Kubikwa ukuthi ukwanda kwemithwalo yesikhashana yamakhonteyina emhlabeni jikelele kuye kwahlala isikhathi eside, futhi ngisho namanani emithwalo emizileni yokuhweba eyinhloko yePacific anciphile. Isibukisi Sebhayisikili Sangemuva, Isixhumi sesifazane esingu-2.54mm kanye nebhodi lokubhaka ibhulokhi yesiphelo kufanele kuqashelwe.
Nokho, yize izinga lokuthutha impahla lehle, kodwa kungase kube yinto yesikhashana nje. Kubalulekile ukuqaphela ukuthi izinga lokuthutha impahla lakamuva elivela eShanghai liya eYurophu kanye nemizila yase-US liyaqhubeka liseduze nezinga lomthwalo ogcwele, amazinga okuthutha impahla asemazingeni aphezulu, futhi kunezimpawu zokuqhubeka nokwenyuka.
Idatha ikhombisile ukuthi ngesonto eledlule (Novemba 29-Disemba 3) inkomba yokuthutha izitsha zokuthumela ngaphandle yaseShayina (CCFI, ekhombisa intengo yokukhokhelwa kwenkampani yokuthumela) yayingashintshi inyanga nenyanga, inkomba yezitsha zokuthumela ngaphandle yaseShanghai (SCFI, ekhombisa izinkampani zokuthumela nokuthumela impahla) ikhuphuke ngo-2.7% kusukela ngenyanga nenyanga (bheka ngezansi). I-Baltic Container Freight Index (FBX, ekhombisa amanani okukhokhelwa kokuthunyelwa kwempahla) yehle cishe ngo-15% kusukela phezulu kwayo ngoSepthemba, kanti ikhuphuke ngo-0.08% ngesonto eledlule.
Kubikwa ukuthi ukwanda kwemithwalo yesikhashana yamakhonteyina emhlabeni jikelele kuye kwahlala isikhathi eside, futhi ngisho namanani emithwalo emizileni yokuhweba eyinhloko yePacific anciphile.
Nokho, yize izinga lokuthutha impahla lehle, kodwa kungase kube yinto yesikhashana nje. Kubalulekile ukuqaphela ukuthi izinga lokuthutha impahla lakamuva elivela eShanghai liya eYurophu kanye nemizila yase-US liyaqhubeka liseduze nezinga lomthwalo ogcwele, amazinga okuthutha impahla asemazingeni aphezulu, futhi kunezimpawu zokuqhubeka nokwenyuka.
Idatha ikhombisile ukuthi ngesonto eledlule (Novemba 29-Disemba 3) inkomba yokuthutha izitsha zokuthumela ngaphandle yaseShayina (CCFI, ekhombisa intengo yokukhokhelwa kwenkampani yokuthumela) yayingashintshi inyanga nenyanga, inkomba yezitsha zokuthumela ngaphandle yaseShanghai (SCFI, ekhombisa izinkampani zokuthumela nokuthumela impahla) ikhuphuke ngo-2.7% kusukela ngenyanga nenyanga (bheka ngezansi). I-Baltic Container Freight Index (FBX, ekhombisa amanani okukhokhelwa kokuthunyelwa kwempahla) yehle cishe ngo-15% kusukela phezulu kwayo ngoSepthemba, kanti ikhuphuke ngo-0.08% ngesonto eledlule.
Imithwalo yempahla yezinkontileka zokuthutha zesikhathi eside iyaqhubeka nokwenyuka kakhulu
Izinkampani zezindiza ezifuna ukuvala izinkontileka zokuthumela zesikhathi eside zizoqhubeka nokubhekana nokushaqeka okukhulu kokuthumela, ngokusho kwenkampani eluleka ngedatha yokuthumela i-Xeneta.
NgoNovemba odlule, intengo emaphakathi yezinkontileka zokuthumela zesikhathi eside ikhuphuke ngo-16% ngo-16%, ikhuphuke ngo-121% unyaka nonyaka, ngokusho kwezibalo ze-Xeneta. Ngemva kwezinkontileka zesikhathi eside zazo zonke iziteshi ezinkulu zokuthumela zikhuphuke ngo-28% ngoJulayi.
Isiphepho esiphelele, esidalwe ukufunwa okuphezulu okuqhubekayo, umthamo omkhulu wezimpahla, amachweba asaminyene, ukushintsha kwemikhuba yabathengi, kanye nokuphazamiseka kochungechunge lokunikezwa kwempahla okusabalele, kudala ukwanda kwezindleko zokuthumela "esingakaze sikubone ngaphambili," kuphawula i-CEO ye-Xeneta uPatrik Berglund.
Ezinkontilekeni zakamuva zokuthumela impahla isikhathi eside, i-US. Izinkontileka zokuthumela impahla ngaphandle kwesikhathi eside emakethe yase-US zikhuphuke ngo-39% ngoNovemba kanye no-122% ngonyaka, ngokusho kwe-Xeneta. Izinkontileka zokuthumela impahla ngaphandle kwesikhathi eside zase-US nazo zikhuphuke ngo-9% ngaleyo nyanga.
