1. Isimo se-Industrial chain
Ngokuthuthuka kwemboni yokukhanya yaseShayina kanye nemboni yendwangu, imboni yemishini yokuthunga iye yakhula ngokushesha. Eminyakeni yamuva nje, uhulumeni waseShayina uye wethula ngokulandelana izinqubomgomo zokusekela ukuthuthukiswa okunempilo kwemboni yemishini yokuthunga yezimboni. NgoJuni 2021, i-China Sewing Machinery Association yakhipha uhlelo lwenkomba yokuhlola kanye nohlelo lokuqalisa lokuhlola okujwayelekile “komgijimi ohamba phambili” kwemishini yokuthunga eyisicaba elawulwa ngesivinini esiphezulu elawulwa ngekhompiyutha yezindwangu ezincane, eziwugqinsi, neziwugqinsi. Lokhu kuhloswe ngayo ukugqugquzela ukuguqulwa nokuthuthukiswa kwemboni yemishini yokuthunga, ukuthuthukisa ikhwalithi yomkhiqizo jikelele wemboni, ukusheshisa ukulungiswa kwesakhiwo semboni yemishini yokuthunga, nokukhuthaza ukuncintisana okunempilo phakathi kwamabhizinisi omshini wokuthunga. Ngokombono wochungechunge lwezimboni, umfula okhuphukayo wemboni yemishini yokuthunga ikakhulukazi uqukethe abahlinzeki bezingxenye eziyinhloko nabahlinzeki bempahla eluhlaza njengensimbi yengulube. Ingxenye ephakathi ngabakhiqizi bemishini yokuthunga, kuyilapho imboni yendwangu nezingubo iyimboni eyinhloko engaphansi komfula. Ngaphezu kwalokhu, imikhakha emincane efana nemithwalo, isikhumba, namathoyizi nayo ingamakhasimende amakhulu embonini yemishini yokuthunga.
2. Ukuhlaziywa komfula
Insimbi yengulube iqinile, ayigugi, futhi inokusebenza okuhle kokulingisa, okuyenza ibe impahla eluhlaza eyinhloko yemishini yokuthunga. Eminyakeni yamuva, ukukhiqizwa kwensimbi yezingulube e-China kuye kwanda. Kusukela ngo-2017 kuya ku-2021, ukukhiqizwa kwensimbi yezingulube zaseChina kukhuphuke kusuka kumathani ayizigidi ezingu-710.759 kuya kumathani ayizigidi ezingu-898.568.
Ama-Servo motors nawo ayingxenye enkulu yemishini yokuthunga. Kusukela ngo-2017 kuya ku-2020, ngenxa yokuthuthuka okusheshayo kwezimboni ezingezansi ezifana namarobhothi ezimboni kanye nemishini yokukhiqiza kagesi, izindawo zokusetshenziswa kwemboni yezimoto ze-servo zaseChina ziqhubekile nokukhula, futhi nosayizi wemakethe ugcine umkhuba wokukhula. Ngokusho kwedatha, ngo-2019, usayizi wemakethe we-servo motor yaseChina ufinyelele ku-14.2 billion RMB, okuwukukhuphuka konyaka ngo-6.77%, futhi kulindeleke ukuthi ikhule ifike ku-18.1 billion RMB ngo-2022.
3. Ukuhlaziywa kwe-Midstream
Imboni yezindwangu iyingxenye ebalulekile yomnotho kazwelonke waseShayina. Eminyakeni yamuva, imboni yezindwangu yaseShayina ithuthuke kahle, iqhuba ukuthuthukiswa okunempilo kwemboni yemishini yokuthunga yezimboni. Idatha ikhombisa ukuthi usayizi wemakethe wemishini yokuthunga yezimboni yaseShayina yabhekana nokukhula okukhulu ngo-2021. Ubukhulu bemakethe yemishini yokuthunga yezimboni yaseChina ngo-2021 bufinyelele ku-16.619 billion RMB, okuwukunyuka kwe-RMB eyizigidi eziyizinkulungwane eziyi-6.123 uma kuqhathaniswa no-2020.
