Isimo sokuhweba kwangaphandle kwesibani sangaphandle kanye nokuhlaziywa kwedatha yemakethe

Ekuhwebeni kwemishini yangaphandle emhlabeni wonke, izibani zekhanda zangaphandle seziyingxenye ebalulekile yemakethe yokuhweba kwamanye amazwe ngenxa yokusebenza kwazo kanye nesidingo sazo.

Okokuqala:Usayizi wemakethe yomhlaba wonke kanye nedatha yokukhula

Ngokusho kwe-Global Market Monitor, imakethe yezibani zekhanda zomhlaba wonke kulindeleke ukuthi ifinyelele ku-$147.97 million ngo-2025, okubonisa ukwanda okukhulu kwemakethe uma kuqhathaniswa nezibalo zangaphambilini. Izinga lokukhula konyaka elihlanganisiwe (i-CAGR) kulindeleke ukuthi lihlale ku-4.85% kusukela ngo-2025 kuya ku-2030, lidlula ukukhula okumaphakathi kwemboni yemishini yangaphandle okungu-3.5%. Lokhu kukhula kubonisa isidingo esingokwemvelo sezibani zekhanda njengomkhiqizo wabathengi ohlala isikhathi eside.

Okwesibili:Ukuhlukaniswa kwedatha yemakethe yesifunda

1. Usayizi wemali engenayo kanye nesilinganiso sayo

2. Umehluko wokukhula kwesifunda

Izifunda ezikhula kakhulu: Isifunda sase-Asia-Pacific sihamba phambili ekukhuleni, ngokukhula okulinganiselwa unyaka nonyaka okungu-12.3% ngo-2025, phakathi kwazo imakethe yaseNingizimu-mpumalanga ye-Asia inegalelo elikhulu ekukhuleni —— Ukukhula kwaminyaka yonke kwenani labahamba ngezinyawo kulesi sifunda kungu-15%, okuqhuba ukukhula kwaminyaka yonke kwezibani zekhanda ezingeniswayo ngo-18%.

Izifunda ezikhula kahle: Izinga lokukhula kwezimakethe zaseNyakatho Melika naseYurophu lizinzile, okungu-5.2% no-4.9% ngokulandelana, kodwa ngenxa yesisekelo esikhulu, zisengumthombo oyinhloko wemali engenayo yokuhweba kwamanye amazwe; phakathi kwazo, imakethe eyodwa yase-United States ithatha u-83% wemali engenayo iyonke yaseNyakatho Melika, kanti iJalimane neFrance ndawonye zithatha u-61% wemali engenayo iyonke yaseYurophu.

Okwesithathu:Ukuhlaziywa kwedatha yezinto ezithinta ukuhweba kwamanye amazwe

1. Izindleko zenqubomgomo yokuhweba kanye nokuthobela imithetho

Umphumela wentela yempahla ephuma kwamanye amazwe: Amanye amazwe abeka intela yempahla ephuma kwamanye amazwe engu-5%-15% ezibanini zangaphandle

2. Ukulinganiswa kwengozi yesilinganiso sokushintshaniswa kwemali

Thatha izinga lokushintshanisa le-USD/CNY njengesibonelo, ububanzi bokushintshashintsha kwezinga lokushintshanisa ngo-2024-2025 bungu-6.8-7.3

3. Ukuguquguquka kwezindleko zochungechunge lokuphakelwa

Izinto zokusetshenziswa eziyinhloko: Ngo-2025, ukuguquguquka kwentengo yezinto zokusetshenziswa zebhethri le-lithium kuzofinyelela ku-18%, okuholela ekushintsheni kwentengo yeyunithi yezibani zekhanda kusukela ku-4.5% kuya ku-5.4%;

Izindleko zokuthutha: Intengo yokuthumela kwamanye amazwe ngo-2025 izokwehla ngo-12% uma kuqhathaniswa no-2024, kodwa isaphakeme ngo-35% kunaleyo ka-2020.

Okwesine:Ukuqonda idatha yamathuba emakethe

1. Isikhala esikhulayo semakethe

Imakethe Ephakathi NeseMpumalanga Yurophu: Isidingo sokungenisa izibani zangaphandle kulindeleke ukuthi sikhule ngo-14% ngo-2025, kanti izimakethe zasePoland naseHungary zikhula ngo-16% minyaka yonke futhi zikhetha imikhiqizo engabizi kakhulu (US$15-30 ngeyunithi ngayinye)

Imakethe yaseNingizimu-mpumalanga ye-Asia: Izinga lokukhula kwaminyaka yonke lokuthengiswa kwezibani ze-e-commerce zesiteshi se-e-commerce lingama-25%. Amapulatifomu e-Lazada ne-Shopee kulindeleke ukuthi adlule amaRandi ayizigidi ezingama-80 ku-GMV yezibani zekhanda ngo-2025, phakathi kwazo izibani zekhanda ezingangeni manzi (IP65 nangaphezulu) zingu-67%.

2. Izitayela zedatha yokusungula umkhiqizo

Izidingo Zokusebenza: Izibani zekhanda ezine-intelligence dimming (light sensing) kulindeleke ukuthi zibize u-38% wokuthengiswa komhlaba wonke ngo-2025, okwenyuke ngamaphesenti angu-22 kusukela ngo-2020; izibani zekhanda ezisekela ukushaja okusheshayo kwe-Type-C zizobona ukwamukelwa kwemakethe kukhuphuka kusuka ku-45% ngo-2022 kuya ku-78% ngo-2025.

Ngamafuphi, ngenkathi imakethe yokuthumela ngaphandle izibani zangaphandle ibhekene nezinselelo eziningi, idatha ikhombisa amandla amakhulu okukhula. Amabhizinisi agxile ekuthumeleni kwamanye amazwe kufanele abeke phambili izimakethe ezisafufusa njengeNingizimu-mpumalanga ye-Asia kanye neYurophu Ephakathi kanye neMpumalanga, agxile emikhiqizweni esebenzayo edingeka kakhulu. Ngokusebenzisa amasu okuvikela imali kanye nokusungula amanethiwekhi ahlukahlukene ochungechunge lokuhlinzeka, izinkampani zinganciphisa ngempumelelo izingozi ezivela ekushintsheni kwezinga lokushintshisana kanye nokuguquguquka kwezindleko, ngaleyo ndlela ziqinisekise ukukhula okuzinzile.