Umthombo: Inhlanhla YaseMpumalanga
Imikhiqizo yemboni yephepha yaseShayina ingahlukaniswa ibe “imikhiqizo yephepha” kanye “nemikhiqizo yekhadibhodi” ngokuya ngokusetshenziswa kwayo. Imikhiqizo yephepha ihlanganisa iphepha elisha, iphepha lokusonga, iphepha lasekhaya njalo njalo. Imikhiqizo yekhadibhodi ihlanganisa ibhodi lebhokisi le-corrugate kanyeIbhodi lebhokisi eligoqekayo le-FBB
Njengengxenye ebalulekile embonini yokupakisha, imakethe yamabhokisi ephepha ahlanganisiwe idlala indima ebalulekile ekuthuthukisweni komnotho waseShayina. Ngokukhula okuqhubekayo kwemboni yokupakisha yaseShayina kanye nokukhula kancane kancane kwesidingo semikhiqizo yephepha ngo-2023, imakethe yamabhokisi ekhadibhodi ikhombisa amathuba okukhula athembisayo.
Uma kuqhathaniswa nezinye izinkomba ezihamba phambili zokukhula komnotho wase-US, njengezinkomba ezihamba phambili zomsebenzi wezomnotho zeChamber of Commerce, i-PMI engakhiqizi, izinga lokungasebenzi, i-inverted yield curve, indima ekhombisa isidingo sebhokisi lekhadibhodi ekuwohlokeni komnotho cishe ayinakwa, kodwa lokhu akuthinti inani laso kochwepheshe kanye nezazi ukuze kunqunywe iphuzu lomnotho ekuwohlokeni komnotho ukuze kubhekiselwe kulo.
Ukwehla kwamandla emali ebhokisini lekhadibhodi, incazelo yalo iwukufunwa kwemikhiqizo yamakhadibhodi ephepha yezingxenye eziningana ezilandelanayo zokwehla kwamandla emali. Kuwo wonke umnotho wase-US ekuwohlokeni komnotho kwamuva nje, into ethi “Ukwehla kwamandla emali ebhokisini lekhadibhodi” cishe njalo emnothweni yangena ekuwohlokeni komnotho ngaphambi “kokukhanya okubomvu” kokuqala.
Umkhiqizi wesithathu ngobukhulu wamabhokisi ekhadibhodi ase-US iPackaging Corp of America (Packaging Corp of America) umemezele kuleli sonto, ngemuva kokwehla ngo-12.7% kwikota yokuqala, ukwehla okukhulu kakhulu okuke kwaqoshwa, ngemuva kwekota yesibili.Ikhadibhodi Elinothayelaukuthengisa kwehle ngo-9.8% unyaka nonyaka. Ngokusho kwedatha eqoqwe yiFreightWaves Research, inkampani yezobunhloli bezokuthengwa kwempahla, i-US Packaging Corp of America ezigabeni ezimbili zokugcina zokwehla kokuthengiswa kwamabhokisi ekhadibhodi kufinyelele okukhulu kakhulu kusukela ekuqaleni kuka-2009.
Ukwenyuka okusheshayo kwesilinganiso senzalo se-Federal Reserve kuye kwanciphisa isidingo samabhokisi ekhadibhodi, futhi isidingo singase singene ekwehleni kwesikhathi eside. Ngesikhathi sendawo sama-26, njengoba bekulindelwe kabanzi yimakethe, i-Fed inyuse umgomo wayo wesilinganiso senzalo ngamaphuzu angama-25 kuya phezulu kweminyaka engama-22 okungu-5.25%-5.5% emhlanganweni wayo wesilinganiso sikaJulayi. Kuze kube manje, kusukela ngoMashi 2022 ukuvula umjikelezo wamanje wokwenyuka kwesilinganiso senzalo kusukela kule nqubo, i-Fed inyuse amazinga enzalo izikhathi eziyi-11, okuyisivinini esisheshayo sokwenyuka kwesilinganiso senzalo kusukela ngawo-1980.
