Hoo e ka bang lik'hamphani tsa 9W li ile tsa koaloa, 'me lifeme tse ngata li ile tsa koaloa ka likhoka ...
Ka lebaka la litšenyehelo tse tlase tsa basebetsi, thepa e tlase ea tlhahiso, le ts'ehetso ea maano, Vietnam e hohetse lik'hamphani tse ngata tsa mose ho maoatle ho aha lifeme Vietnam lilemong tsa morao tjena.Naha e fetohile e 'ngoe ea litsi tse kholo tsa lefats'e tsa tlhahiso, ebile e na le takatso ea ho ba "feme ea lefats'e le tlang"..Ho ipapisitse le nts'etsopele ea indasteri ea tlhahiso, moruo oa Vietnam le ona o tsoetse pele, e se e le moruo oa bone o moholo ka ho fetisisa Asia Boroa-bochabela.
Leha ho le joalo, seoa sena se matla se entse hore tsoelo-pele ea moruo oa Vietnam e tobane le mathata a maholo.Le hoja e ne e le ntho e sa tloaelehang“naha ea mohlala bakeng sa thibelo ea seoa”pele, Vietnam e bile“e sa atlehang”selemong sena tlas'a tšusumetso ea kokoana-hloko ea Delta.
Hoo e ka bang lik'hamphani tse 90,000 li ile tsa koaloa, 'me lik'hamphani tse fetang 80 tsa US li ile tsa "utloa bohloko"!Moruo oa Vietnam o tobane le mathata a maholo
Ka la 8 October, batho ba bohlokoa ba Vietnam ba boletse hore ka lebaka la phello ea seoa sena, sekhahla sa kholo ea moruo oa naha selemong sena se ka 'na sa e-ba ka 3% feela, e leng tlaase haholo ho feta sepheo se neng se behiloe pele sa 6%.
Ho tšoenyeha hona ha hoa utloahala.Ho ea ka lipalo-palo tsa Setsi sa Lipalo-palo sa Vietnam, likarolong tse tharo tsa pele tsa selemo sena, lik'hamphani tse ka bang 90,000 li emisitse ts'ebetso kapa li senyehile, 'me 32,000 ea tsona e se e phatlalalitse ho qhaloa ha eona, keketseho ea 17.4% ha e bapisoa le nako e tšoanang ea ho qetela. selemo..Taba ea hore lifeme tsa Vietnam ha li bule mamati a tsona e ke ke ea ama moruo oa naha feela, empa hape e tla "ama" lik'hamphani tsa mose ho maoatle tse entseng litaelo.
Tlhahlobo e bontšitse hore lintlha tsa moruo tsa Vietnam karolong ea boraro li ne li le mpe haholo, haholo hobane seoa se ile sa qhoma le ho feta nakong ena, lifeme li ile tsa qobelloa ho koaloa, litoropo tsa qobelloa ho thibela, 'me thepa ea kantle e ile ea otloa ka thata ...
Zhou Ming, moetsi oa mehala ea khale le lisebelisoa tsa mehala ea cellular Hanoi, Vietnam, o itse khoebo ea hae e ke ke ea rekisoa ka lapeng, ka hona joale e ka nkuoa e le bophelo ba mantlha feela.
“Ka mor’a hore seoa sena se qhome, ho ka boleloa hore khoebo ea ka e lerootho haholo.Le hoja mosebetsi o ka qalisoa libakeng tseo ho tsona seoa sena se seng matla haholo, ho kena le ho tsoa ha thepa ho thibetsoe.Thepa e neng e ka tsoa mekhoeng nakong ea matsatsi a mabeli kapa a mararo joale e chechisetsoa halofo ea khoeli ho isa khoeling e le 'ngoe.Ka December, taelo e ile ea fokotseha ka tlhaho. ”
Ho tlalehoa hore ho tloha bohareng ba Phupu ho isa bofelong ba Loetse, 80% ea lifeme tsa lieta tsa Nike le hoo e batlang e le halofo ea lifeme tsa eona tsa liaparo tse karolong e ka boroa ea Vietnam li koetsoe.Leha ho lebeletsoe hore feme e tla qala mosebetsi ka mekhahlelo ka Mphalane, ho ntse ho tla nka likhoeli tse ngata hore feme e kene tlhahisong e felletseng.E anngoe ke phepelo e sa lekaneng, lekeno la k'hamphani kotareng ea pele ea selemo sa lichelete sa 2022 le ntse le le tlase ho feta kamoo ho neng ho lebelletsoe.
