Cov xwm txheej kev lag luam txawv teb chaws tau cia siab tias yuav txuas ntxiv kom ruaj khov thiab txhim kho

Nov 10, 2023

Tso lus

Tag nrho tus nqi ntawm kev xa tawm thiab xa tawm hauv thawj 10 lub hlis ntawm lub xyoo no yog 34.32 trillion yuan, nce 0.03 feem pua ​​​​ntawm ib xyoo, nrog rau kev xa tawm nce 0.4 feem pua ​​thiab kev xa tawm. nqis 0.5 feem pua, ua rau muaj kev lag luam ntau ntxiv ntawm 4.78 trillion yuan, raws li cov ntaub ntawv tshaj tawm los ntawm General Administration of Customs. Txij li thaum pib ntawm lub xyoo no, feem ntau yog vim qhov tsis muaj zog ntawm kev thov thoob ntiaj teb, kev xa tawm thiab xa tawm ntawm cov teb chaws Esxias kev tsim khoom lag luam feem ntau tau cog lus loj heev, thiab kev poob qis feem ntau mus txog ob tus lej. Txawm hais tias Tuam Tshoj tus ntshuam thiab xa tawm kev loj hlob qis, tab sis piv nrog cov neeg nyob sib ze thiab cheeb tsam hauv Asia, Tuam Tshoj txoj kev lag luam txawv teb chaws yog qhov ruaj khov thiab muaj zog. Ntawm tag nrho, Tuam Tshoj txoj kev lag luam ntshuam thiab xa tawm tau qhia ntau qhov tshwm sim zoo.

Ua ntej, qhov kev loj hlob ntawm kev lag luam ntshuam thiab xa tawm tau maj mam tuaj. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, vim tsis muaj kev thov, kev loj hlob tus nqi ntawm ntshuam thiab xa tawm tau poob qis, thiab tus qauv kuj tsis muaj zog. Txawm li cas los xij, txij li lub Yim Hli, qhov kev loj hlob ntawm kev xa tawm thiab xa tawm tau txuas ntxiv rov qab los, qhia txog kev txhim kho maj mam. Tag nrho tus nqi ntawm kev xa tawm thiab xa tawm tau nce 0.9% thaum Lub Kaum Hli, thawj qhov kev loj hlob zoo txij thaum Lub Rau Hli. Kev txhim kho ntawm ntshuam thiab xa tawm yog cuam tshuam nrog kev txhim kho tag nrho ntawm Tuam Tshoj sab hauv thiab sab nrauv ib puag ncig. Qhov cuam tshuam ntawm Russia-Ukraine tsis sib haum xeeb tab tom ploj mus, Tebchaws Asmeskas Tsoom Fwv Teb Chaws Reserve tau ze rau qhov kawg ntawm nws cov paj laum, Sino-Australian kev sib raug zoo tau yooj yim thiab kev xa tawm tau txhim kho. Kev loj hlob hauv tsev tau muaj zog dua, kev lag luam kev lag luam tau nce zuj zus, thiab kev tsim khoom thiab kev thov tau rov qab los.

Thib ob, ntau tus neeg ua lag luam sib txawv. Hauv thawj 10 lub hlis ntawm lub xyoo no, ASEAN, European Union thiab Tebchaws Meskas yog Tuam Tshoj peb lub lag luam loj tshaj plaws, nrog rau tag nrho cov nqi xa tawm thiab xa tawm suav nrog 15.2%, 13.4% thiab 11.2% ntawm tag nrho cov nqi ntawm Tuam Tshoj kev lag luam txawv teb chaws. , accounting rau tag nrho ntawm ze li ntawm 40%. Tuam Tshoj txoj kev lag luam nrog ASEAN tau tuav lub sijhawm zoo ntawm txoj kev loj hlob, nrog rau kev sib koom ua ke ntawm kev lag luam thiab kev lag luam ze ntawm cov khoom nruab nrab, nrog rau cov khoom nruab nrab suav nrog ntau dua 60% ntawm tag nrho cov nqi xa tawm thiab xa tawm ntawm Tuam Tshoj thiab ASEAN. Txoj kev loj hlob ntawm kev lag luam ob tog ntawm Tuam Tshoj thiab EU, Tebchaws Asmeskas thiab Nyij Pooj tau nyob ruaj khov, nrog rau kev xa tawm thiab xa tawm tseem tshuav loj tag nrho, thiab kev xa khoom los ntawm EU thiab Tebchaws Meskas tau nce siab tsis ntev los no. Tuam Tshoj txoj kev lag luam nrog cov teb chaws koom nrog "Belt and Road" tau ua tiav qhov kev loj hlob tsis tu ncua, nrog rau tag nrho cov ntshuam thiab xa tawm ntawm 15.96 trillion yuan xyoo no, nce 3.2%, suav txog ntau dua 45% ntawm tag nrho cov nqi ntawm Tuam Tshoj. import thiab export.

