Ichisvika kumagumo e2020, nyika inotarisa kumashure kune rimwe gore sezvisina mumwe mundangariro dzevanhu vazhinji. Nhumbi dzemumhepo dzaisarawo: zvakajairika maitiro, akagadzwa pamusoro pemakore mazhinji, anga asiri ehungwaru zvachose pane izvo chaizvo zvakaitika. Volatility, zvese muzvikamu uye mumitengo, anga ari iwo marongero ezuva mumisika zhinji muna 2020.
Mbudzi yakaona kudonhedza huwandu hwepasi rose hwe12.6% gore-ne-gore (YoY), yakaderera muzana iyo yakave nezvakawanda kana kushomeka yakajairika muhafu yepiri ye2020. Izvi zvakabatanidzwa neiyo yakasimba yeYY chiyero / goho kuwedzera (muUSD ) kubva pamwedzi unopenga waApril naMay: + 79% YoY, kuwedzera kwakanyanya zvakanyanya kupfuura mumwedzi yapfuura. Zvibereko / mitengo munaNovember zvinowanzoita 4% pamusoro peiyo muna Gumiguru; gore rino kuwedzera kuri 11.2%, kubva USD 2.97 kusvika USD 3.30 (vhoriyamu yaive pasi ne2% MoM). Isu tatozivisa nezve chiitiko ichi mune edu achangopfuura mavhiki kugadzirisa.
Asia Pacific ndiyo yega nzvimbo yekutanga yaikura bhizinesi rayo rekutakura zvinhu pakati paGumiguru naNovember (na3.2%). Zvinoshamisa, goho / mitengo kubva kuAfrica neMESA (Middle East neSouth Asia) yakadonha MoM. Hazvishamisi, kupihwa iwo maodha makuru e 'PPE-nhumbi', kutumirwa pamusoro pe5000 kgs kwakakura YoY, nepo zvese zvidiki zvehuremu zviyero zvakarasika pakati pe16% uye 29% YoY. Chiverengero chinotyisa kwazvo chaMbudzi chaive ichi: kutakurwa nemhepo yezvisikwa zvevanhu kwakakura ne8% YoY…
Hwakawanda huwandu hwakwira ne1% kubva munaGumiguru kusvika Mbudzi: huwandu hwevatakuri hwakadzikira ne1% MoM, nepo huwandu hwekutakura nendege dzevatakurwi hwakakwira ne3%. Zvinotakurwa nendege dzevapfuuri zvakawedzera ne1% - poindi, uye nendege dzinotakura zvinhu dzakaderera (kudonha kushoma kwe1%).
Kufonera musika wekutakura nendege unopisa, pamwe kungave kuri kusatarisika kwegore. Iwo maitiro akajairwa kubva kune pre-COVID mazuva anoita kunge ave kungori kurangarira kwekufenda. Tarisa uone zvaNovember goho / mitengo yemamwe emisika mikuru pasirese.
- Yakakwirira kwazvo avhareji: Hong Kong kuenda kuU.SA Midwest: USD 6.88 / kg
- Yakakwira kwazvo chikamu cheYo kuwedzera: United Kingdom kuenda kuU.SA North East: + 289%
- Yepamusoro soro shanduko YoY: China East kuenda kuU.SA Midwest: + USD 3.43
- Yakakwirira kwazvo muzana shanduko vs Gumiguru 2020: South Korea kuGerman: + 58%.
Neshanduko dzese gore rino, chinhu chimwe chisina kunyatso shanduka yaive patraffic yemhando yendege. Seperesenti yebhizimusi ravo rese, traffic inotangira mukati, kana yakatemerwa, mabhesi avo emba, yakangobva pa40% kuenda ku39% kubva munaNovember 2019. Ndege dzinogara muAsia Pacific dzakaramba dzichitora yepamusoro pa "imba-yakura / imba- akasungwa "mavhoriyamu (achichinja kubva pa56% kusvika pa58%), nepo ndege dzendege dzinogara muMESA dzichivandudza nzvimbo yadzo se" shasha dzenzvimbo yechitatu traffic "(kubva pa28% kusvika pa25%).
Iyo ramangwana renharaunda yega yega yepamusoro-3 mavambo muna 2020 haigone kuve akasiyana siyana. Pakati pemaguta gumi nemasere takaongorora, matatu akawedzera bhizinesi ravo kunyangwe pakadonha zvakanyanya pasirese: Shanghai, Bogota neSantiago de Chile. Iwo mamwe gumi nemashanu akarasikirwa nebhizinesi, asi nenzira dzakasiyana kwazvo. Kumaguta akaita seCairo, London neMumbai, zvinofanirwa kunge zvakavhundutsa masisitimu avo kuona kuti bhizinesi rinotangira navo rakadzikira zvakanyanya kupfuura avhareji yepasirose ye18% (Jan-Nov 15). Asi mune rino risingazivikanwe gore, vhoriyamu shanduko ingangoita chikamu chidiki chenyaya. Tora nyaya yeChicago: bhizimusi rinobuda rakadonhedzwa ne16% (Jan-Nov YoY), asi rakaburitsa 2020% imwezve mari yemhepo kune ndege. Panguva imwecheteyo, mari yendege kubva kune inopinda traffic kuenda kuChicago yakawedzera neinoshamisa 9% YoY. Zvinhu zvinogona kuwana chero muenzi here?
Chekupedzisira, asi chisiri chidiki, iwo ekutanga manhamba ehafu yekutanga yaZvita. Pasi rese vhoriyamu yaive 2% yakakwira ichienzaniswa nehafu yekutanga yaNovember, ichiratidza zvirinani MoM maitiro pane maitiro kubva munaGumiguru kusvika Mbudzi. Mavambo matunhu ane kuwedzera kwakanyanya huwandu yaive Africa (+ 21%) uye Central & South America (+ 8%). Mutoro zvinhu zvinoratidza zvinoenderana, kunyange zvidiki, kuwedzera kubva kutanga kwaNovember. Pasi rese avhareji goho / mitengo (pa kg) yakasvika padanho reUS $ 3.32 muvhiki repiri raZvita, masendi maviri pamusoro peNovember-avhareji.
