Ukukhula kokuthunyelwa kwamanye amazwe ngo-Ephreli kudlule kakhulu okulindelwe emakethe, okuqhutshwa “izinjini ezintathu” — ama-EV, amabhethri e-lithium, kanye nama-semiconductor.
Ukwanda kwenani lempahla akulethi nje ama-oda, kodwa futhi nemikhawulo yamandla aphezulu.
Abahlinzeki bezokuthutha bamazwe ngamazwe — usukulungele?
Esikhathini sangemva kobhubhane, imboni yezokuthutha isidlule kakhulu ezinsukwini zokuncintisana ngamanani okuthutha kanye nokutholakala kwama-container. Abalingani amabhizinisi okuhweba kwamanye amazwe abadingayo ngempela yilabo abangakwazi ukubhekana nemijikelezo, babe nolwazi oluphezulu, futhi balethe izixazululo.
Idatha: Ukuthunyelwa Kwamanye Amazwe Kuyaqhubeka Kudlula Okulindelekile
Ngokusho kwedatha yakamuva evela ku-General Administration of Customs yezinyanga ezine zokuqala zonyaka:
- Ukuhweba ngezimpahla okuphelele: 16.23 trillion RMB, phezulu14.9%YoY
- Ukuthunyelwa kwamanye amazwe: 9.33 trillion RMB, phezulu11.3%YoY
- Ukungeniswa: 6.9 trillion RMB, phezulu20%YoY
U-April kuphela wayenamandla nakakhulu:
- Ukuhweba okuphelele: 4.38 trillion RMB, phezulu14.2%YoY
- Ukuthunyelwa kwamanye amazwe ngo-Ephreli (isisekelo se-USD): phezulu14.1%Ngonyaka, kudlula kakhulu okulindelwe emakethe okungu-8.4%
Kusobala ukuthi kungaphezu kwalokho obekulindelwe.
Hhayi “Ukuthunyelwa Kwamanye Amazwe Okuhamba Ngaphambili” — Amandla Angempela
Abanye bathi lokhu kukhula okuphezulu kubangelwa ukuthunyelwa kwezimpahla kwamanye amazwe ngaphambi kwentela engaba khona. Kodwa ingxube yemikhiqizo ilandisa indaba ehlukile.
Izigaba ezibalulekile – Ukukhula kokuthunyelwa kwamanye amazwe kwekota yokuqala:
Lokhu akusikho ukwanda okuqhutshwa yinqubomgomo yesikhathi esifushane, kodwa umphumelaizinzuzo zochungechunge lwezobuchwepheshe nezezimboni.
Ngesikhathi esifanayo, ukuhlukahluka kokuthunyelwa kwamanye amazwe kuyashesha:
- Ku-ASEAN:+20.5%
- Ku-EU:+21.0%
- ENingizimu Korea:+24.5%
- ERussia:+22.0%
Lokhu kuletha umzila omusha sha kanye namathuba okuhlelwa kwempahla yamazwe ngamazwe.
Ingqalasizinda Yasekhaya "Iyasekela" Lokhu Kukhula
Izinkomba ezihamba phambili ezikhishwe yi-State Information Center ka-Ephreli nazo zithumele izimpawu ezinhle:
- Isilinganiso sezwe lonke sezinga lokusebenza kwemishini yokwakha sikhuphuke ngo+3.6 amaphesenti amaphuzuinyanga nenyanga
- Ukuthunyelwa kwezimpahla echwebeni, ukuphakamisa okukhulu, kanye nokwakhiwa kwemisebenzi yomhlaba - yonke imikhakha emithathu emikhulu ibuyiselwe ngokuphelele
- Ukutshalwa kwezimali ku-AI kanye namarobhothi angabantu kukhuphuke ngo-175.2%unyaka nonyaka
- Ukuwina amabhidi edatha, amandla ekhompyutha, kanye nengqalasizinda yenethiwekhi kukhuphuke ngo-61.7%unyaka nonyaka
Lokhu kuzoholela emazingeni amasha okukhula kokuthunyelwa kwamanye amazwe ngonyaka ozayo.
Isibikezelo Sethrendi Yokuthumela Ngaphandle Yonyaka Ozayo
Abashayeli Abathathu Ababalulekile
Izigaba ezifana nezimoto zikagesi, amabhethri e-lithium, kanye nama-semiconductors zinokuncintisana komhlaba wonke, futhi zinomthelela omncane ovela emananini.
Amanani okukhula aphezulu ezifundeni ezifana ne-ASEAN, i-EU, kanye neRussia aholela esakhiweni sendawo sokuthumela ngaphandle esizinzile.
Imishini yamandla ekhompyutha, ama-terminals ahlakaniphile, kanye namarobhothi kuzoba yizindawo zokukhula zesigaba esilandelayo.
Izingozi Ezimbili Ezinkulu
- Izinga lentela eliphelele lase-US lidlula u-30%, okubeka ingcindezi ezimpahleni ezinenani eliphansi.
- Ukungaqiniseki kwesidingo somhlaba wonke: Uma iminotho yaseYurophu nase-US yehla, kungathinta ukusimama kwe-oda engxenyeni yesibili yonyaka.
Isiphetho Sesibikezelo
Ngonyaka ozayo, inani eliphelele lokuthunyelwa kwamanye amazwe kulindeleke ukuthi ligcine ukukhula okuphakathi kuya kokuphezulu (6–10%), kanye nokwehluka okucacile kwesakhiwo.
