Isoko: Oriental Fortune
Ibicuruzwa by’impapuro byo mu Bushinwa bishobora kugabanywamo “ibicuruzwa by’impapuro” n’ “ibicuruzwa by’amakarito” hakurikijwe uko bikoreshwa. Ibicuruzwa by’impapuro birimo ibinyamakuru, impapuro zipfunyika, impapuro zo mu rugo n’ibindi. Ibicuruzwa by’amakarito birimo ikibaho cy’amakarito naIkibaho gipfunyikamo cya FBB
Nk'igice cy'ingenzi cy'inganda zipakira, isoko ry'amasanduku y'impapuro afite agaciro kanini rifite uruhare runini mu iterambere ry'ubukungu bw'Ubushinwa. Kubera iterambere rirambye ry'inganda zipakira mu Bushinwa ndetse n'izamuka ry'ubukene bw'ibicuruzwa by'impapuro mu 2023, isoko ry'amasanduku y'impapuro rifite amahirwe menshi yo kwiyongera.
Ugereranyije n'ibindi bimenyetso by'ingenzi byerekana iterambere ry'ubukungu bwa Amerika, nka Ibipimo by'Iterambere ry'Ubukungu by'Urugaga rw'Ubucuruzi, PMI idakora, igipimo cy'ubushomeri, inverted yield curve, uruhare rw'ibikenewe mu isanduku y'amakarita ku ihungabana ry'ubukungu rushobora kwirengagizwa, ariko ibi ntibigira ingaruka ku gaciro kabyo mu mpuguke n'abahanga kugira ngo bamenye aho ubukungu bugeze mu ihungabana ry'ubukungu.
Ihungabana ry’ubukungu mu makarita, icyo risobanura ni ugushaka ibikoresho by’impapuro ku bipimo byinshi bikurikirana by’igabanuka ry’ubukungu. Mu bukungu bwa Amerika mu bihe bishize by’ihungabana ry’ubukungu, ikintu cyitwa “Ihungabana ry’ubukungu mu makarita” cyakunze kugaragara mu bukungu kugeza ku ihungabana ry’ubukungu mbere y’uko habaho “itara ritukura” rya mbere.
Isosiyete ya gatatu ikomeye muri Amerika ikora amakarito yo mu bwoko bwa Packaging Corp of America (Packaging Corp of America) yatangaje iki cyumweru, nyuma y’igabanuka rya 12.7% mu gihembwe cya mbere, igabanuka rikomeye cyane ritigeze ribaho, nyuma y’igihembwe cya kabiri.Ikarito ya korrugatedIbiciro byagabanutseho 9.8% ukurikije umwaka. Dukurikije imibare yakusanyijwe na FreightWaves Research, ikigo gishinzwe iperereza ku bijyanye n'ibicuruzwa, ikigo cya Amerika gishinzwe gukusanya no gutanga ibicuruzwa cyagabanutseho ibipimo bibiri bya nyuma by'igabanuka ry'ibiciro byagurishijwe mu masanduku y'ikarito ryabaye rinini cyane kuva mu ntangiriro za 2009.
Izamuka ryihuta ry’inyungu ku isoko rya Federal Reserve ryagabanyije icyifuzo cy’amakarito, kandi icyifuzo gishobora kuba kirimo kugabanuka igihe kirekire. Ku nshuro ya 26 yo mu gihugu, nk'uko byari byitezwe n'isoko, Fed yazamuye intego yayo y’inyungu ku kigero cya 25 kugeza ku kigero cyo hejuru cy’imyaka 22, kuva kuri 5.25% kugeza kuri 5.5% mu nama yayo ya Nyakanga. Kugeza ubu, kuva muri Werurwe 2022 kugira ngo ifungure icyiciro cy’inyungu kuva icyo gikorwa cyatangira, Fed yazamuye inyungu ku nshuro 11 zose, umuvuduko wihuta w’inyungu kuva mu myaka ya 1980.
