Ngo-Agasti 12, i-China ne-United States ngokuhlanganyela bamemezela ukulungiswa kwenqubomgomo yezohwebo yesikhashana: Amaphesenti angu-24 wezindleko ze-34% ezibekwe ngokuhlanganyela ngo-April kulo nyaka azomiswa izinsuku ezingu-90, kuyilapho u-10% osele wezindleko ezengeziwe uzohlala usendaweni. Ukwethulwa kwale nqubomgomo ngokushesha kwafaka “isithombe esikhuthazayo” emkhakheni wokuthunyelwa kwendwangu yaseShayina, kodwa futhi kufihla izinselele zokuncintisana kwesikhathi eside.
Mayelana nemithelela yesikhathi esifushane, umphumela osheshayo wokusetshenziswa kwenqubomgomo ubalulekile. Emabhizinisini okuthunyelwa kwendwangu nezingubo zaseChina athembele emakethe yase-US, ukumiswa kwentela engama-24% kunciphisa ngokuqondile izindleko zokuthekelisa. Ukuthatha iqoqo lezindwangu zendwangu ezibiza isigidi esingu-$1 njengesibonelo, imali eyengeziwe engu-$340,000 yentela yayidingeka ngaphambili; ngemva kokulungiswa kwenqubomgomo, i-$100,000 kuphela edinga ukukhokhwa, emele ukuncishiswa kwezindleko ezingaphezu kuka-70%. Lolu shintsho seludluliselwe ngokushesha emakethe: ngosuku okwamenyezelwa ngalo inqubomgomo, amabhizinisi akumaqoqo emboni yendwangu afana ne-Shaoxing e-Zhejiang ne-Dongguan e-Guangdong zithole ama-oda aphuthumayo avela kumakhasimende ase-US. Umuntu ophethe ibhizinisi lokuthekelisa elizinze eZhejiang elisebenza ngezingubo zikakotini uveze ukuthi bathole ama-oda angu-3 esamba samajazi asekwindla nasebusika angu-5,000 ntambama ngo-Agasti 12, amakhasimende asho ngokusobala ukuthi "ngenxa yokwehliswa kwezindleko zentela, banethemba lokukhiya impahla kusenesikhathi." Ibhizinisi lendwangu e-Guangdong liphinde lathola izimfuno zokugcwaliswa kabusha kubathengisi base-US, okubandakanya izigaba ezinjenge-denim nezindwangu eziluthiwe, namavolumu e-oda akhuphuka ngo-30% uma kuqhathaniswa nesikhathi esifanayo eminyakeni edlule.
Ngemuva kwalo mphumela omuhle wesikhathi esifushane kunesidingo esiphuthumayo semakethe sozinzo esimweni sokuhwebelana. Ezinyangeni eziyisithupha ezedlule, ezithintwe intela ephezulu engama-34%, ukuthunyelwa kwezinkampani zezindwangu zaseChina eziya e-US kube ngaphansi kwengcindezi. Abanye abathengi baseMelika, ukuze bagweme izindleko, baphendukela ekuthengeni emazweni anezintela eziphansi njengeVietnam ne-Bangladesh, okuholele ekwehleni kwenyanga nenyanga kwezinga lokukhula kokuthunyelwa kwendwangu yaseChina e-US ngekota yesibili. Ukumiswa kwezintela kulesi sikhathi kulingana nokuhlinzeka amabhizinisi “inkathi yebhafa” yezinyanga ezi-3, engasizi nje kuphela ukugaya uhlu olukhona kanye nokusimamisa isigqi sokukhiqiza kodwa futhi kuvulele amabhizinisi nhlangothi zombili ithuba lokuphinda axoxisane ngezintengo futhi asayine ama-oda amasha.
Kodwa-ke, ubunjalo besikhashana benqubomgomo buye babeka isisekelo sokungaqiniseki kwesikhathi eside. Isikhathi sokumiswa kwezinsuku ezingama-90 asikona ukukhanselwa unomphela kwezintela, nokuthi izonwetshwa yini ngemva kokuphelelwa yisikhathi kanye nezinga lokulungiswa lincike ekuqhubekeleni phambili kwezingxoxo ezalandela ze-China-US. Lo mphumela “wewindi lesikhathi” ungase uholele ekuziphatheni kwemakethe yesikhashana: Amakhasimende ase-US angase athambekele ekufakeni ama-oda ngokujulile zingakapheli izinsuku ezingu-90, kuyilapho amabhizinisi aseShayina adinga ukuqaphela ingozi “yoku-oda imali eqile”—uma izintela zibuyiselwa ngemva kokuphelelwa yisikhathi kwenqubomgomo, ama-oda alandelayo angase ehle.
Okuphawuleka kakhulu ukuthi isimo sokuncintisana semikhiqizo yendwangu yaseChina emakethe yamazwe ngamazwe sesenze izinguquko ezinkulu. Imininingwane yakamuva kusukela ngoJanuwari kuya kuMeyi kulo nyaka ikhombisa ukuthi ingxenye yaseChina emakethe yezimpahla zokuthengwa kwempahla yaseMelika yehle yafinyelela ku-17.2%, nokungokokuqala ngqa selokhu kuqale izibalo ukuthi isidlulwe yiVietnam (17.5%). IVietnam, ethembele ezindlekweni eziphansi zabasebenzi, izinzuzo zezivumelwano zohwebo lwamahhala nezifunda ezifana ne-EU, kanye nochungechunge lwayo lwemboni yendwangu olukhula ngokushesha eminyakeni yamuva, luphambukisa ama-oda okwakungeye-China ekuqaleni. Ngaphezu kwalokho, amazwe afana ne-Bangladesh ne-India nawo ayasheshisa ukubamba kwawo ngokukhetha intela kanye nokwesekwa kwenqubomgomo yezimboni.
Ngakho-ke, lokhu kulungiswa kwesikhashana kwezindleko ze-China-US kokubili “kuyithuba lokuphefumula” kanye “nesikhumbuzo soguquko” kumabhizinisi ohwebo lwangaphandle lwendwangu yaseShayina. Nakuba ethatha izinzuzo zama-oda esikhashana, amabhizinisi adinga ukusheshisa ukuthuthukela ekwenziweni kwezindwangu ezisezingeni eliphezulu, ukufaka uphawu, kanye nokukhiqizwa okuluhlaza ukuze abhekane nengcindezi yesikhathi eside yokuncintisana kwamazwe ngamazwe kanye nokungaqiniseki kwezinqubomgomo zohwebo.
Isikhathi sokuthumela: Aug-14-2025