I-COVID-19 iyanda futhi e-China, ngokumiswa okuphindaphindiwe nokukhiqizwa ezindaweni eziqokiwe ezweni lonke, okuthinta kakhulu zonke izimboni. Njengamanje, singanaka umthelela we-COVID-19 embonini yesevisi, njengokuvalwa kwezimboni zokudla, ezokuthengisa nezokuzijabulisa, okuphinde kube nomthelela osobala kakhulu esikhathini esifushane, kodwa esikhathini esimaphakathi, ingozi yokukhiqiza inkulu.
Umthwali wemboni yesevisi ngabantu, abangatholakala uma i-COVID-19 isiphelile. Umthwali wemboni yokukhiqiza yizimpahla, ezingagcinwa ngokusungula isikhathi esifushane. Kodwa-ke, ukuvalwa kwe-COVID-19 kuzoholela ekushodeni kwezimpahla isikhathi esithile, okuzoholela ekufudukeni kwamakhasimende nabaphakeli. Umthelela wesikhathi esimaphakathi mkhulu kunalowo wemboni yezinsizakalo. Uma kubhekwa ukuqubuka kabusha okukhulu kwakamuva kwe-COVID-19 eMpumalanga China, eNingizimu China, enyakatho-mpumalanga nakwezinye izingxenye zezwe, hlobo luni lomthelela oludalwe imboni yezokukhiqiza ezifundeni ezahlukahlukene, yiziphi izinselelo ezizobhekana nazo. umfula okhuphukayo, ophakathi nendawo kanye nozansi nomfula, nokuthi ingabe umthelela wesikhathi esimaphakathi kanye nesikhathi eside uzokhula yini. Okulandelayo, sizoyihlaziya ngamunye ngamunye ngocwaningo lwakamuva lukaMysteel embonini yokukhiqiza.
Ⅰ I-Macro Brief
I-PMI yokukhiqiza ngoFebhuwari 2022 ibingu-50.2%, ikhuphuke ngamaphesenti angama-0.1 ukusuka enyangeni edlule. Inkomba yebhizinisi elingakhiqizi ibingamaphesenti angama-51.6, ikhuphuke ngamaphesenti angama-0.5 ukusuka enyangeni edlule. I-PMI eyinhlanganisela ibingamaphesenti angama-51.2, ikhuphuke ngamaphesenti angama-0.2 ukusuka enyangeni edlule. Kunezizathu ezintathu eziyinhloko zokuphindaphinda kwe-PMI. Okokuqala, i-China isanda kwethula uchungechunge lwezinqubomgomo nezinyathelo zokukhuthaza ukukhula okuqhubekayo kwezimboni nezinsizakalo, okuthuthukise ukufunwa nokwandisa ama-oda kanye nokulindela imisebenzi yebhizinisi. Okwesibili, ukwanda kokutshalwa kwezimali kwingqalasizinda emisha kanye nokusheshisa ukukhishwa kwamabhondi akhethekile kwaholela ekululameni okuphawulekayo embonini yezokwakha. Okwesithathu, ngenxa yomthelela wokungqubuzana kweRussia ne-Ukraine, intengo kawoyela ongahluziwe kanye nezinye izinto zokusetshenziswa ezimbonini zenyuka muva nje, okubangele ukukhuphuka kwenani lentengo. Izinkomba ezintathu ze-PMI zikhuphuke, okukhombisa ukuthi umfutho uyabuya ngemuva koMkhosi Wasentwasahlobo.
Ukubuyiswa kwenkomba yama-oda amasha ngaphezu kolayini wokunwetshwa kubonisa isidingo esithuthukisiwe kanye nokusimama kwesidingo sasekhaya. Inkomba yama-oda amasha okuthekelisa ikhuphuke ngenyanga yesibili ilandelana, kodwa yahlala ingaphansi komugqa ohlukanisa ukunwetshwa nokufinyezwa.
Inkomba elindelwe yokukhiqiza kanye nemisebenzi yebhizinisi ikhuphuke izinyanga ezine zilandelana futhi yafinyelela phezulu okusha cishe unyaka. Nokho, imisebenzi elindelekile yokusebenza ayikahunyushelwa emisebenzini yokukhiqiza nokusebenza, futhi inkomba yokukhiqiza iye yehla ngezikhathi ezithile zonyaka. Amabhizinisi asabhekene nobunzima obunjengokwenyuka kwentengo yezinto ezingavuthiwe kanye nokungena kwemali okuqinile.
I-Federal Reserve's Federal Open Market Committee (FOMC) ngoLwesithathu inyuse izinga lenzalo yebhentshimakhi ngamaphuzu angama-25 laya ebangeni elingu-0.25% -0.50% lisuka ku-0% laya ku-0.25%, okuwukunyuka kokuqala kusukela ngoDisemba 2018.
