Izinga lokuthutha amakhonteyina e-US $25000 liyindlela evamile entsha yokungasebenzi kahle kwenkontileka yochungechunge lokuhlinzeka
Labo abafuna izindaba ezijabulisayo ngesimo semigoqo yokuphakelwa komhlaba wonke kungase kudingeke balinde. Ibhange lokutshala imali eligxile endaweni aliboni inkinga yamanje yemigoqo yokuphakelwa, noma izindleko eziphakeme ezihambisana nalo, eziye zalula isikhathi eside.
Embikweni okhishwe ngoMsombuluko, i-UBS ithe ukwanda kwemikhawulo yokulethwa kwempahla ethinta uhlelo lokuthumela emhlabeni wonke kudala izithiyo "ezingase zingasuswa maduze." Okubaluleke kakhulu, ngemuva kwezinyanga okungenani ezingu-12, izindleko zokwenyuka kwamakhonteyina kungenzeka zingalungiswa kakhulu.
Abahlaziyi abaphethe ibhizinisi elinzima lebhange lokutshala imali e-US bathi inkampani isanda kuba nomhlangano nochwepheshe ababili embonini yemikhumbi, abathole izimbangela ezintathu ezinkulu zalesi simo: ukuphazamiseka kwechweba, ukushoda kwabasebenzi kanye nokuntuleka kwendawo yokugcina impahla etholakalayo.
I-UBS ithe noma ngabe lezi zinkinga ezintathu zixazululiwe, ukungezwani kwemakethe kungase kuhlale kusezingeni eliphezulu kunokujwayelekile ngenxa yokuthi isidingo sisemuva isikhathi eside sidlula ukunikezwa.
Isimo sesibe sibi kakhulu kangangokuthi iNational Retail Federation (NRF) icele ukuhlangana noMengameli uJoe Biden kanye nabanye abaholi bakahulumeni ukuze baxoxe ngezinselelo eziqhubekayo zokuminyana kanye nokwenyuka kwamanani ezimpahla. I-American clothing and Footwear Association (AAFA) kanye nechweba laseLos Angeles banxuse uhulumeni ukuthi angenelele.
I-UBS ithe ilindele ukuthi izinkathi zokuhamba zika-Agasti noSepthemba ziphinde zibe senkingeni njengoba abathengisi bezama ukuphinda bagcwalise impahla ngaphambi kweholide lika-2021, kodwa abazange baphendule izicelo zokuphawula. Ngisho nangaphandle kwemingcele emikhulu yochungechunge lokunikezwa kwempahla, ukunikezwa kwempahla kuvame ukuba kuphansi ngesikhathi sezinkathi ezimatasa futhi umthamo wamakhonteyina uba yindlala, okuholela ekwandeni kwezindleko zokuhamba. Manje, ngobunzima balezi zinkinga, okungenani esikhathini esifushane, ukwanda kwempahla ngokungangabazeki kuzoba yinkinga enkulu kubathengisi.
Embikweni, i-UBS ithe ochwepheshe bathi amazinga ezitsha aqhubeka nokukhuphuka ngenxa yokutholakala okulinganiselwe. Ngokukhethekile, uchwepheshe ukhombe ukuthi kusukela ngo-Agasti 2020, izindleko ngeyunithi ngayinye yezitsha eziya ogwini olusentshonalanga zingama-$8000 kuya ku-$9000, kanti imithwalo eya ogwini olusempumalanga ingaba ngu-$12000. Ngaphezu kwalokho, omunye uchwepheshe ukhombe ukuthi kwezinye izimo, amanani aqondile afinyelele ku-$20000 kuya ku-$25000.
I-UBS ithe lokho kube ushintsho olukhulu kusukela ngoJuni 2019, eminyakeni emibili edlule, lapho intengo yezitsha ogwini olusentshonalanga yayicishe ibe ngu-$1000, kanti intengo emaphakathi yezitsha ogwini olusempumalanga yayingu-$2200.