Thib peb, export ntim kev loj hlob sai. Kev cuam tshuam los ntawm lub caij nplooj zeeg ntawm cov nqi thoob ntiaj teb, cov nqi ntawm Tuam Tshoj cov khoom xa tawm tseem ceeb tau poob qis rau xyoo no, uas yog qhov tseem ceeb rau kev cuam tshuam rau kev loj hlob ntawm kev xa tawm. Tuam Tshoj tus nqi xa tawm tag nrho tau ua rau tsis zoo xyoo-rau-xyoo rau rau lub hlis sib law liag, poob 7.9% thaum kawg ntawm lub quarter thib peb. Ntawm lawv, tus nqi ntawm cov mining thiab tsim cov khoom xa tawm poob los ntawm 13.5% thiab 8% xyoo-rau-xyoo. Tsis suav nrog tus nqi tseem ceeb, los ntawm qhov pom ntawm qhov ntim ntawm cov khoom xa tawm, Tuam Tshoj tus nqi xa tawm tau tswj hwm kev loj hlob tsis tu ncua, thiab qhov kev loj hlob tau nrawm dua nyob rau lub hlis tsis ntev los no. Nrog rau qhov tsis muaj zog ntawm qhov cuam tshuam ntawm tus nqi hloov pauv, PPI poob qis tau maj mam khaws, uas xav tias yuav ua rau muaj kev loj hlob loj hauv kev xa tawm.

Plaub, cov qauv ntawm cov khoom xa tawm txuas ntxiv txhim kho. Kev xa tawm ntawm cov khoom siv dag zog siv zog thiab cov khoom muaj nqis ntxiv tau txo qis, thiab kev xa tawm ntawm textiles, khaub ncaws thiab khaub ncaws accessories muaj kev loj hlob tsis zoo, uas yog ib qho tseem ceeb rau kev loj hlob ntawm Tuam Tshoj tus export. Nyob rau tib lub sijhawm, kev xa tawm ntawm cov khoom siv high-tech thiab cov khoom siv hluav taws xob tshiab tau loj hlob sai. Hauv thawj 10 lub hlis ntawm lub xyoo no, Tuam Tshoj tus xa tawm ntawm cov khoom siv tshuab thiab hluav taws xob yog 11.43 trillion yuan, nce 2.8%, suav txog 58.5% ntawm tag nrho cov nqi xa tawm, thiab qhov kev faib ua feem tau nce ntxiv. Tus nqi xa tawm ntawm lithium roj teeb, hluav taws xob siv tsheb, thiab lub hnub ci hlwb "tshiab peb" cov khoom tau tswj hwm kev loj hlob ob tus lej rau 14 lub hlis sib law liag, suav txog li 4.5% ntawm Tuam Tshoj cov khoom xa tawm. Tsav los ntawm kev nce ntau hauv kev xa tawm ntawm lub zog tshiab tsheb, cov khoom tsim tawm ntawm Tuam Tshoj lub tsheb xa tawm tau mus txog 582.43 billion yuan xyoo no, nce ntau ntawm 88.5%.

