Njengoba imakethe yamakhonteyina ase-US ibhekana nokwenyuka kwamanani futhi amathuba entela yokuhweba kanye nokushintsha kwemithetho ebonakala sengathi kungenzeka ukuthi uTrump akhethwe kabusha, ukuguquguquka kwemakethe yamakhonteyina kuyashintshashintsha, ikakhulukazi ngenxa yokwehla okuqhubekayo kwamanani amakhonteyina aseShayina. Lesi simo esishintshayo sinikeza abathengisi bamakhonteyina ithuba elihle lokusebenzisa izimo zamanje zemakethe kanye nokuqapha ngokucophelela izitayela zemakethe ezilindeleke ngo-2025, ngaleyo ndlela bathuthukise amathuba abo enzuzo.
Phakathi kokuguquguquka kwemakethe, abathengisi bezitsha banamacebo ahlukahlukene aklanyelwe ukuqinisa imali engenayo yabo. Phakathi kwalawa, imodeli "yokuthenga-ukudlulisa-ukuthengisa" ivelele njengendlela enamandla kakhulu. Leli cebo lincike ekusebenziseni ukungafani kwamanani ezimakethe ezahlukene: ukuthenga izitsha ezimakethe lapho amanani ephansi khona, ukukhiqiza imali engenayo ngokuqasha izitsha, bese kusetshenziswa izindawo ezifunwa kakhulu ukulayisha lezi zimpahla ukuze kutholakale inzuzo.
Embikweni wethu wanyanga zonke ozayo, sizohlola ubunzima bemodeli "yokuthenga-ukudlulisa-ukuthengisa", sihlaziye izingxenye zayo ezibalulekile njengezindleko zokuthenga izitsha, izimali zokuqasha, kanye namanani okuthengisa kabusha. Ngaphezu kwalokho, sizohlola ukusebenza kwe-Axel Container Price Sentiment Index (xCPSI) njengethuluzi lokwenza izinqumo, eliqondisa abahwebi ekwenzeni izinqumo ezihlakaniphile kakhulu nezinolwazi ngedatha kulo mkhakha onamandla.
Izitayela zamanani ezitsha zaseShayina nase-US
Kusukela ekuphakameni kwamanani aphezulu ekhabhinethi angamafidi angu-40 ngoJuni kulo nyaka, amanani emakethe yaseShayina abonise ukwehla okuqhubekayo. Abahwebi abafuna ukuthenga amakhonteyina eShayina kufanele basebenzise leli thuba lamanje.
Ngokuphambene nalokho, amanani ezitsha e-United States aqhubekile nokukhuphuka kusukela ngoSepthemba kulo nyaka, ikakhulukazi ngenxa yezici zezwe kanye nokukhula komnotho wasekhaya. Ngaphezu kwalokho, i-Axel US Container Price Sentiment Index ibonisa ithemba lemakethe kanye nokwanda kokungaqiniseki, futhi ukwenyuka kwamanani kungase kuqhubeke kuze kube ngu-2025.
Izimali zezitsha ze-SOC zase-US ziyazinza
NgoJuni 2024, izimali zezitsha ze-SOC (izimali ezikhokhwa abasebenzisi bezitsha kubanikazi bezitsha) emzileni we-China-US zafinyelela esicongweni sazo zabe sezincipha kancane kancane. Ngenxa yalokhu, inzuzo yemodeli yebhizinisi ethi "thenga isitsha-udlulisele-uthengise isitsha" yehlile. Idatha ikhombisa ukuthi imali yokuqasha yamanje isizinzile.
Isifinyezo sesimo samanje semakethe
Ezinyangeni ezimbalwa ezedlule, ukwehla okungapheli kwezimali ze-Standard Operating Container (SOC) kwenze indlela "yokuthola-isitsha-ukuthengisa-isitsha" yahluleka ukwenzeka maqondana nenzuzo ngo-Agasti. Kodwa-ke, ngokuzinza kwamuva kwalezi zimali, abadayisi bezitsha manje banikezwa ithuba elihle lokusebenzisa imakethe.
Empeleni, abahwebi abakhetha ukuthenga amakhonteyina eShayina bese bewadlulisela futhi bawadayise e-United States bazothola inzuzo enkulu, uma kubhekwa izimo zamanje zemakethe.
Okuthuthukisa ukukhanga kwaleli cebo ukucatshangelwa kwezibikezelo zamanani zezinyanga ezingu-2-3 ezizayo, okuyisikhathi esilinganiselwe sokuhamba kwesikhongozeli sisuka eShayina siye e-US. Ngokuhambisana nalezi zibikezelo, amathuba empumelelo yaleli cebo akhula kakhulu.
Isu elihlongozwayo ukutshala imali ezitsheni manje, sizithumele e-US, bese sizithengisa ngamanani akhona emakethe ngemva kwezinyanga ezingu-2-3. Nakuba le ndlela iwukuqagela ngokwemvelo futhi igcwele ubungozi, inesithembiso senzuzo enkulu. Ukuze iphumelele, abadayisi bezitsha kumele babe nokuqonda okujulile okulindelwe ngamanani emakethe, okusekelwa idatha eqinile.
Kulesi simo, i-A-SJ Container Price Sentiment Index ivela njengethuluzi elibalulekile, inikeza abahwebi ulwazi oludingekayo ukuze benze izinqumo ezinolwazi oluhle futhi babhekane nobunzima bemakethe yama-container ngokuzethemba.
Umbono Wemakethe Ka-2025: Ukuguquguquka Kwemakethe Namathuba
Njengoba kufika isikhathi sonyaka, kulindeleke ukuthi isidingo samakhonteyina e-United States sikhule. Abadayisi bamakhonteyina abafana ne-HYSUN kufanele bahlele kusenesikhathi futhi bathenge noma balondoloze isitoko ukuze balungiselele ukwenyuka kwentengo esikhathini esizayo. Ikakhulukazi, abadayisi kudingeka banake kakhulu isikhathi esiholela kuMkhosi Wentwasahlobo ka-2025, ohambisana nokuvulwa kukaTrump kanye nokuqaliswa kwezinqubomgomo zentela.
Ukungaqiniseki kwezepolitiki, njengokhetho lwase-US kanye nesimo eMpumalanga Ephakathi, kuzoqhubeka nokuthinta isidingo sokuthunyelwa komhlaba wonke, kanye namanani entengo yama-container ase-US. I-HYSUN idinga ukunaka kakhulu lezi zinguquko ukuze ikwazi ukulungisa isu layo ngesikhathi esifanele.
Ngokuphathelene nokunaka amanani ezitsha zasekhaya, abahwebi bangase babhekane nezimo zokuthenga ezingcono kakhulu uma amanani ezitsha eShayina ezinzile. Kodwa-ke, izinguquko ekufuneni zingase zilethe nezinselele ezintsha. I-HYSUN kufanele isebenzise ubuchwepheshe bayo kanye nokuqonda kwemakethe ukuqonda izitayela zemakethe nokwenza izinqumo ezinolwazi. Ngalesi sihlaziyi esibanzi, i-HYSUN ingabikezela kangcono ukunyakaza kwemakethe futhi ithuthukise amasu ayo okuthenga nokuthengisa izitsha ukuze ikhulise inzuzo.
