Batho ba ka hare ho indasteri ba bontšitse hore inflation, taolo ea seoa, le keketseho ea likepe tse ncha, tse lebisang ho eketseha ha sebaka sa likepe le ho fokotseha ha thepa ea thepa, ke lintlha tse tharo tsa bohlokoa bakeng sa litekanyetso tsa thepa tse lokelang ho tsoela pele ho hlahlojoa khahlano le mokhoa oa tlhoro ea setso. sehla.
1. Litefiso tsa thepa ea linkho li theohile ka lilemo tse robeli tse latellanang
Shanghai Shipping Exchange e phatlalalitse hore index ea morao-rao ea SCFI e ntse e tsoela pele ho theola lintlha tsa 148.13 ho lintlha tse 3739.72, ho theosa le 3.81%, e oela libeke tse robeli tse latellanang.Ho ngola hape tlase e ncha ho tloha bohareng ba June selemong se fetileng, litsela tse 'nè tsa maeto a malelele li ile tsa oela ka nako e tšoanang, eo har'a eona tsela ea Europe le tsela e ka bophirimela ea US e ileng ea theoha ho feta, ka ho theoha ha beke le beke ea 4.61% le 12.60% ka ho latellana.
Lenane la morao-rao la SCFI le bontša:
- tekanyo ea thepa ea nyeoe ka 'ngoe ho tloha Shanghai ho ea Europe e ne e le US $ 5166, ho theoha US $ 250 bekeng ena, ho theoha 3.81%;
- moeli oa Mediterranean e ne e le $ 5971 ka lebokose, ho theosa le $ 119 bekeng ena, ho theosa le 1.99%;
- sekgahla sa thepa sa setshelo se seng le se seng sa maoto a 40 Amerika Bophirima e ne e le US $6499, tlase US $195 bekeng ena, ho theohile ka 2.91%;
- tekanyo ea thepa ea sejana se seng le se seng sa maoto a 40 Amerika Bochabela e ne e le US $ 9330, tlase US $ 18 bekeng ena, e theohile ka 0.19%;
- sekhahla sa thepa sa South America Line (Santos) ke US $9531 nyeoe ka 'ngoe, ho nyoloha US $92 ka beke, kapa 0.97%;
- sekhahla sa thepa ea tsela ea Koung ea Persia ke US $2601 / TEU, e theohile ka 6.7% ho tloha nakong e fetileng;
- sekhahla sa thepa ea mohala oa Asia Boroa-bochabela (Singapore) e ne e le US $ 846 nyeoeng ka 'ngoe, ho theohile US $122 bekeng ena, kapa 12.60%.
The Drury world container freight index (WCI) e theohile ka libeke tse 22 tse latellanang, ka phokotseho ea 2%, e ileng ea atolosoa hape ha e bapisoa le libeke tse peli tse fetileng.
Ningbo Shipping Exchange e lokolitse hore index ea morao-rao ea ncfi e koetsoe ho 2912.4, e theohile ka 4.1% ho tloha bekeng e fetileng.
Har'a litsela tse 21, lenane la litekanyetso tsa thepa ea tsela e le 'ngoe le ile la eketseha, 'me lenane la litefiso tsa litsela tse 20 le fokotsehile.Har'a likou tse kholo tse haufi le "maritime Silk Road", index ea litheko tsa koung e 'ngoe e ile ea phahama' me index ea litheko tse 15 tsa boema-kepe e ile ea theoha.
Li-index tsa bohlokoa tsa litsela ke tse latelang:
- Tsela ea mobu ea Europe: Tsela ea mobu ea Europe e boloka boemo ba phepelo e fetang tlhokahalo, mme sekhahla sa thepa ea 'maraka se ntse se theoha,' me ho fokotseha ho atolohile.
- Tsela ea Amerika Leboea: index ea sekhahla sa thepa ea tsela e ka bochabela ea US e ne e le lintlha tsa 3207.5, e theohile ka 0.5% ho tloha bekeng e fetileng;Lenane la sekhahla sa thepa ea tsela e ka bophirima ea US e ne e le lintlha tse 3535.7, ho theohile ka 5.0% ho tloha bekeng e fetileng.
- Middle East Route: index ea litsela tse bohareng e ne e le lintlha tsa 1988.9, e theohile ka 9.8% ho tloha bekeng e fetileng.
Bahlahlobisisi ba lumela hore ka botsitso ba boemo ba thibelo le taolo ea seoa, hoa utloahala hore litheko tsa machaba tsa likepe li theohe butle-butle selemong sena.Ho theoha ho potlakileng ha morao tjena ho bakiloe ke lintlha tse kang ntlafatso ea bokhoni ba likepe, ho theoha ha tlhoko ea lehae le kantle ho naha, ho theoha ha litheko tsa oli tsa machaba, le keketseho e tsitsitseng ea matla a lipalangoang.
