Ngaba eTshayinaumhlaba onqabileyoamaxabiso enyuka ngendlela engazange ibonwe emva konyulo lukaTrump? Ingxelo yophando yeCITIC Securities 'ibonisa ukuba amaxabiso eiimveliso zomhlaba ezinqabileyoziye zaqhubeka zikhula mva nje, kwaye ishishini lomhlaba elinqabileyo lisenokuzisa inguqu, libe yindawo eshushu kwimakethi ye-A-share yangoku. Abanye abatyali-mali abanethemba bakholelwa ukuba amaxabiso anokunyuka amaxesha angama-10 kwixesha elizayo. Ngoko ke unyulo luya kuba nafuthe lini kumhlaba onqabileyo welizwe lam?
Ngamava adlulileyo kunye neentetho zephulo, sinokwazi ukuba i-United States iya kwandisa iirhafu kuzo zonke iimpahla ezithunyelwa ngaphandle nge-20% kwixesha elizayo, kwaye iya kumisela iirhafu ze-60% kwi-China.
Asiqhelananga neendlela zokongeza amaxabiso. Amanyathelo okuthintela athatyathwe lilizwe lam ngaphambili: Ukongeza, kukho izithintelo kwiintengiso zomhlaba ezinqabileyo, ezikhokelela ekunyukeni kwamaxabiso. Umhlaba onqabileyo ulingana "nee-intshi ezisixhenxe" zeshishini lemveliso lase-US. Ngokomzekelo, inkampani ye-Musk yeTesla ayikwazi ukwenza ngaphandle kokunikezelwa komhlaba onqabileyo. Kungekudala, iimveliso ze-rubidium ziye zanyuka, phakathi kwazoipraseodymium neodymium oxideinyuke nge 60,000 yuan ngetoni nganye, ukwanda okungaphezulu kwe-14%. I-Rubidium yinto eyimfuneko yeemoto zeTesla kwaye isitshixo sokuphucula ukusebenza kakuhle kwemoto kunye nokusebenza. Ukongeza, iirokhethi eziye zaphuhliswa ngamandla nguMusk nazo azinakwahlulwa kumhlaba onqabileyo. Umzekelo, iqokobhe le-rocket kufuneka lisebenzise umhlaba onqabileyoniobium, obububutyebi obunqabileyo kakhulu obuneetoni ezizizigidi ezi-4 kuphela koovimba abanokusebenziseka kwihlabathi jikelele. Kwenzeka ukuba i-Bayan Obo Mine e-Inner Mongolia, ilizwe lam lelona hlabathi linqabileyo emhlabeni, kwaye liqulethe inani elikhulu le-niobium kunye nezinye izibonelelo zezimbiwa. Ukuba iingxabano zorhwebo ze-Sino-US ziqina kwixesha elizayo kwaye ilizwe lam linyanzeliswa ukuba liqinise ukuthunyelwa komhlaba okunqabileyo, ngoko ke iinkampani zaseMelika ezifuna umhlaba onqabileyo ziya kuba zezona zilahlekileyo.
Okwesibini, njengoko kuya kuba nzima ngakumbi ukuba umhlaba onqabileyo ungene kwimarike yase-US, inokukhuthaza ukusungulwa kweteknoloji kumashishini asekhaya. Oku akunzima ukukuqonda. Umzekelo, xa iUnited States ibhengeza "uMthetho woKhuseleko lweNdalo" ukunqanda amashishini ebhayoloji elizwe lam, ilizwe lam lonyuse uphando lwalo oluzimeleyo kunye nophuhliso lwe "Sirt gene technology" kunye nobunye ubugcisa, kodwa lafika "iBeiliyin" kunye nezinye izinto eziphunyeziweyo phambi kweenkampani zaseMelika.
Ngaphambili, izazinzulu zaseHarvard zapapasha kuphela iimvavanyo zezilwanyana kwi "Sayensi" kunye ne "Nature", ebonisa ukuba i-substance ye-"Beiliyin" inokubuyisela iiseli zeegundane zamadoda kwimeko eselula, kodwa ifikelele kwi-bottleneck kuphando ngempilo yabantu. Izazinzulu zaseTshayina zicebise ingcamango entsha kwizithintelo: ukudibanisa iteknoloji yeSirt kunye namalungu ahlukeneyo omzimba womntu, ngaloo ndlela iphuhlisa "iBeiliyin" kwimpilo yendoda yokuzala, ukuphumeza umzila odibanisa ukugcinwa kwexesha elide kunye nokuphucula amandla okuqhuma. Ngoku le mpumelelo ingenisiwe kwi-JD.com yelizwe lam, iTmall kunye namanye amaqonga. Xa abathengi baseTshayina bekhala ukuba "baziva amandla olutsha" kwaye "banamandla amaninzi emini", abathengi bamazwe angaphandle bakufumanisa kunzima ukuchukumisa le mpumelelo yesayensi kunye nezobuchwepheshe. Ngaphandle kwemiqathango yamazwe angaphandle, iteknoloji yelizwe lam enqabileyo yokwembiwa komhlaba kunye nokunyibilikisa iphuhliselwe phambili kwihlabathi. Oku kukwakhokelele kwimeko ehlazisayo kumhlaba onqabileyo waseMelika: ngenxa yokunqongophala kobuchwepheshe, malunga ne-90% yomhlaba onqabileyo waseMelika kufuneka uthunyelwe kwilizwe lam ukuze kulungiswe kakuhle.