Thib tsib, kev rov qab los ntawm kev thov hauv tsev ua rau muaj kev nce ntxiv hauv kev xa khoom. Vim qhov poob ntawm cov khoom lag luam thiab cov khoom siv raw khoom, tus nqi ntawm cov nqi ntawm cov ntaub ntawv ntshuam tau pom tseeb dua xyoo no. Qhov ntsuas qhov ntsuas tau pom qhov tseem ceeb rov qab los, qhia tias kev rov qab los ntawm kev lag luam hauv tsev muaj lub luag haujlwm zoo hauv kev tsav tsheb thauj khoom. Tuam Tshoj tus ntshuam ntim tau nce rau cuaj lub hlis sib law liag xyoo-rau-xyoo, tshwj xeeb tshaj yog kom tau raws li cov kev xav tau ntawm kev tsim khoom hauv tsev thiab cov khoom siv hluav taws xob, thawj cov khoom siv raw, cov khoom tseem ceeb, cov khoom siv ua liaj ua teb loj thiab lwm yam kev lag luam nthuav dav. Nyob rau hauv thawj 10 lub hlis ntawm lub xyoo no, Tuam Tshoj tus imports ntawm thee, soybean, roj crude, natural gas thiab hlau ore nce 66.8%, 14.6%, 14.4%, 8.8% thiab 6.5%, feem.

Saib mus rau yav tom ntej, qhov ntsuas ntawm Tuam Tshoj tus ntshuam thiab xa tawm kev lag luam tso nyiaj rau ib feem loj ntawm lub ntiaj teb, thiab nws tsis muaj tseeb los txuas ntxiv kom muaj kev loj hlob sai. Tshwj xeeb tshaj yog nyob rau hauv lub tam sim no complex thiab hloov tau nyob rau hauv lub sab hauv thiab sab nrauv ib puag ncig, los ntawm sab nraud ib puag ncig, cuam tshuam los ntawm Sino-US lag luam frictions, thoob ntiaj teb geopolitical tsis sib haum xeeb, thiab ib puag ncig cov cheeb tsam kom nce kev nqis peev, Tuam Tshoj tus export tau tsim ib qho kev sib tw. Los ntawm qhov kev xav ntawm ib puag ncig hauv tsev, raws li cov qauv kev lag luam nrawm nrawm rau kev hloov pauv thiab cov nqi ua haujlwm txuas ntxiv nce ntxiv, cov khoom lag luam siv zog tsim khoom lag luam yuav txuas ntxiv zuj zus. Txawm li cas los xij, Tuam Tshoj txoj kev sib tw xa tawm tseem nce ntxiv, thiab cov khoom xa tawm tseem yuav tuav qhov kev nthuav dav. Nrog rau Fed cov paj laum sai nce mus txog qhov kawg, kev lag luam thoob ntiaj teb yuav qeeb zuj zus thiab xav tias yuav maj mam ruaj khov rau xyoo tom ntej, pab cov kev thov sab nraud kom rov zoo. WTO kwv yees tias kev lag luam thoob ntiaj teb hauv cov khoom lag luam xav tias yuav loj hlob los ntawm 3.3% hauv 2024, nrog kev xav tau thiab kev lag luam ntau ntxiv hauv cov khoom lag luam thiab cov khoom siv ruaj khov. Lub 134th Canton Fair tau tuav tsis ntev los no tau muab daim ntawv qhia ci ntsa iab, offline export turnover mus txog 22.3 billion US dollars, nce 2.8% nyob rau hauv lub 133rd kev sib kho, qhia ib tug rov qab txoj kev loj hlob. Nyob rau hauv xyoo tas los no, Tuam Tshoj tau ua tiav qhov kev siv ntawm RCEP, tso siab rau "Belt and Road" lub voj voog ntawm cov phooj ywg, nthuav tawm Middle East, Central Asia, Africa, Latin America thiab lwm yam kev lag luam xa tawm, thiab tas li nce kev lag luam nrog. cov teb chaws loj hlob. Tuam Tshoj txoj kev lag luam high-tech yog loj hlob sai, tus nqi ntawm cov khoom xa tawm yuav maj mam nce, thiab kev xa tawm ntawm lub zog tshiab, cov khoom siv high-end, semiconductor chips, thiab cov khoom siv hluav taws xob yuav tswj kev loj hlob sai.

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