UShishino lweMagnet oluGxina lwaseTshayina: Uhlahlelo oluBanzi lweMarike, uqikelelo, kunye noLwazi lweMpawu
I-China iRekhoda ngokuNciphisa ukonyuka kweMagnet eSisigxina, ixabisa i-373M yezigidi zeedola ngoJuni ka-2023
Ukuthunyelwa kweMazinethi eSisigxina yaseTshayina NgoJuni ka-2023, isixa seemagnethi ezisisigxina ezithunyelwe ngaphandle zisuka e-China zinyuke zaya kutsho kwiitoni ezingama-25K, zinyuke nge-4.8% kwinani lenyanga edlulileyo. Lilonke, ukuthunyelwa kwamanye amazwe, nangona kunjalo, kubhalwe ipateni ethe tyaba. Esona santya sibalaseleyo sokukhula sarekhodwa ngoMatshi ka-2023 xa ukuthunyelwa kwempahla kumazwe angaphandle kunyuke ngama-64% inyanga nenyanga. Ngokwexabiso, ukuthunyelwa kwamagnetic ngokusisigxina kuma kwi-373M yeedola (i-IndexBox estimates) ngoJuni 2023. Ngokuqhelekileyo, ukuthunyelwa ngaphandle, nangona kunjalo, kubone ukuhla okubonakalayo. Isantya sokukhula sesona sivakaliswe kakhulu ngoMatshi ka-2023 xa ukuthunyelwa kwempahla kumazwe angaphandle kunyuke ngama-42% inyanga nenyanga.
Ukuthunyelwa ngaphandle ngokweLizwe
I-Indiya (iitoni ze-3.5K), i-United States (i-2.3K iitoni) kunye ne-Vietnam (ii-2.2K iitoni) yayiyeyona ndawo iphambili yokuthunyelwa kwemagnethi esisigxina evela e-China, kunye ne-akhawunti ye-33% yokuthunyelwa kwamanye amazwe. La mazwe alandelwa yiJamani, iMexico, iSouth Korea kunye ne-Italiya, ezithe xa zidibene zabalelwa kwi-21%. Ukusukela ngoJuni ka-2022 ukuya kuJuni ka-2023, olona nyuso lukhulu lwaluseMexico (nge-CAGR ye-+1.1%), ngelixa ukuthunyelwa kwezinye iinkokeli kuye kwafumana iipateni ezixubeneyo. Ngokwexabiso, iimarike ezinkulu zemagnethi esisigxina ethunyelwe ngaphandle evela eChina yayiyiJamani (i-$ 61M), i-United States (i-$ 53M) kunye ne-South Korea (i-$ 49M), kunye ne-43% yokuthunyelwa kwamanye amazwe. Ngokubhekiselele kumazwe aphambili ekusingwa kuwo, iJamani, eneCAGR ye-0.8%, irekhode inqanaba eliphezulu lokukhula kwexabiso lokuthengisa ngaphandle, ngeli xesha liphantsi koqwalaselo, ngelixa ukuthunyelwa kwezinye iinkokeli kuye kwahla.
Ukuthunyelwa ngaphandle ngokohlobo
Iimagnethi ezisisigxina ezingezizo ezentsimbi (iitoni ezili-14K) kunye neemagnethi zesinyithi ezisisigxina (iitoni eziyi-11K) yayizezona mveliso ziphambili zokuthunyelwa ngaphandle kwemagnethi esisigxina evela eTshayina. Ukusukela ngoJuni ka-2022 ukuya kuJuni ka-2023, olona nyuso lukhulu lwalukwimagnethi yentsimbi esisigxina (ene-CAGR ye-+0.3%). Ngokwexabiso, iimagnethi zesinyithi ezisisigxina (i-331 yezigidi zeedola) zihlala zilolona hlobo likhulu lwemagnethi esisigxina ethunyelwa ngaphandle e-China, equka i-89% yokuthunyelwa ngaphandle. Isikhundla sesibini kwisikhundla sibanjwe yimagnethi engapheliyo (i-$ 42M), kunye nesabelo se-11% yokuthunyelwa kwamanye amazwe. Ukususela ngoJuni ka-2022 ukuya kuJuni ka-2023, umyinge wenyanga wokukhula ngokumalunga nomthamo wokuthumela ngaphandle kweemagnethi ezisisigxina zentsimbi ziphelele -2.2%.
Amaxabiso athunyelwa ngaphandle ngokwelizwe
NgoJuni ka-2023, ixabiso lemagnethi esisigxina limi kwi-15,097 yeedola ngetoni nganye (iFOB, eTshayina), yehla nge--2.7% kwinyanga edlulileyo. Kwisithuba esiphantsi kovavanyo, ixabiso lokuthumela ngaphandle liye lehla kakhulu. Isantya sokukhula sesona savakaliswa kakhulu ngoFebruwari 2023 xa umndilili wexabiso lokuthumela ngaphandle unyuke nge-28% inyanga nenyanga. Ixabiso lokuthumela ngaphandle liye lafikelela kwi-$21,351 ngetoni nganye ngo-Agasti 2022; nangona kunjalo, ukusuka kuSeptemba ka-2022 ukuya kuJuni ka-2023, amaxabiso okuthumela ngaphandle emi kwindawo ethile esezantsi. Amaxabiso ahluka ngokuphawulekayo ngokwelizwe lendawo ekuyiwa kuyo: ilizwe elinexabiso eliphezulu ibiyiSouth Korea ($36,037 ngetoni), ngelixa ixabiso eliphakathi lokuthunyelwa kwempahla eIndiya ($4,217 ngetoni nganye) laliphakathi kwelona liphantsi. Ukusukela ngoJuni ka-2022 ukuya kuJuni ka-2023, elona zinga liphawulekayo lokukhula ngokwamaxabiso lirekhodwe ukuze kuthengiswe e-Italiya (+0.6%), ngelixa amaxabiso kwezinye iindawo ezinkulu aye afumana iipateni ezixutyiweyo.