“Ndi kubwezeretsedwa kwathunthu kwa kayendetsedwe kabwino ka chuma ndi anthu, mfundo zazachuma zazikulu zawonetsa kuchita bwino komanso kuchita bwino, ndipo njira zingapo zandondomeko zalimbikitsa kuwongolera kwachuma komanso kupita patsogolo kwachitukuko chapamwamba. Komabe, mu gawo lamakono la ntchito zachuma, pali zovuta zambiri ndi zovuta, ndi zoopsa zambiri ndi zoopsa zobisika m'madera ofunika, ndi malo ovuta komanso ovuta kunja. Pamene akukula ndi khalidwe lapamwamba, makampani osowa padziko lapansi amayankha mwakhama ku zoopsa ndi zovuta, amasonkhanitsa mphamvu, amagonjetsa zovuta, ndipo amalimbikitsa mgwirizano wopindulitsa komanso wopambana pakati pa mabungwe osowa padziko lapansi kudzera m'mapulatifomu a malonda, akugwirizanitsa mwakhama makampani okwera ndi otsika, ndikukulitsa ndi kulimbikitsa makampani osowa padziko lapansi kudzera mu chitukuko chobiriwira, chochepa cha carbon, digito, ndi chidziwitso.”
01
Macroeconomics
Mlungu uno, Federal Reserve inakweza chiwongoladzanja ndi mfundo zina za 25, zomwe zikufika pamtunda wapamwamba kwambiri kuyambira 2001. Chuma chakula pang'onopang'ono, ndipo kusiyana kwa chiwongoladzanja cha US China kwasinthidwa. Kuthekera kwa kudulidwa kwa mitengo chaka chino ndi kochepa, ndipo pali mwayi wokwera mtengo mu gawo lachinayi. Kukwera mtengo uku kwakulitsa kusintha kwa msika wachuma padziko lonse lapansi.
Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso posachedwapa unanena kuti uyesetsa kulimbikitsa kukula kokhazikika kwa mafakitale, kulimbikitsa ndi kukhazikitsa dongosolo lantchito kuti pakhale chitukuko chokhazikika m'mafakitale ofunikira, kuphunzira ndikulimbikitsa njira zakusintha kwaukadaulo, kukonza njira zolumikizirana komanso kusinthana nthawi zonse. ndi mabizinesi, kupititsa patsogolo kuyesetsa kophatikizana kwa mfundo zosiyanasiyana, kukhazikika zoyembekeza zamabizinesi, ndikulimbitsa chidaliro chamakampani.
02
Msika wosowa padziko lapansi
Kumayambiriro kwa mwezi wa July, mtengo wamtengo wapatali wa mwezi wapitawu unapitirira, ndipo ntchito yonse ya msika wosowa padziko lapansi inali yosauka.Mitengo yapadziko lapansi yosowazinali zikugwira ntchito mofooka, zomwe zinapangitsa kuchepa kwa kupanga ndi kufuna. Kupezeka kwa zinthu zopangira zinthu kunali kocheperako, ndipo kunalibe mabizinesi ochepa. Mabizinesi apatsogolomu amadzazitsanso katundu ngati pakufunika, ndipo mitengo ikupitilizabe kutsika chifukwa cha kukwera msanga.
Kuyambira pakati pa chaka, chifukwa cha zinthu zingapo monga kugula kwamagulu, kutsekedwa kwa kasitomu ku Myanmar, magetsi olimba a chilimwe, ndi mvula yamkuntho, mitengo yamitengo yayamba kukwera, kufunsa kwa msika kwakhala kolimbikitsa, kuchuluka kwa malonda kwakula, komanso chidaliro cha amalonda. adasinthidwanso. Komabe, mitengo yazitsulo ndi ma oxides ikadali yotsika, ndipo mafakitale azitsulo ali ndi zinthu zochepa ndipo amatha kupanga pamalamulo otsekera kuti agwirizane ndi kukwera kwamitengo. Kukula kwa dongosolo la fakitale yamagetsi yamagetsi ndi yochepa, ndipo pakufunikabe kubwezeretsanso katunduyo, zomwe zimabweretsa kufunitsitsa kofooka kugula.
Kumapeto kwa mweziwo, mafunso onse amsika ndi kuchuluka kwa malonda adatsika, zomwe zitha kuwonetsa kutha kwa chiwongolero chokwera komanso kufooka kwathunthu kwa msika. Kutengera ndi zomwe zidachitika m'mbuyomu, nyengo ya "Golden Nine Silver Ten" ndi nyengo yodziwika bwino pakugulitsa, ndipo maoda akuyembekezeredwa kukwera. Kupanga kwamabizinesi kuyenera kubwezeretsedwanso pasadakhale, zomwe zitha kukweza mitengo yamtengo wapatali mu Ogasiti. Komabe, panthawi imodzimodziyo, chidwi chiyenera kuperekedwanso ku chitsogozo cha ndondomeko ndi kusintha kwa msika ndi zofuna. Padakali kusatsimikizika pamitengo yosowa padziko lapansi mu Ogasiti.
