Yang'anani pa izi | Nkhani yabwino! Unyolo wogulitsa katundu wa ku Southeast Asia, womwe wasokonekera kwa miyezi ingapo, ukubwerera m'mbuyo. Udzakhala nthawi yayitali bwanji?

Vuto la unyolo wogulira zinthu ku Southeast Asia, lomwe kale linkapangitsa dziko lonse kukhala lovuta, tsopano likuchira. Chingwe chosinthasintha chathyathyathya, d sub 15 ndi zotchingira zolumikizira za phoenix contact ziyenera kudziwika.

Kuyambira kumayambiriro kwa Okutobala, Vietnam yachepetsa kwambiri malamulo oletsa anthu kuimitsa kaye ntchito zawo kuti ayambe kugwira ntchito m'mafakitale. Malaysia, chifukwa cha mfundo zatsopano zopewera miliri, yayambiranso mafakitale ambiri, makamaka m'mafakitale omwe ali ndi katemera wambiri, omwe amagwira ntchito bwino.

Ndi kuchuluka kwa katemera wa COVID-19 ndi mfundo zoyendetsera mliri, mafakitale ambiri aku Southeast Asia, pambuyo pa miyezi ingapo ya kuima, akufulumizitsa kuyambiranso kwa ntchito pofuna kubwezeretsa unyolo wosweka wa katundu.

Mafakitale aku Southeast Asia ayambiranso ntchito

Makampani ambiri omwe ali ndi mafakitale kapena mgwirizano ku Vietnam adati kupanga kwathunthu kumapeto kwa Novembala sikungakhale kovuta kubwerera ku milingo ya mliriwu isanachitike.

Boma la Vietnam linanena kumayambiriro kwa Novembala kuti kupanga kunayambiranso m'mafakitale pafupifupi 200 a Nike ku Vietnam konse. Pakati pa Julayi, pafupifupi 80 peresenti ya nsapato za Nike zomwe zimachokera mdzikolo zinakakamizika kuyimitsa kupanga motsatira ndondomeko ya boma la Vietnam yolimbana ndi mliriwu, pomwe pafupifupi theka la nsapato zake zinapangidwa ku Vietnam. Makampani onse a Intel ndi Samsung adati akukonzekera kuyambiranso kupanga kwathunthu ku Ho Chi Minh City, Vietnam, pofika kumapeto kwa Novembala.

Malinga ndi lipoti la Unduna wa Mapulani ndi Ndalama ku Vietnam, potsatira mfundo zoti anthu azikhala limodzi ndi mliriwu, mabizinesi ku Vietnam adachira pang'onopang'ono mu Okutobala, chiwerengero cha mabizinesi omwe adayambanso kugwira ntchito komanso kupanga chinawonjezeka ndi 29.8% pamwezi, ndipo antchito oposa 75% adabwerera kuntchito, zomwe zidachepetsa kupsinjika kwa kusowa kwa antchito m'mabizinesi.

Pakadali pano, katundu wochokera ku Vietnam wakwera ndi 6.4% mu Okutobala kuchokera mwezi watha. Chochititsa chidwi n'chakuti, pambuyo pa miyezi ingapo ya kusowa kwa malonda, Vietnam pamapeto pake inayambiranso malonda ake ochulukirapo mwezi womwewo.

Makampani opanga zida zamagalimoto ku Vietnam akubwezeretsa mphamvu zawo, zomwe zikupatsa mpumulo opanga padziko lonse lapansi omwe akufuna kuti zida zifike.

Japan Guhe Electric, yomwe imapanga mawaya a magalimoto ku Vietnam, yati posachedwa ikhoza kubwezeretsa mphamvu zake zonse 100%, ndipo kampaniyo idalemba ntchito antchito pafupifupi 8,000 pafakitale yake ku Ho Chi Minh City yokha.

Kuchira kwa Vietnam kokha sikukwanira pa unyolo wogulira magalimoto, chifukwa tawuni yofunika kwambiri ya ma chips a magalimoto ili ku Malaysia, koma Malaysia nayonso ili paulendo wobwezeretsa katundu.

