Njengoko imarike yeekhonteyina zase-US ifumana ukunyuka kwamaxabiso kunye nokubakho kweerhafu zorhwebo kunye nokutshintsha kolawulo kuyenzeka ngokuphinda kunyulwe uTrump, amandla emalike yeekhonteyina ayaguquguquka, ngakumbi ngokuchasene nokwehla okuzinzileyo kwamaxabiso eekhonteyina zaseTshayina. Lo mhlaba uguqukayo unika abarhwebi beekhonteyina ifestile yeqhinga lokusebenzisa iimeko zemarike zangoku kunye nokubeka iliso elibukhali kwiintsingiselo zemarike eziqikelelweyo ngo-2025, ngaloo ndlela bekhulisa amandla abo okwenza inzuzo.
Phakathi kokuguquguquka kweemarike, abarhwebi beekhonteyina banamathuba amaninzi obuchule obuyilelwe ukuqinisa imivuzo yabo. Phakathi kwezi, imodeli ethi "buy-transfer-sell" ibalasele njengeyona ndlela inamandla. Esi sicwangciso-qhinga sixhomekeke ekusebenzisaneni nokungangqinelani kwamaxabiso kuzo zonke iimarike ezahlukeneyo: ukufumana izikhongozeli kwiimarike apho amaxabiso aphantsi, ukwenza ingeniso ngokurentisa iikhonteyina, kunye nokwenza imali kwiindawo ezibangwa kakhulu ukuze kuthotywe ezi asethi ngenzuzo.
Kwingxelo yethu ezayo yenyanga, siza kugocagoca kubugocigoci bemodeli "yokuthenga-ukudluliselwa-ukuthengisa", sicalula izinto zayo ezibalulekileyo ezinje ngeendleko zokufumana izikhongozeli, iimali zokurenta, kunye namaxabiso okuthengisa kwakhona. Ngaphezu koko, siya kuvavanya ukusetyenziswa kwe-Axel Container Price Sentiment Index (xCPSI) njengesixhobo sokwenza izigqibo, ukukhokela abahwebi ekwenzeni ukhetho oluneqhinga kunye nolwazi lwedatha kweli shishini elinamandla.
Iindlela zamaxabiso e-China kunye ne-US
Ukususela ekuphakameni kwe-40-foot yexabiso eliphezulu lekhabhinethi ngoJuni kulo nyaka, amaxabiso kwimarike yaseTshayina abonise ukuhla okuqhubekayo. Abarhwebi abafuna ukuthenga izitya eTshayina kufuneka babambe eli thuba langoku.
Ngokwahlukileyo, amaxabiso eekhonteyina e-United States aqhubekile nokunyuka ukusukela ngoSeptemba kulo nyaka, ikakhulu eqhutywa yimiba ye-geopolitical kunye nokukhula koqoqosho lwasekhaya. Ukongeza, i-Axel US Container Sentiment Index ibonisa ithemba lemarike kunye nokunyuka kokungaqiniseki, kwaye ukunyuka kwamaxabiso kunokuqhubeka kude kube ngu-2025.
Umrhumo wesikhongozeli se-SOC wase-US uzinzile
NgoJuni ka-2024, imirhumo yesikhongozelo se-SOC (imali ehlawulwa ngabasebenzisi beekhonteyina kubanini beekhonteyina) kwindlela yase-China-US yafikelela kwincopho yazo emva koko yawa kancinci kancinci. Ukuchatshazelwa koku, ingeniso yemodeli yoshishino "ye-buy container-transfer-sell" yehlile. Idatha ibonisa ukuba intlawulo yerenti yangoku izinzile.
Isishwankathelo semeko yemarike yangoku
Kwezi nyanga zimbalwa zidlulileyo, ukuhla okungayekiyo kwimirhumo ye-Standard Operating Container (SOC) inike indlela "yokufumana-isikhongozeli-rese-resell-container" ngendlela engenzekiyo ngokwengeniso ngo-Agasti. Nangona kunjalo, ngokuzinziswa kwakutshanje kwezi ntlawulo, abarhwebi beekhonteyina ngoku banikwe ithuba elivuthiweyo lokusebenzisa imali kwimarike.
