Puas yog lub caij nyoog ntawm cov khoom siv raw khoom thiab cov khoom thauj khoom kim heev ploj mus lawm?
Tsis ntev los no, muaj xov xwm hais tias cov khoom siv raw poob qis dua thiab dua, thiab lub ntiaj teb tau pib nkag mus rau hauv kev ua tsov rog nqi. Lub lag luam tshuaj lom neeg puas yuav zoo xyoo no?
Txo nqi 30% rau kev xa khoom! Cov khoom thauj qis dua qib ua ntej muaj kev sib kis!
Tus nqi thauj khoom ntawm Shanghai Container Freight Rate Index (SCFI) tau poob qis heev. Cov ntaub ntawv qhia tau tias tus nqi tshiab kawg tau poob qis 11.73 cov ntsiab lus mus rau 995.16, poob qis dua 1,000 cim thiab rov qab mus rau qib ua ntej muaj kev sib kis ntawm COVID-19 hauv xyoo 2019. Tus nqi thauj khoom ntawm Western American kab thiab European kab tau qis dua tus nqi, thiab sab hnub tuaj American kab kuj tseem muaj teeb meem nyob ib puag ncig tus nqi, nrog rau kev poob qis ntawm 1% thiab 13%!
Txij li qhov nyuaj ntawm kev tau txais lub thawv hauv xyoo 2021 mus rau qhov muaj ntau lub thawv khoob, kev thauj mus los ntawm ntau lub chaw nres nkoj hauv tsev thiab txawv teb chaws tau maj mam poob qis, ntsib qhov kev nyuaj siab ntawm "kev sib sau ua ke ntawm cov thawv khoob".
Skev teeb tsa ntawm txhua qhov chaw nres nkoj:
Cov chaw nres nkoj hauv South China xws li Nansha Port, Shenzhen Yantian Port thiab Shenzhen Shekou Port txhua tus tab tom ntsib kev nyuaj siab ntawm kev sib sau ua ke ntawm cov thawv khoob. Ntawm lawv, Yantian Port muaj 6-7 txheej ntawm cov thawv khoob, uas yuav tawg qhov ntau tshaj plaws ntawm cov thawv khoob hauv chaw nres nkoj hauv 29 xyoo.
Chaw nres nkoj Shanghai, Chaw nres nkoj Ningbo Zhoushan kuj nyob rau hauv qhov xwm txheej ntawm cov thawv khoob ntau.
Cov chaw nres nkoj ntawm Los Angeles, New York thiab Houston txhua tus muaj cov thawv khoob ntau heev, thiab cov chaw nres nkoj ntawm New York thiab Houston tab tom ua kom thaj chaw rau kev tso cov thawv khoob ntau ntxiv.
Xyoo 2021 kev xa khoom tsis txaus 7 lab TEU thawv, thaum qhov kev thov tau txo qis txij li Lub Kaum Hli 2022. Lub thawv khoob raug tso tseg. Tam sim no, kwv yees tias ntau dua 6 lab TEUs muaj cov thawv ntau dhau. Vim tias tsis muaj kev txiav txim, ntau lub tsheb thauj khoom tau nres hauv lub davhlau ya nyob twg hauv tebchaws, thiab cov tuam txhab thauj khoom sab saud thiab sab hauv qab kuj hais tias qhov kev ua tau zoo tau txo qis 20% xyoo-rau-xyoo! Thaum Lub Ib Hlis 2023, lub tuam txhab sau tau txo 27% peev xwm ntawm kab Asia -Europe. Ntawm tag nrho 690 qhov kev taug kev ntawm cov kev lag luam tseem ceeb ntawm cov kev lag luam tseem ceeb hla Dej Hiav Txwv Pacific, Dej Hiav Txwv Atlantic thiab Asia, thiab Hiav Txwv Mediterranean, hauv lub lim tiam 7 (Lub Ob Hlis 13 (Lub Ob Hlis 13 Txij li 19), 82 qhov kev taug kev tau raug tshem tawm ntawm 5 lub lis piam (Lub Peb Hlis 13 txog 19), thiab tus nqi tshem tawm suav txog 12%.
