Njengoko imakethi yeekhonteyina yaseMelika ifumana ukunyuka kwamaxabiso kwaye amathuba eerhafu zorhwebo kunye notshintsho lwemithetho lubonakala ngathi uTrump angaphinda anyulwe, ukuguquguquka kwemarike yeekhonteyina kuyatshintsha, ingakumbi xa kujongwa ukuhla okuqhubekayo kwamaxabiso eekhonteyina zaseTshayina. Le meko itshintshayo inika abathengisi beekhonteyina ithuba lokusebenzisa iimeko zemarike zangoku kunye nokujonga ngokuthe ngcembe iindlela zemarike ezicwangciselwe u-2025, ngaloo ndlela bephucula amathuba abo enzuzo.
Phakathi kokuguquguquka kwemarike, abathengisi beekhonteyina baneendlela ezahlukeneyo zokuphucula ingeniso yabo. Phakathi kwezi, imodeli "yokuthenga-ukudlulisela-ukuthengisa" ivelele njengendlela enamandla kakhulu. Le ndlela ixhomekeke ekusebenziseni umahluko wamaxabiso kwiimarike ezahlukeneyo: ukuthenga iikhonteyina kwiimarike apho amaxabiso aphantsi, ukuvelisa ingeniso ngokuqeshisa iikhonteyina, kwaye emva koko kusetyenziswe iindawo ezifunwa kakhulu ukukhupha ezi mpahla ukuze kufumaneke inzuzo.
Kwingxelo yethu yenyanga ezayo, siza kujonga kwiingxaki zemodeli ethi "thenga-udlulisele-uthengise", sihlalutye izinto zayo ezibalulekileyo ezifana neendleko zokuthenga izikhongozeli, iifizi zokurenta, kunye namaxabiso okuthengisa kwakhona. Ngaphezu koko, siza kuhlola ukusetyenziswa kwe-Axel Container Price Sentiment Index (xCPSI) njengesixhobo sokwenza izigqibo, sikhokela abarhwebi ekwenzeni ukhetho olucwangcisiweyo nolunolwazi ngedatha kweli shishini linamandla.
Imizila yamaxabiso eekhonteyina zaseTshayina nase-US
Ukususela oko kwafika incopho yamaxabiso aphezulu ekhabhinethi angama-40-foot ngoJuni kulo nyaka, amaxabiso kwimarike yaseTshayina abonise ukuhla okuqhubekayo. Abarhwebi abafuna ukuthenga izikhongozeli eTshayina kufuneka basebenzise eli thuba likhoyo.
Ngokwahlukileyo koko, amaxabiso eekhonteyina eMelika aqhubekile nokunyuka ukusukela ngoSeptemba kulo nyaka, ikakhulu ngenxa yeemeko zezopolitiko kunye nokukhula koqoqosho lwasekhaya. Ukongeza, i-Axel US Container Price Sentiment Index ibonisa ithemba lemarike kunye nokwanda kokungaqiniseki, kwaye ukunyuka kwamaxabiso kunokuqhubeka kude kube ngu-2025.
Imirhumo yeekhonteyina ze-SOC zase-US izinza
NgoJuni ka-2024, iifizi ze-SOC container (iifizi ezihlawulwa ngabasebenzisi beecontainer kubanini beecontainer) kwindlela ye-China-US zifikelele kwinqanaba eliphezulu zaza zancipha kancinci kancinci. Ngenxa yoku, inzuzo yemodeli yeshishini ethi "thenga i-container-transfer-sell container" yehlile. Idatha ibonisa ukuba intlawulo yokuqeshisa yangoku izinzile.
