Umthombo: Ithamsanqa laseMpuma
Iimveliso zephepha zaseTshayina zinokwahlulwa zibe “ziimveliso zephepha” kunye “neemveliso zekhadibhodi” ngokwendlela ezisetyenziswa ngayo. Iimveliso zephepha ziquka iphepha elitsha, iphepha lokusonga, iphepha lasekhaya njalo njalo. Iimveliso zekhadibhodi ziquka ibhodi yebhokisi ye-corrugate kunyeIbhodi yebhokisi egoqekayo yeFBB
Njengenxalenye ebalulekileyo yoshishino lokupakisha, imakethi yeebhokisi zephepha ezirhabaxa idlala indima ebalulekileyo kuphuhliso loqoqosho lwaseTshayina. Ngokukhula okuzinzileyo kweshishini lokupakisha laseTshayina kunye nokunyuka kancinci kwemfuno yeemveliso zephepha ngo-2023, imakethi yeebhokisi zekhadibhodi ibonisa amathuba okukhula athembisayo.
Xa kuthelekiswa nezinye izalathisi eziphambili zokukhula koqoqosho lwase-US, ezifana neZibonakaliso zeMisebenzi yoQoqosho eziPhambili zeChamber of Commerce, i-PMI engeyiyo imveliso, izinga lokungasebenzi, i-inverted yield curve, indima ebonakalisa imfuno yebhokisi yekhadibhodi kwi-recession isenokungahoywa, kodwa oku akuchaphazeli ixabiso layo kwiingcali kunye neengcali ukuze kuchongwe inqanaba loqoqosho kwi-recession ukuze kubhekiselwe kuyo.
Ukwehla kwamandla emali kwibhokisi yekhadibhodi, intsingiselo yalo yimfuno yemveliso yekhadibhodi yephepha kwiikota ezininzi ezilandelelanayo zokwehla kwamandla emali. Kuyo yonke imeko yoqoqosho lwaseMelika, imeko "yokwehla kwamandla emali kwibhokisi yekhadibhodi" phantse rhoqo kuqoqosho luye lwaya kuhla kwamandla emali ngaphambi kokuba kubekho "ukukhanya okubomvu" kokuqala.
Umvelisi wesithathu ngobukhulu weebhokisi zekhadibhodi eMelika iPackaging Corp of America (Packaging Corp of America) ubhengeze kule veki, emva kokuhla kwe-12.7% kwikota yokuqala, ukuhla okukhulu kunangaphambili, emva kwekota yesibini.Ikhadibhodi ekhandiweyointengiso yehle nge-9.8% unyaka nonyaka. Ngokwedatha eqokelelwe yiFreightWaves Research, inkampani yobukrelekrele beenkonzo zothutho, i-US Packaging Corp yaseMelika kwiikota ezimbini zokugqibela zokwehla kwentengiso yeebhokisi zekhadibhodi ifikelele kwinqanaba eliphezulu ukusukela ekuqaleni kuka-2009.
Ukunyuka ngokukhawuleza kwenzala yeFederal Reserve kuye kwanciphisa imfuno yeebhokisi zekhadibhodi, kwaye imfuno isenokuba ingena ekwehleni kwexesha elide. Kwixesha lama-26 lendawo, njengoko bekulindelwe ngokubanzi yimarike, iFed inyuse ithagethi yayo yenzala yokulinganisa ngamanqaku angama-25 ukuya kwinqanaba eliphezulu leminyaka engama-22 le-5.25%-5.5% kwintlanganiso yayo yenzala kaJulayi. Ukuza kuthi ga ngoku, ukusukela ngoMatshi 2022 ukuvula umjikelo wangoku wokunyuka kwenzala ukusukela kule nkqubo, iFed inyuse inzala izihlandlo ezili-11, isantya esikhawulezayo sokunyuka kwenzala ukusukela ngeminyaka yoo-1980.
