Gawo lachiwiri la 2020 ladutsa, zomwe zikutanthauza kuti theka loyamba la chaka ladutsa, ndipo talowa gawo lachitatu. Posachedwapa, bungwe la WTO linatulutsa ndondomeko yosinthidwa ya "Global Trade Data and Outlook". Kuchokera pazomwe zili mu lipotili, malonda a padziko lonse adatsika ndi 3% m'gawo loyamba la chaka chino, ndipo akuyembekeza kuti kuchepa kwa malonda mu gawo lachiwiri kudzakula mpaka 18,5%. . Monga dziko lalikulu lazamalonda padziko lonse lapansi, malonda a dziko langa adakhudzidwanso chaka chino. Malinga ndi zomwe zinalengezedwa ndi General Administration of Customs, mtengo wamtengo wapatali wa malonda a katundu ndi katundu wa dziko langa m'miyezi isanu yoyambirira ya chaka chino unali 11.54 thililiyoni yuan, womwe ndi woposa Kutsika kwa 4.9% panthawi yomweyi. chaka chatha.
Kuwonjezeka ndi 18.8% m'gawo loyamba, osati chiyembekezo m'gawo lachiwiri
Chaka chino, chifukwa cha mliriwu, madera ambiri padziko lapansi adzakhala ndi vuto lachuma. Ichi ndi chinthu chachilendo. Ngakhale kuti dziko langa lalamulira kwambiri mliriwu, monga dziko lopanga zinthu padziko lonse lapansi, chuma cha China chikugwirizana kwambiri ndi chuma cha padziko lonse lapansi ndipo mwachibadwa chidzakhudzidwa. Monga zosafunika za moyo, makampani ambiri owonetsera ayenera kugwirizana ndi chitukuko mu theka loyamba la chaka. Ponena za makampani opanga ma LED akudziko langa, gawo loyamba ndi nyengo yotsika. Chifukwa chatchuthi chachitali cha Chikondwerero cha Spring, chidzakhudzanso malonda akampani. Chifukwa cha mliriwu chaka chino, mzindawu watsekedwa mdziko lonse kwa miyezi yopitilira iwiri kuyambira kumapeto kwa February, zomwe zimakhudza kwambiri makampani owonetsera ma LED. Komabe, popeza malonda amakampani ambiri m'makampaniwa sanayime mu Januwale komanso pakati pa mwezi wa February, ntchitoyi sinakhudzidwe kwambiri m'gawo loyamba.
Malinga ndi ziwerengero zochokera ku Omdia, m'gawo loyamba la 2020, msika wapadziko lonse lapansi Kuwonetsera ukupitiliza kukula chaka ndi chaka, ndikutumiza kwa 255,648 masikweya mita, kuchuluka kwa 18.8% kuchokera pa 215,148 masikweya mita nthawi yomweyo mu 2019. malipoti okhudza magwiridwe antchito omwe atulutsidwa ndi makampani akuluakulu angapo omwe adatchulidwa m'gawo loyamba, zotsatira za mliriwu pagawo loyamba sizinali zazikulu monga momwe amaganizira. Komabe, m'gawo lachiwiri, kupewa ndi kuwongolera miliri yapadziko lonse sikuli bwino. Maiko ambiri akadali pansi pa ulamuliro wokhwima ndipo ali ndi malamulo okhwima okhudza katundu ndi katundu kunja. Kuphatikiza apo, mayiko ambiri kupatula China sangakhale nawo Ndi kuyambiranso kwathunthu kwa ntchito ndi kupanga, mphamvu zopanga sizingapitirire. Zikuyembekezekanso kuti kutsika kwamalonda mu gawo lachiwiri lazamalonda kudzakula.
M'makampani opanga ma LED, anthu ambiri m'makampani amakhulupirira kuti ziwerengero zamakampani akuluakulu mgawo lachiwiri sizingakhale zowoneka bwino. Kupatula apo, makampani ambiri omwe ali mugawo lachiwiri atha kukhala pagawo la "green and yellow" omwe aperekedwa kapena aimitsidwa, ndipo Palibe tsatanetsatane wa dongosolo latsopanoli. Makhalidwe osinthika a zowonetsera zowonetsera za LED zadzetsa mavuto akulu azachuma kumakampani athu ambiri pakadali pano. Ndipo pali malamulo oti ayambe ntchito, palibe tchuthi, kapena kuchotsedwa ntchito ndi kuchepetsa malipiro, zomwe zinakhala chithunzi chenicheni cha makampani ena owonetsera.
