Ho tloha qalong ea selemo sena, Pearl River Delta le Yangtze River Delta, e leng libaka tse peli tse kholo tsa khoebo ea kantle ho naha tsa Chaena, li angoa ke seoa sena. Rea tseba hore na ho bile thata hakae likhoeling tse tšeletseng tse fetileng!

Ka la 13 Phupu, Tsamaiso e Akaretsang ya Lekgetho e lokollotse karete ya tlaleho ya kgwebo ya kantle ho naha ya naha ya heso karolong ya pele ya selemo. Ho ya ka RMB, boleng bohle ba thepa e tswang kantle ho naha le e tswang kantle ho naha karolong ya pele ya selemo sena e ne e le di-yuan tse dibilione tse 19.8, e leng keketseho ya selemo le selemo ya 9.4%, eo thepa e tswang kantle ho naha e ileng ya eketseha ka 13.2% mme thepa e tswang kantle ho naha e ile ya eketseha ka 4.8%.

Ka Mots'eanong le Phuptjane, mokhoa o theohelang tlase oa kholo ka Mmesa o ile oa fetoha kapele. Ha re bua ka RMB, sekhahla sa kholo ea thepa e romelloang kantle ho naha ka Phuptjane se ne se le holimo ho fihlela ho 22%! Keketseho ena e fihlelletsoe motheong oa motheo o phahameng ka Phuptjane 2021, e leng se seng bonolo. !

Mabapi le balekane ba kgwebo:

Karolong ea pele ea selemo, thepa e tsoang kantle ho naha le e romelloang kantle ho naha ea Chaena ho ea ASEAN, European Union le United States e ne e le li-yuan tse libilione tse 2.95, li-yuan tse libilione tse 2.71 le li-yuan tse libilione tse 2.47, e leng keketseho ea 10.6%, 7.5% le 11.7% ka ho latellana.

Mabapi le dihlahiswa tse romelwang kantle ho naha:

Likhoeling tse tšeletseng tsa pele, ho romelwa kantle ho naha ha lihlahisoa tsa mechini le tsa motlakase ho fihlile ho li-yuan tse libilione tse 6.32, e leng keketseho ea 8.6%, e leng 56.7% ea boleng bohle ba thepa e romelloang kantle ho naha. Har'a tsona, lisebelisoa tsa ho sebetsana le data ka boiketsetso le likarolo le likarolo tsa eona e ne e le li-yuan tse libilione tse 770.06, keketseho ea 3.8%; lifono tsa selefouno e ne e le li-yuan tse libilione tse 434.00, keketseho ea 3.1%; likoloi e ne e le li-yuan tse libilione tse 143.60, keketseho ea 51.1%.

Nakong e tšoanang, ho romelloa ha lihlahisoa tse hlokang basebetsi ba bangata kantle ho naha e ne e le li-yuan tse libilione tse 1.99, e leng keketseho ea 13.5%, e leng 17.8% ea boleng bohle ba thepa e romelloang kantle ho naha. Har'a tsona, masela e ne e le li-yuan tse libilione tse 490.50, e leng keketseho ea 10.3%; liaparo le lisebelisoa tsa liaparo e ne e le li-yuan tse libilione tse 516.65, e leng keketseho ea 11.2%; lihlahisoa tsa polasetiki e ne e le li-yuan tse libilione tse 337.17, e leng keketseho ea 14.9%.

Ho phaella moo, ditone tse dimilione tse 30.968 tsa tshepe di rometswe kantle ho naha, e leng keketseho ya 29.7%; ditone tse dimilione tse 11.709 tsa oli e hlwekisitsweng, keketseho ya 0.8%; le ditone tse dimilione tse 2.793 tsa manyolo, e leng phokotso ya 16.3%.

Hoa hlokomeleha hore karolong ea pele ea selemo sena, thepa ea likoloi tsa naha ea heso e romelletsoeng kantle ho naha e kene tseleng e potlakileng 'me e ntse e atamela Japane, e leng naha e kholo ka ho fetisisa e romellang likoloi kantle ho naha. Karolong ea pele ea selemo, naha ea heso e rometse kantle ho naha kakaretso ea likoloi tse limilione tse 1.218, e leng keketseho ea selemo le selemo ea 47.1%. Ka Phuptjane, lik'hamphani tsa likoloi li rometse kantle ho naha likoloi tse 249,000, li fihla holimo haholo, keketseho ea 1.8% khoeli le khoeli le keketseho ea selemo le selemo ea 57.4%.

Har'a tsona, likoloi tse ncha tsa eneji tse 202,000 li rometsoe kantle ho naha, e leng keketseho ea selemo le selemo ea makhetlo a 1.3. Ho phaella moo, ka tsoelo-pele e kholo ea likoloi tse ncha tsa eneji tse eang linaheng tse ling, Europe e fetoha 'maraka o moholo o ntseng o eketseha oa ho romela likoloi tsa Chaena kantle ho naha. Ho ea ka lintlha tsa lekhetho, selemong se fetileng, ho romela likoloi tsa Chaena Europe kantle ho naha ho eketsehile ka 204%. Har'a barekisi ba leshome ba ka sehloohong ba likoloi tse ncha tsa eneji Chaena, Belgium, United Kingdom, Jeremane, Fora le linaha tse ling tse tsoetseng pele ke tsona tse ka pele.

