Iyo COVID-19 iri kusimuka zvakare muChina, nekumisikidzwa kwakadzokororwa uye kugadzirwa munzvimbo dzakatarwa munyika yose, zvichikanganisa maindasitiri ese. Parizvino, isu tinokwanisa kutarisisa kukanganiswa kweCCIDID-19 paindasitiri yebasa, sekuvharwa kwemaindasitiri ezvekudya, zvitoro uye zvevaraidzo, zvinova zviri pachena zvakanyanya munguva pfupi, asi munguva yepakati, njodzi yekugadzira yakakura.
Mutakuri weindasitiri yebasa vanhu, vanogona kudzoserwa kana COVID-19 yapera. Mutakuri weindasitiri yekugadzira zvinhu, izvo zvinogona kuchengetedzwa nekutenga kwenguva pfupi. Nekudaro, kuvharika kwakakonzerwa neCCIDID-19 kuchatungamira kushomeka kwezvinhu kwenguva yakati rebei, izvo zvinozotungamira mukutama kwevatengi nevatengesi. Iyo yepakati-yenguva kukanganisa yakakura kupfuura iyo yeindasitiri yebasa. Tichitarisa kuchangoburwa kukuru kweCCIDID-19 kuEast China, South China, kuchamhembe kwakadziva kumabvazuva nedzimwe nzvimbo dzenyika, rudzii rwekukanganisa rwakakonzerwa neindasitiri yekugadzira mumatunhu akasiyana, matambudziko api achasangana nawo. kumusoro, pakati nepakati uye pasi, uye kana iyo yepakati uye yenguva refu kukanganisa ichawedzerwa. Tevere, isu tichaiongorora imwe neimwe kuburikidza neMysteel ichangoburwa tsvagiridzo paindasitiri yekugadzira.
Ⅰ Macro Pfupi
Iyo PMI yekugadzira muna Kukadzi 2022 yaive 50.2%, yakakwira 0.1 muzana kubva pamwedzi wapfuura. Iyo isiri-kugadzira bhizinesi rekuita indekisi yaive 51.6 muzana, yakakwira 0.5 muzana kubva pamwedzi wapfuura. Iyo composite PMI yaive 51.2 muzana, yakakwira 0.2 muzana mapoinzi kubva pamwedzi wapfuura. Pane zvikonzero zvitatu zvakakosha zvePMI's rebound. Chekutanga, China ichangobva kuunza nhevedzano yemitemo uye matanho ekusimudzira kukura kwakasimba kwemaindasitiri nesevhisi zvikamu, izvo zvakavandudza kudiwa uye kuwedzera maodha uye zvinotarisirwa zviitiko zvebhizinesi. Chechipiri, kuwedzera kwekudyara muzvivakwa zvitsva uye nekukasira kuburitswa kwemabhondi akakosha zvakakonzera kudzoreredzwa kwakajeka muindasitiri yekuvaka. Chechitatu, nekuda kwekukanganisa kwemhirizhonga yeRussia-Ukraine, mutengo wemafuta asina kuchena uye zvimwe zvigadzirwa zvemaindasitiri zvakakwira munguva pfupi yapfuura, zvichikonzera kukwira kwemitengo. Matatu PMI indexes akasimuka, zvichiratidza kuti kukurumidza kuri kudzoka mushure meMutambo weChirimo.
Kudzoswa kweiyo nyowani yeodha indekisi pamusoro pemutsetse wekuwedzera inoratidza kudiwa kwakavandudzwa uye kudzoreredza mukudiwa kwemba. Indekisi yemirairo mitsva yekutumira kunze yakasimuka kwemwedzi wechipiri mumutsara, asi yakaramba iri pazasi pemutsara unoparadzanisa kuwedzera kubva muchibvumirano.
Indekisi yekutarisira yekugadzirwa kwekugadzira uye zviitiko zvebhizinesi yakasimuka kwemwedzi mina yakateedzana uye yakarova hutsva hutsva munenge gore. Nekudaro, izvo zvinotarisirwa zvekushanda hazvisati zvashandurirwa mukugadzirwa kwakakura uye zviitiko zvekushanda, uye index yekugadzira yakadonha mumwaka. Mabhizinesi achiri kutarisana nematambudziko akadai sekukwira kwemitengo yezvinhu uye kuoma kwemari.
Federal Reserve's Federal Open Market Committee (FOMC) neChitatu yakasimudza chiyero chemubenchmark chemubatanidzwa nemakumi maviri neshanu mapoinzi kusvika pa0.25% -0.50% kubva pa0% kusvika 0.25%, kuwedzera kwekutanga kubva Zvita 2018.
