Qee lub tuam txhab yuav tawm hauv Suav teb, tab sis daim duab loj nws tsis muaj teeb meem

BEIJING - Tuam Tshoj tseem tuav daim npav rau cov khoom siv thoob ntiaj teb, txawm tias tsis yog Covid lockdowns cuam tshuam kev lag luam nyob rau lub sijhawm ze.

Cov tuam txhab lag luam thiab cov kws tshuaj ntsuam tau sib tham txog kev txav chaw ua haujlwm tawm ntawm Tuam Tshoj rau ntau xyoo, tshwj xeeb tshaj yog txij li cov nqi ua haujlwm tau nce thiab US-Tuam Tshoj kev lag luam tensions zuj zus.

Tus kab mob kis thoob qhov txhia chaw tau tswj hwm cov kev sib tham no. Cov lag luam txawv teb chaws tham txog yuav ua li cas cov thawj coj tuaj yeem yooj yim mus rau South Asia cov chaw tsim khoom, tab sis tsis yog Tuam Tshoj. Qee qhov taw tes rau kev xa tawm sai sai los ntawm Nyab Laj yog qhov qhia tau tias cov saw hlau tau tawm hauv Suav teb.

"Supply chain diversification Nws yog qhov nyuaj heev vim tias tib neeg ib txwm hais txog nws, thiab cov rooj sib tham nyiam sib tham, tab sis feem ntau thaum hnub kawg tib neeg pom tias nws nyuaj rau kev siv, "hais tias Nick Marro, tus thawj coj lag luam thoob ntiaj teb ntawm Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam.

Thaum cov lag luam muaj cov kev sib tham hauv 2020, nws tau pom tias "Tuam Tshoj tuaj yeem qhib tau, thaum Malaysia, Nyab Laj tau mus offline," Marro hais. "Qhov tseeb tiag, qhov tseem ceeb tam sim no yog li cas Tuam Tshoj npaj los tswj cov [Covid] kev tswj hwm thaum lwm lub ntiaj teb qhib."

Tuam Tshoj txoj kev hu ua xoom-Covid lub tswv yim ntawm kev kaw nrawm nrawm tau pab lub tebchaws sai sai rov qab los rau kev loj hlob hauv 2020. Txawm li cas los xij, kev siv cov kev ntsuas no tau nruj, tshwj xeeb tshaj yog xyoo no. Tuam Tshoj ntsib kev rov tshwm sim ntawm Covid hauv Shanghai thiab lwm qhov chaw ntawm lub tebchaws.

Los ntawm cov lej, Tuam Tshoj cov khoom xa tawm tau nce 3.9% hauv lub Plaub Hlis los ntawm ib lub xyoo dhau los, qhov qeeb tshaj plaws txij li 0.18% nce hauv Lub Rau Hli 2020, raws li cov ntaub ntawv raug nkag los ntawm Cua Xov Xwm.

Nyab Laj nyob rau hauv qhov sib piv pom kev xa tawm tau dhia los ntawm 30.4% hauv lub Plaub Hlis los ntawm ib xyoo dhau los, tom qab ze li ntawm 19.1% xyoo-rau-xyoo nce hauv lub Peb Hlis, Cua qhia.

Qib ntawm kev tsim khoom lag luam hauv Nyab Laj yog "tseem ceeb heev," Vishrut Rana, tus kws tshawb fawb hauv Singapore ntawm S&P Global Ratings, tau hais hauv kev sib tham hauv xov tooj. "Vietnam tau tshwm sim los ua cov saw hlau tseem ceeb heev rau cov neeg siv khoom siv hluav taws xob."

Tab sis Nyab Laj cov khoom xa tawm tag nrho $ 33.26 nphom hauv lub Plaub Hlis, lossis kwv yees li ib feem yim ntawm Tuam Tshoj $ 273.62 nphom hauv kev xa tawm thoob ntiaj teb lub hlis ntawd, raws li Cua.

