Sauye-sauyen Yadi: Sauyawar Duniya & Damar Edge

Shitouchenli

Manajan tallace-tallace

Mu ne manyan kamfanonin tallace-tallacen masana'anta da aka saƙa tare da mai da hankali kan samar da abokan cinikinmu da nau'ikan nau'ikan masana'anta. Matsayinmu na musamman a matsayin masana'anta na tushe yana ba mu damar haɗa kayan albarkatun ƙasa, samarwa, da rini ba tare da ɓata lokaci ba, yana ba mu gasa gasa dangane da farashi da inganci.
A matsayin amintaccen abokin tarayya a cikin masana'antar saka, muna alfahari da ikonmu na isar da yadudduka masu inganci a farashi masu gasa. Ƙaddamar da ƙaddamar da ƙwarewa da gamsuwa na abokin ciniki ya sanya mu a matsayin mai dogara kuma mai daraja a kasuwa.

Sarkar samar da kayayyaki ta duniya tana fuskantar babban sauyi, kuma yanayin masana'antar yadu yana ganin canje-canje masu ban mamaki! Rarraba yanki da rarrabuwa sun zama cikakkiyar jigogi, tare da gasa da dama a cikin manyan kasuwanni suna yin agogo mai kayatarwa.

A cikin kudu maso gabashin Asiya, ya riga ya zama yanayin "wasu suna murna, wasu damuwa": Vietnam, tana ba da fa'ida ta samun mafi ƙarancin jadawalin kuɗin yanki a 20%, shine kawai "magnet" don umarni da saka hannun jari na masana'antu, hawa sama da ƙarfi! Duk da haka, akwai bayyanannen Gajerun Labarai: ƙimar wadatar masana'anta shine kawai 40% ~ 45%, kuma ƙarfin tallafi na sama yana buƙatar ci gaba cikin gaggawa, in ba haka ba za su iya rage saurin haɓakawa. Ƙofa ta gaba, Indiya tana kama da baya-da-gaba tsakanin "dama da kalubale": farashin tufafin fiber na roba shine 10% ~ 11% mafi girma fiye da masu fafatawa, wanda ke da zafi; amma idan aka cimma yarjejeniya da aka fi so da Amurka, rabon kasuwa zai iya ganin haɓakar fashewar abubuwa, tare da yuwuwar ci gaba!

Masana'antar masana'anta ta kasar Sin tana ja da wani "aikin bidirectional" mai ban mamaki!
Duba cikin ciki, haɗaɗɗun sarkar masana'antu a cikin Kogin Yangtze Delta da Pearl River Delta cikakkun "katunan trump" - daga albarkatun kasa zuwa samarwa zuwa kayan aiki, cikakken tsarin motsi, da cikakken ikon ɗaukar umarni da aka canjawa wuri daga wurare masu girma a kudu maso gabashin Asiya, tare da ƙarfi mai ƙarfi don oda koma baya!
Idan muka kalli waje, saurin haɓaka ƙarfin ƙetare yana haɓakawa: ƙirar "kayan albarkatun Sinanci + masana'antar Vietnamese" babban zane ne na guje wa haraji, yana ba da fa'idodin albarkatun ƙasa yayin cin gajiyar fa'idodin jadawalin kuɗin fito na Vietnam. Bikin nunin yaɗa na Vietnam a watan Agusta 2025 tabbas zai zama babban dandalin haɗin gwiwa, kuma kamfanonin da ke neman shiga kasuwa dole ne su sa ido sosai! Bayan Vietnam, kamfanonin kasar Sin suna kuma shirya tafiye-tafiye don duba kasuwanni masu tasowa kamar Mexico (suna jin daɗin farashin sifiri a ƙarƙashin USMCA!) da Afirka ta Kudu, suna tsara dabaru da yawa don haɓaka haɗari sosai!

Latin Amurka da Afirka suna fitowa a matsayin "sabbin injunan haɓaka" don masana'antar yadi! Mexico, tare da rabon kuɗin fito daga USMCA da arha mai arha, ta riga ta jawo hankalin ƙwararru kamar rukunin Tianhong don yin jagoranci, amma lura: ƙa'idodin asali ba ƙaramin abu bane kuma dole ne a kiyaye su sosai! Kasuwar Afirka ta fi samun karbuwa—baje kolin kayayyakin masaka na kasar Sin karo na 7 da za a yi a watan Yuli na gab da gina wata gada ta hanyar sada zumunta tsakanin Sin da Afirka. Bari bayanan su yi magana: Kayayyakin masaku na kasar Sin zuwa kasuwanni masu tasowa ya karu da kashi 2.1 cikin dari a cikin watanni biyar na farkon wannan shekara, adadi mai haske da ke tabbatar da yuwuwar wannan sabon sandar girma!

Daga wasannin jadawalin kuɗin fito zuwa goyan bayan sarkar masana'antu, daga zurfin noman yanki zuwa tsarin duniya, kowane daidaitawa a cikin masana'antar yadi yana ɓoye babban dama. Duk wanda zai iya gyara kurakurai kuma ya kama rhythm zai ɗauki matakin tsakiya a cikin sabon tsarin! Wace irin fashewar kasuwa ce kuka fi kwarin gwiwa a kai? Yi taɗi a cikin comments ~