Melawana e mabifi ea mmuso oa US ea litefiso tse shebaneng le thepa ea China, ho kenyeletsoalieta tse sireletsehileng, li rometse maikutlo a makatsang ka liketane tsa phepelo ea lefats'e, haholo-holo tse amang baetsi le barekisi ba China. Ho qala ka Mmesa 2025, litefiso tsa thepa e tsoang kantle ho naha ea China li nyolohetse ho 145% tlasa moralo oa "tefiso ea tefiso", litefiso tse eketsehileng tse amanang le matšoenyeho a amanang le fentanyl. Keketseho ena e qobelletse barekisi ba lieta tsa polokeho kantle ho naha hore ba nahanisise ka maano, ba tsamaise likhatello tsa litšenyehelo, le ho hlahloba menyetla e mecha ea mebaraka.
Liphello tse Ikemetseng tsa Indasteri
Lieta tsa polokeho, tse arotsoeng ka tlas'a HS Code 6402, li na le litefiso tse phahameng tse sokelang menyetla ea phaello. Mohlala, para e entsoeng ka Chinalieta tsa polokeho ho bitsa $20 ho hlahisa hona joale ho kenya $5–$7 ka litefiso tlas'a sekhahla se secha sa 20–30%, ho sutumetsa litheko tsa mabenkele ho fihla ho $110. Sena se sentse tlholisano ea China 'marakeng oa US, moo lieta tsa polokeho tsa boleng ba RMB tse limilione tse likete tse 137.4 ($ 19 billion) li ileng tsa romelloa kantle ho naha ka 2024.
Bothata bona bo eketsoa ke ho sitisoa ha thekiso ea thepa. Baetsi ba bangata ba kile ba fetisetsa tlhahiso ho ea Asia Boroa-bochabela ho qoba litefiso tsa US, empa Vietnam e se e tobane le tefiso ea 46% ea thepa e romelloang kantle ho naha ea lieta, e ntse e hatella le ho feta. Ka mohlala, Nike, e fanang ka halofo ea lieta tsa Vietnam, e ka 'na ea hloka ho phahamisa litheko ka 10-12% ho fokotsa litšenyehelo.
Likarabo tsa Khoebo le Lintlafatso
Barekisi ba lieta tsa polokeho ea Machaena ba ikamahanya le maemo ka mefuta-futa le ho ntlafatsa litšenyehelo. Profinse ea Fujian, e leng setsi se seholo sa tlhahiso, se bone lik'hamphani tse kang Zhangzhou Kaista Trading li lebisitse ho lihlahisoa tsa boleng bo holimo tse kang anti-static le.kgahlanong le tshusumetso lieta, ho fihlela kholo ea 180% ea thomello ka 2024. Ba bang ba sebelisa litumellano tsa khoebo ea mahala (FTAs) ho tsamaisa thepa hape. Mohlala, Guangdong Baizhuo Shoes e sebelisa melemo ea RCEP ho romella kantle ho limmaraka tsa ASEAN, ho fokotsa ho ts'epa US.
Lintlafatso tsa theknoloji ke leano le leng. Likhamphani tse kang bahlahisi ba netefalitsoeng ba Putian Customs ba tsetela lieta tsa polokeho tse bohlale tse nang le li-sensor tse hahelletsoeng bakeng sa ho lemoha kotsi ea nako ea nnete, li tsamaisana le tlhoko ea lefats'e ea ergonomic le IoT-integrated PPE. Phetoho ena ha e ntlafatse boleng ba sehlahisoa feela empa e boetse e tšoaneleha bakeng sa ho lokolloa lekhetho tlas'a US HTSUS 9903.01.34 haeba likarolo tse tsoang ho US li feta 20%.
Phetoho ea 'maraka
Mmaraka oa lieta tsa polokeho oa US o ipatlela ho fokotseha ha tlhokahalo. Lithekiso tsa lieta li theohile ka 26.2% YoY ka Q1 2025 ka lebaka la inflation le ho nyolloa ha litheko. Ho sa le joalo, China e ntse e hlaha e le 'maraka o mong oa bohlokoa. Lihlahisoa tsa machabeng joalo ka On Running li rera ho theola China habeli, li ikemiselitse ho fumana karolo ea 10% ea thekiso ea lefats'e ka 2025.
Bahlahlobisisi ba bolela esale pele ka kholo ea 'maraka oa lieta tsa polokeho ea lefatše ka $ 2.2 bilione ka 2029, e tsamaisoang ke melao e thata ea polokeho le kholo ea indasteri. Lifeme tsa Machaena li maemong a matle a ho hapa kholo ena ka ho shebana le lisebelisoa tse tala le ho li etsa, joalo ka meralo e khahlanong le ho thella bakeng sa kaho le. lisebelisoa tsa oli.
Pono ea Nako e telele
Leha litefiso li baka mathata hanghang, li boetse li potlakisa liphetoho tsa sebopeho. Barekisi ba kantle ba sebelisa leano la "China+1", ho theha tlhahiso ea "backup" Mexico le Latin America ho tlola litefiso tsa US. Ho latela leano, litefiso tsa boiphetetso tsa China ho thepa ea US le likhohlano tsa WTO mabapi le "litefiso tsa libetsa" li eketsa ho hloka botsitso.
Ka bokhutšoanyane, ntoa ea litefiso tsa US-China e ntse e hlophisa bochaseeta sa polokehoindasteri, ho qobella popontshwa le mefuta-futa. Likhamphani tse etelletsang pele ho sebetsa ka thata, khokahanyo ea theknoloji, le mebaraka e ntseng e hlaha li ka 'na tsa mamella sefefo, ha tse itšetlehileng ka liketane tsa phepelo ea setso li tobana le mathata a maholo.
Khetha Tianjin GNZ Enterprise Ltd bakeng sa litlhoko tsa hau tsa lieta tsa polokeho 'me u be le ts'ireletso e kopaneng e phethahetseng, karabo e potlakileng le ts'ebeletso ea litsebi. Ka tlhahiso ea rona ea phihlelo ea 20years, u ka tsepamisa maikutlo mosebetsing oa hau ka kholiseho, u tseba hore u sirelelitsoe mohato o mong le o mong oa tsela.
Nako ea poso: Apr-24-2025
