Kufambira Mberi Kwezvematongerwo Enyika Kunokanganisa Indasitiri Yekutakura Zvikepe; Vamwe Vatakuri Vanoona Nzira Dzegungwa Dzvuku
Muchiitiko chinoshamisa, makambani akawanda ekutakura zvinhu ari kuedza kudzoreredza mabasa avo munzira yeGungwa Dzvuku, zvichiratidza kuchinja kuri kuita njodzi dziri kuwedzera munzvimbo iyi. Makambani mazhinji ekutengeserana kunze kwenyika akadzidza kubva mumatambudziko anokonzerwa nedenda reCOVID-19, achishandisa zvishandiso zvemari zvakaita sekudzivirira njodzi.
Musi wa22 Zvita, chibvumirano chikuru cheFreight Index (Euro Route) futures, EC2404, chakasvika pamuganho wezuva nezuva wezuva rechishanu rekutengeserana, chichivhara pa1391.2 points, kuwedzera kwe14.99%. Kuwedzera uku, kwakapfuura 50% mumazuva mashanu apfuura, kwakakonzerwa nezviitiko zvisingatarisirwi zvezvematongerwo enyika zvakakonzera kuwedzera kukuru uye kwakanyanya kwemitengo yekutakura zvinhu mumusika wespot, izvo zvakazokanganisa musika wefutures.
Mushure memusika pazuva rimwe chete, Shanghai Shipping Exchange yakazivisa kugadziriswa kwemari dzekutengeserana dzeFreight Index (Euro Route) futures contracts (EC2404, EC2406, EC2408, EC2410, EC2412), kutanga musi wa25 Zvita, nemari dzekutengeserana dzakatarwa pa0.006% yemari yekutengeserana uye mari yekuvhara nzvimbo mukati mezuva pa0.012% yemari yekutengeserana.
Vaongorori vakuru vanoti kuchinja-chinja kwemitengo yeFreight Index (Euro Route) munguva pfupi yapfuura kwakakonzerwa nezviitiko zvisingatarisirwi zvezvematongerwo enyika zvichikonzera kuwedzera kukuru uye nekukurumidza kwemitengo yemusika wekutengesa.
Mushumo wevhiki nevhiki weShanghai Shipping Exchange wakaratidza kuwedzera kukuru kwemitengo yekufambisa mumusika wekutakura zvinhu muAsia-Europe nekuda kwekutyisidzirwa kwekurwiswa nezvombo munzvimbo yeRed Sea. Izvi zvakaita kuti makambani makuru ekutakura zvinhu mumidziyo anoshanda munzira yeAsia-Europe azivise kuchinjirwa kwemitengo, zvichikonzera kuwedzera kukuru kwedaro rekutakura zvinhu nemitengo, pamwe nekudzikira kwekushanda zvakanaka kwengarava.
Vachiziva kukanganisa kunogona kuitika pamusika, makambani makuru ekutakura zvinhu akakwidza mitengo yavo yemusika svondo rapfuura. Musi wa22 Zvita, mitengo yemusika yekutengeswa kwezvinhu kubva kuShanghai kuenda kuEurope nezviteshi zveMediterranean yakashumwa pamadhora zana nemakumi mana nemapfumbamwe nemanomwe ($1497) paFEU imwe neimwe uye $2054 paTEU imwe neimwe, zvichireva kuwedzera kwe45.5% uye 30.9%, zvichiteerana.
Musi wa25 Zvita, vaongorori vakapa mushumo wekutsvagisa unoratidza kusagadzikana kukuru mumusika. Vakasimbisa kukanganisa kuri kuita migwagwa yengarava muGungwa Dzvuku, zvichigadzira mukana wekushomeka kwenzvimbo dzekutakura zvinhu munzira yeAsia-Europe munguva pfupi.
Vachipindura tarisiro yemusika yekuti mitengo yekutakura zvinhu icharamba ichikwira, masosi anobva kupuratifomu yeYun Qu Na akazivisa vatori venhau kuti vamwe varidzi vezvikepe vakavhura mabhukingi endege dzinoenda kuGungwa Dzvuku. Kuenda kwendege idzi kwakarongerwa kupera kwaZvita, mitengo yekutakura zvinhu ichikwira kaviri.
