Njengoba imakethe ye-US isitsha ihlangabezana ne-uptick ngamanani entengo kanye namanani entengo yokuhweba kanye nama-shift alawulayo amathuba okuvuselelwa kabusha kwe-Trump, ama-dynamics eMakethe aqukethe ku-flux, ikakhulukazi ngokumelene ne-backrop yokwehla kwamanani entengo e-China. Lesi simo sokuvela sezulu siveza abathengisi abanezinhlobo ze-Strategic Topark ezimweni zamakethe zamanje futhi bagcine iso elikhuthele emikhakheni yemakethe elivezwe ngo-2025, ngaleyo ndlela lenze amandla abo inzuzo.
I-Adid Ukuguquguquka kwemakethe, abathengisi bezitsha abanawo banawo isibonisi samasu aklanyelwe ukuqinisa imali ayitholile. Phakathi kwalokhu, imodeli ethi "Thenga-Transfer-Transfer" ivelele njengendlela enamandla. Leliqhinga linamathela ekuqothulweni kwamanani entengo ezimakethe ezahlukahlukene: ukuthola iziqukathi ezimakethe lapho amanani entengo aphansi, bese enza imali efunwayo ngokulayisha lezi zimpahla ukuze alayishe le nzuzo.
Ngombiko wethu wanyanga zonke wenyanga, sizokwehla ezinkampanini zemodeli ethi "Thenga-Transfer-Thwebula", ehlukanisa izingxenye zayo ezibucayi njengezindleko zokutholwa kweziqukathi, imali yokuqasha imali, kanye namanani wokuthengisa. Ngaphezu kwalokho, sizohlola ukusetshenziswa kwe-Axel Statuer Price Sentantex Index (XCPSI) njengethuluzi lokwenza izinqumo, ukuqondisa abathengisi ekwenzeni izinqumo ezinhle kakhulu futhi ezinolwazi ngalo kulo mkhakha oshukumisayo.
Amanani entengo e-China kanye ne-US
Kusukela inani eliphakeme lamanani aphezulu ekhabethe eliphakeme ngoJuni kulo nyaka, amanani emakethe yaseChina akhombise inkambiso eqhubekayo ephansi. Abahwebi abafuna ukuthenga iziqukathi eChina kufanele basebenzise ithuba lamanje.
Ngokuphambene nalokho, amanani entengo e-United States aqhubeke nokuvuka kusukela ngoSepthemba kulo nyaka, ikakhulukazi aqhutshwa yizinto ze-geopolitical kanye nokukhula komnotho wasekhaya. Ngaphezu kwalokho, i-Axel Us Intentistantence Event Index Inkomba ye-Axel US ibonisa ithemba lemakethe kanye nokungaqiniseki okwengeziwe, futhi ukwenyuka kwamanani kungaqhubeka kuze kube ngu-2025
Izimali ze-US Soc Dintreker ziqinisa
NgoJuni 2024, imali ekhokhwayo ye-SOC (imali ekhokhwa ngabasebenzisi beziqukathi kubanikazi bezitsha) e-China-US Route yafinyelela njengeqoqo labo bese yonke liwele emuva. Othintekile yilokhu, inzuzo 'yesitsha sokuthenga esithengwa esithe xaxa "imodeli yebhizinisi sehle. Imininingwane ikhombisa ukuthi imali yamanje yokuqasha isizinzile.
Isifinyezo sesimo semakethe samanje
Ezinyangeni ezimbalwa ezedlule, ukuthambekela okungapheli kwehle ezitsheni ezijwayelekile zokusebenza (Soc) Imali enikelwe "yokuqubuka kwesitsha-esitsheni-shrewell-resex Kodwa-ke, ngokuzinza kwakamuva kwalezi zimali, abathengisi bezitsha manje sebethulwa ngethuba elivuthiwe ukuze basebenzise imali emakethe.
Ngamathe, abathengisi abakhetha ukuthenga iziqukathi eChina futhi kamuva badlulise futhi bazithengise e-United States bame ukuthola inzuzo enkulu, banikezwe izimo zamakethe zamanje.
Ukuthuthukisa i-Allure yalolu hlelo ukucubungula ukubikezela kwentengo kwezinyanga ezi-2-3, okuyisikhathi sokuhamba esilinganiselwe sohambo lwesitsha esivela e-US. Ngokuvumelanisa nalezi zinto zokuqagela, amathuba okuphumelela akhuphuka kakhulu.
Isu elihlongozwayo ukutshala imali ezitsheni manje, lithuthekele e-US, bese lizithengisa ngamanani emakethe akhona ngemuva kwezinyanga ezi-2-3. Ngenkathi le ndlela icatshangelwa ngokwemvelo futhi igcwele ubungozi, iphethe isithembiso seMargins ebaluleke kakhulu. Ukuze iphumelele, abathengisi bezitsha kufanele babe nokuqonda okujulile kokulindelwe kwentengo yemakethe, esekelwa yidatha eqinile.
Kulesi simo, i-A-SJ Container Price Sentiment Sentiment Deferes njengethuluzi elikhulu, elinikeza abathengisi imininingwane edingekayo yokwenza izinqumo ezinolwazi kahle futhi bazulazule ubunzima bemakethe yesitsha ngokuzethemba.
I-Outlook 2025: Ukuguquguquka Kwemakethe kanye Namathuba
Ngokufika kwesibalo sonyaka, ukufunwa kwesiqukathi e-United States kulindeleke ukuthi kwandiswe. Abahwebi beziqukathi njenge-Hysun kufanele bahlele kusengaphambili futhi bathenge noma balondoloze ukusungula ukulungiselela ukukhuphuka kwentengo esizayo. Ikakhulu, abathengisi badinga ukunaka ngokukhethekile isikhathi esiholela emkhosini wentwasahlobo we-2025 wasentwasahlobo, okuhambisana nokuvulwa kukaTrump kanye nokuqaliswa kwezinqubomgomo zentela.
Ukungaqiniseki kwe-Geopolitical, njengokhetho lwase-US kanye nesimo eMiddle East, kuzoqhubeka nokuthinta isidingo sokuthumela emhlabeni wonke futhi, nathi, amanani entengo e-US. I-Hysun idinga ukunaka kakhulu la ma-Dynamics ukuze iguqule isu layo ngesikhathi esifanele.
Mayelana nokunaka amanani entengo ezifuywayo ezifuywayo, abathengisi bangahlangabezana nemibandela yokuthenga enhle kakhulu uma amanani entengo e-China Stational atima. Kodwa-ke, izinguquko ezifunwa nazo zingaletha nezinselelo ezintsha. I-Hysun kufanele isebenzise ubuchwepheshe bayo kanye nokuqonda kwemakethe ukuqonda izitayela zemakethe futhi zenze izinqumo ezinolwazi. Ngalesi sihlalu esiphelele, i-Hysun ingabikezela kangcono ukunyakaza kwemakethe futhi ithuthukise ukuthenga okuthengwayo kanye namasu wokuthengisa ukuze wandise inzuzo.