M'gawo loyamba ndi lachiwiri, zowonetsera zowonetsera za LED zidakhudzidwa kwambiri ndi mliriwu. Kuyambira kuyambiranso koyambirira kwa ntchito ndi kupanga mpaka kukhudzidwa kwa msika komwe kudabwera chifukwa cha mliri wapadziko lonse lapansi, zapanga zovuta zenizeni kwa makampani owonetsera. Mliriwu utafalikira padziko lonse lapansi ndipo mayiko ndi zigawo zambiri zakhazikitsa zoletsa zachuma, makampani amalonda akunja akhudzidwa kwambiri. Malonda akunja odekha apangitsa msika wapakhomo kukhala malo omenyera nkhondo makampani akuluakulu owonetsera, ndipo makampani alimbitsa ndikuwonjezera kasamalidwe ndi mpikisano wamayendedwe apakhomo.
Kusanthula kwazinthu ndi msika
M'zaka zaposachedwa, machitidwe amakampani akuyendetsedwa ndi zinthu zazing'ono ndizodziwikiratu. M'chigawo choyamba cha chaka chino, kutumizidwa kwa zinthu zokhala ndi mapichesi pansi pa P1.0 kwakula kwambiri, ndipo flip-chip COB ndi Mini LED zikupitirizabe kuyang'aniridwa. Kuchokera pamalingaliro a malo opangira zinthu, kuthamanga kwazinthu zamtundu wa 1-1.99mm kumachepa. Deta yoyenera imasonyeza kuti gulu la 1-1.99mm lawonjezeka ndi 50.8% chaka ndi chaka, ndipo chiwerengero cha kukula kwa chaka chatha chinali 135.9%. Gulu la 2-2.99mm linakula ndi 83.3% chaka ndi chaka, poyerekeza ndi 283.6% chaka chatha. Pakalipano, P3-P4 idakali yotchuka kwambiri pamsika, koma kuwonjezeka kwa chaka ndi chaka kwa 19.2%, kukula kwake kwatsika. Kuphatikiza apo, zinthu zomwe zili mugulu la P5-P10 zidatsika ndi 7%.
Monga gawo lalikulu la kukula kwamakampani, mawonekedwe ang'onoang'ono a LED akadali ndi udindo wofunikira kwambiri. Pofuna kukulitsa msika pansi pa P1.0, makampani ambiri ogulitsa akhazikitsa Flip-chip COB ndi "4-in-1" zinthu za SMD. Onsewa amatsatiridwa nthawi zonse ndi opanga mawonetsero atsopano, ndipo machitidwe a flip-chip COB ndiwopambana kwambiri. Makampani angapo monga Cedar Electronics, Zhongqi Optoelectronics, ndi Hisun Hi-Tech akhazikitsa zinthu za Flip-chip COB.
Kuphatikiza pakukula kosalekeza kwa zowonetsera zazing'ono za LED , msika wazowonetsera zowonekera za LED ndi zowonera za LED zalandiranso chidwi kwambiri. Makamaka pazithunzi za LED zowunikira, mothandizidwa ndi chitukuko chamakampani anzeru, tsogolo lachitukuko nthawi zambiri limakhala ndi chiyembekezo. M'malo mwake, mliriwu wabweretsa zovuta ndi zoopsa kumakampani komanso chitukuko chamakampani, koma umabweretsanso mwayi watsopano. Mliriwu walimbikitsa chitukuko cha misonkhano yamavidiyo pa intaneti ndikupereka mwayi wowonetsera ma LED, monga Ledman Optoelectronics, Absen, Alto Electronics, Unilumin Technology ndi makampani ena ayambitsa zinthu zokhudzana ndi msonkhanowu.
Popewa kupewa ndi kuwongolera miliri yokhazikika, ofesi ya Central Civilization Office yawongolera zigawo zonse kuti zitsimikizire zosowa za anthu pakukhazikitsa mizinda yotukuka, ndikulimbikitsa chitukuko chachuma chomwe chilipo. Pamene chuma cha misika chikuyenda bwino, makampani monga Unilumin Technology mumsikawu akhazikitsa zowonetsera makonda munthawi yake Chiwonetsero chowonetsera chikuwonetsa bwino msika wamakampani opanga ma LED. Mzimu wochita upainiya wamakampani owonetsera ma LED pakuwongolera kupewa ndi kuwongolera miliri wakhala chinsinsi chothandizira kukula kwamakampani.