Isishwankathelo semeko yangoku yemarike
Kwiinyanga ezimbalwa ezidlulileyo, ukuhla okungapheliyo kwimirhumo yeStandard Operating Container (SOC) kwenze indlela "yokufumana-isikhongozeli-ukuthengisa-isikhongozeli" yangakwazi ukwenzeka ngokwenzuzo ngo-Agasti. Nangona kunjalo, ngokuzinziswa kwezi ntlawulo kutshanje, abarhwebi beekhonteyina ngoku banikwa ithuba elihle lokusebenzisa imali kwimarike.
Ngokwenyani, abarhwebi abakhetha ukuthenga izikhongozeli eTshayina baze emva koko bazithumele kwaye bazithengise eMelika banokuzuza inzuzo enkulu, ngenxa yeemeko zemarike zangoku.
Okuphucula umdla wale ndlela kukuqwalasela uqikelelo lwamaxabiso kwiinyanga ezi-2-3 ezizayo, elilixesha eliqikelelweyo lokuhamba kwesikhongozeli ukusuka eTshayina ukuya e-US. Ngokuhambelana nale ngqikelelo, amathuba empumelelo yendlela yokusebenza ayanda kakhulu.
Icebo elicetywayo kukutyala imali kwiikhonteyina ngoku, sizithumele e-US, size sizithengise ngamaxabiso akhoyo kwimarike emva kweenyanga ezi-2-3. Nangona le ndlela iyinto eqikelelwayo kwaye igcwele umngcipheko, inesithembiso senzuzo enkulu. Ukuze iphumelele, abathengisi beekhonteyina kufuneka babe nokuqonda okunzulu ngolindelo lwamaxabiso emarike, oluxhaswa yidatha eqinileyo.
Kule meko, i-A-SJ Container Price Sentiment Index ivela njengesixhobo esixabisekileyo, inika abarhwebi ulwazi olufunekayo ukuze benze izigqibo ezinolwazi olufanelekileyo kwaye baqonde ubunzima bemarike yeekhonteyina ngokuzithemba.
Imbonakalo yeMarike ka-2025: Ukuguquguquka kweMarike kunye namathuba
Njengoko kufika incopho yexesha lonyaka, kulindeleke ukuba imfuno yeekhonteyina eMelika inyuke. Abarhwebi beekhonteyina abafana ne-HYSUN bafanele bacebe kwangaphambili baze bathenge okanye bagcine uluhlu lwezinto ezisetyenzisiweyo ukuze balungiselele ukunyuka kwamaxabiso kwixesha elizayo. Ngokukodwa, abarhwebi kufuneka banikele ingqalelo ekhethekileyo kwixesha elikhokelela kwiMnyhadala yaseNtwasahlobo ka-2025, ehambelana nokuvulwa kukaTrump kunye nokuphunyezwa kwemigaqo-nkqubo yerhafu.
Ukungaqiniseki kwezopolitiko, njengonyulo lwase-US kunye nemeko eMbindi Mpuma, kuya kuqhubeka kuchaphazela imfuno yokuthunyelwa kwempahla kwihlabathi liphela, kwaye, ngokwalo, amaxabiso eekhonteyina zase-US. I-HYSUN kufuneka iqwalasele ngokusondeleyo ezi nguqu ukuze ikwazi ukulungisa icebo layo ngexesha elifanelekileyo.
Ngokuphathelele ukunikel’ ingqalelo kumaxabiso eekhonteyina zasekhaya, abarhwebi banokuhlangabezana neemeko zokuthenga ezilungileyo ngakumbi ukuba amaxabiso eekhonteyina eTshayina azinzile. Nangona kunjalo, utshintsho kwimfuno lunokuzisa nemingeni emitsha. I-HYSUN kufuneka isebenzise ubuchule bayo kunye nokuqonda kwemarike ukuqonda iindlela zemarike kunye nokwenza izigqibo ezinolwazi. Ngolu hlalutyo lupheleleyo, i-HYSUN inokuqikelela ngcono iintshukumo zemarike kwaye iphucule amaqhinga ayo okuthenga kunye nokuthengisa iikhonteyina ukuze inyuse inzuzo.
