Ngenxa yokusetshenziswa kwasekhaya okuntekenteke, abenzi bensimbi basekhaya baqondisa imali enqwabelene ezimakethe zokuthumela ngaphandle ezingavikelekile
Engxenyeni yokuqala ka-2024, abenzi bensimbi baseShayina bakhulise kakhulu ukuthunyelwa kwensimbi kwamanye amazwe ngama-24% uma kuqhathaniswa noJanuwari-Juni 2023 (kuya kumathani ayizigidi ezingu-53.4). Abakhiqizi bendawo bazama ukuthola izimakethe zemikhiqizo yabo, behlushwa isidingo esiphansi sasekhaya kanye nenzuzo enciphayo. Ngaso leso sikhathi, izinkampani zaseShayina zibhekene nezinselelo ezimakethe ezithumela ngaphandle ngenxa yokwethulwa kwezinyathelo zokuzivikela ezihloselwe ukukhawulela ukuthengiswa kweChina. Lezi zici zakha isimo esiyinselele sokuthuthukiswa kwemboni yensimbi yaseShayina, okudingeka ivumelane namaqiniso amasha ngaphakathi nasemhlabeni jikelele.
Ukwenyuka okukhulu kokuthunyelwa kwensimbi okuvela eChina kwaqala ngonyaka ka-2021, lapho iziphathimandla zasekhaya zengeza ukusekelwa kwemboni yensimbi ukuphendula ubhubhane lwe-COVID-19. Ngo-2021-2022, ukuthekelisa kwagcinwa kungamathani ayizigidi ezingama-66-67 ngonyaka, ngenxa yesidingo esizinzile sasekhaya esivela emkhakheni wezokwakha. Kodwa-ke, ngo-2023, ukwakhiwa kwezwe kwehle kakhulu, ukusetshenziswa kwensimbi kwehle kakhulu, okwaholela ekwandeni kokuthunyelwa kwamanye amazwe ngaphezu kwe-34% y / y - kuya kumathani ayizigidi ezingu-90.3.
Ochwepheshe bakholelwa ukuthi ngo-2024, ukuthunyelwa kwensimbi kwamaShayina phesheya kuzophinda kukhule okungenani ngama-27% y/y, okudlula irekhodi lamathani ayizigidi eziyi-110 abonwe ngo-2015.
Kusukela ngo-Ephreli 2024, ngokusho kwe-Global Energy Monitor, amandla okukhiqiza insimbi eChina alinganiselwa ku-1.074 billion amathani ngonyaka, uma kuqhathaniswa namathani ayizigidi eziyizinkulungwane ezingu-1.112 ngo-March 2023. Ngesikhathi esifanayo, engxenyeni yokuqala yonyaka, ukukhiqizwa kwensimbi izwe lehle ngo-1.1% ngonyaka - laya kumathani ayizigidi ezingama-530.57. Kodwa-ke, izinga lokwehla kwamandla akhona kanye nokukhiqizwa kwensimbi namanje alidluli izinga lokwehla kokusetshenziswa okusobala, okwehle ngo-3.3% y/y ezinyangeni eziyisi-6 kuya kumathani ayizigidi ezingama-480.79.
Naphezu kobuthakathaka besidingo sasekhaya, abenzi bensimbi baseShayina abajahi ukunciphisa umthamo wokukhiqiza, okuholela ekuthengisweni kwamanye amazwe ngokweqile kanye nokwehla kwamanani ensimbi. Lokhu-ke kudala izinkinga ezingathi sína kubenzi bensimbi emazweni amaningi, okuhlanganisa ne-European Union, lapho amathani ayizigidi eziyi-1.39 ensimbi athunyelwa ngaphandle esuka e-China ezinyangeni ezinhlanu zokuqala zika-2024 kuphela (-10.3% y/y). Nakuba lesi sibalo sehla unyaka nonyaka, imikhiqizo yaseShayina isangena ngobuningi emakethe ye-EU, yeqa izilinganiso ezikhona kanye nemikhawulo ezimakethe zase-Egypt, India, Japan kanye neVietnam, ezikhulise kakhulu ukuthengwa kwemikhiqizo efanele emazweni angaphandle. izinkathi zakamuva.
“Izinkampani zensimbi zaseChina zingakwazi ukusebenza ngokulahlekelwa isikhathi esithile ukuze zinganciphisi umkhiqizo. Bafuna izindlela zokumaketha imikhiqizo yabo. Amathemba okuthi kuzosetshenziswa insimbi eyengeziwe eChina awazange abe khona, njengoba kungekho zinyathelo ezisebenzayo ezethulwa ukusekela ukwakhiwa. Ngenxa yalokhu, sibona ukwanda kwensimbi evela eChina ithunyelwa ezimakethe zangaphandle,” kusho u-Andriy Glushchenko, umhlaziyi we-GMK Centre.
Ayanda amazwe abhekene nokuthutheleka kwempahla evela eChina azama ukuvikela abakhiqizi basekhaya ngokusebenzisa imingcele ehlukahlukene. Isibalo sophenyo olumelene nokulahlwa komhlaba wonke senyuke sisuka kwezinhlanu ngo-2023, ezintathu zazo zibandakanya izimpahla zaseShayina, zaya kweziyi-14 ezethulwe ngo-2024 (kusukela ekuqaleni kukaJulayi), eziyishumi zazo zibandakanya iChina. Lesi sibalo sisephansi uma siqhathaniswa namacala angama-39 ngo-2015 kanye no-2016, isikhathi lapho kwasungulwa khona i-Global Forum on Steel Excess Capacity (GFSEC) phakathi nokukhuphuka okukhulu kokuthunyelwa kwe-China kwamanye amazwe.
Ngomhla ziyisi-8 ku-Agasti 2024, i-European Commission yamemezela ukwethulwa kophenyo olumelene nokulahlwa kokungeniswa kwamanye amazwe kwezinhlobo ezithile zemikhiqizo yensimbi egingqiwe eshisayo evela e-Egypt, India, Japan naseVietnam.
Phakathi kwengcindezi ekhulayo ezimakethe zomhlaba ngenxa yokuthunyelwa ngokweqile kwensimbi yaseShayina kanye nokwanda kwezinyathelo zokuvikela ezenziwa ngamanye amazwe, iChina iphoqeleka ukuthi ibheke izindlela ezintsha zokumisa isimo. Ukuqhubeka nokwanda ezimakethe zangaphandle ngaphandle kokucabangela ukuncintisana komhlaba wonke kungaholela ekwenyukeni okwengeziwe kwezingxabano kanye nemikhawulo emisha. Ngokuhamba kwesikhathi, lokhu kungaba nomthelela omubi embonini yensimbi yaseShayina, okugcizelela isidingo sokuthola isu lentuthuko elinokulinganisela kanye nokubambisana ezingeni lamazwe ngamazwe.
Isikhathi sokuthumela: Aug-15-2024