Ngexesha lokugqibela likaTrump, wenza into eyenzakalisayo. Ngelo xesha, i-80% yemihlaba enqabileyo e-United States kwafuneka ingeniswe e-China. Ngesi sizathu, uTrump ucebise ukuba "ahlukane" nelizwe lam kwaye avumele ilizwe ukuba liseke ishishini lomhlaba elinqabileyo.
Thatha imigodi ye-lithium e-United States njengomzekelo. Nangona oovimba bemigodi ye-lithium e-United States bephakame kangangeetoni ezingama-40 ezigidi, kukho inkampani enye kuphela ebizwa ngokuba yiSilver Peak enobuchwepheshe bokunyibilikisa nokukhupha, kwaye imveliso yonyaka ziitoni ezingama-5,000 kuphela. Ukuba isicwangciso sikaTrump siyalandelwa ngenene, kuyakuthatha ubuncinci iminyaka engama-8,000 ukuwakhupha. Ke ngoko, iUnited States ithumele ngaphandle inani elikhulu lomhlaba onqabileyo kwilizwe lam. Ngo-2019, iUnited States yomba malunga neetoni ezingama-26,000 zomhlaba onqabileyo, apho malunga neetoni ezingama-24,000 zathunyelwa kwilizwe lam, emva koko wachitha ixabiso eliphezulu ukuthenga umva osulungekisiweyo.imihlaba enqabileyo. Unobangela wale meko kukuba ilizwe lam liye laphuhlisa ubugcisa bokuvelisa nezoshishino, yaye iUnited States yangoku ngokucacileyo isemva kakhulu. Iingcali zomngcipheko zaseMelika zikwachaze ukuba phantse akunakwenzeka ukuba i-United States iseke ikhonkco lokubonelela ngezimbiwa ngokuzimela. Ngenxa yokuba iindleko zoqeqesho lwabasebenzi ziphezulu, umyinge wobugcisa bokumbiwa kwemigodi nokusetyenzwa kwemigodi nawo uphezulu, kwaye unikezelo olusuka phezulu nasezantsi luxhomekeke kakhulu kumazwe aseNtshona. Eyona nto yenza izinto zibe mbi ngakumbi eUnited States, ngoNovemba 4, iindaba zathi imigodi yaseMyanmar ivaliwe, yaye ubuncwane bomhlaba obunqabileyo buza kunqaba ngakumbi.
Ukuze kuncitshiswe ukuxhomekeka kumhlaba onqabileyo welizwe lam, uTrump wakhankanya nokuba uya kuxhomekeka kwimithombo yeoli yaseMelika ekuphuhliseni iimoto zamafutha, kwaye ngexesha lephulo, wathi uya kuwuphelisa umgaqo-nkqubo wenkxaso-mali yezithuthi zombane zaseMelika. Umhlaba onqabileyo unokuba sisizathu sokuba angaxhasi ishishini lezithuthi zombane kwaye ukhetha izithuthi zemveli zamafutha. UMusk, omxhasayo emva kwemiboniso, naye ubeke umbono ohambelanayo: ebhengeza ukuba itekhnoloji ye-Tesla yesizukulwana esilandelayo iya kuzishiya ngokupheleleyo izinto ezinqabileyo zomhlaba. Kodwa kwithiyori, umhlaba onqabileyo useyinto efunekayo kwizithuthi zombane. Sekuyiminyaka emibini ukususela ekubeni uMusk "epeyinta i-pie", kwaye akukho ndaba malunga nenkqubela yophando lwale moto. Ukuba umhlaba onqabileyo usesisixhobo esibalulekileyo kwikamva, kwaye i-US inyanzelisa ukuba ihambe ngendlela yayo, ke uMusk unokuqhubeka nokumamela iTrump kwaye avelise izithuthi zamafutha.
Ixesha lokuposa: Nov-11-2024