Ukulungiswa Kwentela yase-US–Vietnam Kubangela Ukusabela Okubanzi Kwemboni

Ngomhla zi-2 kuJulayi, i-United States yasebenzisa ngokusemthethweni intela engu-20% ezimpahleni ezithunyelwa ngaphandle zisuka eVietnam, kanye nenye eyengeziwe.40% intela yokujezisaezimpahleni ezithunyelwe kabusha ezithunyelwa eVietnam. Ngaleso sikhathi, izimpahla zase-US sezizongena emakethe yaseVietnamamanani ayiziro, ezishintsha kakhulu ukuhwebelana phakathi kwalezi zizwe ezimbili.

E-Vietnam—umdlali omkhulu ochungechungeni lokuhlinzekwa kwezicathulo zomhlaba wonke—umsebenzi wama-20% uyacatshangelwakubi kakhulu kunalokho obekulindelwe, enikeza umphumela wokungathathi hlangothi ukuya kokuhle. Lokhu kunikeze indawo yokuphefumula edingeka kakhulu kubakhiqizi kanye nemikhiqizo yomhlaba ngokufanayo.

Ukusabela Kwemakethe Yamasheya: Umhlangano Wokusiza Phakathi Kwabakhiqizi Bezicathulo Ezibalulekile

Ngemuva kwesimemezelo, izinkampani ezinkulu zezicathulo ezitshalwe eTaiwan ezifaka phakathiU-Pou Chen, u-Feng Tay, u-Yu Chi-KY, no-Lai Yi-KYuthole izinzuzo ezibukhali enanini lesitoko, ngemikhawulo eminingana eshaya nsuku zonke. Imakethe yasabela ngokusobala ekukhululekeni kwesimo sentela ebesilindelwe ngama-46%.

AmaReuterswagcizelela ukuthi iVietnam ingumsuka cisheU-50% wokukhiqizwa kwezicathulo ze-Nike, kanye ne-Adidas futhi incike kakhulu kumaketanga okunikezwayo aseVietnam. Izinkathazo zisekhona, nokho, ngenxa yobubanzi obungachazwanga bokuthi “transshipment”.

Ngokusho kuka-Lin Fen, i-CFO ye-RuHong, "Izinga elisanda kubekwa lika-20% lingcono kakhulu kunalokho ebesikwesaba. Okubaluleke nakakhulu, ukungaqiniseki kuphelile. Sesingaqala manje.ukuxoxisana kabusha ngezinkontilekafuthiukulungisa izakhiwo zentengonamaklayenti.”

Ukwandiswa Kwamandla: I-Vietnam Isala I-Strategic Core

Abakhiqizi Abakhulu Baphindela Phansi eVietnam

Naphezu kokungaqiniseki komhlaba wonke, iVietnam isalokhu iyisizinda somhlaba sokukhiqiza izicathulo. Izinkampani ezibalulekile zenyusa ukukhiqizwa, zisheshisa i-automation, futhi zitshala imali kumishini ehlakaniphile ukuze zihlangabezane nesidingo esisha:

• Phou Chen(宝成) kubika lokhoI-31% yeqembu layo eliphumayoivela eVietnam. Ku-Q1 iyodwa, ithunyelwe61.9 million amapheya, ngezintengo ezimaphakathi ezikhuphukayo zisuka ku-USD 19.55 ziye ku-USD 20.04.
• Amabhizinisi we-Feng Tay(丰泰) ithuthukisa imigqa yayo yokukhiqiza yaseVietnam yezinhlobo zezicathulo eziyinkimbinkimbi, ngokukhishwa konyaka54 million amapheyaemeleI-46% yawo wonke umkhiqizo wayo.
• U-Yu Chi-KY(钰齐) isivele iqalile ukwamukela ama-oda eNtwasahlobo/Ehlobo e-Q4, iqinisekisa ukubonakala phambili emisebenzini yango-2025.
• Lai Yi-KY(來亿) igcina aI-93% incike ekukhiqizeni eVietnamfuthi sisebenzisa izinhlelo zokunwetshwa kwesifunda ukuze kunqandwe izithiyo zomthamo.
• Zhongjie(中杰) ngasikhathi sinye yakha izitshalo ezintsha e-India nase-Vietnam ukuze kuqinisekiswe ukuqhubeka nokuvumelana nezimo.

Ukuhlelwa Kokukhiqiza Kuqondaniswe Nemiyalo Yamasu

Amafemu amaningana abonise ukugxila okwengeziwe ekulungeni kokusebenza kanye nokukhiya ama-oda kusenesikhathi. Njengoba amashejuli efekthri egcwala futhi umthamo usondela emikhawulweni,ukuhlela okunciphile kanye nokutshalwa kwezimali okuzenzakalelayozibalulekile ekuphatheni amathuba amasha ngendlela efanele.

Izingozi Ezifihlekile: Ukungaqondakali Kokuthutha Kudala Izinselele Zokuthobela

I-Complex Supply Chains Face Scutica

Ukukhathazeka okuyinhloko okungakaxazululwa incazelo yegama elithi "transshipment." Uma izingxenye ezibalulekile ezifana nezinto zokusetshenziswa noma ama-soles zisuka e-China futhi ziqoqwe eVietnam kuphela, zingafanelekela ukuhanjiswa bese zibhekana.enye intela yokujezisa engu-40%..

