1. China ikuyenera kukulitsa gawo lake la ma auto chip, mkulu wa boma akutero
Makampani aku China akumaloko akulimbikitsidwa kupanga tchipisi zamagalimoto ndikuchepetsa kudalira zinthu zomwe zimachokera kunja chifukwa kusowa kwa ma semiconductor kumakhudza msika wamagalimoto padziko lonse lapansi.
Miao Wei, yemwe kale anali nduna ya zamafakitale ndiukadaulo wazidziwitso, adati phunziro pakusowa kwa zida zapadziko lonse lapansi ndikuti dziko la China likufunika makampani ake odziyimira pawokha komanso osinthika.
Miao, yemwe tsopano ndi mkulu wa bungwe la National People Consultative Conference, adanena izi pa China Auto Show yomwe inachitikira ku Shanghai kuyambira June 17 mpaka 19.
Khama liyenera kuchitidwa pakufufuza kofunikira komanso maphunziro omwe akuyembekezeka kuti apeze njira yotukula gawoli, adatero.
"Tili m'nthawi yomwe mapulogalamu amatanthauzira magalimoto, ndipo magalimoto amafunika ma CPU ndi machitidwe ogwiritsira ntchito. Choncho tiyenera kukonzekera pasadakhale, "anatero Miao.
Kuperewera kwa chip kukuchepetsa kupanga magalimoto padziko lonse lapansi. Mwezi watha, kugulitsa magalimoto ku China kudatsika 3 peresenti, makamaka chifukwa opanga magalimoto adalephera kupeza tchipisi tokwanira.
Kuyambitsa galimoto yamagetsi Nio inapereka magalimoto a 6,711 mu May, mpaka 95.3 peresenti kuyambira mwezi womwewo chaka chatha.
Wopanga galimotoyo adati zoperekera zake zikadakhala zapamwamba ngati sikunali kusowa kwa chip komanso kusintha kwazinthu.
Opanga ma tchipisi ndi ogulitsa magalimoto akugwira kale ntchito usana ndi usiku kuti athetse vutoli, pomwe akuluakulu akuwongolera mgwirizano pakati pamakampani omwe ali mgulu la mafakitale kuti agwire bwino ntchito.
A Dong Xiaoping, wogwira ntchito ku Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso, adati undunawu wapempha opanga magalimoto am'deralo ndi makampani opangira ma semiconductor kuti apange kabuku kuti agwirizane bwino ndi zomwe amapeza komanso zomwe akufuna tchipisi ta magalimoto.
Undunawu ukulimbikitsanso makampani a inshuwaransi kuti akhazikitse ntchito za inshuwaransi zomwe zingalimbikitse chidaliro cha opanga magalimoto m'derali pogwiritsa ntchito tchipisi tomwe timapanga m'dzikolo, kuti zithandizire kuchepetsa kuchepa kwa chip.
2. Kusokonekera kwa mayendedwe a US kukhudza ogula
Kumayambiriro komanso mkati mwa mliri wa COVID-19 ku US, kunali kuchepa kwa mapepala akuchimbudzi komwe kudapangitsa anthu kuchita mantha.
Ndi kutulutsidwa kwa katemera wa COVID-19, anthu tsopano akupeza kuti zakumwa zomwe amakonda ku Starbucks sizikupezeka.
Starbucks idayika zinthu 25 "panthawi yochepa" koyambirira kwa Juni chifukwa cha kusokonekera kwaunyolo, malinga ndi Business Insider. Mndandandawu unaphatikizapo zinthu zodziwika bwino monga madzi a hazelnut, madzi a mtedza wa toffee, matumba a tiyi, tiyi wobiriwira wa iced, sinamoni dolce latte ndi chokoleti choyera mocha.
"Kuchepa kwa pichesi ndi madzi a guava ku Starbucks kukukhumudwitsa ine ndi atsikana akunyumba," adatero Mani Lee.
"Ndine ndekha amene ndili ndi vuto chifukwa @Starbucks ndikusowa kwenikweni kwa caramel pompano," Madison Chaney adalemba.
Kusokonekera kwazinthu zogulitsira ku US chifukwa cha kutsekedwa kwa ntchito panthawi ya mliri, kuchedwa kwa kutumiza katundu, kuchepa kwa ogwira ntchito, kufunikira kwachuma komanso kubweza mwachangu kuposa momwe amayembekezera kukukhudza kwambiri kuposa zakumwa zomwe anthu amakonda.
Dipatimenti Yantchito ku US idanenanso sabata yatha kuti chiwopsezo cha inflation pachaka mu Meyi 2021 chinali 5 peresenti, chokwera kwambiri kuyambira pamavuto azachuma a 2008.
Mitengo ya nyumba yakwera pafupifupi 20 peresenti pafupifupi m'dziko lonselo chifukwa cha kusowa kwa matabwa, zomwe zidapangitsa mitengo yamitengo kukwera kanayi mpaka kasanu pamlingo wa mliri usanachitike.
Kwa iwo omwe akupereka kapena kukonzanso nyumba zawo, kuchedwa kwa mipando kumatha kukhala miyezi ndi miyezi.