Ukwehla kweibhodi yephephaukuthunyelwa kwempahla luphawu lweengxaki zoqoqosho ezibanzi.” Iphi imeko yokudodobala koqoqosho?” UDanielle DiMartino Booth, i-CEO ye-QI Research, uthethe kumaqonga eendaba ezentlalo egxeka iingxaki ezivezwe kukusebenza kweenkampani zokupakisha zaseMelika.
I-US iphakathi "kweengxaki zemali zekhadibhodi," ezinokukhokelela kwimarike yemisebenzi ebuthathaka kunye noxinzelelo olungakumbi kwingeniso yeenkampani, kodwa zinokubangela ukwehla okukhulu kwexabiso lentengo ekupheleni konyaka.
UKlein Topper utshilo kwingxelo yakhe ngoMvulo, nangona ukudodobala koqoqosho kudla ngokukhokelela ekudodobaleni kwawo onke amacandelo oqoqosho, kodwa okwangoku ngamacandelo okuvelisa norhwebo kuphela anciphe kakhulu. Ngokutsho kwe-US Fibre Box Association, oku kukhokelele ekwehleni kwemfuno yeebhokisi zekhadibhodi - uphawu olungananzwanga lokudodobala koqoqosho okwandulela ukudodobala koqoqosho lwaseMelika kwangaphambili.
Nangona i-US ingakhange ibhengeze ngokusesikweni ukuba uqoqosho lukwimeko yokudodobala koqoqosho, kodwa i-Knechteling Top ithe uqoqosho lwaseMelika okwangoku lukwimeko yokudodobala koqoqosho lwekhadibhodi, nto leyo enokubangela ukuba imarike yemisebenzi ibe buthathaka, amashishini ajongene noxinzelelo olukhulu lwenzuzo. Abatyali-mali banokubona imbuyekezo ephantsi kwimarike yezabelo, ingakumbi ukuba le ndlela ibuthathaka isasazeka nakwamanye amashishini afana neenkonzo.
Kodwa ukuhla kwexabiso kunokubonelela ngethemba lokuba amaxabiso ehle, njengoko amaxabiso okuvelisa - kuquka amaxabiso eebhokisi zekhadibhodi - kwidatha ye-PMI yase-US idla ngokuba malunga neenyanga ezintandathu ngaphambi kokunyuka kwamaxabiso.
Idatha ibonise ukuba amaxabiso e-US asebenzise i-corrugated carton (OCC) anyuke kwinyanga yesibini ilandelelana kuninzi lwaseMntla Melika kwiveki yokuqala kaMeyi, nto leyo enyusa ixabiso eliphakathi le-OCC kule nyanga. Lilonke, ixabiso eliphakathi le-US OCC linyuke nge-$12 ukusukela ngoJanuwari.
Imimandla esixhenxe kwesithoba elandelwa yi-RISI's P&PW ibike amaxabiso aphezulu e-OCC ekuqaleni kukaMeyi. KuMzantsi-mpuma, eMntla-mpuma, eMbindi-ntshona, eMzantsi-ntshona, nakwiPacific Northwestern US, amaxabiso eedokhi zomthengisi we-FOB anyuke nge-$5.
Kwimisebenzi yasekhaya yase-US yoomatshini bephepha, amaxabiso e-OCC ehla kuzo zonke iibakala ezinkulu kwiindawo zaseLos Angeles naseSan Francisco. Lo kuphela kommandla apho ukunikezelwa kuthiwa kudlula imfuno. Kwi-OCC nakwi-DLK entsha, imveliso yeebakala ezinkulu kuthiwa ayimi ndawonye, ukuya kuthi ga kwi-25% e-US.
Ubungakanani bemarike yeshishini lebhokisi yekhadibhodi laseTshayina bufikelele kumashumi eebhiliyoni zeerandi ngo-2023, ukwanda okuphantse kube yi-10% kunyaka ophelileyo. Olu lwando lwemarike lubangelwa kakhulu kukukhula koqoqosho oluqinileyo lwaseTshayina, imboni ye-e-commerce ekhulayo, kunye nemizi-mveliso yezothutho.
Ixesha lokuthumela: Disemba-02-2023