Mai i te mate urutā, kua raru tonu te umanga hokohoko me te umanga kawe waka. I ngā tau e rua ki muri, i piki ake te utu o ngā utanga moana, ā, inaianei kua heke ki te "utu noa" o ngā tau e rua ki muri, engari ka taea hoki e te mākete te hoki ki te āhua noa?
Raraunga
I heke tonu te putanga hou o ngā tātaitai utanga ipu nui e whā o te ao:
-Ko te Shanghai Container Freight Index (SCFI) i tū ki te 2562.12 ngā tohu, he hekenga iho i te 285.5 ngā tohu mai i te wiki kua hipa, he hekenga ia wiki o te 10.0%, ā, kua heke iho mō ngā wiki 13 karapīpiti. He hekenga iho i te 43.9% ki te whakaritea ki te wā kotahi o te tau kua hipa.
-Kua heke te World Container Freight Index (WCI) a Delury mō ngā wiki 28 karapīpiti, ā, ko te putanga hou kua heke mā te 5% ki te US$5,378.68 mō ia FEU.
-Ko te Baltic Freight Index (FBX) Global Composite Index kei te US$4,862/FEU, he hekenga iho mā te 8% ia wiki.
-I kati te Ningbo Export Container Freight Index (NCFI) o te Ningbo Shipping Exchange ki te 1,910.9 ngā tohu, he hekenga 11.6 ōrau mai i te wiki kua hipa.
I te putanga hou a SCFI (9.9) i heke tonu ngā utu tuku nui katoa.
-Ngā ara o Amerika Te Raki: kāore i pai ake te mahi a te mākete kawe waka, he ngoikore te pūtake o te tuku me te tono, ā, ka piki haere tonu te hekenga o ngā utu utanga i te mākete.
-Kua heke ngā utu o te US West ki te 3,484/FEU mai i te $3,959 i te wiki kua taha ake nei, he hekenga ia wiki o te $475, 12.0% rānei, ā, kua eke ngā utu o te US West ki tētahi taumata iti rawa mai i Ākuhata 2020.
-I heke ngā reiti o te US East ki te $7,767/FEU mai i te $8,318 i te wiki kua taha ake nei, he hekenga $551, 6.6 ōrau rānei, ia wiki.
Ngā Take
I te wā o te mate urutā, i pakaru ngā mekameka tuku taonga, ā, i tapahia ētahi taonga i ētahi whenua, ā, ka hua ake he "ngaru puru taonga" i roto i te maha o ngā whenua, ā, i hua ake ai he utu kaipuke tino teitei i te tau kua hipa.
I tēnei tau, nā te pikinga utu o te ōhanga o te ao me te hekenga o te tono, kua kore e taea te keri i ngā taonga kua kohia i mua i te mākete, ā, kua meinga ngā kaihokohoko mai i Ūropi me te Hononga o Amerika kia whakaiti, kia whakakore rānei i ngā ota mō ngā taonga, ā, kei te horapa te "kore ota" puta noa i te ao.
E ai ki a Ding Chun, he ahorangi i te Institute of World Economics, School of Economics, Fudan University: "Ko te nuinga o te hinganga nā te pikinga o ngā utu i Ūropi me te Hononga o Amerika, me te whakanui ake hoki i ngā pakanga ā-ao, ngā raruraru pūngao me ngā mate urutā, kua tino heke te tono mō ngā kaipuke."
Kang Shuchun, Tumu Whakarae o te Whatunga Tukunga Ao o Haina: "Nā te kore taurite i waenga i te tuku me te tono kua heke te utu kaipuke."
Pānga
Ki ngā kamupene kaipuke:e pāngia ana e te pēhanga ki te "whiriwhiri anō" i ngā utu kirimana, ā, i kī kua tae mai ngā tono mai i ngā kaipupuri utanga kia whakaitihia ngā utu kirimana.
Ki ngā umanga ā-rohe:I kōrero a Xu Kai, te tumuaki mōhiohio o te Shanghai International Shipping Research Center, ki te Global Times, e whakapono ana ia he rerekē ngā utu kaipuke tino teitei i tērā tau, engari he rerekē rawa atu te hekenga tere o tēnei tau, ā, me kī koinei te urupare nui rawa atu a ngā kamupene kaipuke ki ngā huringa o te mākete. Hei pupuri i ngā utu uta utanga kaipuke, kei te ngana ngā kamupene kaipuke ki te whakamahi i ngā utu utanga hei āwhina i te whakapiki i te tono. Ko te tino take o te hekenga o te tono kawe waka mākete ko te whakaiti i te tono hokohoko, ā, ko te rautaki o te whakamahi i ngā whakahekenga utu e kore e kawe mai i tētahi tono hou, engari ka arahi ki te whakataetae kino me te raruraru i roto i te mākete moana.
Mō te tuku:Nā te nui o ngā kaipuke hou i whakarewahia e ngā kamupene kaipuke nunui kua nui ake te rerekētanga i waenga i te tuku me te tono. I kī a Kang Shuchun nā te nui rawa o ngā utu utanga o te tau kua hipa i nui ai te moni whiwhi a te tini o ngā kamupene kaipuke, ā, ko ētahi kamupene kaipuke nui i whakangao i ā rātou hua ki te hanga kaipuke hou, i mua i te mate urutā, kua teitei ake te kaha o te kaipuke o te ao i te rahinga. I whakahuahia e te Wall Street Journal a Braemar, he kamupene tohutohu pūngao me te kaipuke, e kī ana ka whakarewahia he raupapa kaipuke hou i roto i ngā tau e rua e whai ake nei, ā, e matapaetia ana ka neke atu te tere tipu o te kahui kaipuke ki te 9 ōrau i te tau e tū mai nei me te tau 2024, i te mea ka huri te tere tipu o te rahinga utanga ipu i ia tau ki te kino i te tau 2023, ka nui ake te kore taurite i waenga i te kaha me te rahinga o te ao.
Whakamutunga
Ko te ngako o te puhoi o te tono mō ngā waka i te mākete ko te hekenga o te tono hokohoko. Ki te whakamahi i te rautaki whakaheke utu, e kore e puta he tono hou, engari ka arahi ki te whakataetae kino, ā, ka whakararuraru i te tikanga o te mākete moana.
Engari ehara ngā pakanga utu i te otinga pumau i ngā wā katoa. Kāore e taea e ngā kaupapa here huringa utu me ngā kaupapa here tutuki i ngā whakaritenga o te mākete te āwhina i ngā kamupene ki te pupuri i tō rātou whanaketanga me te whiwhi tūranga pumau i roto i te mākete; ko te huarahi matua anake ki te noho pumau i roto i te mākete ko te kimi huarahi hei pupuri me te whakapai ake i ngā taumata ratonga me te whakarei ake i ō rātou kaha pakihi.
Wā tuku: Hepetema-22-2022
