A lokacin kololuwar kakar kafin hutun sabuwar shekara ta kasar Sin (Fabrairu 1), yin tafiye-tafiyen jiragen ruwa daga kasar Sin zuwa kasashen kudu maso gabashin Asiya da ke kusa da su ya kara dankon wuta a kasuwar ruwan teku mai zafi da annobar ta barke.
Hanyar Kudu maso Gabashin Asiya:
Bisa kididdigar kididdigar da ake kira Ningbo Container Freight Index, jigilar kayayyaki a kudu maso gabashin Asiya ta kai matsayi mai tarihi a cikin wata daya da ta gabata.Jirgin da ya tashi daga Ningbo zuwa Thailand da Vietnam ya karu da kashi 137% daga karshen watan Oktoba zuwa makon farko na Dec. A cewar wasu masu bincike, jigilar kaya mai tsawon kafa 20 daga Shenzhen zuwa kudu maso gabashin Asiya ya tashi zuwa $1,000-2,000 yanzu daga $100. -200 kafin cutar.
An ba da rahoton cewa, kasashen kudu maso gabashin Asiya na ci gaba da samar da kayayyaki tare da nuna farfadowar bukatar kayayyakin.Yawancin kamfanonin jigilar kayayyaki sun mayar da hankali kan hanyar trans-Pacific tun daga kwata na uku yayin da ake sa ran buƙatun fitar da kayayyaki zai yi yawa saboda Black Jumma'a da Ranar Kirsimeti.A sakamakon haka, wurin jigilar ɗan gajeren nisa ya kasance manne.An kiyasta cunkoson tashoshin jiragen ruwa a kudu maso gabashin Asiya zai dore a cikin gajeren lokaci wanda ke samun goyan bayan karuwar bukatar jigilar kayayyaki.
Duban hanyar gaba, wasu masana'antun masana'antu sun yi tunanin ana sa ran cinikin Asiya zai rungumi sabon zamani yayin da RCEP za ta fara aiki.
Hanyar Turai:
Turai ita ce yankin da aka gano bambancin Omicron a baya.Yaduwar cutar ta barke a fili.Bukatar 'yan wasa don jigilar kayayyaki daban-daban ya ci gaba da girma.Ƙarfin jigilar kayayyaki bai canza ba.Tare da tsauraran ƙa'idodi a tashar jiragen ruwa, cunkoson ya kasance.Matsakaicin yawan amfani da kujeru a tashar jiragen ruwa na Shanghai ya kusan kusan 100% kwanan nan, tare da jigilar kaya.Dangane da hanyar Bahar Rum, matsakaicin yawan kujerun amfani da kujeru a tashar jiragen ruwa ta Shanghai ya kusan kashi 100 cikin 100 a cikin kwanciyar hankali na sufuri.
Hanyar Arewacin Amurka:
Yawancin bambance-bambancen Omicron da suka kamu da cutar sun bulla a cikin Amurka kwanan nan tare da sabbin cututtukan yau da kullun na cutar ta COVID-19 sun wuce 100,000 kuma.Yaduwar cutar ta yi tsanani yanzu.’Yan wasan sun nuna babban buqatar kayayyaki daban-daban ciki har da kayan rigakafin cutar.Rushewar kwantena da cunkoso a tashoshin jiragen ruwa da cutar ta haifar ya kasance mai tsanani.Matsakaicin yawan amfani da kujeru a cikin W/C Amurka Sabis da Sabis na E/C na Amurka har yanzu yana kusa da 100% a tashar jiragen ruwa na Shanghai.Jirgin ruwan ya ci gaba da girma.
Tashoshin jiragen ruwa na yammacin Amurka sun hada da Los Angeles/Long Beach, inda jinkiri da cunkoso ya kasance mai tsanani saboda karancin ma'aikata da matsalolin zirga-zirgar ababen hawa na gefen kasa, tsugunar da kwantena da kuma rashin canjin sufuri.An samu karuwar yawan zirga-zirgar jiragen ruwa a tsakanin kasashen Asiya da Amurka, inda aka dakatar da kashi 7.7 a kowane mako a cikin watanni tara na farkon bana.A ranar 6 ga Disamba, tashoshin jiragen ruwa na Los Angeles da Long Beach sun ba da sanarwar cewa za su jinkirta tattara “kudin da ake biya na kwantena” daga kamfanonin jigilar kayayyaki a karo na hudu, kuma an tsara sabon cajin a ranar 13 ga Disamba.
Tashoshin jiragen ruwa na Los Angeles da Long Beach sun kara nuna cewa tun bayan sanarwar kudirin cajin, adadin kwantenan da ke makale a tashoshin jiragen ruwa na Los Angeles da Long Beach ya ragu da kashi 37%.Ganin cewa manufar cajin ta rage adadin kwantenan da suka makale sosai, tashoshin jiragen ruwa na Los Angeles da Long Beach sun yanke shawarar sake dage lokacin cajin.Cushewar tashar jiragen ruwa wani lamari ne na duniya wanda ke haifar da tsaiko mai tsanani da kuma tilasta masu jigilar kayayyaki zuwa tashar jiragen ruwa, musamman a Turai, yayin da ake sa ran shigo da kaya daga Asiya zai ci gaba da yin karfi har zuwa karshen watan Janairu.Cunkoson tashar jiragen ruwa ya jinkirta jadawalin jigilar kayayyaki, don haka an ajiye karfin.