Kugabanuka kwaikibaho cy'impapurokohereza ibicuruzwa ni ikimenyetso cy'ibibazo by'ubukungu byagutse.” Ihungabana ry'ubukungu riri he?” Danielle DiMartino Booth, Umuyobozi Mukuru wa QI Research, yerekeje ku mbuga nkoranyambaga yirengagiza ibibazo byagaragajwe n'imikorere y'ibigo bipakira ibicuruzwa muri Amerika.
Amerika iri mu "ihungabana ry'ubukungu mu isanduku y'amakarita", rishobora gutuma isoko ry'akazi rigabanuka ndetse n'igitutu kinini ku nyungu z'ibigo, ariko rishobora no gutuma izamuka ry'ibiciro rigabanuka cyane mu mpera z'umwaka.
Klein Topper yavuze muri raporo yo kuwa mbere, nubwo ihungabana ry’ubukungu rikunze gutuma inzego zose z’ubukungu zigabanuka, ariko ubu inganda n’ubucuruzi ni byo byonyine byagabanutse cyane. Nk’uko bivugwa n’ishyirahamwe ry’abakoresha fibre bo muri Amerika, ibi byatumye umubare w’abashaka amakarito ugabanuka - ikimenyetso cyirengagijwe cy’ihungabana ry’ubukungu ryabanjirije ihungabana ry’ubukungu rya Amerika ryabanje.
Nubwo Amerika itaratangaza ku mugaragaro ko ubukungu buri mu ihungabana ry’ubukungu, ariko Knechteling Top yavuze ko ubukungu bwa Amerika buri mu "ihungabana ry’ubukungu", rishobora gutuma isoko ry’imirimo rigabanuka, ubucuruzi buhura n’ikibazo gikomeye cy’inyungu. Abashoramari bashobora kandi kubona inyungu nke ku isoko ry’imigabane, cyane cyane iyo iryo hinduka rikwirakwira mu zindi nganda nka serivisi.
Ariko ihungabana ry’ibiciro rishobora no gutanga icyizere cy’uko izamuka ry’ibiciro rizabaho, kuko ibiciro by’inganda - harimo n’ibiciro by’amakarito - mu makuru ya PMI yo muri Amerika ubusanzwe biba biri imbere y’izamuka ry’ibiciro mu mezi atandatu.
Imibare yagaragaje ko ibiciro bya OCC byakoreshejwe muri Amerika byazamutse mu kwezi kwa kabiri kwikurikiranya mu gice kinini cya Amerika y'Amajyaruguru mu cyumweru cya mbere cya Gicurasi, bituma igiciro cya OCC cyiyongereyeho. Muri rusange, igiciro cya OCC cyazamutseho $12 kuva muri Mutarama.
Uduce turindwi muri icyenda twakurikiranwe na P&PW ya RISI twatangaje ko ibiciro bya OCC byari hejuru mu ntangiriro za Gicurasi. Mu majyepfo y'uburasirazuba, Amajyaruguru y'uburasirazuba, Hagati y'uburengerazuba, Amajyepfo y'uburengerazuba, na Pasifika y'uburengerazuba bwa Amerika, ibiciro by'ibicaro by'abagurisha FOB byazamutseho $5.
Ku bijyanye n’inganda zikora impapuro zo mu gihugu muri Amerika, ibiciro bya OCC byagabanutse ku byiciro byose by’ingufu mu duce twa Los Angeles na San Francisco. Aka ni ko gace konyine bivugwa ko ibicuruzwa birengeje ibyo byasabwaga. Kuri OCC na DLK nshya, umusaruro w’ingufu uracyari hasi, kugeza kuri 25% muri Amerika.
Isoko ry’inganda zikora amakarito mu Bushinwa ryageze kuri miliyari mirongo za RMB mu 2023, ubwiyongere bwa hafi 10% ugereranije n’umwaka ushize. Uku kwiyongera kw’isoko biterwa ahanini n’iterambere rikomeye ry’ubukungu bw’Ubushinwa, iterambere ry’inganda zikora ubucuruzi bwa elegitoroniki, n’inganda zikora ibikoresho by’ikoranabuhanga.
Igihe cyo kohereza: Ukuboza-02-2023