Ngo-Okthoba 2025, ukukhula kokuhweba kwamanye amazwe nokungenisa impahla kwamanye amazwe eShayina kwehle kakhulu. Ngenxa yezici eziningi ezihlanganisa ukwehla kwamanani kawoyela wamazwe ngamazwe kanye nezinqubomgomo zentela yase-US, ukukhula kokuthunyelwa kwemikhiqizo yepulasitiki kwamanye amazwe kwahlala kuhamba kancane, kuyilapho imakethe ye-polyolefin iqhubeka nokubhekana nesimo sokusabalalisa ngokweqile kanye namanani ahlala eshintshashintshashintsha ngezinga eliphansi.
Idatha yentela ikhombisa ukuthi inani eliphelele lokungenisa nokuthumela impahla eChina ngo-Okthoba 2025 lifinyelele ku-520.63 billion zamadola aseMelika, ukwehla kwenyanga nonyaka ngo-8.1% kanye nokwehla okuncane konyaka nonyaka ngo-0.3%. Phakathi kwalokhu, ukuthunyelwa kwamanye amazwe kumi ku-305.35 billion zamadola aseMelika, kwehle ngo-1.1% unyaka nonyaka. Emikhiqizweni ethile, inani lokuthunyelwa kwamanye amazwe kwemikhiqizo yepulasitiki ngo-Okthoba lalingu-55.04 billion wama-yuan, ukwehla okukhulu konyaka nonyaka kuka-9.5%. Kusukela ngoJanuwari kuya ku-Okthoba, inani lokuthunyelwa kwamanye amazwe elihlanganisiwe lifinyelele ku-614.55 billion wama-yuan, ukwehla konyaka nonyaka kuka-0.9%, okwakuphansi kunesilinganiso sokukhula kwesilinganiso sikazwelonke sokuthumela impahla kwamanye amazwe esingu-5.3% sezimpahla.
Ithintwe yintela ephezulu yase-US ecishe ibe ngu-41.3%, ukuthunyelwa kwezimpahla e-China e-United States kwehle ngo-17.1% unyaka nonyaka ezinyangeni zokuqala eziyi-10, kanti ukuthunyelwa kwemikhiqizo yepulasitiki e-US kubona ukwehla okusobala kakhulu, okuba yimbangela enkulu yokukhula kokuthunyelwa kwezimpahla kwamanye amazwe.
Ngasohlangothini lokungenisa, izinto zokusetshenziswa zepulasitiki ezibunjwe ngendlela eyinhloko zabhekana nokwehla kwevolumu kanye nentengo. Ngo-Okthoba 2025, ukungeniswa kwezinto ezinjalo kwakungu-2.05 million tons, ukwehla konyaka nonyaka kuka-14.7%, ngenani lokungenisa elingu-21.27 billion yuan, kwehle ngo-16.8% unyaka nonyaka. Kusukela ngoJanuwari kuya ku-Okthoba, ukungeniswa okuhlanganisiwe kwafinyelela ku-22.12 million tons ngenani elingu-236.83 billion yuan, kwehle ngo-7.6% kanye no-8.2% unyaka nonyaka ngokulandelana. Lesi simo sibangelwa kakhulu ukwehla okuqhubekayo kwamanani kawoyela emhlabeni wonke kusukela maphakathi noJanuwari, okwaholela ekwehleni okulinganayo kwamanani e-polyolefin, kwavala amafasitela amaningi e-arbitrage yokungenisa yasekhaya futhi kwanciphisa izinga lokungeniswa kwezinto zokusetshenziswa.
Ezweni, ukuqaliswa okugxilile kwamandla okukhiqiza amasha e-polyolefin engxenyeni yokuqala ka-2025 kwaholela ekukhuleni kokunikezwayo okudlule kakhulu ukukhula kwesidingo. Isimo esiyisisekelo sokunikezwa ngokweqile saqhubeka nokucindezela amanani. Nakuba amanani aphinde akhuphuka isikhashana ngoJulayi ngenxa yezinqubomgomo ze-macro zasekhaya, imakethe yantula ukwesekwa okucacile okuhle ngemuva kwalokho, okwaholela ekuthambekeni okubuthakathaka okuqhubekayo kusukela ngo-Agasti.
Uma sibheka phambili ngoNovemba, amanani kawoyela wamazwe ngamazwe kulindeleke ukuthi abhekane nengcindezi eqhubekayo yokwehla, futhi ukungalingani phakathi kokunikezwa kanye nesidingo emakethe yasekhaya ye-polyolefin akunakwenzeka ukuthi kuthuthuke kakhulu. Amanani kulindeleke ukuthi ashintshe kakhulu ngemva kokuthola ukwehla. Unyaka wonke, ukuthunyelwa kwamanye amazwe kungase kuzinze futhi kubuye njengoba ukungezwani kwezohwebo phakathi kwe-Sino-US kuncipha kancane futhi umuzwa wokukhiqiza womhlaba wonke uyabuya, kodwa imiphumela eyisisekelo ephezulu kanye nezici zamanani kusazoba yimingcele.
Isikhathi sokuthunyelwe: Novemba-17-2025