Ukukhula kokuthunyelwa kwamanye amazwe ngo-Epreli kudlule kakhulu kulindelo lwemarike, oluqhutywa “ziinjini ezintathu” — ii-EV, iibhetri ze-lithium, kunye nee-semiconductors.
Ukwanda kwemithwalo akuzisi nje kuphela iiodolo, kodwa kuzisa nemilinganiselo ephezulu yamandla.
Ababoneleli beenkonzo zothutho bamazwe ngamazwe — ngaba ukulungele?
Kwixesha lasemva kobhubhane, ishishini lezothutho liye ladlula kakhulu imihla yokukhuphisana nje ngamaxabiso okuthutha impahla kunye nokufumaneka kweekhonteyina. Amaqabane afunwa ngokwenene ngamashishini orhwebo lwangaphandle ngabo banokunyamezela imijikelo, babe nobuchule, kwaye banikezele ngezisombululo.
Idatha: Ukuthunyelwa kwamanye amazwe kuyaqhubeka nokugqitha oko bekulindelwe
Ngokwedatha yamva nje evela kwi-General Administration of Customs kwiinyanga ezine zokuqala zonyaka:
- Urhwebo lweempahla lulonke: 16.23 trillion RMB, phezulu14.9%YoY
- Ukuthunyelwa kwamanye amazwe: 9.33 trillion RMB, phezulu11.3%YoY
- Ukungeniswa: 6.9 trillion RMB, phezulu20%YoY
U-Aprili kuphela wayenamandla ngakumbi:
- Urhwebo lulonke: 4.38 trillion RMB, phezulu14.2%YoY
- Ukuthunyelwa kwamanye amazwe ngo-Epreli (isiseko se-USD): phezulu14.1%YoY, idlula kakhulu ulindelo lwemarike lwe-8.4%
Ngokucacileyo ngaphaya kokulindelekileyo.
Ayiko “Ukuthunyelwa Kwamanye Amazwe Ngaphandle” — Amandla Okwenene
Abanye bathi olu kukhula luphezulu lubangelwa kukuthunyelwa kwempahla kwamanye amazwe ngaphambi kokuba kubekho iirhafu ezinokubakho. Kodwa umxube wemveliso uxela ibali elahlukileyo.
Iindidi eziphambili – Ukukhula kokuthunyelwa kwamanye amazwe kwikota yokuqala:
Ezi azizoziganeko eziqhutywa yimigaqo-nkqubo yexesha elifutshane, kodwa ziziphumoiingenelo zeteknoloji nezemizi-mveliso.
Kwangaxeshanye, ukwahlukahlukana kokuthunyelwa kwamanye amazwe kuyakhawuleza:
- Kwi-ASEAN:+20.5%
- Kwi-EU:+21.0%
- EMzantsi Korea:+24.5%
- ERashiya:+22.0%
Oku kuzisa indlela entsha kraca kunye namathuba oyilo lwezothutho lwamazwe ngamazwe.
Iziseko Zophuhliso Zasekhaya Zikwaxhasa Olu Khulo
Izalathisi eziphambili ezikhutshwe yiZiko loLwazi lweLizwe ngo-Epreli nazo zithumele imiqondiso emihle:
- Izinga lokusebenza koomatshini bokwakha eliphakathi likazwelonke linyuke nge+3.6 iipesenti zamanqakuinyanga nenyanga
- Uthutho lwezibuko, ukuphakanyiswa okukhulu, kunye nokwakhiwa komhlaba - onke amacandelo amathathu amakhulu abuyiselwe ngokupheleleyo
- Utyalo-mali kwi-AI kunye neerobhothi ezisebenzisa abantu lunyuke nge175.2%unyaka nonyaka
- Iibhidi eziphumeleleyo zedatha, amandla ekhompyutha, kunye neziseko zophuhliso lwenethiwekhi zinyuswe nge61.7%unyaka nonyaka
Ezi ziza kutshintsha zibe ngamaqondo okukhula kokuthunyelwa kwamanye amazwe kunyaka ozayo.
Uqikelelo lweNdlela yokuthumela ngaphandle yoNyaka ozayo
Abaqhubi Abathathu Abaphambili
Iindidi ezifana nezithuthi zombane, iibhetri ze-lithium, kunye nee-semiconductors zinokhuphiswano lwehlabathi, kwaye zinempembelelo encinci kwiirhafu.
Amazinga aphezulu okukhula kwimimandla efana ne-ASEAN, i-EU, kunye neRashiya akhokelela kwisakhiwo sejografi sokuthumela ngaphandle esizinzileyo.
Izixhobo zamandla ekhompyutha, iiterminals ezikrelekrele, kunye neerobhothi ziya kuba ziindawo zokukhula zesigaba esilandelayo.
Iingozi Ezimbini Ezinkulu
- Izinga lerhafu ebanzi yase-US lidlula i-30%, nto leyo ebeka uxinzelelo kwiimpahla ezinexabiso eliphantsi.
- Ukungaqiniseki kwemfuno yehlabathi: Ukuba uqoqosho lwaseYurophu nolwaseMelika luyacotha, oku kunokuchaphazela uzinzo lweenkqubo kwisiqingatha sesibini sonyaka.
Isiphelo seNgxelo yoQikelelo
Kunyaka olandelayo, kulindeleke ukuba inani lilonke leempahla ezithunyelwa kwamanye amazwe liqhubeke nokukhula okuphakathi ukuya phezulu (6–10%), kunye nomahluko ocacileyo wesakhiwo.