"Fakitale yaikulu ku Ibao yabwerera mwakale, koma imagwira ntchito ndi 80% yokha chifukwa cha kusowa kwa anthu ogwira ntchito," adatero John Chia (John Chia, wapampando wa Unisem (M), kampani yachiwiri yayikulu kwambiri yopangira ndi kuyesa ma semiconductor ku Malaysia.

Chifukwa cha mliriwu, dziko la Malaysia latsekedwa mdziko lonse kuyambira mu June, ndipo fakitale ya Yonisen ku Ibao inatsekedwa kwa masiku 13 motsatira malangizo a boma mu Seputembala. Kutsekedwa kwa makampani opanga magalimoto a Henisen ndi ena aku Malaysia kwachititsa kuti pakhale kusowa kwa ma chips a magalimoto pamsika wapadziko lonse lapansi, zomwe zapangitsa kuti makampani ambiri akuluakulu amakakamizike kuchepetsa kupanga.

Chiwerengero cha makampani opanga zinthu ku Malaysia (PMI) chafika pa 52.2% mu Okutobala, kuchokera pa 48.1% mu Seputembala ndipo chinali chapamwamba kwambiri kuyambira Epulo, makamaka chifukwa mafakitale adayambiranso ntchito boma litatseka.
Maunyolo ogulitsa zinthu akubwerera pang'onopang'ono

Mkulu wa Apple, Tim Cook, adati ngakhale kuti mliriwu ku Southeast Asia wakhudza kupezeka kwa Apple mu kotala lapitali, izi zasintha kuyambira Okutobala.

Ku Malaysia, Indonesia ndi Philippines, chiwerengero cha milandu yatsopano yotsimikizika patsiku limodzi chatsika kwambiri. Chifukwa cha izi, maulendo abizinesi m'derali akuchiranso, zomwe zikulimbikitsa kuchira kwa unyolo wogulitsa.

Mizere yayitali inayikidwa patsogolo pa Singapore Airlines Service Center. Anthu ambiri adasonkhana patsamba la New Airlines kuti akawone maulendo apandege ndi mitengo ya matikiti. AirAsia yati kugwiritsa ntchito mapulogalamu ake a pafoni kwawonjezeka ndi oposa 140 peresenti kuyambira pomwe boma la Malaysia linachotsa chiletso chake choyendera m'maiko ena.

Koma pali kusiyana kwakukulu pa kuchuluka kwa katemera pakati pa mayiko akumwera chakum'mawa kwa Asia, ndipo kufalikira kwa matendawa kumatha kusiyana, monga Vietnam, Indonesia ndi Philippines pafupifupi kotala la anthu onse. Mayiko monga Malaysia, Singapore ndi Cambodia ali ndi anthu opitilira 70 peresenti.

Nthawi yomweyo, kusowa kwa antchito ndi mavuto a kubwerera kwa antchito kuntchito zikuvutitsabe mabizinesi ambiri. Manford (Peter Mumford), mkulu wa ntchito za Southeast Asia ndi South Asia ku Eurasia Group (Eurasia Group), adati kusowa kwa antchito kungachedwetse kuyambiranso kwachuma kwa miyezi ingapo. Mabizinesi ambiri m'maderawa adati ngakhale kuti palibe kusowa kwa maoda, akadali olimba mtima kusaina mapangano ambiri, makamaka akuda nkhawa ndi kusowa kwa antchito.
Mndandanda wa kuchira kwachuma m'maiko a ASEAN

Vietnam: Kutenga nawo mbali bwino mu unyolo wapadziko lonse lapansi

Poganizira za mliri wa COVID-19 womwe unasokoneza maunyolo ogulitsa padziko lonse lapansi komanso m'madera osiyanasiyana komanso kukwera kwa chitetezo cha malonda, kusaina kwa Regional Comprehensive Economic Partnership (RCEP) kwakhala gawo lofunika kwambiri pakuphatikizana kwachuma ku Vietnam, ndipo kwabweretsa zabwino zambiri kwakanthawi kochepa komanso kwanthawi yayitali.

