Imboni Yezibuthe Ezihlala Phambili YaseChina: Ukuhlaziywa Kwemakethe Okuphelele, Ukuqagela, kanye Nemininingwane Yethrendi
I-China Irekhoda Ukwenyuka Okuthobekile Kokuthunyelwa Kwezibuthe Okungapheli, Kuphelele ku-$373M ngoJuni 2023
I-China Permanent Magnet Exports NgoJuni 2023, inani lomazibuthe abangapheli abathunyelwa besuka e-China lenyuka lafinyelela kumathani angama-25K, lenyuka ngo-4.8% kwisibalo senyanga edlule. Sekukonke, ukuthunyelwa kwamanye amazwe, nokho, kuqophe iphethini yethrendi eyisicaba. Izinga eligqame kakhulu lokukhula laqoshwa ngoMashi 2023 lapho ukuthunyelwa kwempahla kwamanye amazwe kukhuphuka ngo-64% inyanga nenyanga. Ngokwemibandela yenani, ukuthunyelwa kwamagnetic unomphela kuma ku-$373M (izilinganiso ze-IndexBox) ngoJuni 2023. Ngokuvamile, ukuthunyelwa ngaphandle, nokho, kwabona ukwehla okubonakalayo. Izinga lokukhula libonakale kakhulu ngoNdasa wezi-2023 lapho ukuthunyelwa kwempahla kwamanye amazwe kukhuphuka ngo-42% inyanga nenyanga.
Ukuthunyelwa kwezwe
I-India (3.5K tons), i-United States (2.3K tons) kanye neVietnam (2.2K tons) kwakuyizindawo eziyinhloko zokuthunyelwa kwamazibuthe okuhlala unomphela okuvela e-China, okuhlanganisa u-33% wengqikithi yokuthunyelwa kwamanye amazwe. Lawa mazwe alandelwa yiJalimane, iMexico, iNingizimu Korea kanye ne-Italy, okuthe uma esehlangene athatha amanye ama-21%. Kusukela ngoJuni 2022 kuya kuJuni 2023, ukwanda okukhulu kwakuseMexico (nge-CAGR ka-+1.1%), kuyilapho ukuthunyelwa kwabanye abaholi kuhlangabezane namaphethini ezitayela ezixubile. Ngokwemigomo yenani, izimakethe ezinkulu zikazibuthe ongunaphakade ezithunyelwe zisuka e-China kwakuyiJalimane ($61M), i-United States ($53M) kanye ne-South Korea ($49M), ndawonye ehlanganisa ama-43% ayo yonke impahla ethunyelwa ngaphandle. Ngokwamazwe ayinhloko okuyiwa kuwo, iJalimane, ene-CAGR ka--0.8%, iqophe izinga eliphezulu lokukhula kwenani lokuthunyelwa kwempahla kwamanye amazwe, phakathi nesikhathi esibuyekezwayo, kuyilapho ukuthunyelwa kwabanye abaholi kwehle.
Ithekelisa ngohlobo
Ozibuthe abangapheli abangewona abensimbi (amathani angu-14K) kanye nozibuthe bensimbi abangunaphakade (amathani angu-11K) kwakuyimikhiqizo eyinhloko yokuthunyelwa ngaphandle kwamagnetic unomphela okuvela e-China. Kusukela ngoJuni 2022 kuya kuJuni 2023, ukwanda okukhulu bekukuzibuthe wensimbi unomphela (ene-CAGR ka-+0.3%). Ngokwezibalo zenani, izibuthe zensimbi ezihlala njalo ($ 331M) zihlala ziwuhlobo lukazibuthe olukhulu kakhulu oluthunyelwa ngaphandle lusuka eShayina, oluhlanganisa u-89% wengqikithi yokuthunyelwa kwamanye amazwe. Isikhundla sesibili esilinganisweni sibanjwe omazibuthe abangewona abensimbi ($42M), ngesabelo esingu-11% sengqikithi yokuthunyelwa kwamanye amazwe. Kusukela ngoJuni 2022 kuya kuJuni 2023, isilinganiso sezinga lokukhula kwenyanga ngokuya ngevolumu yokuthekelisa yamazibuthe ensimbi aphelele aphelele -2.2%.
Thekelisa Amanani ngezwe
NgoJuni 2023, intengo kazibuthe unomphela yema ku-$15,097 ngethani (i-FOB, e-China), yehla ngo--2.7% uma kuqhathaniswa nenyanga edlule. Phakathi nesikhathi esibuyekezwayo, intengo yokuthekelisa yehle kancane. Izinga lokukhula libonakale kakhulu ngoFebhuwari 2023 lapho inani lentengo lokuthekelisa lenyuka ngo-28% inyanga nenyanga. Intengo yokuthekelisa yafinyelela ku-$21,351 ngethani ngo-August 2022; nokho, kusukela ngoSepthemba 2022 kuya kuJuni 2023, amanani okuthunyelwa kwamanye amazwe ame enanini eliphansi. Amanani ahluka ngokuphawulekayo ngezwe indawo okuyiwa kuyo: izwe elinenani eliphakeme kakhulu kwakuyiNingizimu Korea ($36,037 ngethani), kuyilapho intengo evamile yokuthunyelwa eNdiya ($4,217 ngethani) yayiphakathi kwamanani aphansi kakhulu. Kusukela ngoJuni 2022 kuya kuJuni 2023, izinga eliphawuleka kakhulu lokukhula ngokwezintengo laqoshwa ukuze lihanjiswe e-Italy (+0.6%), kuyilapho izintengo zezinye izindawo ezinkulu zihlangabezane namaphethini ethrendi axubile.