Ntchito yonse ya msika wa zinyalala zapadziko lapansi mu Julayi inali yopanda pake, pomwe mitengo idatsika kumayambiriro kwa mweziwo, zomwe zikukulitsa kusinthika kwa phindu ndi ndalama. Chidwi cha mabizinesi pakufunsa mafunso sichinali chachikulu, pomwe kupanga maginito kunali kochepa, zomwe zimapangitsa kuti zinyalala zizichepa komanso kusowa, zomwe zimapangitsa mabizinesi kukhala osamala polandila katundu. Kuonjezera apo, chiwerengero cha mayiko osowa padziko lapansi chawonjezeka chaka chino, ndipo kuperekedwa kwa zipangizo ndizokwanira. Komabe, mitengo yobwezeretsanso zinyalala zosawerengeka ikadali yokwera, zomwe zikuyika chitsenderezo chachikulu pamabizinesi obwezeretsanso zinyalala. Mabizinesi ena olekanitsa zinyalala anena kuti akamakonza zochulukira, m'pamenenso amawonongeka kwambiri. Chifukwa chake, ndi bwino kuyimitsa kusonkhanitsa zinthu ndikudikirira.
03
Mitengo yamitengo yazinthu zodziwika bwino
Kusintha kwamitengo yamaguluZosowa zapadziko lapansi in July akuwonetsedwa pachithunzi pamwambapa. Mtengo wapraseodymium neodymium okusayidichinawonjezeka kuchoka pa 453300 yuan/ton kufika pa 465500 yuan/ton, kuwonjezeka kwa yuan 12200/ton; Mtengo wazitsulo za praseodymium neodymium wakwera kuchoka pa 562000 yuan/ton kufika pa 570800 yuan/tani, kuwonjezeka kwa yuan 8800/tani; Mtengo waDysprosium oxidechinawonjezeka kuchoka pa 2.1863 miliyoni yuan/ton kufika pa 2.2975 miliyoni yuan/ton, kuwonjezeka kwa yuan 111300/ton; Mtengo waterbium oxidekutsika kuchokera pa 8.225 miliyoni yuan/ton kufika pa 7.25 miliyoni yuan/tani, kutsika kwa yuan 975000/tani; Mtengo waholmium okusayidikutsika kuchoka pa 572500 yuan/ton kufika pa 540600 yuan/ton, kuchepa kwa yuan 31900/tani; Mtengo wa chiyero chapamwambagadolinium oxideadatsika kuchokera ku 294400 yuan/tani kufika pa 288800 yuan/tani, kuchepa kwa yuan 5600/tani; Mtengo wambagadolinium oxidechawonjezeka kuchoka pa 261300 yuan/ton kufika pa 263300 yuan/ton, kuwonjezeka kwa 2000 yuan/ton.
04
Zambiri Zamakampani
1
Pa July 11, deta yotulutsidwa ndi China Association of Automobile Manufacturers inasonyeza kuti mu theka loyamba la 2023, kupanga ndi kugulitsa magalimoto atsopano amphamvu ku China kunafika 3.788 miliyoni ndi 3.747 miliyoni, motero, ndi kukula kwa chaka ndi chaka kwa 42,4 % ndi 44.1%, ndi gawo la msika la 28.3%. Pakati pawo, kupanga ndi kugulitsa magalimoto atsopano amphamvu mu June kufika pa 784000 ndi 806000, motero, ndi kukula kwa chaka ndi 32,8% ndi 35,2%. Malinga ndi zomwe bungwe la China Association of Automobile Manufacturers linanena, China idatumiza magalimoto amphamvu 800000 mchaka choyamba cha chaka, kuwonjezeka kwa chaka ndi 105%. Makampani opanga magalimoto amagetsi atsopano akupitilizabe kukula bwino.
2
Posachedwapa, Unduna wa Zamakampani ndi Upangiri Waukadaulo ndi National Standardization Commission molumikizana adatulutsa "Malangizo omanga a National Automotive Internet Industry Standard System (Magalimoto Olumikizidwa Anzeru) (2023 Edition)". Kutulutsidwa kwa bukhuli kudzalimbikitsa kutsimikizika kofulumira ndi kukhazikitsidwa kwaukadaulo wamagalimoto anzeru, komanso kuphatikiza kwa mafakitale akumtunda ndi kumunsi kwa mtsinje, ndikuyambitsa nthawi yodziwika bwino yoyendetsa mwanzeru. Pambuyo pofufuza mozama za zofuna zatsopano ndi zomwe zikuchitika mumsika wamagalimoto olumikizidwa mwanzeru, dongosolo lokhazikika lomwe lakhazikitsidwa layala maziko olimba a chitukuko chapamwamba chamakampani anzeru olumikizidwa amagalimoto. Zikuyembekezeka kuti makampani amagalimoto osiyanasiyana aziwonjezera zotsatsa zawo mgawo lachitatu, ndipo mothandizidwa ndi mfundo, malonda amsika akuyembekezeka kupitilizabe kukula mu theka lachiwiri la chaka.