Pangano la RCEP labweretsa mwayi wambiri ku Vietnam. Mamembala a RCEP ndi omwe amapereka zinthu zopangira, makina ndi zida zambiri ku Vietnam, komanso msika waukulu wa zinthu zaku Vietnam. RCEP imaphimba unyolo waukulu kwambiri wopanga padziko lonse lapansi, kotero kulumikizana bwino komanso mwachangu ndi chuma cha RCEP kudzathandiza Vietnam kukhala ndi mwayi waukulu wochita nawo unyolo wapadziko lonse lapansi ndikuwonjezera udindo wa Vietnam mu unyolo wogulitsa. Mikangano yamalonda pakati pa China ndi United States ndi kufalikira kwa COVID-19 kwapangitsanso Vietnam kulumikizana ndi China ndi misika ina mu unyolo wopanga, zomwe zimapangitsa mwayi wabwino kuti Vietnam ikope ndalama zakunja.
Singapore: RCEP yalimbitsa chidaliro cha malonda ndi ndalama

Singapore, monga membala woyamba wa mayiko a ASEAN, kumaliza njira yovomerezeka ya RCEP, RCEP idzakulitsa netiweki yake ya mgwirizano wamalonda waulere, kukulitsa malo azachuma, kulimbikitsa kukula kwa malonda ndi kayendetsedwe ka ndalama, kukulitsa mpikisano m'misika yachigawo ndi yapadziko lonse, ndikuwonjezeranso malo azachuma apadziko lonse lapansi komanso malo oyendera kuti achite gawo lofunikira.

Malinga ndi zomwe zanenedwa pa kafukufuku wa zachuma wa chaka chilichonse zomwe zatulutsidwa ndi Ofesi ya ASEAN + 3 (China, Japan, South Korea) mu kotala yoyamba ya chaka chino, kuchuluka kwa anthu omwe akutenga nawo mbali mu unyolo wamtengo wapatali padziko lonse lapansi ku Singapore kwafika pa 60%, zomwe zikusonyeza mgwirizano wapakati pa chuma chake ndi malonda apadziko lonse lapansi. Malonda apachaka a Singapore ali pafupifupi kuwirikiza kanayi pa GDP. Pambuyo pokhazikitsa RCEP, izi zithandiza Singapore kukulitsa mgwirizano wakunja, kukopa ndalama zakunja, kukulitsa kutenga nawo mbali mu unyolo wamtengo wapatali wapadziko lonse lapansi, kukonza unyolo wamafakitale, kukulitsa chidaliro cha malonda amakampani ndi ndalama, kuthandizira kukula kwa mabizinesi ndikuwonjezera kuchuluka kwa zinthu zotumizira ndi kutumiza kunja, kukulitsa ndikulimbitsa malonda apadziko lonse lapansi ndikuwonjezera phindu lake pachuma.
Thailand: Makampani ogulitsa akuwonetsa chizindikiro cha kuchira

Kugulitsa konse ku Thailand kudzayambiranso kukula bwino mu kotala lachinayi la 2021, chifukwa cha kusintha kwa kufalikira kwa COVID-19 ku China kuposa kotala lachitatu, malinga ndi lipoti la Thai China Daily. Mliri wa COVID-19 wa m'dziko muno ndi katemera zinayamba kuwonetsa zizindikiro zabwino, zomwe zinapangitsa boma kuti lichepetse pang'onopang'ono kutsekedwa kwa ntchito zosiyanasiyana zachuma mu kotala lachinayi la 2021, kuphatikizapo mapulani olola alendo ochokera kumayiko ena kuti asakhale m'nyumba yokhala okhaokha komanso kuganizira zotsegula makampani osangalatsa, zomwe zikuwonetsa mwayi wobwezeretsa chuma. Kutsegulaku kudzathandiza kumanga chidaliro cha ogula ndikupanga malo ogwiritsira ntchito ndalama, ndipo Kaitai Research Center poyamba ikuyembekeza kuti malonda onse ogulitsa adzawonjezeka ndi 1.4% mu kotala lachinayi la 2021 kuchokera pa kuchepa kwa 1.2% pachaka munthawi yomweyi chaka chatha.
Philippines: Kubwerera kwa ndalama zakunja kwapitirira zomwe zinali kuyembekezeredwa

