Haufinyane tjena, ho tloha ka oli e sa hloekang, bokamoso ho ea ho thepa e tala, esita le sky-high thepa, e 'nileng ea e-ba bohlanya ka lilemo tse ka bang tharo, le eona e ile ea bolella bahoebi hore re khumamela.Ho na le litaba tse sa feleng tsa hore lefats'e le qalile ho kena ntoeng ea theko.Na 'maraka oa lik'hemik'hale o tla ba hantle selemong see?
E fokotseha ka 30%! Thepa e ka tlase ho boemo ba pele ho lefu la seoa!
Shanghai Container Freight Rate Index (SCFI) e ile ea theoha haholo.Lintlha li bonts'itse hore index ea morao-rao e theohile lintlha tse 11.73 ho 995.16, e oela ka tlase ho letšoao la 1,000 mme e khutlela boemong pele ho qhoma ha COVID-19 ka 2019. theko ea theko, 'me moeli o ka bochabela oa Amerika o boetse o loantšana le theko ea theko, ka ho fokotseha ha pakeng tsa 1% le 13%!
Ho tloha bothateng ba ho fumana lebokose ka 2021 ho fihlela hohle ha mabokose a se nang letho, lipalangoang tsa likou tse ngata lapeng le kantle ho naha li fokotsehile butle-butle, li tobane le khatello ea "ho bokella lijana tse se nang letho".
Maemo a kou ka 'ngoe:
Boema-kepe ba China Boroa bo kang Nansha Port, Shenzhen Yantian Port le Shenzhen Shekou Port kaofela ba tobane le khatello ea ho bokella lijana tse se nang letho.Har'a bona, Yantian Port e na le likarolo tse 6-7 tsa sekontiri se se nang letho, se seng se le haufi le ho senya palo e kholo ea lijana tse se nang letho boema-kepeng ka lilemo tse 29.
Shanghai Port, Ningbo Zhoushan Port le eona e boemong ba ho bokella lijana tse ngata tse se nang letho.
Likou tsa Los Angeles, New York le Houston kaofela li na le lijana tse se nang letho tse phahameng, 'me liteishene tsa New York le Houston li ntse li eketsa sebaka sa ho beha lijana tse se nang letho.
Lipalangoang tsa leoatleng tsa 2022 li haelloa ke lijana tsa TEU tse limilione tse 7, athe tlhoko e fokotsehile ho tloha ka Mphalane 2022, 'me lebokose la moea le theohile.Hajoale, ho hakanngoa hore li-TEU tse fetang limilione tse 6 li na le lijana tse feteletseng.Hobane ha ho na taelo, palo e kholo ea literaka e emisitse pier ea malapeng, 'me lik'hamphani tsa thepa e holimo le tse tlaase le tsona li re ts'ebetso e fokotsehile ka 20% selemo le selemo!Ka Pherekhong 2023, k'hamphani ea pokello e ile ea fokotsa matla a 27% ea mohala oa Asia-Europe.Har'a kakaretso ea maeto a 690 a reriloeng a litsela tse kholo tsa khoebo tsa litsela tse kholo tsa khoebo ho pholletsa le Leoatle la Pacific, Leoatle la Atlantic le Asia, le Leoatle la Mediterranean, bekeng ea 7 (February 13th (February 13th Ho tloha ka la 19), maeto a 82 a bile teng. e hlakotsoe ho tloha libeke tse 5 (la 13 Hlakubele ho isa ho la 19 Hlakubele), mme sekhahla sa ho hlakoloa se bakile 12%.
Ntle le moo, ho latela lintlha tse tsoang ho General Administration of Customs: Ka Pulungoana 2022, thepa ea naha ea heso ho ea United States e theohile ka 25.4%.Ka mor'a ho theoha hona ho matla ke hore litaelo tsa tlhahiso tse tsoang United States li theohile ka 40%!Litaelo tsa US li khutla le phetisetso ea litaelo tsa linaha tse ling, matla a feteletseng a ntse a eketseha.
Li-yuan tse 150,000!Batla pholiso, lisebelisoa tse tala kaofela!
