Ma kahi kokoke i ka hopena o 2020, nānā ka honua i kahi makahiki e like me ka mea ʻole i ka hapa nui o ka poʻe hoʻomanaʻo. ʻAʻole ʻokoʻa ka ukana mokulele: ʻo nā maʻamau maʻamau, i hoʻokumu ʻia i mau makahiki, ʻaʻohe alakaʻi no nā mea maoli i hana. ʻO ka volatility, ma nā puke a me nā helu, ke ʻano o ka lā ma nā mākeke he nui ma 2020.
Ua ʻike ʻo Nowemapa i ka heleleʻi o ka nui he 12.6% o ka makahiki ma ka makahiki (YoY), kahi pākēneka hoʻēmi i ʻoi aku a emi mai paha i lilo i maʻa mau i ka hapa lua o 2020. Ua hui pū ʻia me ka YoY ikaika loa / ka hoʻonui hua (i USD ) mai nā mahina pupule o ʻApelila a me Mei: + 79% YoY, kahi hoʻonui i ʻoi aku ka kiʻekiʻe ma mua o nā mahina i hala. ʻO nā hua / nā helu ma Nowemapa ma kahi o 4% ma mua o nā mea i ʻOkakopa; i kēia makahiki ʻo 11.2% ka hoʻonui ʻana, mai USD 2.97 a i USD 3.30 (ua hoʻoliʻiliʻi ʻia e 2% MoM). Ua hōʻike mua mākou i kēia ʻano i loko o kā mākou hana hou o kēlā me kēia pule.
ʻO Asia Pacific wale nō ka ʻāina hoʻomaka e ulu nei i kāna ʻoihana ukana mokulele ma waena o ʻOkakopa a me Nowemapa (e 3.2%). Kupaianaha, nā hua / nā helu mai ʻApelika a me MESA (Middle East & South Asia) i hoʻokuʻu iā MoM. ʻAʻole he mea kupanaha, hāʻawi ʻia i nā kauoha nui o ka 'PPE-waiwai', ua hoʻouna ʻia nā hoʻouna ma luna o 5000 kgs iā YoY, ʻoiai ua nalo nā kaupaona liʻiliʻi ma waena o 16% a me 29% YoY. ʻO ka helu helu Nowemapa weliweli loa kēia: ʻo ka lawe ʻana i ka ea o nā koena kanaka ulu e 8% YoY…
Ua piʻi aʻe ka mana holoʻokoʻa e 1% mai ʻOkakopa a Nowemapa: ua hoʻoliʻiliʻi ka hiki i 1% MoM, ʻoiai ua piʻi ka uta ukana ma 3%. Ua hoʻonui ʻia nā mea hoʻoili ma luna o nā mokulele ohua e 1% -point, a ma nā mokulele ukana i hoʻemi ʻia (hoʻemi iki ʻia o 1%).
Ke kāhea ʻana i ka mākeke ukana lewa i wela, ʻo ia paha ka understatement o ka makahiki. ʻO nā hana maʻamau mai nā lā ma mua o ka COVID me he mea lā he mau hoʻomanaʻo hoʻomanaʻo wale nō. E nānā i nā hua / nā helu o Nowemapa no kekahi o nā mākeke nui loa o ka honua.
- Ka awelika kiʻekiʻe loa: Hong Kong i USA Midwest: USD 6.88 / kg
- Hoʻonui i ka pākēneka YoY kiʻekiʻe loa: United Kingdom i USA Akau Hikina: + 289%
- Hoʻololi kiʻekiʻe loa YoY: Kina Hikina i USA Midwest: + USD 3.43
- Loli pākēneka kiʻekiʻena vs ʻOkakopa 2020: Kōlea Hema i Kelemania: + 58%.
Me nā hoʻololi a pau i kēia makahiki, hoʻokahi mea i paʻakikī ʻole ka hoʻololi ʻana o ke ʻano o nā mokulele. Ma ke ʻano he pākēneka o kā lākou huina ʻoihana, ke kumu i hoʻomaka ai, a i koho ʻia paha, no ko lākou mau home ponoʻī, i hele wale mai 40% a 39% mai Nowemapa 2019. Ua hoʻomau ka helu ʻana o nā mokulele ma Asia Pacific i ka helu kiʻekiʻe loa ma "home-grow / home- paʻa "mau puke (hoʻololi mai 56% a 58%), ʻoiai nā mokulele i hoʻokumu ʻia i MESA i hoʻomaikaʻi hou i ko lākou kūlana ma ke ʻano he" champion of the third-traffic traffic "(mai 28% a 25%).
ʻO ka hopena o nā kumu kiʻekiʻe-3 o kēlā me kēia wahi i ka 2020 hiki ʻole ke loli aʻe. Mai nā kūlanakauhale he 18 i nānā ai mākou, ʻekolu i hoʻonui i kā lākou ʻoihana ʻoiai ka nui o ka heleleʻi o ka honua: Shanghai, Bogota a me Santiago de Chile. Ua nalowale ka 15 ʻoihana, akā ma nā ana ʻokoʻa loa. No nā kūlanakauhale e like me Cairo, Ladana a me Mumbai, he mea haʻalulu ia i kā lākou ʻōnaehana ke ʻike i ka hoʻoliʻiliʻi ʻana o ka ʻoihana me lākou ma mua o ka awelika o 16% (Jan-Nov 2020). Akā i kēia makahiki maʻamau, aneane ka hapa nui o nā loli i ka moʻolelo. Lawe i ka hihia o Kikako: ua hoʻokuʻu ʻia ka ʻoihana i waho e 9% (Jan-Nov YoY), akā ua hoʻonui ʻia he 10% mau loaʻa kālā hou aʻe no nā mokulele. Ma ka manawa like, ua hoʻonui ʻia nā loaʻa o nā mokulele mai ke kaʻa i loko a hiki i Kikako e kahi 92% YoY nui loa. Hiki i nā mea ke lilo i malihini?
ʻO ka mea hope loa, akā ʻaʻole ka mea liʻiliʻi loa, nā helu mua no ka hapa mua o Kēkēmapa. ʻO 2% ke kiʻekiʻe o ka leo o ka honua holoʻokoʻa ke hoʻohālikelike ʻia me ka hapa mua o Nowemapa, e hōʻike ana i kahi ʻano MoM ʻoi aku ka maikaʻi ma mua o ke kaʻina mai ʻOkakopa a Nowemapa. ʻO nā wahi i hoʻomaka ai me ka piʻi nui o ka nui ma ʻApelika (+ 21%) a me ʻAmelika Waena & ʻAmelika Hema (+ 8%). Hōʻike nā mea hoʻoili i kahi kūlike, ʻoiai ka liʻiliʻi, hoʻonui ʻia mai ka hoʻomaka o Nowemapa. ʻO nā hua / ka uku awelika o ka honua holoʻokoʻa (no kg) i hōʻea i kahi pae o USD 3.32 i ka pule ʻelua o Kēkēmapa, ʻelua keneta ma mua o ka awelika Nowemapa.
