M'masiku awiri apitawa, aliyense akuda nkhawa kwambiri ndi momwe zinthu ziliri ku Russia ndi Ukraine, ndipo zimakhala zovuta kwambiri kwa ogulitsa malonda a m'malire kuti asinthe. Chifukwa cha kuchulukirachulukira kwa bizinesi, kusuntha kulikonse ku kontinenti ya ku Europe kumatha kukhudza kwambiri ndalama zamabizinesi a ogulitsa. Ndiye zingakhudze bwanji malonda a e-border?
Malonda amalonda apamalire pakati pa Russia ndi Ukraine akhoza kusokonezedwa mwachindunji
Kuchokera pamalingaliro amalonda odutsa malire, ndi mpikisano wokulirapo wamsika ku Europe, America ndi Southeast Asia, Eastern Europe yakhala imodzi mwa "makontinenti atsopano" kuti ogulitsa ambiri aku China achite upainiya, ndipo Russia ndi Ukraine ndi ena mwa omwe angathe. katundu:
Russia ndi imodzi mwamisika 5 yomwe ikukula mwachangu kwambiri padziko lonse lapansi. Mliri utabuka mu 2020, kukula kwa e-commerce yaku Russia kwakwera ndi 44% mpaka $33 biliyoni.
Malingana ndi deta ya STATISTA, kukula kwa malonda a e-commerce ku Russia kudzafika $ 42.5 biliyoni mu 2021. Ndalama zomwe ogula amawononga pogula malire ndi 2 nthawi za 2020 ndi 3 nthawi za 2019, zomwe malamulo ochokera kwa ogulitsa aku China. pa 93%.
Ukraine ndi dziko lomwe lili ndi gawo lotsika la e-commerce, koma likukula mwachangu.
Pambuyo pa mliriwu, kulowetsedwa kwa e-commerce ku Ukraine kunafika pa 8%, kuwonjezeka kwa 36% chaka ndi chaka mliri usanachitike, ndikuyika patsogolo pakukula kwa mayiko akum'mawa kwa Europe; kuyambira Januware 2019 mpaka Ogasiti 2021, kuchuluka kwa ogulitsa e-commerce ku Ukraine kudakwera ndi 14%, pafupifupi Ndalamazo zidakwera nthawi 1.5, ndipo phindu lonse linakwera 69%.
Koma zonse zomwe tafotokozazi, ndi kuyambika kwa nkhondo, malonda a e-commerce a malire pakati pa China-Russia, China-Ukraine, ndi Russia-Ukraine adzasokonezedwa nthawi iliyonse, makamaka malonda ogulitsa kunja kwa ogulitsa aku China, omwe akukumana nawo. kuthekera kwa kusokoneza mwadzidzidzi.
Ogulitsa omwe amachita malonda amalonda odutsa malire ku Russia ndi Ukraine ayenera kusamala kwambiri za chitetezo cha katundu paulendo ndi m'deralo, ndikupanga mapulani anthawi yochepa, apakati komanso anthawi yayitali, ndikusamala ndi ndalama zazikulu. zopuma chifukwa cha mavuto mwadzidzidzi.
Kuyimitsidwa kwazinthu zodutsa malire ndi kulumpha pamadoko
Mitengo ya katundu idzakwera, kusokonekera kudzawonjezeka
Ukraine yakhala njira yaku Asia yopita ku Europe kwa zaka zambiri. Pambuyo pa kuyambika kwa nkhondo, kuwongolera magalimoto, kutsimikizira magalimoto, ndi kuyimitsidwa kwa kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake m'dera lankhondo zidzadula mtsempha waukulu uwu ku Eastern Europe.
Malinga ndi malipoti atolankhani akunja, onyamula katundu wopitilira 700 padziko lonse lapansi amapita kumadoko ku Russia ndi Ukraine kukapereka katundu mwezi uliwonse. Kuphulika kwa nkhondo ya ku Russia ndi Chiyukireniya kudzasokoneza malonda m'dera la Black Sea, ndipo makampani oyendetsa sitima adzakhalanso ndi zoopsa zambiri komanso ndalama zambiri zonyamula katundu.
Mayendedwe a ndege nawonso akhudzidwa kwambiri. Kaya ndi ndege zapachiweniweni kapena zonyamula katundu, ndege zambiri zaku Europe monga Netherlands, France, ndi Germany alengeza kuyimitsa ndege zopita ku Ukraine.
Makampani ena ofotokozera, kuphatikiza UPS ku United States, asinthanso njira zawo zoyendera kuti asakhudzidwe ndi nkhondo yawo.
Panthawiyi, mitengo ya zinthu monga mafuta osapsa ndi gasi yakhala ikukwera kwambiri. Mosasamala kanthu za kutumiza kapena kunyamula ndege, akuti mtengo wa katundu udzakweranso pakanthawi kochepa.