▶ Lithium carbonate:
Lithium carbonate 'maraka selemong se fetileng ho ea holimo, esita le theko e nyolohetse ho 600,000 yuan/ton.Hona joale e boetse e qalile ho "theohela".Ho tloha ka December e fetileng, theko ea lithium carbonate e se e qalile ho theoha hohle.ho fihlela joale e theohile ho tloha ho 582000 yuan/ton ho ea ho 429700 yuan/ton haufi, ho theosa ho feta 152000 yuan, ho theoha ka 26%.
Lithium carbonate theko e tsoakiloeng lapeng 2022-11-22-2023-02-20
Kereiti: Boemo ba indasteri
Batho ba bang ba ka hare ba ile ba re ka mor'a ho khutla ha bareki ba tlaase-tlaase ho boloka cheseho ha e phahame, molumo oa taelo ha o e-s'o ntlafatse, ho fella ka bahoebi ba mahareng e le hore ba hule chelete feela ba ka fokotsa theko ea thepa, 'maraka oa lithium carbonate o fokotseha khafetsa, bareki ba hajoale ba tlase haholo ba tlameha ho sebelisa thepa.
▶ PC:
PC theko e tsoakiloeng lapeng 2022-11-22-2023-02-20
Boemo bo holimo, 99.9% ea litaba
Ho tloha ka Mokete oa Selemo, kaho le tlhahiso ea indasteri ea lapeng e ntse e phahama, empa ho tloha ka Pherekhong, 'maraka oa PC o ntse o theoha, bekeng e fetileng theko ea feme ea PC ea lapeng le eona e theotsoe, ho tloha ho 300 ho isa ho 400 yuan, tlhokeho e tlase e ka tlase. eseng ho tsoela pele, boemo ba 'maraka bo lerootho ke lebaka le ka sehloohong
▶N-Butanol:
N-butanol Shandong theko ea tlhahiso 2022-11-22-2023-02-20 lihlahisoa tse ntle haholo
Ho fokotseha ha 'maraka oa N-butanol ho ile ha qala ho hlaha ho tloha qetellong ea January, theko ea eona ho tloha qetellong ea December e theohile 1000 yuan / ton, lebaka le ka sehloohong ke hore tlhokahalo e tlaase ha e lekane, lihlahisoa tse phahameng tsa baetsi, khatello ea thekiso tlas'a ts'ebetso ea theko.Leha ho le joalo, Guanghua Jun o lumela hore n-butanol e ntse e tsoela pele ho fana ka phaello e ngata, basebelisi ba tlaase ho ea tlaase ho etsa litaelo ka theko e tlaase, haeba thekiso e le betere, theko e ntse e lebelletsoe ho hlaha e le tokiso.
De-sinification ea liketane tsa phepelo
Thekiso ea khoebo ea kantle ho naha e tobane le mathata
Indasteri ea masela e tlaase le eona e sotlehile.Thepa ea masela le liaparo tsa China e ile ea hola ka 2.6% ka lidolara ka 2022, empa sena se ne se bakoa haholo ke sekhahla se phahameng sa kholo halofo ea pele ea selemo, ka litaelo tse ngata tse fumanoeng pele ho Mokete oa Selemo oa 2022.Li-export li ile tsa oela karolong ea bobeli ea selemo ka lebaka la khaello ea litaelo, 'me karolong ea bone ka ho khetheha ho tlalehiloe ho fokotseha ha linomoro tse peli bakeng sa likhoeli tsohle tse tharo.
Ho kena 2023, boemo bo bohareng.Seo se ratoang ho lokisa leano la thibelo ea seoa, ho lokoloha ha 'maraka oa lehae, tšehetso ea mmuso oa lehae, le lik'hamphani tsa masela le liaparo li na le menyetla e mengata.Se tšoenyang ke hore tikoloho ea machaba e rarahane 'me tlhokahalo ea tšebeliso ea kantle ho naha e ntse e le monyebe.Ho lebelletsoe hore litaelo tsa khoebo ea kantle ho naha li ke ke tsa ntlafala.