Banki yayikulu idawonetsa kuti ndalama zonse zomwe zimalowa kuchokera kumayiko ena (FDI) za $6.37 biliyoni kuyambira Januwale mpaka Ogasiti 2021 zinali $6.37 biliyoni, kukwera ndi 40% kuchokera ku $4.56 biliyoni chaka chatha, malinga ndi malipoti a Philippine Star. Pakati pawo, makampani akunja adayika $4.51 biliyoni m'mabungwe awo a ku Philippines kudzera mu ndalama zonse zomwe zimayikidwa mu ngongole, kukwera pafupifupi 72% pachaka, ndipo kubwezeretsanso ndalama kunakwera ndi 11% pachaka kufika pa $776 miliyoni. Ndalama zazikulu zomwe zimayikidwa zimachokera ku Singapore, Japan, United States ndi madera ena, zomwe zimapita ku mafakitale, ndalama, inshuwaransi, magetsi, mphamvu ndi malo ogulitsa nyumba. Ndalama zonse zomwe zimalowa kuchokera ku FDI zinali $812 miliyoni mu Ogasiti, kukwera ndi 20% pachaka. Zotsatira za nyengo yatsopano ya COVID-19 kumayambiriro kwa chaka, banki yayikulu idachepetsa cholinga chokopa ndalama zakunja kufika pa $7 biliyoni pachaka chonse, ndipo kubwezeretsa ndalama zakunja kwapitirira zomwe zimayembekezeredwa.
Indonesia: Kuchuluka kwa malonda kwafika pamwamba kwambiri

Kuchuluka kwa malonda ku Indonesia kudakwera kwambiri mu Okutobala, pa $5.73 biliyoni (kale $4.74 biliyoni mu Ogasiti 2021). Nthawi yomweyo, kutumiza kunja kwa Indonesia kudakweranso kwambiri pa $22.03 biliyoni, ndipo kutumiza kunja kwa mchere kudafika pa $4.53 biliyoni, kuwonjezeka kwakukulu kwa mwezi ndi mwezi kwa 20%. China idapitilizabe kutumiza kunja kwambiri ku Indonesia mwezi womwewo, ndikuwerengera pafupifupi 28% ya kutumiza kunja konse mwezi womwewo.
Malaysia: Gawo la zachuma loposa 90% latsegulidwanso

Malinga ndi Nduna ya Zachuma ku Malaysia, Donggzaflu, mu kotala lachitatu la 2021, ndalama zonse zakunja zinakwera ndi RM 12.8 biliyoni, ndipo ndalama zonse zakunja zinapitirira RM 30 biliyoni m'miyezi isanu ndi inayi yoyambirira ya chaka chino, Nanyang Business Daily inatero. Malaysia inati ndalama zake zonse zapakhomo (GDP) zinakwera ndi 3% m'miyezi isanu ndi inayi yoyambirira ya chaka chino ndipo zinachepa ndi 6.4% chaka chatha. Iye anati Malaysia yakhala ikubwerera m'mbuyo, ndipo chuma choposa 90 peresenti chatsegulidwanso ndipo chayambiranso ntchito zake zambiri zachitukuko. Bungwe la Treasury likuyembekeza kuti chuma cha dzikolo chidzakula kuchoka pa 3% kufika pa 4% mu 2021, komanso kuchoka pa 5.5% kufika pa 6.5% chaka chamawa.


Nthawi yotumizira: Novembala-23-2021