"Los ntawm Tuam Tshoj txoj kev xav, kev txav mus los ntawm kev tsim khoom hauv zos yuav tsis muaj qhov tseem ceeb txaus los hloov qhov xwm txheej ntawm Tuam Tshoj lub luag haujlwm hauv cov saw hlau tag nrho," Rana tau hais. "Tuam Tshoj tseem tseem nyob hauv nruab nrab ntawm cov khoom siv hluav taws xob hauv APAC."

Rau thawj plaub lub hlis ntawm lub xyoo, kev nqis peev ncaj qha txawv teb chaws rau hauv Suav teb tau nce 26.1% xyoo-rau-xyoo rau $ 74.47 billion, Tuam Tshoj Ministry of Commerce tau hais rau hnub Thursday. Lub sijhawm ntawd, kev nqis peev los ntawm lub teb chaws Yelemees dhia los ntawm 80.4%, thaum lub sijhawm ntawd los ntawm Asmeskas tau nce los ntawm 53.2%.

Hauv qhov sib piv, Nyab Laj tau pom 56% xyoo-rau-xyoo poob hauv kev nqis peev ncaj qha txawv teb chaws mus rau $ 3.7 nphom hauv thawj plaub lub hlis ntawm lub xyoo, Cua cov ntaub ntawv qhia. Txawv teb chaws ncaj qha peev los ntawm Teb Chaws Asmeskas poob los ntawm 14%.

Rana tau hais tias "Nws nyuaj heev kom phim qhov ntsuas thiab thaj tsam ntawm Tuam Tshoj txoj kev xa khoom tawm sab nraud Tuam Tshoj tam sim no," Rana tau hais. Tsuas yog muab cov saw hlau rau cov khoom tshwj xeeb - xws li cov khoom siv hluav taws xob lossis cov khoom siv hluav taws xob - tej zaum yuav tsiv mus rau Nyab Laj, Malaysia lossis lwm lub tebchaws, nws hais ntxiv.

Tuam Tshoj txoj kev lag luam kev lag luam dominance, tsim tau ntau xyoo, kuj tseem txhawb cov qauv kev lag luam tshiab.

Ib tus paub zoo dua yog Shein. Rov qab los ntawm cov nyiaj xws li Sequoia Capital Tuam Tshoj, lub tuam txhab tau ua ke cov ntaub ntawv loj analytics thiab nws cov khoom siv sib txuas hauv Suav teb los ua kev lag luam thoob ntiaj teb e-lag luam loj heev hauv tus nqi qis.

James Liang, tus thawj coj ntawm Skyline Ventures, tau hais hauv Mandarin txhais los ntawm CNBC hais tias "Tuam Tshoj cov khoom siv tau zoo tsis yog raws li tus nqi zog xwb,"

Raws li nws qhov kev txheeb xyuas, tsawg kawg 20% ​​ntawm tus nqi muag khoom ntawm cov khaub ncaws thiab cov khoom siv rooj tog mus rau cov nqi zog, piv rau 5% rau cov neeg tsim khoom siv hluav taws xob.

Tuam Tshoj qhov zoo dua yog qhov txiaj ntsig ntawm kev muaj cov chaw xa khoom xa tuaj, uas nyob rau hauv Liang txoj kev pom ua rau kev lag luam los txhawb kev ua haujlwm los ntawm kev sib koom ua ke tag nrho lawv cov neeg xa khoom mus rau ib qho digital system.

Nws hais tias nws lub tuam txhab tau nqis peev $ 5 lab nyob rau lub Kaum Hli mus rau hauv lub tuam txhab rooj tog hu ua Povison, uas tab tom sim hloov Shein tus qauv rau khaub ncaws. Cov phiaj xwm nqis peev ntxiv tau raug ncua vim Covid-txog kev txwv kev mus ncig, nws hais.