Kubwezeretsa msika
Chaka cha 2020 ndi chaka chomaliza cha chigonjetso champhamvu cha China pomanga anthu otukuka bwino m'njira zonse, komanso ndi chaka chokwaniritsa umphawi wathunthu. Kuti akwaniritse cholinga ichi, kukula kwa chaka chino kuyenera kufika pa 5.6%. Sizovuta kufikira 5.6% molingana ndi liwiro lakale lachitukuko chachuma, koma pambuyo pa kufalikira kwadzidzidzi kwa mliri watsopano wa korona, zidzakhudza kwambiri chuma cha China. Kaya ikhoza kukwaniritsa kukula kwa 5.6% yakhala cholinga cha chidwi ndi zokambirana pakati pa magulu onse.
Lin Yifu, Dean wa Institute of New Structural Economics ya Peking University ndi Honorary Dean wa National Development Research Institute of Peking University, anati: “Zikuyembekezeredwa kuti gawo lachiŵiri la chaka chino lidzachira pang’onopang’ono. Kukula kwachuma kwapachaka kungadalire gawo lachitatu kapena lachinayi. Ngati kukula kwa GDP mgawo lachitatu kungabwerenso mpaka 10%, kukula kwachuma cha chaka chino kumatha kufika 3% mpaka 4%.
Lin Yifu adanenanso kuti ngati tikufuna kukwaniritsa kukula kwapachaka kuposa 5.6%, tiyenera kukwaniritsa kubwereza kwa 15% mu theka lachiwiri la chaka. China ilibe lusoli, koma poganizira kusatsimikizika kwa mliri wapadziko lonse wa mliri watsopano wa korona mu gawo lotsatira, liyenera kuperekedwa mtsogolo. Siyani malo okwanira ndondomeko mu chaka.
Pali troikas ya kukula kwachuma: kutumiza kunja, ndalama ndi kugwiritsa ntchito. Malinga ndi zoneneratu za WTO, malonda a chaka chino atha kuchepetsedwa ndi 13-32%. Potengera momwe mliri wapadziko lonse lapansi ukukulira, sikungathekenso kuyembekezera zogulitsa kunja kuti ziyendetse chuma chaka chino, ndipo kukula kwachuma kuyenera kudalira kwambiri zapakhomo.
Malinga ndi zomwe zinatulutsidwa ndi National Bureau of Statistics pa June 30, mu June, chiwerengero chokwanira cha PMI chinali 54.2%, 0,8 peresenti kuposa mwezi wapitawo, ndipo kupanga ndi kuyendetsa mabizinesi kunapitirizabe kuyenda bwino. Mndandanda wazinthu zopanga zinthu zopanga komanso zosapanga zinthu zamabizinesi, zomwe zimapanga mndandanda wazinthu zonse za PMI, zinali 53.9% ndi 54.4%, motsatana, kuchokera mwezi watha. Izi zikusonyeza kuti chuma cha m’dzikoli chayamba kuyenda bwino.
Kwa makampani ambiri apakhomo owonetsera LED, kaya msika ndi wabwino kapena ayi zimadalira makamaka msika wapakhomo. Pambuyo pa theka loyamba la chaka, chiyembekezo chachikulu chinayikidwa pa chitukuko cha theka lachiwiri la chaka.
Mu theka loyamba la chaka, zowonetsera zowonetsera za LED zapanga ndalama zazikulu pamsika wamsonkhano, kuyang'anira malamulo ndi madera ena. Makampani ambiri owonetsera ayambitsa malonda awo amisonkhano. M'munda wolamula ndi wowongolera, zowonetsera zazing'ono za LED zimalonjezanso. Malinga ndi kafukufuku wa deta, migodi ya ntchito zopezera ndalama za anthu pa intaneti yonse yapeza kuti chiwerengero cha mapulojekiti omwe akugwira nawo ntchito kuyambira January mpaka May chaka chino chinali 7,362, kuwonjezeka kwa 2,256 kuyambira January mpaka May chaka chatha, ndi chaka. -Kukula kwapachaka kunali kokulirapo mpaka 44%. Kukula kwa pulojekiti yapakati mosakayikira ndi phindu lalikulu pakukula kwa msika waung'ono, ndipo kubweretsa zowonjezera pakukula kwa msika wocheperako wa LED.