Zvichisimbisa izvi, zvakataurwa musi wa25 Zvita zvakataura kuti, zvichienderana nechirongwa che "Guardians of Prosperity", makambani ari kugadzirira kudzoreredza mashandiro munzira yekumabvazuva-kumadokero kuburikidza neGungwa Dzvuku. Vari kugadzira hurongwa hwekufamba nekukurumidza kweboka rekutanga rengarava, zvichienderana nekukwanisika kwekushanda.
Vaongorori vanotenda kuti sarudzo iyi inogona kuchinja fungidziro dzekare dzekushomeka kwesimba mushure meKurume, zvingangoita kuti kukurumidze kuenzana kwesimba rekutakura zvinhu.
Pavaive vachiongorora kukanganiswa kwakananga kwechisarudzo ichi, makambani akasimbisa kuzvipira kwavo mukufungidzira kuti vatengi vanogona kufamba zvakanaka uye kushanda zvakanaka kwecheni yekugovera. Zvisinei, vakataura kuti pasinei nematanho ekuchengetedza aripo parizvino, njodzi yese iri munharaunda iyi haina kubviswa. Makambani akati, kana kuchengetedzeka kwevashandi vemo kukakanganiswa, vaizoongororazve mamiriro acho ezvinhu votanga kuronga nzira itsva.
Mushure memashoko aya, musi wa25 Zvita, zvibvumirano zvese zveFreight Index (Euro Route) zvemangwana zvakadzikira zvakanyanya, zvibvumirano zvichidzikira neanopfuura 8%.
Masangano akawanda akaona kuderera kwemaonero ekuti musika waizobudirira, zvichiratidzwa nekudzikira kwezvido zvemakambani ese uye kudzikira kwezvinzvimbo. Kunyangwe paine kurasikirwa kwakaderera, huwandu hwakawanda hwekutengeserana hunoratidza kusiyana kukuru kwemusika, zvichiita kuti zvive zvakaoma kufanoona mafambiro emusika munguva pfupi.
Kuti vachenjerere vatori vechikamu mumusika, Shanghai Futures Exchange yakaburitsa zviziviso zviviri musi wa25 Zvita, ichigadzirisa mwero wemari uye miganhu yemitengo yezvibvumirano zveFreight Index (Euro Route) futures. Matanho aya aivavarira kuyeuchidza vatengesi kuti vaongorore nekungwarira kukanganisa kwenguva pfupi kwezviitiko zvisingatarisirwi pamitengo yekutakura zvinhu ipapo ipapo uye kuti vabatanidzwe mumisika yemangwana vachidzora nzvimbo dzavo zvakanaka.
Mushure mekudzokororwa kudiki, musi wa26 Zvita, chibvumirano chikuru cheFreight Index (Euro Route) chakadzikama ndokutangazve kukwira, zvichisvika pamuganho wezuva nezuva nekuwedzera kwe16.99%.
Ongororo yevanoongorora inosimbisa kukosha kwekutarisa kushanda kwemabasa ekuperekedza muGungwa Dzvuku, kurasikirwa nekubudirira kwekufamba kwengarava zvichienzaniswa nemazinga akajairwa, uye kana mari yeinishuwarenzi yakawedzerwa ichizoendeswa kune vanotumira zvinhu pasi pemvura.
Pakati pezviitiko zviri kuitika, kusvika musi wa25 Zvita, hapana dzimwe ngarava dzakatevera mukutangazve mafambiro eGungwa Dzvuku. Sekureva kwedata kubva kuYihailan, mafambiro engarava dzemakontena kuburikidza neMandeb Strait aderera zvakanyanya kubva musi wa15 Zvita, huwandu hwengarava nehwematani ega ega zvichidzikira zvakanyanya.
Kusarudza nzira refu inotenderera Cape of Good Hope, kunyangwe ichiwedzera nguva yerwendo, hazvina muripo, kusiyana neSuez Canal, iyo inobhadharisa muripo wemari. Suez Canal Authority yakashuma kuti ngarava dzinosvika zviuru makumi maviri nezvitatu dzakapfuura nemugero uyu muna 2022, dzichiwana mari inosvika mabhiriyoni masere emadhora. Neavhareji yemutengo we $347,000 pangarava imwe neimwe, mutengo uyu unoramba uchikwira gore rega rega.