"Ndinalamula tebulo lomaliza kuchokera ku sitolo yodziwika bwino, yapamwamba kwambiri mu February. Ndinauzidwa kuti ndiyembekezere kubereka m'masabata a 14. Posachedwapa ndinayang'ana ndondomeko yanga. Utumiki wamakasitomala unapepesa ndikundiuza kuti tsopano ndi September. Zinthu zabwino zimabwera. kwa iwo amene adikira?” Eric West adayankhapo ndemanga pa nkhani ya Wall Street Journal.
"Choonadi chenicheni ndi chotambalala, ndidalamula mipando, sofa, ndi ma ottoman, zomwe zina zimatenga miyezi 6 kuti zibweretsedwe chifukwa zidapangidwa ku China, zidagulidwa kukampani yayikulu yaku America yotchedwa NFM. Ndiye kutsika uku ndikokulirapo komanso kozama. , "analemba wolemba Journal Tim Mason.
Ogula zida zamagetsi akukumana ndi vuto lomwelo.
"Ndauzidwa kuti firiji ya $ 1,000 yomwe ndidayitanitsa ipezeka m'miyezi itatu. Oh chabwino, kuwonongeka kwenikweni kwa mliri sikunakwaniritsidwebe," analemba motero Bill Poulos.
MarketWatch idanenanso kuti Costco Wholesale Corp idalemba zovuta zingapo zogulitsira makamaka chifukwa chakuchedwa kwa kutumiza.
"Kutengera momwe zinthu zikuyendera, kuchedwa kwa madoko kukupitilirabe," atero a Richard Galanti, CFO wa Costco. "Ndikumva kuti izi zipitilira gawo lalikulu la chaka cha kalendala."
Boma la Biden lidalengeza sabata yatha kuti likupanga gulu lothandizira kuthana ndi zovuta zopezeka m'magawo a semiconductor, zomangamanga, zoyendera ndi zaulimi.
Lipoti la masamba 250 la White House lotchedwa "Kumanga Maunyolo Okhazikika, Kutsitsimutsa Kupanga Zinthu ku America, ndi Kulimbikitsa Kukula Kwambiri" cholinga chake ndi kuonjezera kupanga zinthu zapakhomo, kuchepetsa kuchepa kwa zinthu zofunika kwambiri komanso kuchepetsa kudalira opikisana nawo.
Lipotilo linagogomezera kufunikira kwa njira zogulitsira zinthu pachitetezo cha dziko, kukhazikika kwachuma komanso utsogoleri wapadziko lonse lapansi. Adanenanso kuti mliri wa coronavirus udawulula chiwopsezo cha US chain chain.
"Kupambana kwa kampeni yathu ya katemera kudadabwitsa anthu ambiri, kotero kuti sanakonzekere kufuna kuyambiranso," Sameera Fazili, wachiwiri kwa director wa White House National Economic Council, adatero pamsonkhano wazofalitsa ku White House sabata yatha. Akuyembekeza kuti kukwera kwa mitengo kudzakhala kwakanthawi ndikuthetsedwa mu "miyezi ingapo ikubwerayi".
Unduna wa Zaumoyo ndi Utumiki Wachibadwidwe uperekanso $60 miliyoni kuti apange mgwirizano pakati pagulu ndi wabizinesi popanga mankhwala ofunikira.
Dipatimenti Yogwira Ntchito idzawononga $ 100 miliyoni popereka ndalama zothandizira maphunziro otsogozedwa ndi boma. Dipatimenti ya zaulimi idzawononga ndalama zokwana madola 4 biliyoni kulimbikitsa njira zopezera chakudya.
3. Kusowa kwa chip kumachepetsa kugulitsa magalimoto
Zitha kutsika ndi 3% pachaka mpaka magalimoto 2.13m, kutsika koyamba kuyambira Epulo 2020.
Kugulitsa magalimoto ku China kudagwa kwa nthawi yoyamba m'miyezi 14 mu Meyi pomwe opanga amapereka magalimoto ochepa pamsika chifukwa cha kuchepa kwa semiconductor padziko lonse lapansi, malinga ndi data yamakampani.
Mwezi watha, magalimoto okwana 2.13 miliyoni adagulitsidwa pamsika waukulu kwambiri wamagalimoto padziko lonse lapansi, kutsika ndi 3.1 peresenti pachaka, China Association of Automobile Manufacturers idatero. Aka kanali koyamba kutsika ku China kuyambira Epulo 2020, pomwe msika wamagalimoto mdziko muno udayambanso kukwera kuchokera ku mliri wa COVID-19.
CAAM inanenanso kuti ikuyembekezera bwino momwe ntchitoyi ikuyendera m'miyezi yatsalayi.
Shi Jianhua, wachiwiri kwa mlembi wamkulu wa bungweli, adati kusowa kwa chip padziko lonse lapansi kwasokoneza makampani kuyambira kumapeto kwa chaka chatha. "Zokhudza kupanga zikupitilira, ndipo ziwerengero zogulitsa mu June zidzakhudzidwanso," adatero.