Ka lehlakoreng le leng, kgatello e theohelang tlase ho diromelwantle tsa masela le diaparo e eketsehile. Har'a dihlahiswa tse kgolo tsa diaparo tse roketsweng kantle ho naha, lebelo la kgolo la ho romelwa kantle ho naha ha diaparo tse lohiloeng le tsitsitse ebile le letle, mme ho romelwa kantle ho naha ha diaparo tse lohiloeng ho tshwaetswa ke phokotseho ya bongata le keketseho ya theko. Hona jwale, hara dimmaraka tse nne tse hodimo tsa ho romelwa kantle ho naha ha diaparo tsa China, ho romelwa kantle ho naha ha diaparo tsa China ho ya United States le European Union ho hodile butle-butle, ha ho romelwa kantle ho naha ho ya Japane ho fokotsehile.

Ho ya ka dipatlisiso le kahlolo ya Minsheng Securities, tshebetso ya ho romela kantle ho naha ya mefuta e mene ya dihlahiswa tsa indasteri karolong ya bobedi ya selemo e ne e le betere.

E 'ngoe ke ho romela mechine le lisebelisoa kantle ho naha. Katoloso ea litšenyehelo tsa lichelete indastering ea tlhahiso ea kantle ho naha le ea ho ntša lintho tse ling e hloka hore ho rekisoe lisebelisoa le likarolo tse tsoang Chaena.

Ea bobeli ke ho romelwa kantle ho naha ha disebediswa tsa tlhahiso. Disebediswa tsa tlhahiso tsa China di romelwa kantle ho naha haholoholo ho ya ASEAN. Nakong e tlang, tsosoloso e tswelang pele ya tlhahiso ya ASEAN e tla kganna ho romelwa kantle ho naha ha disebediswa tsa tlhahiso tsa China. Ho feta moo, theko ya disebediswa tsa tlhahiso e na le kamano e matla le ditjeo tsa eneji, mme ditheko tse matla tsa eneji nakong e tlang di tla phahamisa boleng ba disebediswa tsa tlhahiso tse romelwang kantle ho naha.

Ea boraro ke ho romelwa kantle ho naha ha ketane ea indasteri ea likoloi. Hona joale, boemo ba hona joale ba indasteri ea likoloi linaheng tse ling bo haella, 'me ho lebeletsoe hore thepa ea Chaena ea ho romela likoloi tse felletseng le likarolo tsa likoloi kantle ho naha ha e mpe.

Ea bone ke ho romelwa kantle ho naha ha ketane e ncha ea indasteri ea eneji linaheng tse ling. Karolong ea bobeli ea selemo, tlhoko ea matsete a macha a eneji linaheng tse ling, haholo-holo Europe, e tla tsoela pele ho eketseha.

Zhou Junzhi, mohlahlobi e moholo oa macro ho Minsheng Securities, o lumela hore molemo o moholo ka ho fetisisa oa thepa e romelloang kantle ho naha ea Chaena ke ketane eohle ea indasteri. Ketane e felletseng ea indasteri e bolela hore tlhoko ea mose ho maoatle - ebang ke tlhoko ea bareki ba theko, tlhoko ea maeto, kapa tlhoko ea tlhahiso ea likhoebo le tlhoko ea matsete, Chaena e ka hlahisa le ho romela kantle ho naha.

O itse ho fokotseha ha tšebeliso ea thepa e tšoarellang kantle ho naha ha ho bolele hore thepa e romelloang kantle ho naha e fokotsehile ka makhetlo a tšoanang. Ha ho bapisoa le tšebeliso ea thepa e tšoarellang, re lokela ho ela hloko haholoanyane ho romelloeng kantle ho naha ha thepa e mahareng le thepa ea mantlha selemong sena. Hona joale, tlhahiso ea liindasteri linaheng tse ngata ha e so hlaphoheloe boemong ba pele ho seoa sena, 'me tokiso ea tlhahiso ea kantle ho naha e kanna ea tsoela pele ho pholletsa le halofo ea bobeli ea selemo. Nakong ena, thepa e romelloang kantle ho naha ea China ea likarolo tsa lisebelisoa tsa tlhahiso le thepa ea tlhahiso e tla tsoela pele ho eketseha.

Mme batho ba kgwebo ya kantle ho naha ba amehileng ka diodara ba se ba ile mose ho mawatle ho ya bua ka bareki. Ka hora ya leshome hoseng ka la 10 Phupu, Boemafofane ba Matjhaba ba Ningbo Lishe, bo nkileng Ding Yandong le batho ba bang ba 36 ba kgwebo ya kantle ho naha ba Ningbo, ba ile ba palama sefofane sa MU7101 ho tloha Ningbo ho ya Budapest, Hungary. Basebetsi ba kgwebo ba hirile difofane ho tloha Ningbo ho ya Milan, Italy.