Ukwehla kweibhodi lephephaukuthunyelwa kwezimpahla kuyisibonakaliso sezinkinga zomnotho ezibanzi.” Kuphi ukwehla komnotho?” UDanielle DiMartino Booth, i-CEO ye-QI Research, wasebenzisa izinkundla zokuxhumana ukuze azishaye indiva izinkinga ezivezwe ukusebenza kwezinkampani zokupakisha zase-US.
I-US iphakathi "nokwehla kwamandla emali ekhadibhodini," okungaholela emakethe yemisebenzi ebuthaka kanye nokucindezeleka okwengeziwe emalini engenayo yezinkampani, kodwa futhi kungaholela ekwehleni okukhulu kokwehla kwamandla emali ekupheleni konyaka.
UKlein Topper uthe embikweni wangoMsombuluko, yize ukwehla komnotho kuvame ukuholela ekuncipheni kwayo yonke imikhakha yomnotho, kodwa okwamanje yimikhakha yokukhiqiza neyezohwebo kuphela eye yancipha kakhulu. Ngokusho kwe-US Fibre Box Association, lokhu kuholele ekwehleni kwesidingo samabhokisi ekhadibhodi - isibonakaliso esinganakwa sokwehla komnotho okwandulela ukwehla komnotho wase-US kwangaphambilini.
Nakuba i-US ingakamemezeli ngokusemthethweni ukuthi umnotho usekuwohlokeni komnotho, kodwa i-Knechteling Top ithe umnotho wase-US okwamanje “usekuwohlokeni komnotho webhokisi lekhadibhodi”, okungaholela emakethe yemisebenzi ebuthaka, amabhizinisi abhekene nezingcindezi ezinkulu zenzuzo. Abatshalizimali bangase babone nokubuyiselwa okuphansi kwemakethe yamasheya, ikakhulukazi uma lo mkhuba obuthakathaka usakazekela kwezinye izimboni ezifana nezinsizakalo.
Kodwa ukwehla kwentengo kungaphinde kunikeze ithemba lokwehla kwentengo, njengoba amanani okukhiqiza - kufaka phakathi amanani ebhokisi lekhadibhodi - kudatha ye-PMI yase-US ngokuvamile angaphambi kwezinyanga eziyisithupha kwentengo.
Idatha ikhombisile ukuthi amanani e-US asebenzisa i-corrugated carton (OCC) akhuphuke ngenyanga yesibili ilandelana ezindaweni eziningi zaseNyakatho Melika ngesonto lokuqala likaMeyi, okwakhuphula intengo ejwayelekile ye-OCC yenyanga. Sekukonke, intengo ejwayelekile ye-US OCC ikhuphuke ngo-$12 kusukela ngoJanuwari.
Izifunda eziyisikhombisa kweziyisishiyagalolunye ezilandelwa yi-RISI's P&PW zibike amanani aphezulu e-OCC ekuqaleni kukaMeyi. ENingizimu-mpumalanga, eNyakatho-mpumalanga, eMidwestern, eNingizimu-ntshonalanga, kanye nasePacific Northwestern US, amanani edokhi lomthengisi we-FOB akhuphuke ngo-$5.
Emisebenzini yasekhaya yase-US yokukhiqiza iphepha, amanani e-OCC ehla kuwo wonke amazinga amakhulu ezindaweni zaseLos Angeles naseSan Francisco. Lesi yisifunda kuphela lapho kuthiwa ukunikezwa kudlula isidingo. Ku-OCC kanye ne-DLK entsha, ukukhiqizwa kwamazinga amakhulu kuthiwa kuhlala kumile, kuze kufike ku-25% e-US.
Izinga lemakethe yemboni yamabhokisi ekhadibhodi yaseShayina lifinyelele amashumi ezigidigidi zama-RMB ngo-2023, ukwanda cishe ngo-10% kusukela ngonyaka odlule. Lokhu kwanda kwesilinganiso semakethe kubangelwa kakhulu ukukhula komnotho okuqinile waseShayina, imboni ye-e-commerce ekhulayo, kanye nemboni yezokuthutha.
Isikhathi sokuthunyelwe: Disemba-02-2023