Ezinye izimakethe nazo zibone ukukhula okukhulu. Ukuthunyelwa kwezimpahla zama-container ajwayelekile angamafidi angu-40 ukusuka eShanghai kuya eRotterdam, eNetherlands, kukhuphuke ngo-534% unyaka nonyaka kwaya ku-$11196, ngokusho kwe-Drury's world container index ekhishwe ngoLwesine. Lesi yisilinganiso esiphezulu phakathi kwemizila yokuhweba eyisishiyagalombili emikhulu yaseMpumalanga Ntshonalanga efundwe yiDrury (i-freight forwarder zencargo ibike ngoJuni 9 ukuthi kubiza u-$10522 ukuthutha isitsha esifanayo endleleni efanayo). I-Drury composite index, elinganisa zonke izinto eziyisishiyagalombili zempahla, ikhuphuke ngo-306% unyaka nonyaka yaya ku-$6957.
Imikhumbi yezimpahla yaseFrance neyaseJapan ikhokhisa imali eyengeziwe ezimpahleni eziya eShayina
Okwenza izinto zibe zimbi kakhulu, izindiza ezithwala amakhonteyina eJapan (i-Ocean network express, noma eyodwa) kanye neFrance (i-CMA CGM) zikhuphule imali eyengeziwe yokuthumela echwebeni laseYantian eShayina ngenxa yokuminyana kanye nokuntuleka kwamakhonteyina. Ukuze kuhlangatshezwane nezindleko zezimpahla ezidluliselwe eYantian, i-CMA CGM ikhokhisa imali eyengeziwe engu-$1250 ngesitsha ngasinye, kanti eyodwa ikhuphula izindleko ngo-$1000.
I-CMA CGM iqalise ukukhokhiswa okwengeziwe ngoJuni 11, kodwa amanye amazwe ngeke akhokhiswe kuze kube nguJulayi 21, okuhlanganisa i-United States nezindawo zayo zaphesheya kwezilwandle, iBrazil, i-Argentina, iColombia, i-Ecuador, iPanama, iVenezuela, i-Uruguay kanye neParaguay.
Endabeni yokuminyana nokubambezeleka eYurophu, e-United States nase-Asia, i-one ne-Maersk baye bashiya indawo yokuma echwebeni laseYantian ukuze balondoloze uhlelo. I-Maersk ibike ukuthi indawo esempumalanga yesikhumulo saseYantian, esiphatha imikhumbi emikhulu, inesilinganiso sokusebenza esingu-45% sokukhiqiza okuvamile.
Kodwa-ke, yize iYantian Port isalokhu ivinjelwe yi-covid-19, i-everstream analytics ibike ukuthi ukusebenza kujwayelekile, kanti ukuminyana kwegceke kanye nesikhathi sokulinda imikhumbi "kuncishisiwe kakhulu" ezinsukwini zakamuva kusukela ngoLwesibili. Abasebenzi bechweba kulindeleke ukuthi baqale kabusha ukusebenza okuvamile kusukela ekupheleni kukaJuni.
Mhlawumbe inkinga enkulu ezindleleni eziphakeme ukuthi kuzothatha isikhathi esingakanani ukubuyela esimweni esijwayelekile. Ochwepheshe abacashunwe yi-UBS nabo bakholelwa ukuthi ngeke kube nokulungiswa okukhulu kwamazinga enzalo zingakapheli izinyanga eziyi-12-18 kusukela manje. Ngisho noma ukuguquguquka kokuhlinzekwa kanye nesidingo kuvame ukuzinza, kungase kube "nokujwayelekile okusha" emananini ezitsha.
"Ngaphezu kwalokho, ezimweni eziningi, izinkontileka azikagcwaliseki. Lokhu kuholele abanye abangenisi ukuthi bafune imikhiqizo emakhaya," kusho inothi.