Iindidi ezinexabiso eliphezulu ziya kuqhubeka zikhula ngamandla, ngelixa iimpahla zemveli ezifuna abasebenzi abaninzi ziya kujongana noxinzelelo.
Imeko yekota nganye: Iqine ngakumbi kwisiqingatha sokuqala, izinza kwisiqingatha sesibini.
I-Triple Dividend kwiShishini lezoThutho lwaMazwe ngaMazwe
| Inzuzo | Ingcaciso |
|---|---|
| Isahlulo sevolumu | Izinto ezimangalisayo ezithunyelwa kwamanye amazwe eziqhubekayo; imfuno yezixhobo ze-EV ezinoxinano oluphezulu, ezihlala zizinzile, iibhetri ze-lithium, ii-semiconductors. |
| Ulwahlulo lweZakhiwo | Amazinga okukhula aphezulu kwi-ASEAN, EU, Russia izikhokelo zivumela uthungelwano lweendlela oluphuculweyo. |
| Ixabiso elihlukanisiweyo | Iimpahla ezinexabiso eliphezulu zinemfuno ephezulu yesantya, ulawulo lobushushu, kunye nokuthobela imithetho — nto leyo ekhokelela kumazinga aphezulu okuthutha impahla, imiqobo yokungena ephezulu, kunye nokunamathela okuqinileyo. |
Impahla iyaphucuka, iimarike ziyahlukahluka. Amaqabane e-logistics anokubonelela ngezisombululo ezenzelwe wena kunye nokuhanjiswa okuthembekileyo nokuzinzileyo aya engenakuthathelwa indawo.
Imeko Yeshishini Ekhoyo: Ukutshintsha Utshintsho Olujikelezayo, Abadlali Abanamandla Bayavela
Emva kobhubhane, ishishini lezothutho liye lahlengahlengiswa kakhulu.
Kwiindawo ezifana neTaicang, ezichaphazeleke kakhulu yimeko-bume yezoqoqosho ngokubanzi, iiofisi zamasebe eenkampani ezininzi ezinkulu zezothutho ezivela eShanghai naseSuzhou ziye zarhoxa ngokulandelelana, nto leyo ekhokelele kwinqanaba lokuhla kweshishini.
I-Judphone International Logistics nayo ifumene uxinzelelo oluphantsi kodwa ibambelele rhoqo kwisicwangciso sokukhula nzulu kwimarike yasekuhlaleni kunye nenkqubela phambili eqhubekayo, ithintela iimfazwe zamaxabiso ezingabonakaliyo kunye nokhuphiswano oluqatha.
Ukususela kwisiqingatha sesibini sonyaka ophelileyo, kunye nokuvuselelwa korhwebo lwangaphandle, ishishini lethu liye lakhula ngokuqhubekayo ngokuchasene nomkhwa. Iqela lethu likwaqeshe abantu abanetalente abanobuchule ukuze baqinise amandla eenkonzo.
Ngokungafaniyo neenkampani zemveli zothutho ezijongana kuphela nokubhukisha, ukuthutha iilori, kunye nokususwa kwerhafu —
UJudphone usebenza njengomcebisi wezothutho ozinikeleyo kumashishini orhwebo lwangaphandle:
Xa abathengi bedibana nobunzima ngeengxaki zokususwa kwerhafu, ukukhetha indlela, ukuthobela imithetho yerhafu, ukuthuthwa kwemithwalo ekhethekileyo, ukulungiswa kweendleko, njl.njl., asenzi nje imisebenzi eqhelekileyo. Sibalasele ekuchongeni iingxaki ngokuzimisela, sihlalutye iindawo ezibangela iintlungu, kwaye silungise izisombululo zendlela enye, sisebenzisa iinkonzo zokubonisana ukunceda abathengi baphephe iingozi, bonge iindleko, kwaye baqinisekise ukuba ixesha lokufumana irenti lizinzile.
Endaweni yokuba yinkampani yezothutho nje kuphela, iJiufeng ichazwa ngcono njengeqabane elicebisayo eliqondayo ezothutho kunye norhwebo.
Imingeni kunye neengcebiso zoShishino
Zibeke njengeqabane elibalulekileyo le-supply chain, ungapheleli nje ekunikezeni amandla.
Isiphelo
Izinto ezithunyelwa ngaphandle yiTshayina ziyaguquka ukusuka “kwinzuzo yamaxabiso” ukuya “kwinzuzo yetekhnoloji + yecandelo lemizi-mveliso.”
Kwishishini lezothutho lwamazwe ngamazwe:
Umbuzo wonyaka olandelayo awungowokuba “Ingaba kukho imithwalo ekufuneka ithuthwe?”
Kodwa endaweni yoko, “Singayithutha kakuhle le mpahla?”
Bamba iindidi ezikhula ngokukhawuleza, uphucule izakhiwo zeendlela, uphucule izakhono zobungcali —
Le yeyona nto ibalulekileyo kumashishini ezothutho ukuze afikelele ekukhuleni okuzinzileyo phakathi kokuguquguquka.
ETaicang, kwiYangtze River Delta, kukho inkampani ebizwa ngokuba yiuJudyphoneI-International Logistics. Ihamba nabathengi bayo kuzo zonke iinkqwithela “ngokuchonga iingxaki—ukuhlalutya iingxaki—ukusombulula iingxaki.”
Ukuba ujonge neqabane lezothutho eliqonda kungekuphela nje ukuthutha impahla, kodwa norhwebo, mhlawumbi lixesha lokuba usazi.
Ixesha leposi: Meyi-18-2026