Zvakakosha kuziva kuti Suez Canal inobatsira zvikuru muhupfumi hweIjipita, ichiumba chikamu chimwe muzvitatu chehupfumi hwenyika. Kukanganiswa kwakazara kwehupfumi nekuda kwekukanganiswa kwemugero uyu kuchiri kuda kuongororwa.
Chiitiko chekare chekuvharika kweSuez Canal chakaratidza kusasimba kwekutengeserana kwepasi rose uye nzira dzekutengesa zvinhu. Kunyange hazvo kurwiswa kwengarava munguva pfupi yapfuura kuri kudiki pane zvakaitika kare, nzvimbo dzakakosha dzakadai seSuez Canal nePanama Canal, kana dzikakanganiswa, dzinogona kuramba dzichikanganisa kutengeserana kwepasi rose.
Vaongorori vanoti kuchinja nzira dzengarava dziri kumaodzanyemba kweAfrica kunowedzera mari inosvika mamiriyoni emadhora parwendo rumwe chete uye mazuva manomwe kusvika gumi ekufamba. Izvi zvakaita kuti mitengo yemafuta epasi rose ishanduke zvakanyanya.
Sezvakataurwa neShanghai Securities News, mitengo yemafuta epasi rose yakawedzera kubva pakakwira kusagadzikana kweRed Sea. Oiri yeWTI yakakwira ne7% kusvika pamadhora $73.49 pabhareri, nepo Brent crude yakawedzerawo ne7% kusvika pamadhora $78.89 pabhareri kusvika musi wa22 Zvita, ese ari maviri achikwira zvakanyanya kubva musi wa5 Zvita.
Zvisinei, zvichienzaniswa nemhedzisiro yehondo pakati peIsrael nePalestine muna Gumiguru, kukwira kwemitengo yemafuta kuripo pari zvino kunoratidza mwero wepamusoro wekunzwisisa kwemusika. Kunyange hazvo kuvharirwa kweGungwa Dzvuku kuchigona kuwedzera mitengo yekufambisa kune mamwe matangi emafuta, hazvina kukanganisa zvakanyanya nheyo dzemusika wemafuta. Sezvo Yemen neIsrael dzisiri nyika dzinogadzira mafuta zvakanyanya, kukanganiswa uku hakungangokanganisa kugadzirwa kwemafuta muMiddle East. Pamusoro pezvo, ruzhinji rwemafuta anotengeswa kunze kwenyika muMiddle East runotsamira paStrait of Hormuz, saka chero bedzi nzira iyoyo yekutumira mafuta ichiri yakavhurika, panofanira kunge paine kukanganisa kushoma panheyo dzemusika wemafuta wepasi rose uye maitiro ekutengeserana.
Vaongorori vanoti kubva pamaonero enguva yepakati nepakati, sezvo mamiriro ezvinhu ava kusvika pakugadzirisa, kurerutswa kwekusawirirana muchikamu chekutanga chegore rinouya kunotarisirwa kudzikamisa zvishoma nezvishoma mhedzisiro inotevera pamatanho ekutengesa, kutakura, uye mitengo yezvinhu.
Mukupedzisa, kufambira mberi kwezvematongerwo enyika muGungwa Dzvuku kwakakonzera shanduko muindasitiri yekutakura zvinhu, vamwe vatakuri vezvinhu vachitarisira kutangazve kwenzira. Kunyange hazvo sarudzo iyi ichigona kuchinja tarisiro yemusika wekare, kukanganisa kwese kwekutengeserana kwenyika, macheni ekutengesa, uye mitengo yemafuta kuchiri kusazivikanwa. Vaongorori vanopa zano rekungwarira, vachisimbisa kukosha kwekuongorora kwakangwara kwekukanganiswa kwenguva pfupi uye kutora chikamu zvine musoro mumusika wemangwana.
Nguva yekutumira: Zvita-27-2023