Masu sufurin jiragen ruwa na iya fuskantar karuwar dakatarwar jigilar kayayyaki da zirga-zirgar jiragen ruwa a tsakanin cinikin tekun pacific a watan Disamba.
Dangane da sabon bayanan da Drewry ya fitar a ranar 10 ga Disamba, a cikin makonni hudu masu zuwa (mako na 50-1), manyan kawancen jigilar kayayyaki guda uku na duniya za su soke tafiye-tafiye da yawa a jere, tare da Alliance don soke mafi yawan balaguron 19, da 2M Alliance 7 tafiye-tafiye, da OCEAN Alliance 5 tafiye-tafiye a kalla.
Ya zuwa yanzu, Sea-Intelligence yana annabta cewa hanyoyin trans-Pacific za su soke matsakaicin jadawalin kusan shida a mako a cikin makonni biyar na farko na 2022. Yayin da lokaci ke gabatowa, kamfanonin jigilar kaya na iya sanar da ƙarin zirga-zirgar jiragen ruwa.
Ra'ayin kasuwa
Wasu masana masana'antu sun ce raguwar farashin kayayyaki a baya baya nufin cewa yawan fitar da kayayyaki zai yi rauni cikin kankanin lokaci.A gefe guda, faɗuwar farashin ya fi fitowa fili a kasuwa na biyu.A cikin kasuwar farko na jigilar kaya, ambaton kamfanonin jigilar kaya da wakilansu kai tsaye (masu turawa na farko) har yanzu suna da ƙarfi, har yanzu suna da ƙarfi fiye da matakin kafin barkewar cutar, kuma buƙatun kasuwar jigilar kaya gabaɗaya ya kasance mai ƙarfi.A gefe guda kuma, tun daga watan Satumba, samar da jigilar kayayyaki a duniya sannu a hankali ya inganta kuma ya samar da wani tallafi don fitar da kayayyaki zuwa kasashen waje.'Yan wasa suna tsammanin wannan ci gaba zai ci gaba, wanda shine muhimmin dalili na rage farashin masu jigilar kaya a kasuwar jigilar kayayyaki.
Nuna ta sabbin bayanai, fihirisar jigilar kaya ya kara girma, wanda a kaikaice ya nuna kyakkyawan bukatu a kasuwar ruwan kwantena.An samu saukin cunkoso a tashoshin jiragen ruwa amma bukatar sufurin ruwan kwantena na ci gaba da karuwa.Bugu da ƙari, bayyanar Omicron Variant yana ƙara damuwa game da farfadowar tattalin arzikin duniya.Wasu 'yan wasan kasuwa suna tsammanin jigilar kaya za ta ci gaba da yin tasiri sakamakon tabarbarewar cutar a cikin gajeren lokaci.
Moody's yana rage hangen nesa ga masana'antar jigilar kayayyaki ta duniya don zama "kwanciyar hankali" daga kasancewa "aiki".A halin yanzu, EBITDA na masana'antar jigilar kayayyaki ta duniya ana kiyasin za ta ragu a cikin 2022 bayan ta yi fice a cikin 2021 amma har yanzu tana iya yin nisa fiye da matakin da aka riga aka samu.
Wasu 'yan wasa suna tsammanin kasuwar ruwan kwantena za ta kasance karko kuma mai ƙarfi amma yanayin da wuya ya fi yadda yake a yanzu a cikin watanni 12-18 masu zuwa.Daniel Harli, mataimakin shugaban kasa kuma babban manazarci na Moody's, ya bayyana cewa kudaden shiga na kwantena da manyan jiragen ruwa duka sun kai matsayi mafi girma amma yana iya raguwa daga kololuwa kuma ya ci gaba.Dangane da bayanai daga Drewry, ana sa ran ribar kasuwar ruwan kwantena za ta kai dala biliyan 150 a shekarar 2021, wanda ya kai dalar Amurka biliyan 25.4 a shekarar 2020.
Matsakaicin jigilar kayayyaki na manyan kamfanoni 5 na duniya a baya ya kai kashi 38% na jimlar a cikin 2008 amma adadin ya haura zuwa 65% yanzu.A cewar Moody's, haɗin gwiwar kamfanonin layi yana taimakawa ga kwanciyar hankali na masana'antar ruwa.An kiyasta cewa kayan zai ci gaba da girma cikin tsammanin iyakance isar da sabbin jiragen ruwa a cikin 2022.
Daga Chinatexnet.com
Lokacin aikawa: Dec-16-2021