Ngokusho kwedatha evela ku-China Sewing Machinery Association, ngo-2021, imali engenayo yokusebenza yamabhizinisi emishini yokuthunga yaseShayina ngaphezu kosayizi oqokiwe yayingama-RMB ayizigidi eziyizinkulungwane ezingama-37.197, okuwukunyuka konyaka ngo-39.9%; isamba senzuzo yamabhizinisi emishini yokuthunga yaseShayina ngaphezu kobukhulu obumisiwe yayingama-RMB ayizigidi eziyizinkulungwane ezingu-2.448, okuwukukhula konyaka nonyaka ngama-46.6%.
Ukuthuthukisa uchungechunge lwemboni yemishini yokuthunga sekuvuthiwe, futhi imishini yokuthunga ibalulekile embonini yendwangu nezingubo. Eminyakeni yamuva, inani lamabhizinisi emishini yokuthunga yaseShayina ngaphezu kosayizi oqokiwe liye lahlala lizinzile ngokukhula okuncane. Phakathi kwabo, inani lamabhizinisi emishini yokuthunga yaseShayina ngaphezu kosayizi oqokiwe lalingama-240 ngo-2021.
4. Ukuhlaziywa komfula
Isidingo esezansi nomfula semishini yokuthunga sigxile kakhulu ezimpahleni, emithwalweni nakwezinye izimboni. Ngokukhuthazwa okuqinile kwezinto ezinhle njengokutholwa kwesidingo semakethe yasekhaya nezangaphandle kanye nokubuyiselwa kwama-oda aphesheya kwezilwandle, izinga lokukhula kokukhiqizwa kwemboni yezimpahla zokugqoka yaseChina liye lazinza kancane kancane, futhi umphumela ubuyele esikalini ngaphambi kwalolu bhubhane. Ngo-2021, ukukhishwa kwezingubo zamabhizinisi aseShayina ngaphezu kosayizi oqokiwe kwafinyelela izingcezu eziyizigidi eziyizinkulungwane ezingama-23.541, okuwukunyuka kwezingcezu eziyizigidi eziyizinkulungwane eziyi-1.168 ukusuka ku-2020, okuwukunyuka konyaka ngo-5.22%. Uma sibheka ukukhiqizwa kwezigaba ezinkulu zezingubo ezihlomule ngokuthunyelwa kwamanye amazwe, ukukhiqizwa kwezingubo ezilukiweyo kwaqhubeka nokukhula ngokushesha, ngokukhula ngo-10.86% kanye nezinga lokukhula eliphakathi kuka-1.75% phakathi neminyaka emibili edlule, kuyilapho ukukhiqizwa kwezingubo ezilukiweyo kukhuphuke ngo-4.85% unyaka nonyaka kodwa kwehle ngesilinganiso sika-2.34% kule minyaka emibili edlule.
Ngokuqhubeka nokusimama kokukhiqizwa kwemboni yezingubo zaseChina ngo-2021, ukuthengiswa kwasekhaya kuye kwaba ngcono kancane kancane, ukuthunyelwa kwempahla kwamanye amazwe kuye kwagcina ukukhula okusheshayo, ukusebenza kahle kwezinkampani kuye kwaba ngcono kancane kancane, futhi inzuzo inyuke kancane. Ngo-2021, imali engenayo yokusebenza yamabhizinisi aseShayina ngaphezu kobukhulu obunqunyiwe embonini yezingubo yafinyelela ku-1482.336 billion RMB, okuwukunyuka kwe-RMB eyizigidi eziyizinkulungwane ezingu-112.61 uma kuqhathaniswa no-2020, okumelela ukukhula konyaka ngonyaka ka-8.22%.
Ngokuqondene nephethini yemboni yemithwalo yaseShayina, kukhona ukuhlukana okukhulu phakathi kwamazinga amabili embonini. Amabhrendi asekhaya athatha imakethe esezingeni eliphakathi ukuya kweliphansi, kuyilapho izinkampani zamazwe ngamazwe ziphethe imikhiqizo esezingeni eliphezulu. Ngokumelene nokwehla kancane kwesidingo, ukuncintisana emakethe yemithwalo yasekhaya ephakathi kuya kwephansi kuye kwaqina, futhi ukugxila kuyaqhubeka nokwanda. Idatha ikhombisa ukuthi kusukela ngo-2021, bekunamabhizinisi emithwalo ayi-1,417 kuphela ngaphezu kosayizi obekiwe e-China, ukwehla ngo-181 uma kuqhathaniswa no-2018.
Umthombo ovela I-Intelligence Research Group (chyxx.com)