Ukuntuleka kwebhokisi lokunciphisa "ibhokisi kunzima ukulithola" libe "ikhabhini kunzima ukulithola"
Ngaphambilini, ukujika kwamakhonteyina, ukubuya kancane kanye "nokunzima ukukuthola" kwakungenye yezizathu zamanani aphezulu okuthutha impahla olwandle. Yini esishintshe isimo namuhla?
Echwebeni lama-container laseShenzhen Yantian Port, cishe yonke indawo yokulala inemikhumbi yama-container efikayo, futhi yonke indawo yokugcina impahla isebenza ngokugcwele. Kuyaqondakala ukuthi ohlelweni lwe-Yantian port logistics small, ngezinye izikhathi kuba nokushoda kwebhokisi elingenalutho, kuze kube nguNovemba.
Ukukhiqizwa kwezitsha zensimbi eShayina kukhuphuke izikhathi ezingu-1.7 ezinyangeni eziyisishiyagalombili zokuqala zalo nyaka, ngokusho kweNational Bureau of Statistics. Njengamanje, yize inkinga yokuntuleka kwebhokisi ixazululwa okwesikhashana, kodwa inkinga yenkinga yekhabhini isabalulekile, hhayi nje "ibhokisi" kanye "nebhokisi" okuye kwaba yinto evamile, ngisho nekhona kanye nekhona lesikhala sezitsha, amabhizinisi enze imibono.
Imakethe yokuthumela izimpahla iyaqhubeka nokuba nomkhuhlane omkhulu, ukuze ithumele, amabhizinisi ezentengiselwano zakwamanye amazwe akhathazeke kakhulu. Abanikazi abancane behlanganiswe ndawonye, baqoqa ibhokisi, abanikazi abakhulu, ama-ejenti bacabanga ngendlela "yokuthumela izimpahla", ukuxazulula inkinga yochungechunge lokuhlinzeka.
Amanani aphezulu empahla angaqhubeka esikhathini esifushane
Kusukela ku-Q42020, inani lempahla yemizila ye-Asia-North America liqhubekile nokukhula ngokungalindelekile, futhi ukuqina kwamandla emachwebeni ase-US kanye nochungechunge lokuhlinzeka ngempahla olungaphakathi nezwe kulinganiselwe, okuholela ekutheni izinga lempahla yokuthutha likhuphuke izikhathi eziningana liye erekhodini lomlando. Kodwa-ke, ngesizini yendabuko ye-Q3 yehla inyanga nenyanga, ngokwengxenye ngenxa yokuminyana okukhulu emachwebeni asentshonalanga.
Amanani ayisibonakaliso esibucayi kakhulu esibonisa izisekelo zokuhlinzekwa kanye nesidingo, umhlaziyi weGuotai Junan uZheng Wu usanda kukhipha umbiko wocwaningo wokuthi ukwanda okuphelele kwezimpahla kukhuphuke ngo-20% kwikota yesithathu, okuphansi kunekota yesibili. Ngokusho kokuthunyelwa kwezimpahla e-Asia okuvela kuwebhusayithi ye-CTS, ukukhula ngoSepthemba bekungokwesikhashana nje, kanti kulinganiselwa ukuthi u-Okthoba uzowa kanti ukungeniswa kwezimpahla e-US okuvela eShayina kwehle inyanga nenyanga ngo-Okthoba. Uma sicabanga ngokwehla cishe ngo-20% ezinyangeni ezimbili ezedlule kanye nokwehla kwezinga lokukhula kwenani lempahla yomoya yaseNyakatho Melika, kunconywa ukuthi uqaphele ingozi yokunyuka kwesidingo.
Kodwa-ke, umhlaziyi wezibambiso zasolwandle uFan Lei, uphendule ngokuthi intengo yokuthumela ayimeleli ukuthi isikali sokuthumela ngaphandle sizoncipha esikhathini esifushane, ngakolunye uhlangothi, intengo ibonakala kakhulu emakethe yesibili, emakethe yezimpahla zamakhonteyina, izinkampani zokuthumela kanye nesipho se-ejenti yazo eqondile (i-primary freight forwarder) sisaqinile, sisaphakeme kakhulu kunezinga langaphambi kokuqubuka, isidingo semakethe yokuthumela sisaqinile sonke. Ngakolunye uhlangothi, kusukela ngoSepthemba, isimo sokuhlinzekwa kokuthunyelwa komhlaba wonke siye sathuthuka kancane kancane futhi sakha ukwesekwa okuthile kokuthunyelwa kwamanye amazwe. Ukulindela kwemakethe kwalokhu kuthuthuka kuyisizathu esibalulekile sokwehliswa kwentengo yokuthunyelwa kwezimpahla emakethe yokuthumela yesibili.
Idatha yakamuva ikhombisa ukuthi izinkomba ezihlobene ezibonisa amazinga okuthutha impahla ziyaqhubeka nokukhuphuka, kusukela ohlangothini lokuthi isidingo sezokuthutha ezihlanganisiwe sisaqinile. Ngaphezu kwalokho, ukuvela kwamuva kwezinhlobo ezintsha ze-Omikjon okuhlukile kukhulise ukukhathazeka ngokusimama komnotho womhlaba wonke. Abanye abantu abaseduze bakholelwa ukuthi ubhubhane luzozuzisa amazinga okuthutha impahla amaningi, futhi amazinga aphezulu okuthutha impahla angaqhubeka esikhathini esifushane.
Isikhathi sokuthunyelwe: Disemba 10-2021