2. Tšubuhlellano ea likou e ntse e le mpe
Ho feta moo, tšubuhlellano ea likou e ntse e le teng.Ka May le June, likou tsa Europe li ne li petetsane, ’me tšubuhlellano e lebōpong le ka bophirimela la United States ha ea ka ea fokotseha hakaalo.
Ho tloha ka la 30 Phuptjane, 36.2% ea likepe tsa likepe tsa lefats'e li ne li tsielehile likoung ka lebaka la literaeke tsa basebetsi, mocheso o phahameng oa lehlabula le lintlha tse ling.Thepa ea phepelo e ne e thibetsoe 'me matla a lipalangoang a fokotsehile, e leng se ileng sa theha tšehetso e itseng bakeng sa sekhahla sa thepa ka nako e khutšoanyane.Le hoja sekhahla sa thepa ea libaka se theohile, se ntse se le boemong bo phahameng.
Bokhoni ba lijana tsa litsela tsa khoebo ho tloha Bochabela bo Hōle ho ea United States bo ntse bo tsoela pele ho tloha bophirimela ho ea Bochabela, 'me palo ea lik'hontheinara tse tsamaisoang ke likou tse lebōpong le ka bochabela la United States e eketsehile selemong sena.Phetoho ena e bakile tšubuhlellano boemakepeng bo ka bochabela ho lebopo.
George Griffiths, mohlophisi ea ka sehloohong oa thepa ea lefats'e ea thepa ea S & P ea lefats'e, o boletse hore likou tse lebōpong le ka bochabela li ntse li phathahane, 'me boema-kepe ba Savannah bo tlas'a khatello ea palo e kholo ea thepa e tsoang linaheng tse ling le ho lieha ha likepe.
Leha ho le joalo, ka lebaka la liketso tsa boipelaetso tsa bakhanni ba literaka ka bophirimela ho United States, boema-kepe bo ntse bo thibetsoe, ’me beng ba thepa ba bang ba retelletsa thepa ea bona ka bochabela ho United States.Sekhahla sa ketane ea phepelo se ntse se thusa ho boloka sekhahla sa thepa se le maemong a holimo.
Ho ea ka phuputso ea likepe tsa Amerika mabapi le sephethephethe sa likepe le data ea likepe tsa likepe, ho elella bofelong ba July, palo ea likepe tse emetseng likoung tsa Amerika Leboea li feta 150. Palo ena e fetoha letsatsi le leng le le leng 'me hona joale e ka tlaase ho 15% ho feta tlhōrō, empa e ntse e le teng. ka nako tsohle.
Ho tloha hoseng ka la 8 Phato, kakaretso ea likepe tse 130 li ne li emetse kantle ho boema-kepe, tseo 71% ea tsona li neng li le lebopong le ka bochabela le Gulf Coast, mme 29% li le lebopong le ka bophirima.
Ho ea ka boitsebiso, ho na le likepe tse 19 tse emetseng ho emisa ka ntle ho New York New Jersey Port, ha palo ea likepe tse emetseng ho emisa sekepe sa Savannah e se e phahame ho feta 40. Likou tsena tse peli ke tsa pele le tsa bobeli tse kholo ka ho fetisisa. lebopo le ka bochabela.
Ha ho bapisoa le nako ea tlhōrō, tšubuhlellano boema-kepeng bo ka bophirimela ho United States e fokotsehile, 'me lebelo la ho boloka nako le lona le eketsehile, ho fihla boemong bo phahameng ka ho fetisisa (24.8%) ka nako e fetang selemo.Ho phaella moo, nako e tloaelehileng ea ho lieha ha likepe ke matsatsi a 9.9, e leng holimo ho feta lebōpong le ka bochabela.
Patrick Jany, ofisiri e kholo ea lichelete ea Maersk, o boletse hore litefiso tsa thepa li ka theoha likhoeling tse tlang.Ha mokhoa o theohang oa litheko tsa thepa o emisa, o tla tsitsa maemong a holimo ho feta pele ho seoa.
Detlef trefzger, CEO oa Dexun, o boletse esale pele hore sekhahla sa thepa se tla tsitsa maemong a 2 ho isa ho makhetlo a 3 pele ho koluoa.
Mason's Cox o boletse hore litheko tsa thepa ea libaka li ntse li fetoloa butle le ka tatellano, 'me ha ho na ho theoha ho hoholo.Likhamphani tsa liner li tla tsoelapele ho tsetela matla a tsona kaofela kapa hoo e ka bang kaofela tseleng.
Nako ea poso: Aug-15-2022