Ukuchuma kwemboni yamasondo kuyaqhubeka nokukhuphuka, futhi izinkampani zamathayi zaseChina zithatha isikhundla somhlaba wonke sika-C. Ngomhla zi-5 kuJuni, i-Brand Finance ikhiphe uhlu lwezinkampani zamathayi zomhlaba ezihamba phambili ezingama-25. Ngokumelene nezinselelo ezibhekene nezikhondlakhondla zamasondo emhlabeni wonke, iChina inenani elikhulu lezinkampani zamathayi ohlwini, okuhlanganisa nezinkampani ezaziwayo njengeSentury, Triangle Tire, neLinglong Tire. Ngesikhathi esifanayo, idatha evela ku-General Administration of Customs ibonise ukuthi kusukela ngoJanuwari kuya ku-April 2023, ukuthunyelwa kwe-China okuhlanganisiwe kwamasondo enjoloba kukhuphuke ngo-11.8% unyaka nonyaka, futhi inani lokuthekelisa lenyuka ngo-20.4% unyaka nonyaka; idatha evela ku-National Bureau of Statistics nayo ikuqinisekisile lokhu kuthambekela. Ezinyangeni ezine zokuqala zalo nyaka, ukukhiqizwa kwamathayi aseChina sekuphelele kukhuphuke ngo-11.4% unyaka nonyaka, kanti ukuthunyelwa kwamanye amazwe kukhuphuke ngo-10.8% unyaka nonyaka. Imboni yamasondo isingenise esigabeni sokuchuma okuphezulu, ngesidingo esinamandla ezimakethe zamazwe omhlaba nezasekhaya.
Ukuqamba okusha kwezobuchwepheshe kuholela ekuthuthukisweni kwemboni, futhi amathayi aluhlaza kanye nemvelo abe yintandokazi entsha
Embukisweni Wamathayi Wamazwe Ngamazwe Wase-Cologne obuseJalimane muva nje, i-Guizhou Tire ilethe imikhiqizo ethuthukisiwe yesizukulwane sesibili sase-Europe ye-TBR kanye nempumelelo yezobuchwepheshe, kwathi i-Linglong Tire yethula isondo lokuqala lale mboni eliluhlaza nelinobungani nemvelo, elisebenzisa kuze kufike ku-79% wezinto zokuthuthukisa esimeme. . Ukuqanjwa kabusha kwezobuchwepheshe kuhola ukuthuthukiswa kwekhwalithi ephezulu yemboni yamasondo, futhi amathayi aluhlaza kanye nemvelo abe yindlela entsha yokuthuthukisa imboni. Ngesikhathi esifanayo, izinkampani zamasondo zezwe lami zisheshisa ukuma kwazo kwamanye amazwe. Imali engenayo yebhizinisi laphesheya kwezinkampani ezinjengeSenqilin kanye neGeneral Shares ibalelwa ngaphezu kwama-70%. Bathuthukisa ukuncintisana kwabo ezimakethe zomhlaba ngokwakha izimboni phesheya kwezilwandle futhi bakhuthaze ukuthuthukiswa kwekhwalithi ephezulu yemboni.
Ukwenyuka kwentengo yezinto zokusetshenziswa kukhuphule amanani amathayi, futhi inzuzo yemboni kulindeleke ukuthi inyuke.
Kusukela ngoFebhuwari, intengo yenjoloba yemvelo iqhubekile nokukhuphuka, futhi manje isingaphezu kuka-14,000 yuan/ton, ukuphakama okusha eminyakeni emibili edlule; intengo ye-carbon black nayo isendleleni ekhuphukayo, futhi intengo ye-butadiene ikhuphuke ngaphezu kuka-30%. Ithintwa ukwenyuka kwamanani ezinto zokusetshenziswa, imboni yamasondo ingenise igagasi lokwenyuka kwamanani kusukela kulo nyaka, okuhlanganisa iLinglong Tire, iSailun Tire, iGuizhou Tire, iTriangle Tire nezinye izinkampani sezimemezele ukwenyuka kwamanani. Ngesikhathi esifanayo, ngenxa yesidingo esinamandla samathayi, izinkampani eziningi zinokukhiqiza okuqinile nokuthengisa, futhi izinga labo lokusebenzisa amandla liphezulu. Ngaphansi kwezinzuzo ezimbili zokukhula kokuthengisa kanye nokwenyuka kwentengo, inzuzo yemboni yamasondo kulindeleke ukuthi inyuke. I-Tianfeng Securities Research Report iphinde yaveza ukuthi imboni yamathayi isingenise esigabeni lapho ingqondo yesikhathi esifushane, yesikhathi esimaphakathi neyesikhathi eside iphezulu, futhi kulindeleke ukuthi ingenise umjikelezo wokulinganisa kanye nokubuyiswa kwenzuzo nokwenyuka. esikhathini esizayo.
Ngokukhula okusheshayo kwemakethe yamasondo yomhlaba wonke, imboni yamasondo yaseChina ingenise inkathi yokuchuma okukhulu. Ukuqanjwa kabusha kwezobuchwepheshe kanye nokuvikelwa kwemvelo okuluhlaza sekuphenduke amandla amasha okuthuthukisa imboni, kuyilapho izici ezifana nokuhlelwa kwamazwe ngamazwe kanye nokukhuphuka kwamanani ezinto ezingavuthiwe nakho kukhuthaze ukwenziwa ngcono kwenzuzo yemboni. Iqhutshwa yizici eziningi ezinhle, imboni yamasondo yaseChina kulindeleke ukuthi ithuthukise ukuncintisana kwayo emakethe yomhlaba futhi izuze intuthuko yekhwalithi ephezulu.
Lesi sihloko sivela ku: FinancialWorld
Isikhathi sokuthumela: Oct-09-2024