Kuchokera pakufunika kuwoloka nyanja "kubwerera" kubwerera ku "kusowa kwa katundu", kupita ku nsanja yayikulu yamalonda yamasiku ano ndi kufufuza kwa onse awiri, wakhala njira yatsopano ya moyo wabwino, chimbudzi chanzeru chikuvomerezedwa ndi zambiri komanso mabanja ambiri Chinese, mlingo malowedwe msika mu zaka zingapo zapitazi kuti mofulumira kuwonjezeka.Posachedwapa, Goldman Sachs, banki yodziwika bwino padziko lonse lapansi, adaneneratu "zosowa" pamsika wa chimbudzi chanzeru ku China, akukhulupirira kuti kulowera kwa gululi pamsika waku China mzaka zinayi zikubwerazi kudzakwera mpaka 11%, zomwe ndizofanana ndi kuposa kuwirikiza kuchuluka kwa msika.Chifukwa chake, kulowera kwa chimbudzi chanzeru kudzakhala mwachangu monga momwe Goldman Sachs adaneneratu?Pamene kutsika kwapakati pa msika kunkawoneka, kutchuka kwa kukula kwakukulu kumakhudzana ndi izi?M'tsogolomu, pakukula mofulumira, msika wa chimbudzi chanzeru, pali mavuto ndi zowawa zomwe ziyenera kuthetsedwa?
Malinga ndi Goldman Sachs, zimbudzi zanzeru zatsala pang'ono kulandiridwa ndi chikhalidwe cha ku China, ndipo kuchuluka kwa gululo ku China kukwera kuchokera pa 4% mu 2022 mpaka 11% mu 2026, pomwe ndalama zonse zamakampani aku China zaukhondo zidzafika $21 biliyoni pa chaka.Zowona, ndi kufunitsitsa kwa ogula kukhala ndi moyo wanzeru kunyumba zaka zingapo zapitazi, zimbudzi zanzeru zakula pamsika waku China, komanso pankhani yamalonda a e-commerce, mwachitsanzo, malinga ndi data ya GfK's CICOM, CAGR ya zimbudzi zanzeru kuyambira 2017. mpaka 2022 anali 32%, ndi msika malowedwe panopa kulimbikitsidwa kuti padziko 4% -5%.Komabe, kukhala ngati Goldman Sachs ananeneratu, m'zaka zosakwana 4 zotsatira, mlingo wolowera msika umachokera ku zosachepera 5% mpaka 11%, ngakhale pali malo ongoganizira, komanso zovuta.
Pankhani imodzi iyi, mtolankhani wa gridi ya dziko la China adakambirana ndi mabizinesi angapo anzeru akuchimbudzi, akatswiri ofufuza zamakampani, awonetsa kuti ali ndi chiyembekezo chakukula kwa msika wa chimbudzi chanzeru m'zaka zingapo zikubwerazi, koma kuchokera kumalingaliro awo, nawonso. musavomereze kuti chiwopsezo cholowera kuchimbudzi chanzeru chidzakula mwachangu mzaka zinayi zokha zikubwerazi."Kumbali imodzi, chifukwa chakukula kwachuma kwachuma ku China, ndalama zomwe anthu amapeza pamtundu uliwonse pakukula kwakukula kwazakudya komanso kuchuluka kwa anthu akumidzi zikupitilirabe kupititsa patsogolo kufunikira kokweza zimbudzi zanzeru," katswiri wamkulu wa GfK, Xiaolei Ha, adati. kuchokera ku State Grid reporter analysis.Koma kumbali ina, China ili ndi misika yambiri yamatawuni ndi misika yakumidzi, umwini wa chimbudzi chake chosungunula ndi chochepa kwambiri, komanso maphunziro azaumoyo ndi zina zobwerera m'mbuyo, zomwe zimakhudza kuchuluka kwazinthu zanzeru zaukhondo zomwe zimayimiridwa ndi chimbudzi chanzeru.Kuphatikiza apo, msika waku China wanyumba uli pachiwopsezo, kuyambira kutulutsidwa kwaposachedwa kwamakampani angapo aukhondo omwe adatchulidwa mu lipoti la theka la chaka, chifukwa chakukhudzidwa kwa msika wazinthu zaku China povutitsidwa, malonda okhudzana ndi malonda ndi phindu latsika. .