Qhov tseeb Covid lockdowns kuj tseem ua rau lub peev xwm ntawm cov tsheb thauj khoom thauj khoom thoob plaws hauv Suav teb, thaum khaws ntau lub Hoobkas hauv cheeb tsam Shanghai ntawm txwv lossis tsis muaj ntau lawm rau lub lis piam. Qhov ntawd yog nyob rau sab saum toj ntawm Beijing txoj cai txij li xyoo 2020 yuav tsum tau cais tawm ob lossis peb lub lis piam thaum tuaj txog hauv Suav teb - yog tias tus neeg taug kev tuaj yeem tau txais ib qho ntawm ob peb lub davhlau hauv.

Kev hloov pauv kev lag luam tawm ntawm Tuam Tshoj yog qhov nyuaj, tab sis "qhov peb qhov kev tshawb fawb qhia tau tias yuav muaj kev nqis peev tsawg dua rau hauv Suav teb thiab kev nqis peev ntau dua rau cov teb chaws Asia," Joerg Wuttke, tus thawj tswj hwm ntawm EU Chamber of Commerce hauv Suav teb, tau hais thaum lub rooj sib tham hauv web.

Nws tau sau tseg tias tam sim no nws yooj yim dua rau ya cov thawj coj mus rau Singapore lossis lwm lub tebchaws hauv cheeb tsam, dua li mus rau Tuam Tshoj.

Raws li qhov tshwm sim ntawm Covid kev tswj hwm zaum kawg, ze li ib feem peb ntawm 372 tus neeg teb rau EU Chamber of Commerce hauv Tuam Tshoj txoj kev tshawb fawb thaum lub Plaub Hlis Ntuj tau hais tias lawv tau txiav txim siab hloov pauv tam sim no lossis npaj nqis peev rau lwm lub lag luam.

Tab sis 77% tau hais tias lawv tsis muaj cov phiaj xwm zoo li no. Kev soj ntsuam ntawm Asmeskas kev lag luam hauv Suav teb pom zoo sib xws.

Cov txiaj ntsig kev tshawb fawb no qhia tias "cov tuam txhab tsis xav tawm ntawm kev ua lag luam, tab sis lawv tsis paub yuav ua li cas," EIU's Marro hais. "Tam sim no nws yog ib zaj dab neeg ntawm hesitation."

"Cov tuam txhab txawv teb chaws yuav ntxhov siab txog cov [zero-Covid] cov cai no, tab sis thaum kawg ntawm hnub tsis muaj ntau lub tuam txhab uas yuav cuam tshuam rau lawv txoj haujlwm hauv kev lag luam ntau xyoo raws li kev poob siab ib ntus," nws hais. .

Txawm tuam txhab uas muag nyiam Starbucks, uas tau ncua kev taw qhia vim Covid tsis tuaj yeem pom tau, hais tias nws tseem cia siab tias nws txoj kev lag luam Tuam Tshoj yuav loj dua Asmeskas nyob rau hauv lub sij hawm ntev.

Ntau tus kws tshuaj ntsuam xav tias Tuam Tshoj tuaj yeem pib so nws txoj cai xoom-Covid tom qab kev hloov pauv nom tswv thaum lub caij nplooj zeeg.

Thaum nug rau hnub Thursday txog EU Chamber qhov kev tshawb fawb tshawb pom, Tuam Tshoj Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tsuas yog sau tseg txog kev cuam tshuam thoob ntiaj teb ntawm tus kabmob kis mus rau cov saw hlau. Lub chaw haujlwm tseem hais tias Tuam Tshoj yuav txhim kho nws cov kev pabcuam kev lag luam txawv teb chaws thiab nce lub sijhawm rau kev lag luam txawv teb chaws.

Stephen Olson, tus kws tshawb fawb laus ntawm Hinrich Foundation tau hais tias "Kev teeb tsa cov khoom lag luam rov qab tsis yooj yim li tig lub teeb rau thiab tawm."

Nws tau hais tias "Yog lawm, chessboard yuav raug kho dua tshiab yog tias kev kaw cia rub mus tas li," nws hais. "Yog li ntawd, kev ntxhov siab yuav tsim rau cov tuam txhab los txiav txim siab hloov pauv cov qauv, thiab kev cuam tshuam ntawm kev lag luam thiab kev lag luam ntawm kev ua li ntawd yuav zoo dua."