I. Iitships kunye neeSemiconductors: Ukwanda kokuthunyelwa kwamanye amazwe + uLawulo oluQoqileyo lokuthunyelwa kwamanye amazwe
iTshayina'Ukuthunyelwa kweetshiphusi kwamanye amazwe kunyuke ngama-72.6% (ngoJanuwari–uFebruwari)
Ixabiso lilonke lidlula i-300 yeebhiliyoni zeerandi, lidlula kakhulu ukukhula korhwebo lwangaphandle (21.8%). Iimveliso eziphambili ziitships zenkqubo yokuvuthwa ze-28/40/55nm, ezisetyenziswa kakhulu kwii-MCU zezixhobo zasekhaya, kwii-elektroniki zeemoto, nakwiindlela zokulawula imboni.—iitships eziphambili zeebhodi ze-motherboard kunye nezixhobo. Amaxabiso eeyunithi anyuka malunga ne-52%, ngenxa yokunqongophala kweenkqubo zokubonelela ngeenkonzo kwihlabathi liphela kunye neTshayina.'iingenelo zobuchule.
INetherlands yandisa ulawulo lokuthumela ngaphandle kwe-ASML (nge-11 kaMatshi)
Igubungela oomatshini be-lithography abasebenza ngokukhula abangama-28nm/45nm, ithintela ngokuthe ngqo ukwandiswa komthamo wezixhobo zasekhaya kunye neetships zemizi-mveliso. Malunga nee-odolo zetships ezingama-45 ezigidi kwihlabathi liphela ziyachaphazeleka.
I-US ibeka irhafu ye-25% kwii-semiconductors (iqala ukusebenza ngoJanuwari)
Irhafu ye-25% ye-ad valorem kwiitships nezixhobo ezingenisiweyo, kunye nokukhululwa kwimveliso yasekhaya. Iinzuzo zokuthumela ngaphandle konxweme eVietnam naseMexico; Iifemu zaseTshayina zikhawulezisa uphuhliso lwenkqubo yokuvuthwa kunye namashishini axhasayo asekuhlaleni.
II. Izixhobo zaseKhaya kunye nezixhobo zoMbane: Iimarike kunye neMigaqo-nkqubo
IBrazil iyawususa umrhumo wokungenisa izinto kwamanye amazwe kwii-elektroniki/izixhobo eziphantse zibe yi-1,000 (nge-30 kaMatshi)
Iindidi zemveliso ezingama-970 ziba ngumsebenzi‑simahla okwexeshana 4‑ixesha lenyanga, kuqukaizinto ze-elektroniki, iibhodi zomama, izixhobo zasekhaya, kunye nezixhobo ze-ITOku kubuyisela umva ukunyuka kwerhafu nge-7.2% ngoFebruwari, nto leyo edala ithuba eliqinileyo lokuthunyelwa kwempahla eTshayina eBrazil.
Amaziko edatha e-AI aqhuba ukuthunyelwa kwezixhobo zombane kwamanye amazwe
Ingxelo ye-IEA: Ukunqongophala kwe-transformer kwihlabathi liphela kufikelela kwi-30%, amaxesha okukhokela andiswa ukuya kwiminyaka emi-3. ITshayina'ukuthunyelwa kwamanye amazwe okuphezulu‑Ii-voltage/smart transformers kunye neeswitchgears ziyanda, zixhaswa yimfuno enamandla yokuphucula igridi yamandla eYurophu nase-US.
Ukuncitshiswa kweerhafu eMelika kuzuzisa ukuthunyelwa kwezixhobo zasekhaya kwamanye amazwe
Iirhafu ezidityanisiweyo kwiimpahla zaseTshayina zincitshiswe malunga ne-5%. Kunye nokubuyiselwa kwentengiso yokuthengisa e-US kunye nokubuyiswa kwezinto ezisetyenzisiweyo, iziseko zokuthumela ngaphandle izixhobo ezinkulu zasekhaya ziye zaphucuka.
III. Imithetho emitsha yoShishino (Ukuthobela imithetho kubaluleke kakhulu)
iTshayina'intsha isixhobo sombane esilahliweyo imithetho yokusetyenziswa kwakhona kwezinto iyasebenza (nge-1 kaMatshi)
I-HJ 527 entsha esemgangathweni—Unyaka ka-2026 wandisa ukugubungela izixhobo ezikrelekrele kunye nezixhobo zeemoto, uqinisa ulawulo longcoliseko ngexesha lokudilizwa. Abathumeli-mpahla kwamanye amazwe kufuneka baqaphele imiyalelo eqinileyo ye-EU WEEE kunye ne-RoHS.
Uhlengahlengiso lwesaphulelo serhafu yokuthumela ngaphandle (luqala ukusebenza nge-1 ka-Epreli)
Izaphulelo zerhafu yokuthumela ngaphandle kwiimveliso ze-PV zisusiwe.
Isaphulelo sebhetri sincitshisiwe ukusuka kwi-9% ukuya kwi-6% (ngokuphela‑2026) kwaye yapheliswa ngo-2027.
IV. Iziphumo eziphambili
Ukunqongophala kwabantu abadala‑iitships zenkqubo→Iibhodi zakho zomama nezixhobo zekhaya zifumana ubuninzi obuphezulu‑uzinzo lwetyathanga, ingongoma ephambili yokuthengisa.
Umsebenzi waseBrazil‑ifestile yasimahla→Ukukhawulezisa uphuhliso lwemarike yaseMzantsi Melika, ugxile kwiindawo ze-elektroniki zeTV kunye noomatshini bokuhlamba impahla.
Ifestile yeCanton Fair→Nxibelelana nabathengi behlabathi, gxininisa abantu abadala‑inkxaso yenkqubo, ukuhanjiswa okuzinzileyo, kunye neziqinisekiso zamazwe ngamazwe (CE/UL).
Ixesha leposi: Epreli-08-2026