Zaka 4 kupitirira kuwirikiza kawiri kukula kwa malowedwe mwachiwonekere sizowona, koma malo otsetsereka a mafakitale anzeru a chimbudzi, kuthekera kwa chipale chofewa sikunganyalanyazidwe.Bizinesi ya zida zogona za Panasonic BU yayitali Ren Shao Yang kwa mtolankhani wa gululi adati, chifukwa cha unyolo wakumtunda ndi kunsi kwa mtsinje udapita patsogolo pang'onopang'ono, kusintha kwa malingaliro a ogula (thanzi, makonda, kuchuluka kwanzeru), komanso kusintha kwamitundu yosiyanasiyana (nyumba yoyambirira yopanda intaneti. zipangizo zamakono pa Intaneti Mipikisano njira mankhwala ulaliki, ndipo pang'onopang'ono kukhala kutsogolo-kumapeto kwa okonza ndi zokongoletsera kampani muyezo, zili mu njira kulankhulana ndi zosiyanasiyana) ndi zina zotero zinthu zabwino zingapo, lotsatira 3- Zaka 5, zaka 3-5 zikubwerazi, makampani anzeru a chimbudzi akadali otsetsereka kwambiri.Zinthu zabwino, chimbudzi chanzeru chazaka 3-5 pakukula kwa msika wapakhomo, kuchuluka kwa malowedwe kumapitilira kukula mwachangu."Mtundu wocheperako pamakampani opanga zida zam'nyumba," atero a Ren Shaoyang.
"M'zaka zaposachedwa, magulu aku China omwe amapeza ndalama zapakatikati komanso zapamwamba komanso omwe amapeza ndalama zambiri akupitiliza kukula mwachangu, kukweza kwa anthu ogwiritsa ntchito, thanzi, nzeru zama digito kwakhala njira yayikulu pakusankha kwa ogula, ogula pakupanga zisankho zogula akuchulukirachulukira kwambiri. khalidwe ndi magwiridwe antchito.Wophatikizidwa muzinthu zachimbudzi, poyerekeza ndi chimbudzi chachikhalidwe, chitonthozo chanzeru cha chimbudzi, kumasuka komanso thanzi labwino zimazindikirika komanso kudaliridwa ndi ogula ", pulezidenti wa ntchito zamagulu asanu ndi anayi a Lin Xiaowei adalankhulanso ndi mtolankhani, kukula kwapakati- ndi mkulu- anthu omwe amapeza ndalama komanso kusintha kwa kagwiritsidwe ntchito ka magwiritsidwe ntchito, komanso kukalamba kofulumira, kukweza kwa kagwiritsidwe ntchito kazakudya komanso kukwera kwa mizinda kukupitiliza kulimbikitsa kusintha kwa zimbudzi za anthu, nyumba zosungira anthu okalamba, malo ogulitsira ena akuluakulu ndi nyumba zamaofesi apamwamba, ambiri apakati ndi mahotela apamwamba ndi malo ena onse ayamba kusintha chimbudzi chanzeru.Nthawi yomweyo, chifukwa ukalamba waku China ukuchulukirachulukira, ndipo 90% ya okalamba akuyamba kukalamba kunyumba, "kusintha koyenera" kwa moyo wakunyumba kumakhala kofunika.…… Zinthu zonsezi zathandiza kuti chimbudzi chanzeru pa nthawi ino ndipo nthawi yotsatira pamsika wapakhomo ikhalabe kukula.Inde, kuwonjezera apo, "mtengo wotsikirapo" chida ichi sichiyenera kunyalanyazidwa.
Nthawi yotumiza: Nov-13-2023