Kuphatikiza apo, amalonda amalonda omwe amawona mwayi wamabizinesi akusintha njira zawo ndikupatutsa LNG yomwe idapita ku Asia kupita ku Europe, zomwe zitha kukulitsa kuchulukana kwamadoko aku Europe, ndipo tsiku lokhazikitsa malonda amalonda odutsa malire litha kuwonjezedwanso.
Komabe, chitsimikiziro chokha kwa ogulitsa ndikuti zotsatira za China Railway Express sizikuyembekezeka kukhala zazikulu kwambiri.
Ukraine ndi nthambi chabe pa mzere China-Europe sitima, ndi mzere waukulu kwenikweni osati anakhudzidwa ndi zone nkhondo: China-Europe sitima kulowa Europe ndi njira zambiri. Pakalipano, pali njira ziwiri zazikulu: njira ya kumpoto kwa Ulaya ndi njira yakumwera kwa Ulaya. Ukraine ndi imodzi mwa mizere ya nthambi ya kumpoto kwa Ulaya. fuko.
Ndipo nthawi ya "paintaneti" ya ku Ukraine idakali yaifupi, njanji za ku Ukraine zikuyenda bwino, ndipo njanji za ku Russia zikuyenda bwino. Zomwe zimakhudzidwa ndi kayendedwe ka sitima za ogulitsa aku China ndizochepa.
Kukwera kwa inflation, kusinthasintha kwamitengo
Phindu la ogulitsa lidzacheperachepera
M'mbuyomu, chuma cha padziko lonse chinali kulimbana kale ndi vuto la kukwera kwa inflation ndi kulimbitsa ndondomeko ya ndalama. JPMorgan ikuneneratu kuti chiwonjezeko chapachaka cha GDP chapadziko lonse chatsika mpaka 0.9% mu theka loyamba la chaka chino, pomwe kukwera kwa mitengo kuwirikiza kawiri mpaka 7.2%.
Kukhazikika kwa malonda akunja ndi kusinthasintha kwa ndalama zosinthira kudzabweretsanso zoopsa zina. Dzulo, atangolengeza za kuwukira kwa Russia ku Ukraine, mitengo yandalama zazikulu za Euean idatsika nthawi yomweyo:
Kusinthanitsa kwa yuro kwatsika kwambiri m'zaka zopitilira zinayi, ndi osachepera 7.0469.
Mapaundi adatsikanso kuchokera ku 8.55 mpaka pafupifupi 8.43.
Ruble yaku Russia idathyola 7 mwachindunji kuchokera kuzungulira 0,77, kenako idabwerera ku 0,72.
Kwa ogulitsa m'malire, kulimbikitsa kosalekeza kwa kusintha kwa RMB motsutsana ndi dola ya US kudzakhudza mwachindunji phindu lomaliza la ogulitsa pambuyo pa kukhazikitsidwa kwa ndalama zakunja, ndipo phindu la ogulitsa lidzacheperachepera.
Pa February 23, mtengo wa kusinthana kwa RMB yam'mphepete mwa nyanja motsutsana ndi dola ya US udaposa 6.32 yuan, ndipo zomwe zanenedwapo zinali 6.3130 yuan;
M'mawa wa February 24, RMB yotsutsana ndi dola ya US inakwera pamwamba pa 6.32 ndi 6.31, ndipo inakwera kufika ku 6.3095 panthawi ya gawoli, ikuyandikira 6.3, yapamwamba yatsopano kuyambira April 2018. Inagwa mmbuyo masana ndikutseka pa 6.3234 pa 16: 30;
Pa February 24, chiwerengero chapakati cha RMB mumsika wosinthanitsa ndi ndalama zakunja chinali 1 dola ya US ku RMB 6.3280 ndi 1 euro ku RMB 7.1514;
M'mawa uno, mtengo wamtengo wapatali wa RMB pamphepete mwa dola ya US unakweranso pamwamba pa 6.32 yuan, ndipo kuyambira 11:00 am, otsika kwambiri adanena pa 6.3169.
“Ndalama zakunja zidatayika kwambiri. Ngakhale kugulitsa maoda kunali bwino m'miyezi ingapo yapitayo, komiti yopeza phindu inali yotsika kwambiri. "
Malinga ndi akatswiri ofufuza zamakampani, msika wamtengo wapatali ukadali wosatsimikizika kwambiri chaka chino. Kuyang'ana chaka chonse cha 2022, pamene dola yaku US ikutembenukira pansi ndipo mfundo zachuma cha China ndizolimba, zikuyembekezeka kuti mtengo wa RMB udzayamikira 6.1 mu theka lachiwiri la chaka.
Mkhalidwe wapadziko lonse lapansi uli chipwirikiti, ndipo msewu wodutsa malire kwa ogulitsa ukadali wautali komanso wovuta…
Nthawi yotumiza: Feb-26-2022