CFO Matt Friede o itse, "Nike e lahlile bonyane libeke tse 10 tsa tlhahiso Vietnam, e leng se ileng sa baka lekhalo la thepa."
Ntle le Nike, Adidas, Coach, UGG le lik'hamphani tse ling tsa US tse nang le ts'ebetso ea tlhahiso ea bongata Vietnam kaofela li amehile.
Ha Vietnam e ne e ts'oeroe ke seoa sena haholo 'me phepelo ea eona ea phepelo e sitisoa, lik'hamphani tse ngata li ile tsa qala ho "nahana bocha": Na ho ne ho nepahetse ho fetisetsa matla a tlhahiso Vietnam?Mookameli oa k'hamphani ea linaha tse ngata o itse, "Ho nkile lilemo tse 6 ho haha ketane ea thepa Vietnam, 'me ho nkile matsatsi a 6 feela ho tlohela."
Likhamphani tse ling li se li ntse li rera ho khutlisetsa matla a tsona a tlhahiso China.Ka mohlala, CEO oa mofuta oa lieta oa Amerika o itse, "China hajoale ke se seng sa libaka tse 'maloa lefatšeng moo thepa e ka rekoang."
Kaha seoa le moruo li ntse li lla, Vietnam e tšoenyehile.
Ka la 1 Mphalane, ho latela TVBS, Ho Chi Minh City, Vietnam, e ile ea lahla ts'ebetso ea zero mme ea phatlalatsa ho tlosoa ha thibelo e khahlanong le seoa likhoeling tse tharo tse fetileng, ho lumella lirapeng tsa boikhathollo tsa indasteri, merero ea kaho, mabenkele a mabenkele le lireschorente ho qala ts'ebetso. .Ka la 6 October, motho ea tloaelaneng le taba ena o ile a re: “Joale re khutlela mosebetsing butle-butle.”Likhakanyo tse ling li re sena se ka rarolla bothata ba ho falla ha lifeme tsa Vietnam.
Litaba tsa morao-rao ka October 8 li bontša hore 'muso oa Vietnam o tla tsoelapele ho qobella semela sebakeng sa Nen Tak Second Industrial Zone Profinseng ea Dong Nai ho emisa mosebetsi ka matsatsi a 7,' me nako ea ho emisa e tla fetisetsoa ho October 15. Sena se bolela hore Ho emisoa ha lik'hamphani tsa Majapane lifemeng sebakeng sena ho tla atolosoa ho fihlela matsatsi a 86.
Ho mpefatsa boemo le ho feta, nakong ea ho koaloa ha k'hamphani ka likhoeli tse peli, basebetsi ba bangata ba tsoang Vietnam ba khutletse mahaeng a bona, 'me ho thata hore lik'hamphani tsa kantle ho naha li fumane mosebetsi o lekaneng haeba li batla ho qala tlhahiso hape ka nako ena.Ho ea ka Baocheng Group, e leng moetsi oa lieta ea tsebahalang lefatšeng ka bophara, ke 20-30% feela ea basebetsi ba eona ba ileng ba khutlela mosebetsing ka mor'a hore k'hamphani e fane ka tsebiso ea ho qala hape.
Mme ena ke microcosm ea lifeme tse ngata tsa Vietnam.
Khaello e habeli ea basebetsi e etsa hore ho be thata hore lik'hamphani li qale mosebetsi hape
Matsatsi a 'maloa a fetileng,' muso oa Vietnam o itokisetsa ho qala butle-butle tlhahiso ea moruo.Bakeng sa indasteri ea masela, liaparo le lieta tsa Vietnam, e tobane le mathata a mabeli a maholo.E ’ngoe ke ea khaello ea liodara tsa lifeme ha e ’ngoe ke ea khaello ea basebetsi.Ho tlalehoa hore kopo ea 'muso oa Vietnam ea ho tsosolosa mosebetsi le tlhahiso ea likhoebo ke hore basebetsi ba likhoebong tse qalang ho sebetsa le ho tsosolosa tlhahiso ba tlameha ho ba libakeng tse se nang seoa, empa lifeme tsena li libakeng tsa seoa,' me ka tlhaho basebetsi ba sitoa ho khutla. ho sebetsa.