Ngokwenyani, abarhwebi abakhetha ukuthenga izikhongozeli eTshayina kwaye emva koko batshintshe kwaye bazithengise e-United States bema ukuze bafumane inzuzo enkulu, ngenxa yeemeko zemarike zangoku.
Ukuphucula umtsalane wesi sicwangciso kukuthathela ingqalelo uqikelelo lwamaxabiso kwiinyanga ezi-2 ukuya kwezi-3 ezizayo, elixesha eliqikelelwayo lohambo lwesikhongozeli ukusuka eTshayina ukuya e-US. Ngokuhambelana nolu qikelelo, amandla empumelelo esicwangciso aya enyuka kakhulu.
Isicwangciso esicetywayo kukutyalomali kwizikhongozeli ngoku, uzithumele e-US, kwaye emva koko uzithengise ngamaxabiso akhoyo emarike emva kweenyanga ezi-2-3. Ngelixa le ndlela yoqikelelo ngokwendalo iyintelekelelo kwaye izele ngumngcipheko, ibambe isithembiso semida yengeniso enkulu. Ukuze ibe yimpumelelo, abarhwebi beekhonteyina kufuneka babe nokuqonda okunzulu okulindelwe ngamaxabiso emarike, bexhaswa yidatha eyomeleleyo.
Kulo mongo, i-A-SJ Container Price Sentiment Index ivela njengesixhobo esixabisekileyo, esinika abahwebi ulwazi oluyimfuneko ukuze benze izigqibo ezinolwazi kunye nokuhamba ngobunzima beemarike zekhonteyina ngokuzithemba.
Imbonakalo yeMarike ka-2025: Ukuguquguquka kweMarike kunye namaThuba
Ngokufika kwencopho yexesha lonyaka, imfuno yesikhongozeli e-United States kulindeleke ukuba inyuke. Abathengisi bemigqomo abanjengoHYSUN kufuneka bacwangcise kwangaphambili kwaye bathenge okanye bagcine uluhlu lwempahla ukulungiselela ukunyuka kwamaxabiso kwixesha elizayo. Ngokukodwa, abahwebi kufuneka bahlawule ingqwalasela ekhethekileyo kwixesha elikhokelela kwi-2025 Spring Festival, ehambelana nokuvulwa kukaTrump kunye nokuphunyezwa kwemigaqo-nkqubo yerhafu.
Ukungaqiniseki kwe-geopolitical, njengonyulo lwase-US kunye nemeko kuMbindi Mpuma, kuya kuqhubeka nokuchaphazela imfuno yokuthumela ngenqanawa yehlabathi kwaye, ngokulandelelana, amaxabiso e-container yase-US. I-HYSUN kufuneka inike ingqwalasela ethe kratya kwezi ntshukumo ukuze ikwazi ukuhlengahlengisa isicwangciso sayo ngexesha elifanelekileyo.
Ngokumalunga nokunikela ingqalelo kumaxabiso eekhonteyina zasekhaya, abarhwebi banokudibana neemeko zokuthenga ezivumayo ukuba amaxabiso eekhonteyina e-China azinzile. Nangona kunjalo, utshintsho kwimfuno lusenokuzisa imingeni emitsha. I-HYSUN kufuneka isebenzise ubuchule bayo kunye nokuqonda kwentengiso ukuze ibambe iintsingiselo zemarike kunye nokwenza izigqibo ezinolwazi. Ngolu hlalutyo lubanzi, i-HYSUN inokuqikelela ngcono iintshukumo zentengiso kwaye yandise ukuthengwa kwayo kweekhonteyina kunye nezicwangciso zokuthengisa ukwandisa inzuzo.
