Ushintsho olukhulu kwinqubomgomo yezohwebo yase-US lwaqala ukusebenza ngomhlaka-24 kuNhlolanja 2026, lwaletha ukwehliswa kwentela ye-net ngamaphuzu ayi-10% yemikhiqizo yezindwangu nezingubo zaseShayina ezithunyelwa e-United States. Lokhu kulungiswa, okuthatha indawo yentela eyengeziwe emibili yangaphambilini ngentela yesikhashana yomhlaba wonke, kusheshe kwaphakamisa ukuzethemba kokuthumela kwamanye amazwe, kwavuselela imibuzo, futhi kwaqinisa ukuhamba kwe-oda kwabathumeli bezindwangu baseShayina njengoba amafektri engena esikhathini sokukhiqiza sasentwasahlobo-ehlobo esiphezulu.
Ngaphansi kohlaka olusha, uhulumeni wase-US uhoxise amasethi amabili entela ayebekwe ngaphansi koMthetho Wezamandla Ezomnotho Eziphuthumayo Zamazwe Ngamazwe (i-IEEPA): intela ehlobene ne-fentanyl engu-10% kanye nentela ehambisanayo engu-10%, zombili ezazisetshenziswa ezimpahleni eziningi zaseShayina kusukela ekuqaleni kuka-2025. Esikhundleni sazo, intela yesikhashana yomhlaba wonke engu-10% ngaphansi kweSigaba 122 soMthetho Wezohwebo ka-1974 manje ikhokhiswa izimpahla ezingenisiwe, okuhlanganisa izindwangu nezingubo. Lesi sinyathelo esisha sizosebenza izinsuku ezingu-150, siphelelwa yisikhathi ngoJulayi 24, 2026.
Kwabathumeli bezindwangu nezingubo, izibalo zicacile: susa u-20% emisebenzini emidala, kanye no-10% wentela entsha = ukukhululwa kwentela okugcwele kwamaphuzu ayi-10%. Okubaluleke kakhulu, intela yesigaba 301 esikhona isikhathi eside (ikakhulukazi u-25% wemigqa yezindwangu nezingubo) isasebenza, ngakho-ke ukungaqiniseki kokuhweba kuyaqhubeka. Noma kunjalo, ukulungiswa kokwehla kuphawula ukukhululeka kwezindleko okubaluleke kakhulu kulo mkhakha cishe eminyakeni emibili.
Idatha yemboni kanye nempendulo yabahwebi ikhombisa intuthuko esheshayo. Ngesonto elilandela ushintsho lwenqubomgomo, imibuzo yokuthumela ngaphandle evela kubathengi base-US ikhuphuke ngo-15%–25% kuzo zonke izindwangu, izindwangu, izindwangu zasekhaya, kanye nezingubo ezenziwe ngomumo. Izimboni eziningi zibika ukuthi ama-oda aphuzile ayavulwa, njengoba abathengi ababekade bebambezele ukugwema intela ephezulu manje beqhubekela phambili ngezinkontileka kanye nokuthola amasampula.
Izimboni Zezingubo ZokugezafuthiIfektri Yamathawula Ezemidlaloimisebenzi ibona isidingo esikhulu sesikhathi esifushane, ikakhulukazi sekotoni yemvelo ephakathi kuya kwephezulu kanye nemikhiqizo ebukeka izinzile. Okwamanje,Umhlinzeki Wethawula Le-Poncho Labantu AbadalaAmabhizinisi nawo athola amandla entengo, kanti amaningi athola inzuzo engu-3%–5% ngaphambili ngenxa yentela. Abathengisi bezingubo babika ukuthi indawo yokuxoxisana ithuthukisiwe kanye nokwenza izinqumo ngokushesha okuvela kubathengi bomkhiqizo.
Ukusetha kabusha intela nakho kulinganisa inkundla yokudlala phakathi kweShayina nabahlinzeki bezifunda abancintisanayo. Ngaphambilini, iVietnam, iBangladesh, neCambodia zazibhekene nentela eyengeziwe esebenzayo engaba ngu-19%–20%; ngaphansi komthetho omusha womhlaba wonke, manje sezikhokha intela yesikhashana efanayo engu-10% njengeShayina. Ngenkathi ukuhlukahluka kwe-supply chain "China Plus One" kuzoqhubeka, igebe lentela linciphile, kunciphisa ingcindezi yokushintsha ama-oda ukuze kongiwe intela kuphela. Lokhu kusiza uchungechunge lokuphakelwa kwezindwangu lwaseShayina oluhlanganiswe ngokugcwele, ukushintsha okusheshayo, kanye nokulawulwa kwekhwalithi okuqhubekayo.
Nokho, hIzindleko zokufaka ngaphakathi ziyakhuphuka: amanani kakotini aqinile, futhi abakhiqizi bedayi bakhuphule amanani kadayi asakazekile ngo-RMB 4,000 ngethani kusukela ngomhlaka-25 kuNhlolanja. Lokhu kwanda kunciphisa kancane inzuzo yentela. Okwamanje, uhulumeni wase-US uphakamise ukuthi kungenzeka ukuthi kukhuphuke ngo-15% wentela yesikhashana, okuzonciphisa inzuzo eyonke ibe ngamaphesenti ama-5 kuphela. Abathumeli bamazwe banxuswa ukuba bavale imigomo yokuhleleka futhi bacacise imithwalo yemfanelo ezinkontilekeni.
Abaholi bezimboni bacebisa isu elilinganiselayo: sebenzisa iwindi lezinsuku ezingu-150 ukuze uthole ama-oda ase-US, usheshise ukuthuthukiswa komkhiqizo, futhi ujulise ukuhlukahluka kwemakethe e-ASEAN, eMpumalanga Ephakathi, naseYurophu. Izinto ezinenani eliphezulu—njengezindwangu ezisebenzayo, izindwangu ezisetshenziswe kabusha, kanye nezindwangu zasekhaya ezinophawu—zisesimweni esingcono sokumunca ukuguquguquka kwentela nokugcina inzuzo. Ukutshalwa kwezimali ekunyathelisweni kwedijithali, ukukhiqizwa kwempendulo esheshayo, kanye nesitifiketi esiluhlaza kuzoqinisa ukuncintisana kwesikhathi eside.
Njengoba ikota yokuqala iqhubeka, ukusetha kabusha intela kube yimbangela enkulu yokubuyiselwa kwezimpahla zendwangu eChina. Nakuba izingozi zokuhweba zesikhathi eside zingakanyamalali, ukukhushulwa kwesikhathi esifushane kuyabonakala. Njengoba imibukiso emikhulu yendwangu isondela ngoMashi—kufaka phakathi iShanghai Spring Textile Series kanye ne-East China Fair—abathumeli banethemba lokuthi isidingo esinamandla sase-US, kuhlangene nokwanda kwemakethe okuhlukahlukene, kuzosekela ukukhula okuqhubekayo engxenyeni yokuqala ka-2026. Ukuncishiswa kwentela engu-10% akuyona nje impumuzo yesikhashana; kuyifasitela elibalulekile kulo lonke uchungechunge lwendwangu ukuze kuqiniswe ama-oda, kuthuthukiswe izakhiwo, futhi kuqhubekele phambili ekuthuthukisweni kwekhwalithi ephezulu.
Isikhathi sokuthunyelwe: Mashi-06-2026