Haholo-holo karolong e ka boroa ea Vietnam, moo lefu la seoa le leng matla ka ho fetisisa, esita le haeba seoa se le teng ka October, ho thata ho khutlisetsa basebetsi ba pele mosebetsing.Bongata ba bona ba ile ba khutlela metseng ea habo bona ho qoba seoa sena;bakeng sa basebetsi ba bacha, ka lebaka la ts'ebetsong ea ho arola batho ka bomong ho pholletsa le Vietnam, Phallo ea basebetsi e thibetsoe haholo, 'me ka tlhaho ho thata ho fumana basebetsi.Pele selemo se fela, khaello ea basebetsi lifemeng tsa Vietnam e ne e le holimo ho 35% -37%.
Ho tloha ha seoa sena se qhoma ho fihlela joale, litaelo tsa ho romela lihlahisoa tsa lieta tsa Vietnam li lahlehetsoe haholo.Ho tlalehoa hore ka August, hoo e ka bang 20% ea litaelo tsa ho romela lihlahisoa tsa lieta li ile tsa lahleha.Ka September, ho bile le tahlehelo ea 40% -50%.Ha e le hantle, ho nka halofo ea selemo ho tloha lipuisanong ho isa ho saena.Ka tsela ena, haeba u batla ho etsa taelo, e tla ba selemo hamorao.
Hona joale, esita le haeba indasteri ea lieta ea Vietnam e batla ho tsosolosa mosebetsi le tlhahiso butle-butle, tlas'a boemo ba khaello ea litaelo le mosebetsi, ho thata hore lik'hamphani li qale ho sebetsa le ho hlahisa lihlahisoa, li se ke tsa qala ho hlahisa lihlahisoa pele ho seoa.
Joale, na taelo e tla khutlela China?
Ho arabela koluoa ena, lik'hamphani tse ngata tsa mose ho maoatle li sebelisitse China joalo ka basketeng e sireletsehileng ea kantle ho naha
Feme ea Vietnam ea Hook Furnishings, e leng k'hamphani e tsebahalang ea Amerika e thathamisitsoeng lethathamong la thepa ea ka tlung, e emisitsoe ho tloha ka la 1 Phato. .”Ka lehlakoreng la tlhokahalo ea bareki, litaelo tse ncha le li-backlogs li matla, 'me thepa e bakiloeng ke ho koaloa ha lifeme Vietnam e tla thibeloa.E hlaha likhoeling tse tlang.
Pauluse o itse:
“Re ile ra khutlela Chaena ha ho hlokahala.Haeba re utloa eka naha e tsitsitse haholoanyane, sena ke seo re tla se etsa. ”
CFO ea Nike Matt Fried o itse:
"Sehlopha sa rona se eketsa bokhoni ba tlhahiso ea lieta linaheng tse ling le ho fetisetsa tlhahiso ea liaparo ho tloha Vietnam ho ea linaheng tse ling, tse kang Indonesia le China ... ho finyella tlhokahalo e matla haholo ea bareki."
Roger Rollins, CEO oa Designer Brands, moralo o moholo oa lieta le lisebelisoa, tlhahiso le morekisi Amerika Leboea, o ile a arolelana phihlelo ea lithaka tse tsamaisang liketane tsa phepelo le ho khutlela Chaena:
"Mookameli e mong o ile a mpolella hore ho mo nkile matsatsi a 6 ho phethela mosebetsi oa phepelo (phetiso) o nkileng lilemo tse 6 pele ho moo.Nahana hore na motho e mong le e mong o sebelisitse matla a makae pele a tloha Chaena, empa hona joale moo o ka rekang thepa Ke China feela - hoa hlanya, joalo ka roller coaster. ”
LoveSac, morekisi oa thepa ea ka tlung e ntseng e hola ka potlako ho fetisisa United States, e boetse e fetisitse liodara tsa theko ho barekisi ba China.
CFO Donna Delomo o itse:
"Rea tseba hore thepa e tsoang Chaena e angoa ke litefiso, tse tla re jella chelete e ngata, empa e re lumella ho boloka thepa, e re fang monyetla oa tlhōlisano 'me e bohlokoa haholo ho rona le bareki ba rona."
Ho ka bonoa hore nakong ea likhoeli tse tharo tsa thibelo e thata ea Vietnam, bafani ba Machaena ba fetohile likhetho tsa tšohanyetso bakeng sa lik'hamphani tse kholo tsa machaba, empa Vietnam, e ileng ea tsosolosa mosebetsi le tlhahiso ho tloha ka la 1 October, e tla boela e eketse likhethong tsa tlhahiso ea lik'hamphani tsa tlhahiso.Mefuta-futa.
