Ngaphansi komthelela oqhubekayo wobhubhane lwe-Delta mutant strain, ukusimama kwemboni yezokukhiqiza emhlabeni wonke kuyehla, kanti ezinye izindawo sezimile.Lo bhubhane ubulokhu uphazamisa umnotho.“Ubhadane ngeke lulawuleke futhi umnotho ngeke ukhuphuke” akuwona neze uvalo.Ukuqina kwalolu bhubhane ezintweni ezibalulekile ezibalulekile kanye nezisekelo zokukhiqiza eSoutheast Asia, imiphumela emibi evelele yezinqubomgomo zokukhuthaza emazweni ahlukahlukene, kanye nokwanda okuqhubekayo kwamanani entengo yokuthutha emhlabeni wonke sekuphenduke izici "ezibambekile" zokukhiqiza kwamanje emhlabeni jikelele. ukululama, kanye nosongo ekuvuseleleni ukukhiqizwa komhlaba wonke kukhuphuke kakhulu.
NgoSepthemba 6, i-China Federation of Logistics and Purchasing yabika ukuthi i-PMI yokukhiqiza emhlabeni wonke ngo-August yayingama-55.7%, ukwehla ngamaphesenti angu-0.6 kusukela enyangeni edlule, kanye nokwehla kwenyanga nenyanga izinyanga ezintathu zilandelana.Sehle safinyelela ku-56 okokuqala ngqa kusukela ngoMashi 2021. %okulandelayo.Ngokombono wezifunda ezihlukene, i-PMI yokukhiqiza yase-Asia naseYurophu yenqabile ukuya kumazinga ahlukahlukene kusukela enyangeni edlule.I-PMI yokukhiqiza yamazwe aseMelika yayifana nenyanga edlule, kodwa izinga eliphelele laliphansi kunesilinganiso sekota yesibili.Phambilini, imininingwane ekhishwe yisikhungo socwaningo lwemakethe i-IHS Markit iphinde yakhombisa ukuthi i-PMI yokukhiqiza yamazwe amaningi aseNingizimu-mpumalanga ye-Asia iqhubekile nokuba seqophelweni lokuncibilika ngo-Agasti, kanti umnotho wendawo wathinteka kakhulu yilolu bhubhane, olungase lube nomthelela omkhulu i-global supply chain.
Ukuphindaphindeka okuqhubekayo kwalolu bhubhane kuyisici esiyinhloko sokwehla kwamanje kokusimama kokukhiqiza emhlabeni jikelele.Ikakhulukazi, umthelela we-Delta mutant strain bhubhane emazweni aseNingizimu-mpumalanga ye-Asia usaqhubeka, okubangela ubunzima ekubuyiseleni kabusha izimboni zokukhiqiza kulawa mazwe.Abanye abahlaziyi baveze ukuthi amanye amazwe aseNingizimu-mpumalanga ye-Asia ayizisekelo ezibalulekile zokuhlinzeka ngezinto ezingavuthiwe kanye nezisekelo zokukhiqiza emhlabeni.Kusukela embonini yendwangu e-Vietnam, kuya kuma-chips e-Malaysia, kuya ezimbonini zezimoto e-Thailand, bakwisikhundla esibalulekile ochungechungeni lokukhiqiza emhlabeni jikelele.Izwe lisaqhubeka nokuhlushwa yilolu bhubhane, futhi ukukhiqizwa ngeke kuphinde kutholakale ngempumelelo, okubophezelekile ukuthi kube nomthelela omubi kakhulu ochungechungeni lwezokukhiqiza emhlabeni jikelele.Isibonelo, ukunikezwa okunganele kwama-chips e-Malaysia kuphoqe ukuvalwa kwemigqa yokukhiqiza yabakhiqizi bezimoto abaningi nabakhiqizi bemikhiqizo ye-elekthronikhi emhlabeni jikelele.
Uma kuqhathaniswa neNingizimu-mpumalanga ye-Asia, ukusimama kwezimboni zokukhiqiza zaseYurophu nezaseMelika kungcono kancane, kodwa umfutho wokukhula umile, futhi imiphumela engemihle yenqubomgomo exega kakhulu iye yaba sobala kakhulu.E-Europe, i-PMI yokukhiqiza yaseJalimane, i-France, i-United Kingdom namanye amazwe wonke yehla ngo-Agasti uma kuqhathaniswa nenyanga edlule.Nakuba imboni yokukhiqiza yase-US yayizinzile uma kuqhathaniswa nesikhathi esifushane, yayisencane kakhulu kunezinga eliphakathi kwekota yesibili, futhi umfutho wokuthola kabusha wawuncipha.Abanye abahlaziyi baveze ukuthi izinqubomgomo ezixegayo kakhulu e-Europe nase-United States ziyaqhubeka nokukhuphula okulindelwe emalini yokwehla kwamandla emali, futhi ukwenyuka kwamanani kudluliselwa kusuka emkhakheni wokukhiqiza kuya emkhakheni wokusetshenziswayo.Iziphathimandla zezimali zaseYurophu nezaseMelika ziye zagcizelela ngokuphindaphindiwe ukuthi “ukwehla kwamandla emali kumane kuyisenzakalo sesikhashana.”Nokho, ngenxa yokuphindaphindeka okukhulu kwalolu bhubhane eYurophu nase-United States, ukwehla kwamandla emali kungase kuthathe isikhathi eside kunalokho obekulindelwe.
Isici sokukhuphuka kwezintengo zokuthumela emhlabeni wonke asinakuzitshwa.Kusukela ekuqaleni kwalo nyaka, inkinga yemboni yemikhumbi yamazwe ngamazwe ibilokhu igqamile, futhi amanani emikhumbi aqhubekile nokukhuphuka kakhulu.Kusukela ngomhlaka-12 Septhemba, amanani okuthumela e-China/Southeast Asia—West Coast of North America and China/Southeast Asia—East Coast of North America have over US$20,000/FEU (40-foot standard container).Njengoba ngaphezu kwama-80% ohwebo lwempahla emhlabeni luthuthwa olwandle, ukukhuphuka kwamanani entengo olwandle akuthinti nje kuphela ukuthengwa kwempahla emhlabeni wonke, kodwa kukhuphula okulindelwe ekwehleni kwamandla emali emhlabeni jikelele.Ukwenyuka kwentengo kuze kwenze imboni yezokuthutha yamazwe ngamazwe iqaphe.NgoSepthemba 9, ngesikhathi sendawo, i-CMA CGM, okuyinkampani yesithathu ngobukhulu emhlabeni ethwala amabhokisi, yamemezela kungazelelwe ukuthi izomisa amanani emakethe yezimpahla ezithuthwayo, kanti nezinye izikhondlakhondla zemikhumbi nazo zamemezela ukuthi zizolandela.Abanye abahlaziyi baveze ukuthi uchungechunge lokukhiqiza e-Europe nase-United States limi kancane ngenxa yesimo sobhubhane kanye nezinqubomgomo zokuxega okuxekethile eYurophu nase-United States zikhulise kakhulu isidingo sezimpahla ezithengwayo nemikhiqizo yezimboni I-Europe kanye ne-United States, osekuyimbangela enkulu ekukhuphuleni amanani entengo yemikhumbi emhlabeni wonke.
Isikhathi sokuthumela: Oct-18-2021