Ngomhla we-12 ka-Agasti, i-China kunye ne-United States ngokudibeneyo babhengeze uhlengahlengiso lomgaqo-nkqubo wezorhwebo wexeshana: i-24% yeerhafu ze-34% ezibekwe ngokubambisana ngo-Ephreli kulo nyaka ziya kunqunyanyiswa iintsuku ze-90, ngelixa i-10% eseleyo yeerhafu ezongezelelweyo ziya kuhlala zikhona. Ukuqaliswa kwalo mgaqo-nkqubo ngokukhawuleza kwafaka “i-booster shot” kwicandelo lase-China lokuthumela impahla ngaphandle, kodwa ikwafihla imingeni kukhuphiswano lwexesha elide.
Ngokweempembelelo zexeshana elifutshane, isiphumo esikhawulezileyo sokuphunyezwa komgaqo-nkqubo sibalulekile. Kumashishini aseTshayina athumela impahla ngaphandle kunye nempahla ethunyelwa ngaphandle axhomekeke kwimarike yase-US, ukunqunyanyiswa komrhumo we-24% kunciphisa ngokuthe ngqo iindleko zokuthumela ngaphandle. Ukuthatha ibhetshi yamalaphu e-textile axabisa i-1 yezigidi zeedola njengomzekelo, imali eyongezelelweyo ye-340,000 yeerhafu yayifuneka ngaphambili; emva kohlengahlengiso lomgaqo-nkqubo, kuphela i-100,000 yeedola kufuneka ihlawulwe, emele ukucuthwa kweendleko ezingaphezu kwe-70%. Olu tshintsho luye lwathunyelwa ngokukhawuleza kwiimarike: ngomhla wokubhengezwa komgaqo-nkqubo, amashishini amashishini amashishini amashishini anjenge-Shaoxing e-Zhejiang nase-Dongguan e-Guangdong afumene ii-odolo ezongezelelweyo ezingxamisekileyo ezivela kubathengi base-US. Umntu ophethe ishishini lokuthumela ngaphandle elisekelwe eZhejiang elisebenza ngempahla yomqhaphu udize ukuba bafumene iiodolo ezi-3 zeedyasi zasekwindla nasebusika zizonke ezingama-5,000 nje ngenjikalanga ye-12 ka-Agasti, abathengi bechaza ngokucacileyo ukuba "ngenxa yokuthotywa kweendleko zerhafu, banethemba lokutshixa unikezelo kwangaphambili." Ishishini lamalaphu e-Guangdong likwafumene amabango okuphinda aphinde afumaneke kubathengisi baseMelika, abandakanya iindidi ezifana nedenim kunye namalaphu athuthiweyo, kunye nomthamo weodolo onyuke nge-30% xa kuthelekiswa nexesha elifanayo kwiminyaka edlulileyo.
Emva kwesi siphumo silungileyo sexesha elifutshane kukho imfuno engxamisekileyo yemarike yozinzo kubume borhwebo. Kwezi nyanga zintandathu zidlulileyo, ichatshazelwe ngumrhumo ophezulu wama-34%, amashishini amalaphu aseTshayina athumela ngaphandle e-US abephantsi koxinzelelo. Abanye abathengi base-US, ukunqanda iindleko, baphendukela ekuthengeni kumazwe anamaxabiso aphantsi afana neVietnam kunye ne-Bangladesh, okukhokelele ekwehleni kwenyanga-ngenyanga kwisantya sokukhula kokuthunyelwa kwempahla olulaphu yaseTshayina e-US kwikota yesibini. Ukunqunyanyiswa koluhlu lwamaxabiso ngeli xesha kulingana nokubonelela amashishini "ixesha le-buffer" leenyanga ezi-3, elingancedi nje kuphela ukwetyisa uluhlu lweempahla ezikhoyo kunye nokuzinzisa izingqisho zemveliso kodwa likwadala indawo yokuba amashishini kumacala omabini aphinde axoxe ngamaxabiso kwaye asayine iiodolo ezintsha.
Nangona kunjalo, ubume bexeshana bomgaqo-nkqubo bukwabeke isiseko sokungaqiniseki kwexesha elide. Ixesha lokumiswa kweentsuku ezingama-90 alukho ukucinywa ngokusisigxina kweerhafu, kwaye ingaba iya kwandiswa emva kokuphelelwa yisikhathi kwaye ubungakanani bohlengahlengiso buxhomekeke kwinkqubela phambili yeengxoxo ze-China-US ezilandelayo. Esi siphumo "sefestile yexesha" sinokukhokelela ekuziphatheni kweemarike zexesha elifutshane: Abathengi base-US banokuthambekela ekubekeni ii-odolo ngokunzulu kwiintsuku ze-90, ngelixa amashishini aseTshayina kufuneka aqaphele malunga nomngcipheko "we-odolo ye-overdraft" -ukuba iintlawulo zibuyiselwa emva kokuba umgaqo-nkqubo uphelelwe yisikhathi, imiyalelo elandelayo inokuhla.
Eyona nto iphawuleka ngakumbi kukuba imeko ekhuphisanayo yemveliso yelaphu yaseTshayina kwimarike yezizwe ngezizwe yenze utshintsho olukhulu. Idatha yakutshanje ukususela ngoJanuwari ukuya kuMeyi kulo nyaka ibonisa ukuba i-China isabelo semarike yokungenisa impahla yase-US yehle ukuya kwi-17.2%, okokuqala ngqa ukuba izibalo ziqale ukuba zigqitywe yiVietnam (17.5%). IVietnam, ethembele kwiindleko eziphantsi zabasebenzi, iingenelo ezivela kwizivumelwano zorhwebo zasimahla kunye nemimandla efana ne-EU, kunye nekhonkco leshishini leendwangu elandayo elikhula ngokukhawuleza kwiminyaka yakutshanje, liphambukisa iiodolo ezazizezeTshayina. Ukongeza, amazwe afana ne-Bangladesh kunye ne-Indiya nawo ayakhawulezisa ukubamba kwawo ngokukhetha amaxabiso kunye nenkxaso yomgaqo-nkqubo wezoshishino.
Ke ngoko, olu hlengahlengiso lwexeshana elifutshane lwamaxabiso e-China-US zombini "lithuba lokuphefumla" kunye "nesikhumbuzo senguqu" kumashishini orhwebo olulaphu lwangaphandle lwaseTshayina. Ngelixa ahlutha izabelo zee-odolo zexesha elifutshane, amashishini kufuneka akhawulezise ukuphuculwa ukuya kumalaphu aphezulu, uphawu, kunye nokuveliswa kohlaza ukuze amelane noxinzelelo lwexesha elide lokhuphiswano lwamazwe ngamazwe kunye nokungaqiniseki kwemigaqo-nkqubo yorhwebo.
Ixesha lokuposa: Aug-14-2025