Pomwe msika wa zotengera zaku US ukukwera mitengo komanso kuthekera kwamitengo yamalonda ndikusintha kwamayendedwe akuyandikira mwayi woti asankhenso Trump, mayendedwe amsika akuchulukirachulukira, makamaka potengera kutsika kwamitengo yamitengo yaku China. Mawonekedwe akusinthawa amapatsa ochita malonda ndi zenera kuti apindule ndi zomwe zikuchitika pamsika ndikuyang'anitsitsa momwe msika ukuyembekezeka mu 2025, potero kukulitsa phindu lawo.
Pakusokonekera kwa msika, ochita malonda amakontena ali ndi njira zingapo zolimbikitsira zomwe amapeza. Mwa izi, mtundu wa "buy-transfer-sell" umadziwika ngati njira yamphamvu kwambiri. Njira iyi imadalira kukulitsa kusiyana kwamitengo m'misika yosiyana siyana: kugula zotengera kumisika komwe mitengo ili yotsika, kutulutsa ndalama kudzera mukubwereketsa zotengera, kenako kupezerapo mwayi m'malo ofunikira kwambiri kuti mutsitse katunduyu kuti mupeze phindu.
Mu lipoti lathu lomwe likubwera la mwezi uliwonse, tikhala tikufufuza zovuta za mtundu wa "buy-transfer-sell", kusiyanitsa magawo ake ofunikira monga mtengo wogulira makontena, chindapusa chobwereketsa, ndi mitengo yogulitsanso. Kuphatikiza apo, tiwona momwe Axel Container Price Sentiment Index (xCPSI) imagwirira ntchito ngati chida chopangira zisankho, kutsogolera amalonda kupanga zisankho zanzeru komanso zodziwa zambiri pamakampani amphamvu awa.
Mitengo yamitengo yaku China ndi US
Kuchokera pachimake cha mitengo ya nduna zapamwamba za 40 mu June chaka chino, mitengo pamsika waku China yawonetsa kutsika kosalekeza. Amalonda omwe akufuna kugula zotengera ku China ayenera kugwiritsa ntchito mwayi womwe ulipo.
Mosiyana ndi izi, mitengo yamitengo ku United States yapitilira kukwera kuyambira Seputembala chaka chino, makamaka motsogozedwa ndi zochitika zapadziko lonse lapansi komanso kukula kwachuma. Kuphatikiza apo, Axel US Container Price Sentiment Index ikuwonetsa chiyembekezo chamsika komanso kusatsimikizika kowonjezereka, ndipo kukwera kwamitengo kungapitirire mpaka 2025.
Ndalama za US SOC zikhazikika
Mu June 2024, ndalama zolipirira zotengera za SOC (ndalama zolipiridwa ndi ogwiritsa ntchito zotengera kwa eni ake) panjira ya China-US zidafika pachimake ndipo pang'onopang'ono zidabwerera m'mbuyo. Pokhudzidwa ndi izi, phindu la bizinesi ya "buy container-transfer-sell sell" latsika. Deta ikuwonetsa kuti ndalama zobwereka zakhazikika.
Chidule cha momwe msika uliri
M'miyezi ingapo yapitayi, kutsika kosalekeza kwa chiwongola dzanja cha Standard Operating Container (SOC) kwapangitsa kuti njira ya "kupeza-container-resell-container" kukhala yosatheka pankhani ya phindu mu Ogasiti. Komabe, ndi kukhazikika kwaposachedwa kwa chindapusachi, ogulitsa matumba tsopano apatsidwa mwayi wokwanira kuti apindule pamsika.
Kunena zowona, amalonda omwe amasankha kugula zotengera ku China ndikusamutsa ndikuzigulitsa ku United States amapeza phindu lalikulu potengera momwe msika uliri.
Kupititsa patsogolo kukopa kwa njira iyi ndikuganizira zolosera zamitengo m'miyezi 2-3 ikubwerayi, yomwe ndi nthawi yongoyerekeza yaulendo wa chidebe kuchokera ku China kupita ku US. Pogwirizana ndi ziwonetserozi, kuthekera kwachipambano kwanjira kumakula kwambiri.
Njira yomwe akufunira ndikuyika ndalama m'makontena tsopano, kuwatumiza ku US, kenako ndikugulitsa pamitengo yomwe ilipo pakadutsa miyezi 2-3. Ngakhale njira iyi ndi yongopeka komanso yodzala ndi chiwopsezo, ili ndi lonjezo lopeza phindu lalikulu. Kuti izi zitheke, ochita malonda otengera zinthu ayenera kukhala ndi chidziwitso chakuzama pamitengo yamitengo, mothandizidwa ndi data yolimba.
M'nkhaniyi, A-SJ Container Price Sentiment Index imatuluka ngati chida chamtengo wapatali, chopatsa amalonda chidziwitso chofunikira kuti apange zisankho zodziwika bwino ndikuyendetsa zovuta za msika wazitsulo molimba mtima.
Mawonekedwe a Msika 2025: Kusakhazikika Kwamsika ndi Mwayi
Ikafika pachimake cha nyengo, kufunikira kwa zotengera ku United States kukuyembekezeka kukwera. Ogulitsa m'matumba monga HYSUN ayenera kukonzekera pasadakhale ndikugula kapena kusunga zinthu kuti akonzekere kukwera mitengo kwamtsogolo. Makamaka, amalonda ayenera kuyang'anitsitsa nthawi yomwe ikupita ku Phwando la Spring la 2025, lomwe likugwirizana ndi kukhazikitsidwa kwa Trump ndi kukhazikitsa ndondomeko za msonkho.
Kusatsimikizika kwapadziko lonse lapansi, monga zisankho zaku US komanso momwe zinthu ziliri ku Middle East, zipitilirabe kukhudza kufunikira kwapadziko lonse lapansi komanso mitengo yamitengo yaku US. HYSUN ikuyenera kusamala kwambiri ndi machitidwewa kuti athe kusintha njira yake munthawi yake.
Pankhani yopereka chidwi pamitengo yamitengo yapanyumba, amalonda amatha kukumana ndi zinthu zabwino zogulira ngati mitengo yazitsulo ku China ikhazikika. Komabe, kusintha kwa kufunikira kungabweretsenso zovuta zina. HYSUN ikuyenera kugwiritsa ntchito ukatswiri wake ndi chidziwitso chamsika kuti amvetsetse momwe msika ukuyendera ndikupanga zisankho zanzeru. Kupyolera mu kusanthula kwatsatanetsatane uku, HYSUN ikhoza kulosera bwino mayendedwe amsika ndikuwongolera kugula kwake kotengera ndi njira zogulitsa kuti apeze phindu.