Motsamaisi-kakaretso oa k'hamphani e kholo ea lieta Guangdong o ile a hlahloba, "(Litaelo li fetisetsoa Chaena) Ena ke ts'ebetso ea nakoana.Ke tseba ba fokolang haholo hore lifeme li khutlisetsoa morao.(Nike, joalo-joalo) Hangata lik’hamphani tse khōlō tsa machaba li lefa lefatšeng lohle.Ho na le lifeme tse ling.(Lifektheri tsa Vietnam li koetsoe).Haeba ho na le litaelo, re tla li etsa libakeng tse ling.Tse kholo tse fetisetsoang li linaheng tsa Asia Boroa-bochabela, ebe li lateloa ke China. ”
O ile a hlalosa hore lik'hamphani tse ling li kile tsa fetisetsa boholo ba matla a tlhahiso ea lihlahisoa, 'me ho na le ho fokolang haholo ho setseng Chaena.Ho thata ho koala lekhalo la bokhoni.Mokhoa o tloaelehileng oa lik'hamphani ke ho fetisetsa litaelo ho lifeme tse ling tsa lieta tsa Chaena le ho sebelisa mela ea bona ea tlhahiso ho phetha mesebetsi.Sebakeng sa ho khutlela China ho ea theha lifeme le ho aha likhoele tsa tlhahiso.
Phetisetso ea odara le phetisetso ea feme ke mehopolo e 'meli, e nang le lipotoloho tse fapaneng, mathata le melemo ea moruo.
“Haeba khetho ea setša, kaho ea polante, setifikeiti sa mofani oa thepa, le tlhahiso li qala ho tloha qalong, nako ea phetisetso ea feme ea lieta mohlomong e tla ba selemo se le seng le halofo ho isa ho tse peli.Ho emisoa ha tlhahiso le tlhahiso ea Vietnam ho ile ha nka nako e ka tlase ho likhoeli tse 3.Ka lehlakoreng le leng, ho fetisoa ha litaelo ho lekane ho rarolla bothata ba nakoana ba thepa. ”
Haeba u sa romelle kantle ho naha ho tsoa Vietnam, hlakola odara 'me u fumane sebaka se seng?Lekhalo le hokae?
Ha nako e ntse e ea, ebang "lipikoko li fofa ka boroa-bochabela" kapa ho khutlisetsoa ha litaelo ho ea Chaena, phetisetso ea matsete le tlhahiso ke khetho e ikemetseng ea likhoebo ho batla melemo le ho qoba mathata.Litefiso, litšenyehelo tsa basebetsi, le ho thaotha ke tsona tse susumetsang phetisetso ea machaba ea liindasteri.
Guo Junhong, motsamaisi ea ka sehloohong oa Indasteri ea Lieta ea Dongguan Qiaohong, o boletse hore selemong se fetileng bareki ba bang ba ile ba kōpa ka ho hlaka hore karolo e itseng lekholong ea thepa e romelloe e tsoa linaheng tsa Asia Boroa-bochabela tse kang Vietnam, ’me bareki ba bang ba ne ba e-na le boikutlo bo thata: “Haeba u sa rekise thepa e tsoang linaheng tse ling. ho tsoa Vietnam, u tla hlakola odara ea hau ebe u batla motho e mong. ”
Guo Junhong o hlalositse hore hobane ho romela thepa ho tsoa Vietnam le linaheng tse ling tse ka thabelang phokotso ea litefiso le ho lokoloha ho na le litšenyehelo tse tlase le phaello e kholo ea phaello, li-OEM tse ling tsa khoebo ea kantle ho naha li fetisitse mela e meng ea tlhahiso ho Vietnam le libakeng tse ling.
Libakeng tse ling, letšoao la "Made in Vietnam" le ka boloka phaello e ngata ho feta "Made in China".
Ka la 5 Mots'eanong 2019, Trump e phatlalalitse tefiso ea 25% ho US $250 bilione ea thepa e romelloang kantle ho naha ea China ho ea United States.Lihlahisoa, mechini ea liindasteri, lisebelisoa tsa ka tlung, thōtō, lieta le liaparo ke kotlo e boima ho lik'hamphani tsa khoebo tsa kantle ho naha tse nkang phaello e nyane empa phaello e potlakileng.Ka lehlakoreng le leng, Vietnam, 'me United States e le eona ea bobeli e kholo ka ho fetisisa ea ho romela kantle ho naha, e fana ka liphekolo tse khethehileng tse kang ho lokoloha litefisong tsa ho reka kantle ho naha libakeng tsa tšebetso ea kantle ho naha.
Leha ho le joalo, phapang ea lithibelo tsa litefiso e potlakisa feela lebelo la phetisetso ea indasteri.Tšusumetso ea "pikoko e fofang ka boroa-bochabela" e etsahetse khale pele ho seoa le likhohlano tsa khoebo tsa Sino-US.
