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Impact paInternational Tinplate Trade kubva kuTariff Trade War's pakati peUSA neChina

Impact paInternational Tinplate Trade kubva kuTariff Trade War's pakati peUSA neChina, Kunyanya muSoutheast Asia.

▶ Kubva 2018 uye ichiwedzera kusvika Kubvumbi 26, 2025, Tariff Trade War's pakati peUSA neChina yakave nemhedzisiro pakutengeserana kwepasirese, kunyanya muindasitiri yetinplate.

▶ Serata rakavharwa nerata rinonyanya kushandiswa kumagaba, Tinplate yakabatwa mukupisana kwemitero uye matanho ekutsiva.

▶ Isu pano tinotaura nezvekukanganisa kwekutengeserana kwepasirese kwetinplate, uye tichatarisa kuSoutheast Asia, zvichibva pakuvandudzwa kwehupfumi uye data rekutengeserana.

Mhedzisiro yeUS-China Tariff Hondo paGlobal Tinplate Trade, ine Kutarisa kuSoutheast Asia.

Mhedziso paHondo Yekutengeserana

Hondo yekutengeserana yakatangwa neUS ichiisa mutero pazvinhu zveChinese, ichitaura nezvemaitiro ekutengeserana asina kunaka uye kuba zvinhu zvehungwaru.

Pakazosvika 2025, hutongi hweMutungamiriri wenyika, VaDonald Trump, hwakawedzera mitero, inosvika 145% pamitengo yezvinhu zveChina.

China yakadzorera nemitero yeUSA kunze kwenyika, izvo zvinotungamira kudzikiswa kwekutengeserana pakati pavo, uye inoverengera 3% yekutengeserana kwepasi rose US - China iri kuwedzera hondo yekutengeserana;

Kukwira uku kwakanganisa macheni epasi rose, zvichikanganisa maindasitiri akaita setinplate.

Mhedzisiro yeUS-China Tariff War

USA Tariffs paChinese Tinplate

Isu tinobata nekurongedza, saka isu tinotarisisa pane tinplate, Dhipatimendi reKutengeserana reUS rakatemera mabasa ekutanga anopesana nekurasa pazvigadzirwa zvemarata kubva kuChina, nechiyero chepamusoro che122.5% pane zvinotengeswa kunze kwenyika, kusanganisira kubva kumugadziri mukuru Baoshan Iron neSimbi US kuti ateme mitero pasimbi yechigayo kubva kuCanada, China, Germany.

Izvi zvakatanga kushanda kubva muna Nyamavhuvhu 2023 , uye zvingangoenderera mberi kusvika muna 2025. Tinotenda kuti Chinese tinplate yave kushoma kukwikwidza mumusika weUS, zvichiita kuti vatengi vatsvage dzimwe nzira uye kukanganisa mafambiro echinyakare ekutengeserana.

Mhinduro yeChina yekudzorera

Mhinduro yeChina yaisanganisira kuwedzera kwemitero yezvinhu zveUS, chiyero chinosvika 125% panosvika Kubvumbi 2025, zvichiratidza kupera kwemaitiro etit-for-tat.

China inorova 125% mutero pazvinhu zveUS mukukwira kwekutengeserana kweUS-China.

Kutsiva uku kwakawedzera kukanganisa kutengeserana pakati pavo, kunoderedza kutengesa kunze kwenyika kuUS kuChina uye kuchakanganisa kutengeserana kwepasirese tinplate dynamics, uye vese veChina neUnited States vachafanira kujairana nemitengo yakakwira uye kutsvaga shamwari itsva kubva kune dzimwe nzvimbo nenyika.

Mhedzisiro paInternational Tinplate Trade

Hondo yekutengeserana yakakonzera kugadziridzwa kwekutengesa kwetinplate kuyerera.

Nekutumira kunze kweChina kuUS kunorambidzwa, mamwe matunhu, kusanganisira Southeast Asia, aona mikana yekutsiva.

Hondo yekutengeserana yakurudzirawo vagadziri vepasirese kuti vasiyane cheni dzekugovera: Nyika dzakaita seVietnam neMalaysia dzichakwezva mari mukugadzira, uye isu tinotarisisa kugadzirwa kwetinplate.

Sei? kana mitengo yakwira, kutapurirana kana kutamira kune dzimwe nyika kunoronga mabhesi ekugadzira kunzvimbo itsva, uye maodzanyemba kwakadziva kumabvazuva kweAsia ichave sarudzo yakanaka, uko mutengo wevashandi wakaderera, zviri nyore traffic, uye mutengo wakaderera wekutengesa.

Fig 1 Six VN Mepu

Southeast Asia: Mikana uye Matambudziko

Maodzanyemba kwakadziva kumabvazuva kweAsia inoonekwa senzvimbo yakaoma mune tinplate trade landscape.

Nyika dzakaita seVietnam, Malaysia, neThailand dzakabatsirwa nehondo yekutengeserana.

Sezvo vagadziri vanochinja uye nekuwanazve zvidyarwa nzvimbo kudzivirira mutero weUS pazvinhu zveChinese.

Semuyenzaniso, Vietnam yakaona kuwedzera mukugadzira, nemakambani etekinoroji ari kufambisa mabasa ipapo, achaita mhedzisiro kumaindasitiri ane chekuita netinplate.

Kugadzirwa kweVietnam kunobatwa muhondo yekutengeserana yeUS-China. Malaysia yakaonawo kukura kwekutengesa kunze kwenyika semiconductor, izvo zvinogona kutsigira zvisina kunanga kudiwa kwetinplate kwekurongedza China-United States hondo yekutengeserana.
Zvisinei, matambudziko achiri kuuya pamwe chete nawo.