3
Pa July 21st, pofuna kupititsa patsogolo kukhazikika ndi kukulitsa kugwiritsa ntchito magalimoto, madipatimenti a 13 kuphatikizapo National Development and Reform Commission adapereka chidziwitso pa "Njira zingapo Zolimbikitsa Kugwiritsa Ntchito Magalimoto", zomwe zinatchula kulimbikitsa ntchito yomanga malo othandizira magalimoto atsopano; Kuchepetsa mtengo wogula ndi kugwiritsa ntchito magalimoto amagetsi atsopano; Kukhazikitsa ndondomeko ndi njira zopititsira patsogolo ndikuchepetsa komanso kuchotsera msonkho wogula magalimoto atsopano; Limbikitsani kuwonjezereka kwa kugula magalimoto amagetsi atsopano m'maboma; Limbikitsani ntchito zamagalimoto zamagalimoto, ndi zina. Unduna wa Zamakampani ndi Zaukadaulo Zaukadaulo ndi State Administration of Market Regulation adanenanso kuti mafakitale amagetsi atsopano a China alowa gawo latsopano lachitukuko chofulumira komanso chachikulu. Mabizinesi opanga ndi omwe ali ndi udindo woyamba pazabwino komanso chitetezo. Ayenera kuchitapo kanthu popewera chiopsezo pazachitukuko ndi kapangidwe kazinthu, kupanga ndi kupanga, kuyesa ndi kutsimikizira, kukwaniritsa zovomerezeka zamalamulo monga kupereka lipoti la ngozi zamtundu wazinthu ndi kukumbukira zolakwika, kupititsa patsogolo chitetezo chazinthu mosalekeza, ndikuletsa m'moyo wonse kuchitika kwa ngozi. ngozi zachitetezo chagalimoto zamphamvu zatsopano.
4
Motsogozedwa ndi kutukuka kofulumira kwa mphamvu zatsopano zopangira magetsi, mphamvu yatsopano yoyika mphamvu ku China ikuyembekezeka kupitilira ma kilowatts miliyoni 300 kwa nthawi yoyamba m'mbiri. Kutentha m'madera ambiri a dzikoli ndi kwakukulu kwambiri m'chilimwe chino, ndipo zikuyembekezeredwa kuti magetsi apamwamba kwambiri m'dzikoli adzawonjezeka ndi 80 miliyoni kilowatts mpaka 100 miliyoni kilowatts poyerekeza ndi 2022. otsika kuposa kuchuluka kwa magetsi. Zikuyembekezeka kuti m'nyengo yachilimwe cha 2023, kuchuluka kwa magetsi ndi kufunikira ku China kudzakhala kolimba.
5
Malinga ndi ziwerengero zochokera ku General Administration of Customs, kuchuluka kwa mchere wosowa padziko lapansi ndi zinthu zina zokhudzana ndi izi mu June 2023 zinali matani 17000. Pakati pawo, United States ili ndi matani 7117.6, Myanmar ali ndi matani 5749.8, Malaysia ali ndi matani 2958.1, Laos ali ndi matani 1374.5, ndipo Vietnam ali ndi matani 1628.7.
M’mwezi wa June, dziko la China linaitanitsa matani 3244.7 a zinthu zapadziko lapansi zosatchulidwa dzina komanso matani 1977.5 kuchokera ku Myanmar. M’mwezi wa June, dziko la China linaitanitsa matani 3928.9 a nthaka osayidi osatchulidwa dzina, amene dziko la Myanmar linali ndi matani 3772.3; Kuyambira Januwale mpaka Juni, China idatenga matani 22000 a rare earth oxide omwe sanatchulidwe, pomwe matani 21289.9 adatumizidwa kuchokera ku Myanmar.
Pakalipano, dziko la Myanmar lakhala lachiwiri lalikulu kwambiri kumayiko akunja a minerals osowa padziko lapansi ndi zinthu zina, koma posachedwapa lalowa mu nyengo yamvula ndipo pakhala kuphulika kwa nthaka m'migodi m'chigawo cha Banwa ku Myanmar. Zikuyembekezeka kuti kuchuluka kwa zotengera kumayiko ena kutsika mu Julayi. (Zomwe zili pamwambazi zikuchokera ku General Administration of Customs)
Nthawi yotumiza: Aug-15-2023