kuqhathaniswa namasonto amabili edlule.
I-Ningbo Shipping Exchange ikhiphe ukuthi inkomba yakamuva ye-ncfi ivale ku-2912.4, yehle ngo-4.1% kusukela ngesonto eledlule.
Emizileni engama-21, inkomba yesilinganiso sempahla yomzila owodwa inyukile, futhi inkomba yesilinganiso sempahla yemizila engama-20 yehla.Phakathi kwamachweba amakhulu agudle "i-maritime Silk Road", inkomba yesilinganiso sempahla yechweba elilodwa ikhuphuke futhi inkomba yezinga lezimpahla eziyi-15 yehla.
Izinkomba zemizila engukhiye zimi kanje:
- Umzila wezwe wase-Europe: Umzila wezwe wase-Europe ugcina isimo sokuhlinzekwa kwempahla esidlula isidingo, futhi izinga lempahla emakethe liyaqhubeka nokwehla, futhi ukwehla kuye kwanda.
- Umzila waseNyakatho Melika: inkomba yesilinganiso sempahla yomzila osempumalanga wase-US yayingamaphoyinti angu-3207.5, yehle ngo-0.5% kusukela ngesonto eledlule;Inkomba yesilinganiso sempahla yomzila ongasentshonalanga wase-US ibingamaphoyinti angu-3535.7, yehle ngo-5.0% kusukela ngesonto eledlule.
- Umzila OseMpumalanga Ephakathi: inkomba yomzila esempumalanga emaphakathi yayingamaphoyinti angu-1988.9, yehle ngo-9.8% kusukela ngesonto eledlule.
Abahlaziyi bakholelwa ukuthi ngokuzinza kwesimo sokuvimbela nokulawula ubhubhane, kunengqondo ukuthi amanani emikhumbi yomhlaba wonke ehle kancane kancane kulo nyaka.Ukwehla okusheshayo kwakamuva kubangelwa izici ezifana nokwenza ngcono ukusebenza kahle kwemikhumbi, ukwehla kwesidingo sasekhaya nesangaphandle, ukwehla kwamanani kawoyela emhlabeni wonke, kanye nokwenyuka okuqhubekayo kwamandla okuthutha.
2. Ukuminyana kwechweba kusenzima
Ngaphezu kwalokho, isiminyaminya sechweba sisekhona.Ngo-May nango-June, amachweba aseYurophu ayeminyana, futhi ukuminyana ogwini olusentshonalanga ye-United States akuzange kudambe kakhulu.
Kusukela ngoJuni 30, u-36.2% wemikhumbi ethwala amakhonteyna emhlabeni ibivaleleke emachwebeni ngenxa yeziteleka zabasebenzi, izinga lokushisa eliphezulu lasehlobo nokunye.Uchungechunge lokuhlinzekwa kwempahla lwavinjwa futhi umthamo wezokuthutha waba nomkhawulo, okwakha ukusekelwa okuthile kwenani lempahla ngesikhathi esifushane.Nakuba izinga lokuthuthwa kwempahla lehlile, lisesezingeni eliphezulu.
Umthamo wamabhokisi emizila yokuhweba esuka eMpumalanga Ekude iye e-United States uyaqhubeka nokusuka entshonalanga iye eMpumalanga, futhi inani leziqukathi eziphathwa amachweba ogwini olusempumalanga ye-United States liye landa kulo nyaka.Lolu shintsho luholele esiminyaminya emachwebeni ogwini olusempumalanga.
UGeorge Griffiths, umhleli oyinhloko yezimpahla zomhlaba wonke ze-S & P global, uthe amachweba ogwini olusempumalanga asaminyene, futhi ichweba lase-Savannah lingaphansi kwengcindezi yenani elikhulu lokungeniswa kwempahla kanye nokubambezeleka kwemikhumbi.
Nokho, ngenxa yezenzo zokubhikisha zabashayeli bamaloli entshonalanga ye-United States, itheku lisavaliwe, futhi abanye abanikazi bezimpahla bajikisa izimpahla zabo empumalanga ye-United States.Ibhodlela le-supply chain lisasiza ukugcina izinga lempahla lisezingeni eliphezulu uma kuqhathaniswa.
Ngokocwaningo lomthumeli wemikhumbi waseMelika mayelana nethrafikhi yasolwandle kanye nedatha yemikhumbi ekulayini, ngasekupheleni kukaJulayi, inani lemikhumbi elinde emachwebeni aseNyakatho Melika ladlula i-150. Lesi sibalo sishintshashintsha nsuku zonke futhi manje siphansi ngo-15% kunesiqongo, kodwa namanje ngenani eliphezulu.
Kusukela ekuseni ngo-Agasti 8, imikhumbi engu-130 ibisilindile ngaphandle kwechweba, u-71% wayo usogwini olusempumalanga naseGulf Coast, kanti u-29% wawusogwini olusentshonalanga.
Ngokusho kwedatha, kunemikhumbi engu-19 elinde ukuma ngaphandle kwe-New York Port Port, kanti inani lemikhumbi elinde ukuma echwebeni lase-Savannah selidlulele ngaphezu kuka-40. Lawa machweba amabili angamachweba okuqala nesibili ngobukhulu echwebeni. ogwini olusempumalanga.
Uma kuqhathaniswa nesikhathi esiphezulu, ukuminyana echwebeni elingasentshonalanga ye-United States kwehlile, futhi izinga lokugcina isikhathi nalo linyukile, lafinyelela izinga eliphakeme kakhulu (24.8%) esikhathini esingaphezu konyaka.Ukwengeza, isikhathi sokulibaziseka esimaphakathi semikhumbi siyizinsuku eziyi-9.9, esiphakeme kunesogwini olusempumalanga.
UPatrick Jany, oyisikhulu sezezimali kwaMaersk, uthe amanani ezimpahla angase ehle ezinyangeni ezizayo.Uma ukwehla kwezinga lomthwalo wempahla kuma, lizozinza ezingeni eliphezulu kunangaphambi kwalolu bhubhane.
U-Detlef trefzger, oyi-CEO ye-Dexun, ubikezele ukuthi izinga lempahla lizogcina lizinzile ezingeni lezikhathi ezi-2 kuye kwezi-3 ngaphambi kokugqashuka.
U-Mason's Cox uthe amanani omthwalo wempahla alungiswa kancane futhi ngokuhlelekile, futhi ngeke kube nokwehla okukhulu.Izinkampani zamalayini zizoqhubeka nokutshala wonke noma cishe wonke amandla azo emzileni.
Isikhathi sokuthumela: Aug-15-2022