Ntxiv mus, raws li cov ntaub ntawv los ntawm Lub Chaw Haujlwm Saib Xyuas Kev Lis Kev Cai: Thaum Lub Kaum Ib Hlis 2022, kuv lub teb chaws cov khoom xa tawm mus rau Tebchaws Meskas tau poob qis 25.4%. Tom qab qhov kev poob qis no yog tias cov xaj tsim khoom los ntawm Tebchaws Meskas tau poob qis 40%! Cov xaj hauv Tebchaws Meskas rov qab los thiab lwm lub teb chaws cov xaj hloov pauv, lub peev xwm ntau dhau tseem niaj hnub nce ntxiv.
Cov khoom siv raw tau poob qis dua 5 xyoos, thiab tau poob yuav luag 200,000!
Ntxiv rau qhov poob qis ntawm cov nqi thauj khoom, vim yog qhov kev hloov pauv ntawm kev thov thiab kev sib cog lus, cov khoom siv raw kuj pib poob qis heev.
Txij li thaum Lub Ob Hlis, ABS tau txuas ntxiv poob qis. Thaum Lub Ob Hlis 16, tus nqi lag luam ntawm ABS yog 11,833.33 yuan / ton, poob qis los ntawm 2,267 yuan / ton piv rau lub sijhawm tib yam hauv xyoo 2022 (14,100 yuan / ton). Qee lub npe txawm poob qis dua tsib xyoos qis tshaj plaws.
Tsis tas li ntawd xwb, lub npe hu ua "lithium thoob plaws ntiaj teb" lithium kev lag luam saw, kuj tau poob qis. Lithium carbonate tau nce siab los ntawm 40,000 yuan / ton hauv xyoo 2020 mus rau 600,000 yuan / ton hauv xyoo 2022, nce 13 npaug ntawm tus nqi. Txawm li cas los xij, tom qab Lub Caij Nplooj Ntoos Hlav xyoo no downstream on demand stock, kev lag luam trading orders, raws li kev ua lag luam, los ntawm Lub Ob Hlis 17, tus nqi ntawm roj teeb qib lithium carbonate poob 3000 yuan / ton, tus nqi nruab nrab ntawm 430,000 yuan / ton, thiab thaum ntxov Lub Kaum Ob Hlis 2022 txog 600,000 yuan / ton tus nqi, poob ze li ntawm 200,000 yuan / ton, poob ntau dua 25%. Nws tseem poob qis!
Kev txhim kho kev lag luam thoob ntiaj teb, Tuam Tshoj thiab Tebchaws Meskas "txais kev txiav txim" qhib?
Lub peev xwm tau txo qis thiab tus nqi tau poob qis, thiab qee lub tuam txhab hauv tsev twb tau pib hnub so rau yuav luag ib nrab xyoo. Nws tuaj yeem pom tias qhov xwm txheej ntawm kev thov tsis zoo thiab kev ua lag luam tsis muaj zog yog qhov pom tseeb. Kev ua tsov rog sib tshooj, kev tsis txaus ntawm cov peev txheej, thiab kev txhim kho kev lag luam thoob ntiaj teb, cov teb chaws tab tom txeeb lub khw tom qab muaj kev sib kis los txhawb lub teb chaws txoj kev lag luam.
Ntawm lawv, Tebchaws Meskas kuj tau nce kev nqis peev hauv Tebchaws Europe thaum ua kom nws txoj kev tsim khoom sai dua. Raws li cov ntaub ntawv cuam tshuam, kev nqis peev ntawm Tebchaws Meskas hauv Tebchaws Meskas hauv ib nrab xyoo 2022 yog US $ 73.974 billion, thaum kuv lub tebchaws kev nqis peev hauv Tebchaws Meskas tsuas yog 148 lab daus las. Cov ntaub ntawv no qhia tau tias Tebchaws Meskas xav tsim kom muaj kev xa khoom ntawm Tebchaws Europe thiab Tebchaws Meskas, uas kuj qhia tau tias kev xa khoom thoob ntiaj teb tab tom hloov pauv, thiab kev lag luam Sino-Tebchaws Meskas yuav nce mus rau qhov kev sib cav "kev txiav txim siab".
Yav tom ntej, tseem muaj kev hloov pauv loj heev hauv kev lag luam tshuaj lom neeg. Qee tus neeg hauv kev lag luam hais tias kev thov sab nraud cuam tshuam rau kev muab khoom sab hauv, thiab cov lag luam hauv tsev yuav ntsib thawj qhov kev sim ciaj sia tom qab muaj kev sib kis.
Lub sijhawm tshaj tawm: Lub Ob Hlis-23-2023