Lokhu kucuphe ukuqapha okukhulu phakathi kwabahlanganyeli abakhuphuka nomfula kanye nabaphansi komfula. Ama-OEM ahlanganisa imizamo phakathiimibhalo yokuthobela, ukulandeleka kwezinto, futhiukuqondanisa kwemithetho yemvelaphiukugwema izinhlawulo ezingase zibe khona.

I-Vietnamese Capacity Nearing Saturation

Ingqalasizinda yokukhiqiza yendawo isivele ingaphansi kwengcindezi. Ama-opharetha amaningi abika izikhathi zokuhola eziqinile, izimfuneko zemali ephezulu, nezikhathi ezinde zokushintsha kwasefekthri. Abahlaziyi baxwayisa ngokuthi izinkinga zamandla ezingaxazululeki zingasebuyisela ama-oda e-Chinanoma uwasabalalise kuwoizindawo zokukhiqiza ezisafufusanjengeNdiya noma iCambodia.

Imithelela Yamasu Emaketangeni Amanani Omhlaba

Izinzuzo Zesikhathi Esifushane, Izinqumo Zesikhathi Eside

• Isikhathi esifushane:Ukukhululeka kwemakethe kuzinzise ama-oda futhi kwavuselela amanani esitoko, okunikeza indawo yokuphefumula yabathengi nabathengisi.
• Isikhathi Esimaphakathi:Amazinga okuthobela kanye namandla avumelana nezimo kuzochaza igagasi elilandelayo labawinile emkhakheni.
• Isikhati eside:Imikhiqizo yomhlaba wonke izokwengeza ukuhlukahluka kokuthengwa kwempahla, isheshise ukuthuthukiswa kwamafekthri e-Cambodia, Indonesia nase-India.

Isikhathi Sokutshala Izinguquko

Ushintsho kwezohwebo lugqamisa inkambiso ebanzi: idijithali, i-automation, kanye nokuhlukahluka kwesifunda kuzoba izici ezihlala njalo kumasu okukhiqiza. Izinkampani ezingabazayo zingase zilahlekelwe ukuma kwazo emhlabeni jikelele.

I-GrandStar: Inika Amandla Inkathi Elandelayo Yokukhiqiza Izicathulo

Izixazululo Zokuluka Ezithuthukile Zesizukulwane Esisha

Kwa-GrandStar, sinikeza okuphambiliimishini yokuluka i-warpokunikeza amandla abakhiqizi bezicathulo zomhlaba ukuthi bazulazule ngokushintshashintsha ngokuzethemba. Ubuchwepheshe bethu buletha:

• Amasistimu asebenza ngesivinini esiphezuluukunitha okusebenzayo okuphezulu
• Ukulawulwa kwe-jacquard ye-modularamaphethini edizayini ayinkimbinkimbi
• Amasistimu okushayela ahlakaniphilengokuqapha kwesikhathi sangempela kanye nokuxilonga
• Ukusekela ukuthobela imithetho yemvelaphingamakhono enziwe wasendaweni wokwengeza inani

Ivumela Abathengi eVietnam Nangaphandle

Abakhiqizi bezinga eliphezulu baseVietnam sebevele basebenzisa okwakamuvaAmasistimu okushayela we-EL kanye ne-SU, Amamojula we-Piezo Jacquard, futhiamayunithi okulawula ukungezwani ahlakaniphileukuletha ikhwalithi, isivinini, nokuhambisana. Izixazululo zethu zisiza ukuqinisekisa:

• Ukukhishwa okuzinzile kwezindwangu eziphezulu eziyinkimbinkimbi nezindwangu zobuchwepheshe
• Ukumisa kabusha okusheshayo ukuze kufane nemijikelezo emisha yedizayini
• Ukuxhumana kwedijithali kokuqapha okukude nesevisi

Ukubumba Ikusasa Ngokusungula

Sisekela ukukhula kwamakhasimende ethu ngokunikeza izinkundla zokuluka ezihlanganisiwe, ezingalawuleki, nezihlakaniphile—eziklanyelwe izidingo ezithuthukayo ngokushesha zomkhakha wezicathulo womhlaba.

Isiphetho: Ukusebenzisa Ithuba Ngombono Wamasu

Isinqumo se-tariff sika-20% silethe impumelelo yesikhashana, kodwa ukulungisa amasu wesikhathi eside kubalulekile. Amabhrendi nabakhiqizi ngokufanayo kufanele:

• Yamukela i-automationkanye nokukhiqizwa okunikwe amandla ngedijithali
• Ukuthola imithombo ehlukahlukenengenkathi iqinisa izinhlaka zokuthobela imithetho
• Tshala impahla elungele ikusasaukuvikela ukukhula okusimeme

Kwa-GrandStar, sihlala singabalingani abathembekile kwezoguquko. Umgomo wethu uwukusiza amaklayentiukweluka ukunemba, isivinini, nokwethembekakuzo zonke izinyathelo zochungechunge lwabo lokukhiqiza-noma ngabe bakuphi emhlabeni.