Njengoba imakethe yama-container yase-US ithola ukwenyuka kwamanani entengo kanye namandla entela yokuhweba kanye nokushintsha kokulawula kuyanda amathuba okuthi uTrump aqokwe kabusha, amandla emakethe yeziqukathi ayashintshashintsha, ikakhulukazi ngenxa yokwehla okuqhubekayo kwezintengo zamakhonteyina aseShayina. Lesi simo sezwe esishintshayo sinikeza abahwebi bamakhonteyna iwindi lesu lokusebenzisa izimo zemakethe zamanje futhi babheke ngeso elibukhali izitayela zemakethe ezihlelelwe u-2025, ngaleyo ndlela bakhulise amandla abo okwenza inzuzo.
Phakathi nokuntengantenga kwemakethe, abahwebi bamakhonteyna banamaqhinga amaningi aklanyelwe ukuqinisa amaholo abo. Phakathi kwalokhu, imodeli ethi "buy-transfer-sell" igqama njengendlela enamandla kakhulu. Leli su lincike ekusebenzisaneni ngokungafani kwentengo kuzo zonke izimakethe ezihlukahlukene: ukuthenga iziqukathi ezimakethe lapho amanani entengo ephansi, ukukhiqiza imali ngokuqashisa amabhokisi, bese usebenzisa imali ezindaweni ezidingeka kakhulu ukuze ukhiphe lezi zimpahla ukuze uthole inzuzo.
Embikweni wethu wenyanga ozayo, sizocubungula ubunkimbinkimbi bemodeli "yokuthenga-ukudlulisa-ukuthengisa", sihlukanise izingxenye zayo ezibalulekile njengezindleko zokuthola iziqukathi, izinkokhelo zokuqasha, namanani okuthengisa kabusha. Ngaphezu kwalokho, sizohlola ukusetshenziswa kwe-Axel Container Price Sentiment Index (xCPSI) njengethuluzi lokuthatha izinqumo, eliqondisa abahwebi ekwenzeni izinqumo ezinamasu kakhulu nolwazi lwedatha kulo mkhakha onamandla.
Amathrendi entengo yeziqukathi zase-China nase-US
Kusukela inani eliphakeme lentengo yekhabhinethi engamamitha angu-40 ngo-June walo nyaka, amanani emakethe yaseShayina abonise ukwehla okuqhubekayo. Abahwebi abafuna ukuthenga iziqukathi e-China kufanele babambe ithuba elikhona.
Ngokuphambene, izintengo zamakhonteyina e-United States ziqhubekile nokukhuphuka kusukela ngoSepthemba kulo nyaka, ikakhulukazi ziqhutshwa yizinto zezwe kanye nokukhula komnotho wasekhaya. Ngaphezu kwalokho, i-Axel US Container Price Sentiment Index ikhombisa ithemba lemakethe kanye nokungaqiniseki okukhulayo, futhi ukunyuka kwentengo kungase kuqhubeke kuze kube ngu-2025.
Izinkokhelo zesiqukathi se-US SOC zizinza
NgoJuni 2024, izindleko zesiqukathi se-SOC (izimali ezikhokhwa abasebenzisi bamakhonteyna kubanikazi beziqukathi) emzileni we-China-US zafinyelela umvuthwandaba futhi zahlehla kancane kancane. Ethintwe yilokhu, inzuzo yemodeli yebhizinisi "ye-buy container-transfer-sell" yehlile. Idatha ibonisa ukuthi imali yokuqasha yamanje izinzile.
Isifinyezo sesimo semakethe samanje
Kulezi zinyanga ezimbalwa ezedlule, ukuthambekela okungapheli kwezindleko ze-Standard Operating Container (SOC) kwenze indlela "yokuthola-isitsha-ukuthengisa kabusha" indlela engenzekiyo ngokwenzuzo yango-Agasti. Kodwa-ke, ngokuzinza kwakamuva kwalezi zimali, abadayisi bamakhonteyna sebenikezwe ithuba elivuthiwe lokusebenzisa imali emakethe.
Empeleni, abahwebi abakhetha ukuthenga iziqukathi e-China bese kamuva bazidlulisela futhi bazithengise e-United States bazozuza inzuzo enkulu, uma kubhekwa izimo zemakethe zamanje.
Ukuthuthukisa ukuyenga kwalelisu ukucatshangelwa kwezibikezelo zentengo zezinyanga ezizayo ezingu-2-3, okuyisikhathi esilinganiselwe sokuthutha sohambo lwesiqukathi sisuka e-China siya e-US. Ngokuhambisana nalokhu kuqagela, amandla empumelelo esu akhula kakhulu.
Isu elihlongozwayo wukutshala ezitsheni manje, uzithumele e-US, bese uzidayisa ngamanani emakethe akhona ngemva kwezinyanga ezingu-2-3. Nakuba le ndlela ngokwemvelo iwukuqagela futhi igcwele ubungozi, inesithembiso sokuthola inzuzo enkulu. Ukuze iphumelele, abahwebi beziqukathi kumele babe nokuqonda okujulile kokulindelwe kwentengo yemakethe, okusekelwe idatha eqinile.
Kulo mongo, i-A-SJ Container Price Sentiment Index ivela njengethuluzi eliyigugu, elinikeza abadayisi imininingwane edingekayo ukuze benze izinqumo ezinolwazi futhi bazulazule ezinkingeni zemakethe yeziqukathi ngokuzethemba.
I-Market Outlook 2025: Ukuguquguquka Kwemakethe kanye Namathuba
Ngokufika kwenani eliphakeme lesizini, isidingo samabhokisi e-United States kulindeleke ukuthi sikhuphuke. Abadayisi bamabhokisi afana ne-HYSUN kufanele bahlele kusengaphambili futhi bathenge noma bagcine i-inventory ukuze balungiselele ukwenyuka kwamanani esikhathini esizayo. Ikakhulukazi, abahwebi badinga ukunaka okukhethekile esikhathini esiholela kuMkhosi Wentwasahlobo ka-2025, oqondana nokwethulwa kukaTrump kanye nokuqaliswa kwezinqubomgomo zentela.
Ukungaqiniseki ngokwezwe, njengokhetho lwase-US kanye nesimo saseMpumalanga Ephakathi, kuzoqhubeka nokuba nomthelela ekufuneni ukuthunyelwa kwemikhumbi emhlabeni wonke, futhi, nezintengo zamabhokisi ase-US. I-HYSUN idinga ukunaka kakhulu lezi zinguquko ukuze ikwazi ukulungisa isu layo ngesikhathi esifanele.
Mayelana nokunaka izintengo zamabhokisi asekhaya, abahwebi bangase bahlangabezane nezimo ezivumayo zokuthenga uma izintengo zamabhokisi e-China zizinza. Nokho, izinguquko ezidingekayo zingase zilethe nezinselele ezintsha. I-HYSUN kufanele isebenzise ubuchwepheshe bayo kanye nemininingwane yemakethe ukuze ibambe izitayela zemakethe futhi yenze izinqumo ezinolwazi. Ngalokhu kuhlaziya okuphelele, i-HYSUN ingabikezela kangcono ukunyakaza kwemakethe futhi yandise ukuthengwa kwayo kweziqukathi kanye namasu okuthengisa ukuze kwandiswe inzuzo.