US yakatemera mutero pazvinhu zvakasiyana-siyana zvekuSoutheast Asia, zvakaita sesolar panels, nemitengo inosvika 3,521% pazvinotengwa kunze kwenyika kubva kuCambodia, Thailand, Malaysia, neVietnam US Inoisa Tariffs Kusvika 3,521% paSoutheast Asia Solar Imports. kana tichiuya kuzuva, maitiro aya anoratidza chimiro chekudzivirira chakawedzera chinogona kuwedzera kusvika kune tinplate kana kutengesa kunze kwenyika kuUS kuchiwedzera. Nekune rimwe divi, Southeast Asia yakatarisana nenjodzi yekufashukira nezvinhu zveChinese, sezvo China ichitsvaga kumisa kurasikirwa kwemusika weUS nekusimbisa hukama hwedunhu, izvo zvichawedzera kukwikwidza kwevanogadzira tinplate venzvimbo. Mitero yaTrump ichasundira Southeast Asia zvisina kugadzikana pedyo neChina.

Economic Implications uye Trade Diversion

Hondo yekutengeserana yakakonzera kukanganisa kwekutengeserana, nenyika dzeSoutheast Asia dzichibatsirikana nekuwedzera kwekutengesa kunze kwenyika kune ese US neChina kuzadza mikaha yakasiiwa nekuderedzwa kwekutengeserana kwenyika mbiri.

Vietnam ndiyo inowana mubatsiri mukuru, nekuwedzera kwe15% kwekutengesa kunze kwenyika kuUS muna 2024, ndeye bcz yekuchinja kwekugadzira Maitiro eUS-China Trade War Yakabata Nyika Yose. Malaysia neThailand dzakaonawo mabhenefiti, aine semiconductor uye kutengesa kunze kwenyika kuchikwira.

Zvisinei, IMF yakanyevera nezve 0.5% GDP contraction mumisika ichiri kusimukira nekuda kwekukanganiswa kwekutengeserana, ichiratidza kusagadzikana kweSoutheast Asia US - China inowedzera hondo yekutengeserana; kukanganisa kuSoutheast Asia.

Yakadzama Impact paTinplate Indasitiri

Iyo chaiyo data pane tinplate kutengeserana muSoutheast Asia ishoma, maitiro akajairwa anoratidza kuwedzera kugadzirwa uye kutengeserana.

Hondo yekutengeserana pakati peChina neUSA inogona kutamisa kugadzira tinplate kuSoutheast Asia, ichikwidza mitengo yakaderera uye kuswedera kune mamwe misika.

Semuyenzaniso, maChinese solar panel makambani ane mafekitori mudunhu anogona kuwedzera nzira dzakafanana dzekuti tinplate IUS inorova zvakanyanya mutero kuSoutheast Asia, sezvo solar panels inowana mabasa ekudzivirira anokwira kusvika pa3,521%. Nekudaro, vagadziri venzvimbo vanogona kutarisana nemakwikwi kubva kune ese maChinese ekunze uye mutero weUS, izvo zvinotungamira kune yakaoma nharaunda.

 

Dunhu Responses uye Remangwana Outlook

Nyika dzekumaodzanyemba kwakadziva kumabvazuva kweAsia dziri kupindura nekusimbisa kudyidzana pakati penharaunda, sezvinoonekwa mukuedza kweASEAN kusimudzira zvibvumirano zvekutengeserana US - China ichapindura kuhondo yekutengeserana uye ichakanganisa kuSoutheast Asia.

Kushanya kweMutungamiriri weChina kuVietnam, Malaysia, neCambodia muna Kubvumbi 2025 kwakanangana nekusimudzira hukama hwematunhu, zvichigona kuwedzera kutengeserana kwetinplate Xi's Kushanya Kwakakosha Dilemma yeSoutheast Asia muUS-China Trade War. Nekudaro, remangwana redunhu rinoenderana nekufambisa mutero weUS uye kuchengetedza kugadzikana kwehupfumi pakati pekusagadzikana kwepasirese.

Pfupiso yeMakakatanwa Akakosha paSoutheast Asia

Nyika
Mikana
Matambudziko
Vhetinamu
Kuwedzera kwekugadzira, kukura kunze kwenyika
Ingangoita US tariffs, makwikwi
Marazhiya
Semiconductor kutumira kunze kusimuka, kusiyanisa
Mitero yeUS, zvinhu zveChinese mafashama
Tairendi
Manufacturing shift, regional trade
Ngozi yemitengo yeUS, kumanikidzwa kwehupfumi
Kambodhiya
Emerging hub yekugadzira
High US tariffs (semuenzaniso, solar, 3,521%)
Sezvawaigona kuona mikana nematambudziko, inoratidza iyo yakaoma chinzvimbo cheSoutheast Asia mukutengeserana kwetinplate mukati mehondo yekutengeserana yeUS-China.
Mhedzisiro yeUS-China Tariff War paGlobal Tinplate Trade
Pakupedzisira, Hondo yekutengeserana yeUS-China yakagadzirisa zvakanyanya kutengeserana kwepasi rose, neSoutheast Asia iri pamberi pemikana nematambudziko.
Nepo dunhu richibatsirwa nekuchinja kwekugadzira, rinofanirwa kufamba mutero weUS uye kukwikwidza kubva kuzvinhu zveChinese kuchengetedza kukura. Kubva muna Kubvumbi 26, 2025, indasitiri yetinplate inoramba ichienderana, neSoutheast Asia ichiita basa rakakosha mukutengesa kwepasirese.

Nguva yekutumira: Kubvumbi-27-2025