Kuyambitsa galimoto yamagetsi Nio inapereka magalimoto a 6,711 mu May, mpaka 95.3 peresenti kuyambira mwezi womwewo chaka chatha. Wopanga galimotoyo adati zoperekera zake zikadakhala zapamwamba ngati sikunali kusowa kwa chip komanso kusintha kwazinthu.
SAIC Volkswagen, m'modzi mwa opanga magalimoto otsogola mdziko muno, achepetsa kale zotulutsa pamitengo yake, makamaka kupanga mitundu yapamwamba yomwe imafunikira tchipisi tambiri, malinga ndi Shanghai Securities Daily.
China Auto Dealers Association, bungwe lina lamakampani, lati zogulitsa zikutsika pang'onopang'ono kwa ogulitsa magalimoto ambiri ndipo mitundu ina ikusoweka.
Jiemian, a portal yochokera ku Shanghai, adati kupanga kwa SAIC GM mu Meyi kudatsika ndi 37.43 peresenti mpaka magalimoto 81,196 makamaka chifukwa cha kuchepa kwa chip.
Komabe, Shi adati kuchepaku kuyamba kuchepa mu gawo lachitatu ndipo zinthu zonse zikhala bwino mu gawo lachinayi.
Opanga ma tchipisi ndi ogulitsa magalimoto akugwira kale ntchito usana ndi usiku kuti athetse vutoli, pomwe akuluakulu akuwongolera mgwirizano pakati pamakampani omwe ali mgulu la mafakitale kuti agwire bwino ntchito.
Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso, womwe ndi wolamulira wamkulu wamakampani mdziko muno, wapempha opanga magalimoto am'deralo ndi makampani opangira ma semiconductor kuti apange kabuku kuti agwirizane bwino ndi zomwe amapeza komanso zomwe amafuna tchipisi ta magalimoto.
Undunawu ukulimbikitsanso makampani a inshuwaransi kuti akhazikitse ntchito za inshuwaransi zomwe zingalimbikitse chidaliro cha opanga magalimoto m'derali pogwiritsa ntchito tchipisi tomwe timapanga m'dzikolo, kuti zithandizire kuchepetsa kuchepa kwa chip. Lachisanu, makampani anayi opanga ma chip aku China adapanga mapangano ndi makampani atatu a inshuwaransi akomweko kuti ayendetse ntchito za inshuwaransi zotere.
Kumayambiriro kwa mwezi uno, Bosch wogulitsa zida zamagalimoto aku Germany adatsegula chiphaso cha $ 1.2 biliyoni ku Dresden, Germany, ponena kuti tchipisi ta magalimoto ake akuyembekezeka kutulutsidwa mu Seputembala chaka chino.
Ngakhale kuti malonda akugwa mu Meyi, CAAM idati ikuyembekeza kuti msika ukuyenda bwino chaka chonse chifukwa chakulimba kwachuma cha China komanso kugulitsa kwamphamvu kwa magalimoto atsopano.
Shi adati bungweli likuganiza zokweza kuchuluka kwa malonda a chaka chino kufika pa 6.5 peresenti kuchoka pa 4 peresenti, zomwe zidapangidwa kumayambiriro kwa chaka.
"Kugulitsa magalimoto onse chaka chino kukuyembekezeka kufika mayunitsi 27 miliyoni, pomwe kugulitsa magalimoto amagetsi atsopano kungakhudze mayunitsi 2 miliyoni, kuchokera pamalingaliro athu am'mbuyomu a 1.8 miliyoni," adatero Shi.
Ziwerengero zochokera ku bungweli zikuwonetsa kuti magalimoto 10.88 miliyoni adagulitsidwa ku China m'miyezi isanu yoyambirira, mpaka 36% pachaka.
Kugulitsa magalimoto amagetsi ndi ma hybrids ophatikizika adafikira mayunitsi 217,000 mu Meyi, kukwera kwa 160 peresenti pachaka, kubweretsa kuchuluka kuyambira Januware mpaka Meyi mpaka mayunitsi 950,000, kupitilira katatu chaka chatha.
China Passenger Car Association idali ndi chiyembekezo chokulirapo pantchito yazaka zonse ndipo idakweza chiwongolero chawo chatsopano chagalimoto mpaka mayunitsi 2.4 miliyoni chaka chino.
Cui Dongshu, mlembi wamkulu wa CPCA, adati chidaliro chake chimachokera ku kutchuka kwa magalimoto otere mdziko muno komanso kuchuluka kwawo komwe akugulitsa kumisika yakunja.
Nio adati ifulumizitsa zoyesayesa mu June kuti abweze zomwe zidatayika mwezi watha. Kuyambako kudati kusungitsa cholinga cha magawo 21,000 mpaka mayunitsi 22,000 mgawo lachiwiri la chaka chino. Mitundu yake ipezeka ku Norway mu Seputembala. Tesla adagulitsa magalimoto 33,463 opangidwa ndi China mu Meyi, pomwe gawo limodzi mwa magawo atatu adatumizidwa kunja. Cui akuti zogulitsa kunja kwa Tesla kuchokera ku China zitha kugunda mayunitsi 100,000 chaka chino.
Nthawi yotumiza: Jun-23-2021