Ⅱ Kudzika kwekupedzisira indasitiri
1. Kushanda kwakasimba kwakasimba kweindasitiri yekugadzirwa kwesimbi
Zvinoenderana nekutsvaga kweMysteel, kubva munaKurume 16, iyo simbi yekugadzira indasitiri seyose mbishi zvinhu hesiti yakawedzera ne78.20%, mbishi mazuva anowanikwa akadzikira ne10.09%, kushandiswa kwemazuva ese kwakawedzera ne98.20%. Mukutanga kwaKurume, iyo yese terminal indasitiri inoda kudzoreredza muna Kukadzi yakanga isina kunaka sezvaitarisirwa, uye musika wainonoka kudziya. Kunyangwe kutumira kwakakanganiswa zvishoma nedenda mune dzimwe nzvimbo nguva pfupi yadarika, maitiro ekugadzirisa nekutanga-up akakwidziridzwa zvakanyanya, uye maodha airatidzawo kudzokororwa kwakakosha. Zvinotarisirwa kuti musika ucharamba uchivandudza munguva inotevera.
2. Michina indasitiri mirairo zvishoma nezvishoma inodziya
Zvinoenderana nekutsvagisa kweMysteel, kubva munaKurume 16, kuverengerwa kwezvinhu zvakabikwa muindasitiri yemichinayakawedzera ne 78.95% mwedzi-pa-mwedzi, nhamba yezvinyorwa zvinowanikwa zvakawedzera zvishoma ne 4.13%, uye mavhareji ezuva nezuva ekushandiswa kwezvinhu zvakasvibiswa akawedzera ne71.85%. Maererano nekuferefeta kwaMysteel pamabhizinesi emuchina, mirairo muindasitiri yakanaka parizvino, asi yakakanganiswa neyakavharwa nucleic acid bvunzo mune mamwe mafekitori, mafekitori akavharwa muGuangdong, Shanghai, Jilin nedzimwe nzvimbo dzakakanganisika, asi kugadzirwa chaiko hakuna. zvakakanganiswa, uye zvizhinji zvezvigadzirwa zvakapedzwa zvakaiswa mudura kuti zvibudiswe mushure mekuiswa chisimbiso. Naizvozvo, kudiwa kweindasitiri yemuchina hakukanganiswe parizvino, uye maodha anotarisirwa kuwedzera zvakanyanya mushure mekuiswa chisimbiso.
3. Indasitiri yemidziyo yemumba yose inofamba zvakanaka
Sekureva kwetsvagiridzo yeMysteel, kubva munaKurume 16, kuverengerwa kwezvinhu muindasitiri yemidziyo yemba yakawedzera ne4,8%, huwandu hwezvinhu zviripo zvakadzikira ne17.49%, uye avhareji yemazuva ese kushandiswa kwezvinhu zvakasvibiswa kwakawedzera ne27.01%. Zvinoenderana netsvagiridzo yeindasitiri yemidziyo yemumba, kana ichienzaniswa nekutanga kwaKurume, ikozvino mirairo yemidziyo yemumba yatanga kudziya, musika unokanganiswa nemwaka, mamiriro ekunze, kutengesa uye kuverenga zviri padanho rekupora zvishoma nezvishoma. Panguva imwecheteyo, indasitiri yemidziyo yemumba inotarisana nekuenderera mberi nekutsvagisa nekusimudzira kugadzira zvigadzirwa zvakavimbika uye zvepamusoro-soro, uye zvinotarisirwa kuti zvigadzirwa zvinoshanda uye zvakangwara zvichaonekwa munguva inotevera.
Ⅲ Kukanganisa uye kutarisira kwemabhizinesi epasi peCOVID-19
Zvinoenderana nekutsvagisa kwaMysteel, kune akati wandei matambudziko akatarisana nezasi:
1. Policy kukanganisa; 2. Vashandi vasina kukwana; 3. Kuderedza kushanda zvakanaka; 4. Kumanikidzwa kwemari; 5. Matambudziko ekufambisa
Panyaya yenguva, kana zvichienzaniswa negore rapfuura, zvinotora mazuva gumi nemaviri-15 kuti kudzika kwemvura kutangezve basa, uye zvinotora nguva yakareba kuti kushanda zvakanaka kudzoke. Kunyanya kunetseka ndiko kukanganisa kwekugadzira, kunze kwezvikamu zvine chekuita nezvivakwa, zvichave zvakaoma kuona chero budiriro ine musoro munguva pfupi.
Ⅳ Pfupiso
Kakawanda, kukanganisa kwekuputika kwemazuva ano kwakaderera kana kuenzaniswa ne 2020. Kubva mumamiriro ekugadzirwa kwesimbi yakagadzirwa, midziyo yemumba, michina uye mamwe maindasitiri ekupedzisira, zvinyorwa zvemazuva ano zvishoma nezvishoma zvakadzokera kune zvakajairika kubva padanho rakaderera pakutanga kwemwedzi, muvhareji wezuva nezuva kushandiswa kwezvinhu zvakasvibirira zvakawedzerawo zvakanyanya kana zvichienzaniswa nekutanga kwemwedzi, uye mamiriro ekurongeka akakwira zvakanyanya. Pakati pese, kunyangwe iyo indasitiri yezvipo yakakanganiswa neCCIDID-19 nguva pfupi yadarika, iyo yese kukanganisa haina kukosha, uye kukurumidza kudzoreredza mushure mekuvharwa kunogona kudarika zvinotarisirwa.
Nguva yekutumira: Jul-21-2022