Ka selemo sa 2019, tlhahlobo ea Rabo Research, tanka ea ho nahana ea Rabobank, e bontšitse hore matla a pele a ho khanna e ne e le khatello ea meputso e ntseng e phahama.Ho ea ka phuputso e entsoeng ke Mokhatlo oa Japane oa Khoebo ea Kantle ho 2018, 66% ea lik'hamphani tsa Japane tse entsoeng lipatlisiso li boletse hore ena ke phephetso ea bona e kholo ea ho etsa khoebo Chaena.
Boithuto ba moruo le khoebo bo entsoeng ke Lekhotla la Ntlafatso ea Khoebo ea Hong Kong ka Pulungoana 2020 bo bontšitse hore linaha tse 7 tsa Asia Boroa-bochabela li na le melemo ea litšenyehelo tsa basebetsi, mme moputso o tlase oa khoeli le khoeli o ka tlase ho RMB 2,000, e ratoang ke lik'hamphani tsa machaba.
Vietnam e na le sebopeho se matla sa basebetsi
Leha ho le joalo, leha linaha tsa Asia Boroa-bochabela li na le melemo ho basebetsi le litšenyehelo tsa lekhetho, lekhalo la 'nete le teng le teng ka nepo.
Mookameli oa k’hamphani ea machaba o ile a ngola sehlooho ka May ho arolelana phihlelo ea hae ea ho laola fektheri e ’ngoe Vietnam:
“Ha ke tšabe motlae.Qalong, libokose tsa li-laible le mabokose a liphutheloana li romelloa ho tsoa Chaena, 'me ka linako tse ling thepa e theko e boima ho feta boleng ba thepa.Litsenyehelo tsa pele tsa ho aha thekiso ea thepa ho tloha qalong ha li tlase, 'me ho nka nako ho kenya thepa sebakeng sa heno. ”
Lekhalo le boetse le bonahala ho litalenta.Mohlala, baenjiniere naheng ea China ba na le boiphihlelo bo bongata ba mosebetsi oa lilemo tse 10-20.Lifekthering tsa Vietnam, baenjiniere ba sa tsoa qeta lilemo tse 'maloa univesithing,' me basebetsi ba tlameha ho qala koetliso ka litsebo tsa motheo ka ho fetisisa..
Bothata bo hlahelletseng haholo ke hore litšenyehelo tsa taolo ea moreki li holimo.
“Feme e ntle haholo ha e hloke bareki ho kenella, e ka rarolla mathata a 99% ka bo eona;athe feme e salang morao e na le mathata letsatsi le letsatsi ’me e hloka thuso ea bareki, ’me e tla etsa liphoso khafetsa le ho etsa liphoso ka litsela tse sa tšoaneng.”
Ho sebetsa le sehlopha sa Vietnamese, o khona ho kopana feela.
Theko e ntseng e eketseha ea nako e boetse e eketsa bothata ba tsamaiso.Ho ea ka basebetsi ba indasteri, Pearl River Delta, ho fana ka thepa e tala ka letsatsi le le leng ka mor'a hore taelo e behoe e tloaelehile.Naheng ea Philippines, ho tla nka libeke tse peli ho paka le ho romela thepa kantle ho naha, ’me tsamaiso e lokela ho reroa haholoanyane.
Leha ho le joalo, likheo tsena li patiloe.Bakeng sa bareki ba baholo, mantsoe a qotsitsoeng a bonahala ka mahlo.
Ho ea ka mookameli oa k'hamphani ea machaba, bakeng sa thepa e tšoanang ea boto ea potoloho hammoho le litšenyehelo tsa basebetsi, mantsoe a qotsitsoeng Vietnam mokhahlelong oa pele a ne a le theko e tlase ka 60% ho feta lifeme tse tšoanang naheng ea China.
Ho fihla 'marakeng ka phaello ea theko e tlase, monahano oa ho bapatsa oa Vietnam o na le moriti oa mehleng ea China.
Leha ho le joalo, batho ba bangata ba kenang indastering ba itse, "Ke na le tšepo e kholo mabapi le menyetla ea indasteri ea tlhahiso ea China e ipapisitseng le matla a theknoloji le ntlafatso ea boemo ba tlhahiso.Ha ho khonehe hore kampo ea basebetsi e tlohe China! ”
CHINA TS'OA.JINANUBO CNCMACHINERY CO.LTD TLA KA….
Nako ea poso: Oct-19-2021