Izigaba ezinenani eliphezulu zizoqhubeka nokukhula kakhulu, kuyilapho izimpahla zendabuko ezidinga abasebenzi abaningi zizobhekana nengcindezi.
Umkhuba wekota: Uqine kakhulu engxenyeni yokuqala, uzinza engxenyeni yesibili.
Inzuzo Ezintathu Zomkhakha Wezokuthutha Wamazwe Ngamazwe
| Inzuzo | Incazelo |
|---|---|
| I-Volume Dividend | Ukumangala okuqhubekayo kokuthunyelwa kwamanye amazwe; isidingo sezinto ezihlala isikhathi eside, eziqinile zama-EV, amabhethri e-lithium, nama-semiconductor. |
| Inzuzo Yesakhiwo | Izinga lokukhula okuphezulu ezinkombandlela ze-ASEAN, EU, Russia livumela amanethiwekhi emizila athuthukisiwe. |
| Inzuzo Yenani | Izimpahla ezinenani eliphezulu zinezidingo eziphakeme zesivinini, ukulawulwa kwezinga lokushisa, kanye nokuhambisana nemithetho - okuholela emazingeni aphezulu okuthutha impahla, izithiyo zokungena eziphezulu, kanye nokunamathela okuqinile. |
Impahla iyathuthuka, izimakethe ziyahlukahluka. Abalingani bezokuthutha abanganikeza izixazululo ezenziwe ngokwezifiso kanye nokulethwa okuthembekile nokuzinzile baba yinto engenakuphikwa kakhulu.
Isimo Semboni Esikhona: Ukushintsha Okuqhubekayo, Kuvela Abadlali Abanamandla
Ngemva kobhubhane, imboni yezokuthutha iye yabhekana noshintsho olujulile.
Ezindaweni ezifana neTaicang, ikakhulukazi, ezithintwe kakhulu yisimo sezomnotho esibanzi, amahhovisi amagatsha ezinkampani eziningi ezinkulu zezokuthutha ezivela eShanghai naseSuzhou ayeke ukusebenza ngokulandelana, okuholele esigabeni sokuncipha kwemboni.
I-Judphone International Logistics nayo yabhekana nengcindezi yokwehla kodwa yanamathela njalo esu lokutshala okujulile emakethe yendawo kanye nentuthuko eqhubekayo, igwema izimpi zamanani ezingacabangi kanye nokuncintisana okunonya.
Kusukela engxenyeni yesibili yonyaka odlule, kanye nokusimama kokuhweba kwamanye amazwe, ibhizinisi lethu liye lathuthuka futhi lakhula kancane kancane uma kuqhathaniswa nomkhuba. Ithimba lethu liphinde laqasha abantu abanamakhono ochwepheshe ukuze baqinise amakhono okusebenza.
Ngokungafani nezinkampani zendabuko zezokuthutha eziphatha kuphela ukubhukha, ukuthutha ngamaloli, kanye nokuvunyelwa kwentela —
I-Judphone isebenza njengomeluleki wezokuthutha ozinikele wamabhizinisi ezohwebo lwangaphandle:
Uma amakhasimende ehlangabezana nobunzima ngezinkinga zokususwa kwezimpahla, ukukhetha umzila, ukuthobela imithetho yentela, ukuthuthwa kwempahla okukhethekile, ukwenza ngcono izindleko, njll., asenzi nje imisebenzi ejwayelekile. Sisebenza kahle ekuboneni izinkinga ngendlela ephumelelayo, sihlaziye izindawo ezibangela ubuhlungu, futhi silungise izixazululo zesikhathi esisodwa, sisebenzisa izinsizakalo zokubonisana ukusiza amakhasimende ukuba agweme izingozi, onge izindleko, futhi aqinisekise izikhathi ezizinzile zokukhokha.
Kunokuba yinkampani yezokuthutha nje kuphela, iJiufeng ichazwa kangcono njengomlingani wokubonisana oqonda ezokuthutha kanye nokuhweba.
Izinselele kanye Neziphakamiso Zemboni
Zibeke njengomlingani obalulekile we-supply chain, hhayi nje umhlinzeki wamandla.
Ukuphela
Ukuthunyelwa kwempahla kwamanye amazwe kweShayina kushintshela ekubeni “yinzuzo yentengo” kuya “enzuzweni yobuchwepheshe + yochungechunge lwezimboni.”
Kwemboni yezokuthutha yamazwe ngamazwe:
Umbuzo ozoba khona ngonyaka ozayo awusiwo othi “Ingabe kukhona imithwalo okufanele ithuthwe?”
Kodwa kunalokho, “Singakwazi yini ukuhambisa lo mthwalo kahle?”
Bamba izigaba ezikhula kakhulu, lungisa izakhiwo zemizila, uthuthukise amakhono ochwepheshe —
Lesi yisihluthulelo samabhizinisi ezokuthutha ukuze afinyelele ukukhula okuqhubekayo phakathi nokushintshashintsha.
ETaicang, eMfuleni iYangtze Delta, kunenkampani ebizwa ngokuthiI-JudyphoneI-International Logistics. Ihamba namakhasimende ayo kuzo zonke izivunguvungu "ngokuthola izinkinga - ukuhlaziya izinkinga - ukuxazulula izinkinga."
Uma ufuna nomlingani wezokuthutha oqonda hhayi nje kuphela izimpahla, kodwa futhi nokuhweba, mhlawumbe sekuyisikhathi sokusazi.
Isikhathi sokuthunyelwe: Meyi-18-2026