Isitimela esikhulu sishisa ngenxa yokuminyana
Ngokusho kwezingxoxo ze-UBS, imikhawulo kulo lonke uchungechunge inomthelela omubi kwezinye zezinhlelo zesitimela ezinkulu kakhulu ezweni, ikakhulukazi isitimela se-BNSF kanye ne-United Pacific.
"Bobabili i-BNSF kanye ne-unp kubonakala sengathi babhekene nenkinga yokuhamba kancane kweziqukathi ezivela ezindaweni zokugcina izimpahla eChicago (kanye neMemphis ye-BNSF), futhi ukwanda / ukuntuleka kwesikhala kuholele ekutheni zombili izitimela zaseNtshonalanga zilinganise ukuhamba kwezitimela eziphakathi kanye neziqukathi ezivela eNingizimu California ziye eMidwest," kusho i-UBS embikweni. "Ngenkathi umthamo wokuhamba ungase ube yisici esivimbelayo, ukulinganiselwa kwendawo yokugcina impahla eChicago naseMemphis nakho kubonakala kuyinkinga."
Kodwa-ke, ukwenyuka kwamazinga okuthutha impahla olwandle kungenzeka kuqhubekisele phambili ukukhula kwemali engenayo ehlobene nokuthutha impahla olwandle yabathuthi bempahla ekoteni yesibili.
"Ukuphawula kochwepheshe ocingweni lwethu kusenze sikholelwe ukuthi imakethe yezokuthutha izitsha zasolwandle exinene kakhulu kanye nokuphazamiseka kwechweba kungase kusekele inani elikhulu labathengisi bezitsha zasolwandle, imali engenayo iyonke kanye nokusebenza kwemali engenayo engqikithini yesibili, futhi lokhu kusekelwa kungenzeka kuhlale kuze kube ngu-2022," kusho inothi.
I-United States isabhekene nemikhawulo engadingekile yomhlaba kanye nemikhumbi
I-Everstream analytics ikhombe esifinyezweni sayo samasonto onke ngomthelela wobhubhane lwe-covid-19 ochungechungeni lokunikezwa kwempahla ngoJuni 22 ukuthi i-United States izokwandisa imikhawulo yokuhamba engadingekile ezindaweni zomhlaba kanye nezindawo zokudlula izikebhe neCanada neMexico kuze kube nguJulayi 21 ukunciphisa ukusabalala kwalolu bhubhane. I-Coronavirus. Izikhala zemingcele zivaliwe kusukela ngoMashi 2020, futhi imikhawulo iye yandiswa njalo ngenyanga kusukela lapho.
Naphezu kwezinga eliphezulu lokugoma kanye nokululama okusheshayo e-United States, ukuminyana kusekhona emakethe yomhlaba wonke. Izindiza eziya nezindiza ezivela eBao'an International Airport eShenzhen, eShayina, zikhanseliwe ngemuva kokuba iziphathimandla zibeke imingcele ekutholakaleni kwezinhlobo ze-delta coronavirus. U-Everstream uthe isikhumulo sezindiza singase sibe nokuminyana ngenxa yalokho.
I-Indonesia, enabantu abaningi kakhulu emhlabeni, iqinise imikhawulo yokuhamba "endaweni ebomvu" okuhlanganisa neJakarta emasontweni amabili kusukela ngoJuni 22 ngenxa yokwanda kwamacala e-covid-19. Iziphathimandla zaseNingizimu Afrika ziqinise izinyathelo ezweni lonke kusukela ngoJuni 15, futhi zaphakamisa izinga lengozi yokudluliswa kwegciwane ezingeni lesi-5 ezweni kusukela "esigabeni sesi-2" kuya "esigabeni sesi-3".
Ngakolunye uhlangothi oluhle, iJapan isuse imikhawulo yokuhamba ephuthumayo ye-covid-19 ngoJuni 20 ezifundeni eziyisishiyagalolunye kweziyi-10, okuhlanganisa neTokyo. I-Okinawa isalokhu iyisifunda kuphela esibeke imikhawulo, ezohlala kuze kube nguJulayi 11.