Kuphatikiza apo, kuyambira pomwe mliriwu udayamba, ntchito zachikhalidwe ndi zokopa alendo zakhala zili pachimake. Zinganenedwe kuti zowonetsera za LED zalowa kwathunthu mu "nyengo yozizira" pamsika wobwereketsa, ndipo makampani owonetserako ma LED akumana ndi zovuta zomwe sizinachitikepo. Mpaka mwezi wa May, Unduna wa Zachikhalidwe ndi Zokopa alendo unapereka "Malangizo Otsegulanso Mabwalo a Zisudzo ndi Malo Ena Owonetserako Kupewa ndi Kuwongolera Njira Zolimbana ndi Miliri" ndi zidziwitso zina, kutsogolera kutsegulidwa kwa zisudzo ndi malo ena ochitira masewera. Izi zimawonedwa ngati chiwonetsero cha LED pamapeto pake chimayambitsa masika m'munda wa siteji ndi kukongola. Motsogozedwa ndi Unduna wa Zachikhalidwe ndi chiwongolero chakuyambiranso kwa brigade, malo m'dziko lonselo atsegulidwa motsatizana, ndipo zisudzo ndi mpikisano wayambikanso, zomwe mosakayikira zidzabweretsa chidaliro chabwino kwa makampani owonetsera ma LED ndi ogwiritsa ntchito kumapeto ndikuthandizira kubwezeretsanso msika wobwereketsa.
Malinga ndi zomwe zatulutsidwa ndi Unduna wa Chikhalidwe ndi Tourism ndi Unduna wa Zamalonda, pa Chikondwerero cha Dragon Boat chaka chino (June 25-June 27), dzikoli lidalandira alendo okwana 48.809 miliyoni. Chiwerengero cha alendo chaka chino chabwereranso nthawi yomweyo chaka chatha. Ndalama zoyendera alendo zafika pafupifupi 30% ya chaka chatha. Ichinso ndi chizindikiro chabwino cha kuchira kwapang'onopang'ono pazantchito zokopa alendo. Kubwerera kwapang'onopang'ono kwa zigawo zazikulu zachuma zapakhomo kudzakhalanso ndi chikoka pa chitukuko cha ma LED mu theka lachiwiri la chaka. .
Kuonjezera apo, ziwonetsero zazikulu ndi ziwonetsero zidzatsegulidwa pang'onopang'ono mu theka lachiwiri la chaka, ndipo mawonetsero akuluakulu okhudzana kwambiri ndi mawonetsedwe a LED adzachitika chimodzi ndi chimodzi. Zonsezi zidzawonetsa kuti msika wowonetsera LED udzabweretsa "kubwezeretsa" mu theka lachiwiri la chaka chino. Ndizowona kuti pambuyo pa zovuta mu theka loyamba la chaka ndi kukonzekera mwakhama, mawonedwe a LED adzabweretsanso mpikisano wochuluka wamsika mu theka lachiwiri la chaka. Kwa makampani ambiri owonetsera ma LED, mwinamwake theka lachiwiri la chaka lidzakhala chiyambi chenicheni cha chaka chino, ndipo ayambiranso pambuyo pokonzanso!
Zonsezi, theka lachiwiri la chaka ndi mwayi kwa makampani owonetsera LED, makamaka polimbikitsa "zomangamanga zatsopano" m'dzikoli, mawonetsedwe a LED adzakhaladi ndi zambiri zoti achite. Komabe, tisamayembekezere kwambiri za theka lachiwiri la chaka. Tiyenera kumvetsetsa bwino. Palinso zinthu zambiri zosatsimikizika pakukula kwachuma. Zotsatira za nkhondo yamalonda ya Sino-US, kuletsa kwa US udindo wapadera wa Hong Kong, komanso kunyanyala kwa katundu wa China chifukwa cha mikangano ya malire a Sino-Indian. Mndandanda wa zochitika zingakhale ndi zotsatira zina pa chitukuko cha chuma chonse. Choncho, makampani owonetsera ma LED ayenera kukhala ndi chidaliro cholimba, koma ayenera kupita patsogolo pamene akusunga mapazi awo pansi, sitepe ndi sitepe.
Nthawi yotumiza: Oct-14-2020