Tlhokahalo ea 'maraka oa machaba ka 2023 e ile ea tsoela pele ho fokola 'me ea ba le phello e mpe ho thepa ea naha ea heso.Ho latela ponelopele ea Letlole la Lichelete la Machabeng (IMF), sekhahla sa kholo ea GDP ea US (GDP naheng ea China) ka 2023 e tla ba 1.4% feela (2.0% ka 2022), mme sekhahla sa kholo ea GDP ea sebaka sa euro e tla ba 0.7% feela. (3.5% ka 2022.5% ka 2022), 'Me libaka tsena tse peli ke limmaraka tse kholo ka ho fetisisa tsa thepa ea rona ea masela le liaparo.
Fan Lei, mohlahlobi ea ka sehloohong oa National Federation of Macro, o boletse hore tikoloho e ntseng e eketseha e sa tsitsang ea kantle e ntse e eketseha, mme United States e ntse e khothaletsa phepelo ea phepelo ho Sinicization.Hona hape ke phephetso e tobaneng le diyantle selemong sena.Ka Pulungoana 2022, thepa ea kantle ho naha ea Amerika ea liaparo tsa Machaena e theohile hoo e ka bang halofo ea selemo, e theohile ka 47%, mme palo ea kantle ho naha e theohile ka 38% selemo le selemo.Ho tloha ka Pherekhong ho isa Pulungoana 2022, China e ne e ikarabella bakeng sa karolo ea mmaraka ea thepa e tsoang kantle ho naha ea US ho tloha ho 24.1% selemong se fetileng ho isa ho 22%.
Guosheng Securities e fane ka tlaleho ea lipatlisiso e bontšitse hore thepa ea morao-rao ea indasteri ea liaparo tsa Europe le Amerika e boemong bo phahameng, 'me morethetho oa mong'a mochine o boloka mekhoa e metle.Ho ea ka lintlha tse tsoang Setsing sa Census sa Lefapha la Khoebo la United States, barekisi ba liaparo tsa US le thepa ea mabenkele e ile ea tsoela pele ho phahama karolong ea boraro ea 2021. Ka September 2022, thepa ea thepa e ngata / ea barekisi e eketsehile ka 68.3% / 24.1% selemo le selemo. , e ileng ea feta haholo nakong e tšoanang pele ho seoa sena.
Ntlafatso ea Ntoa ea Lefatše ea Khoebo
China le United States "litaelo tsa ho nka" lia buleha?
Bokhoni bo fokotsehile 'me litšenyehelo li theohile haholo,' me lik'hamphani tse ling tsa malapeng li se li qalile matsatsi a phomolo hoo e ka bang halofo ea selemo.Ho ka bonoa hore boemo ba tlhokahalo e mpe le mebaraka e fokolang e hlakile.Ho kenya ntoa, khaello ea lisebelisoa, le ntlafatso ea khoebo ea lefats'e, linaha li nka 'maraka ka mor'a seoa sena ho phahamisa moruo oa naha.
Har'a tsona, United States e boetse e ekelitse matsete Europe ha e ntse e potlakisa ho tsosolosoa ha indasteri ea tlhahiso ea naha.Ho ea ka lintlha tse loketseng, matsete a US United States halofo ea pele ea 2022 e ne e le US $ 73.974 limilione tse likete, ha matsete a naha ea ka United States e ne e le liranta tse limilione tse 148 feela.Lintlha tsena li bonts'a hore United States e batla ho haha ketane ea phepelo ea Europe le Amerika, e bonts'ang hape hore phepelo ea phepelo ea lefats'e e ntse e fetoha, mme khoebo ea Sino -US e ka 'na ea tsohela qabang ea "ho ts'oara".
Nakong e tlang, ho ntse ho e-na le liphetoho tse kholo indastering ea lik'hemik'hale.Batho ba bang indastering ba re litlhoko tsa kantle li susumelitse phepelo ea kahare.Ho pholoha ha likhoebo tsa malapeng ho tla tobana le teko ea pele e matla ea ho pholoha ka mor'a lefu la seoa.
Nako ea poso: Mar-01-2023