Ⅱ Imboni yetheminali ephansi
1. Ukusebenza okuqinile okuphelele kwemboni yesakhiwo sensimbi
Ngokusho kocwaningo lweMysteel, kusukela ngoMashi 16, imboni yesakhiwo sensimbi iyonke i-inventory yempahla eluhlaza inyuke ngo-78.20%, izinsuku ezitholakalayo zezinto ezingavuthiwe zehle ngo-10.09%, ukusetshenziswa kwansuku zonke kwempahla eluhlaza kukhuphuke ngo-98.20%. Ekuqaleni kukaMashi, imboni yezokugcina idinga ukuvuselelwa ngoFebhuwari ayizange ibe yinhle njengoba bekulindelekile, futhi imakethe yayiphuza ukufudumala. Nakuba ukuthunyelwa kuthinteke kancane yilomqedazwe kwezinye izindawo muva nje, inqubo yokucubungula nokuqalisa isheshiswe kakhulu, nama-oda aphinde akhombisa ukubuya okubalulekile. Kulindeleke ukuthi imakethe iqhubeke nokuba ngcono esikhathini esizayo.
2. Ama-oda embonini yemishini kancane kancane afudumale
Ngokusho kocwaningo lweMysteel, kusukela ngoMashi 16, ukusungulwa kwezinto zokusetshenziswa endaweniimboni yemishiniinyuke ngo-78.95% inyanga nenyanga, inani lezinto zokusetshenziswa ezitholakalayo lenyuke kancane ngo-4.13%, kanti isilinganiso sokusetshenziswa kwansuku zonke kwezinto zokusetshenziswa senyuke ngo-71.85%. Ngokusho kophenyo lukaMysteel ngamabhizinisi emishini, ama-oda embonini mahle njengamanje, kodwa athintwe ukuhlolwa kwe-nucleic acid evaliwe kwamanye amafektri, amafektri avaliwe eGuangdong, eShanghai, eJilin nakwezinye izifunda ezithinteke kakhulu, kodwa ukukhiqizwa kwangempela akuzange kwenzeke. ethintekile, futhi iningi lemikhiqizo eqediwe ibekwe endaweni yokugcina ukuze ikhishwe ngemuva kokubekwa uphawu. Ngakho-ke, isidingo semboni yemishini asithinteki okwamanje, futhi ama-oda kulindeleke ukuthi anyuke kakhulu ngemva kokukhululwa kokubekwa uphawu.
3. Imboni kagesi yasendlini iyonke isebenza kahle
Ngokusho kocwaningo lweMysteel, kusukela ngoMashi 16, iqoqo lezinto zokusetshenziswa embonini yemishini yasendlini likhuphuke ngo-4.8%, inani lezinto ezitholakalayo lehla ngo-17.49%, kanti ukusetshenziswa kwansuku zonke kwezinto zokusetshenziswa kukhuphuke ngo-27.01%. Ngokusho kocwaningo embonini yemishini yasendlini, uma kuqhathaniswa nokuqala kukaMashi, imiyalo yamanje yemishini yasekhaya isiqalile ukufudumala, imakethe ithinteka ngenkathi, isimo sezulu, ukuthengisa kanye nokusungula kusesiteji sokululama kancane kancane. Ngesikhathi esifanayo, imboni yemishini yasendlini igxile ocwaningweni oluqhubekayo nokuthuthukiswa ukudala imikhiqizo ethembekile futhi esebenza kahle kakhulu, futhi kulindeleke ukuthi imikhiqizo esebenza kahle kakhulu futhi ehlakaniphile izovela esikhathini esizayo.
Ⅲ Umthelela nokulindela kwamabhizinisi aphansi ku-COVID-19
Ngokocwaningo lukaMysteel, kunezinkinga ezimbalwa ezibhekene nomfula:
1. Umthelela wenqubomgomo; 2. Abasebenzi abanganele; 3. Ukunciphisa ukusebenza kahle; 4. Ingcindezi yezezimali; 5. Izinkinga zokuhamba
Ngokwesikhathi, uma kuqhathaniswa nonyaka odlule, kuthatha izinsuku eziyi-12-15 ukuthi imithelela engaphansi komfula iqale kabusha umsebenzi, futhi kuthatha isikhathi eside ukuthi ukusebenza kahle kuphinde kulunge. Okukhathaza nakakhulu umthelela kwezokukhiqiza, ngaphandle kwemikhakha ehlobene nengqalasizinda, kuzoba nzima ukubona noma yikuphi ukuthuthuka okuphusile esikhathini esifushane.
Ⅳ Isifinyezo
Sekukonke, umthelela wokuqubuka kwamanje unesizotha uma kuqhathaniswa no-2020. Kusukela esimweni sokukhiqizwa kwesakhiwo sensimbi, izinto zasendlini, imishini kanye nezinye izimboni zokugcina, i-inventory yamanje ibuyele kancane kancane esimweni esivamile kusukela ezingeni eliphansi ekuqaleni kwenyanga, isilinganiso sokusetshenziswa kwansuku zonke kwezinto zokusetshenziswa senyuke kakhulu uma kuqhathaniswa nasekuqaleni kwenyanga, futhi isimo se-oda siye saphakama kakhulu. Sekukonke, yize imboni ye-terminal ithintwa yi-COVID-19 muva nje, umthelela uwonke awubalulekile, futhi isivinini sokululama ngemuva kokuvalwa singase sidlule obekulindelwe.
Isikhathi sokuthumela: Jul-21-2022
