Njengomunye weminotho ebalulekile eNingizimu-mpumalanga ye-Asia, umnotho waseVietnam njengamanje usesigabeni sokusuka, futhi nezinga lokusebenzisa eliphilayo labantu bakhona nalo selithuthuke kakhulu. Eminyakeni yamuva nje, isidingo semikhiqizo yepulasitiki emakethe yaseVietnam siye saba namandla kakhulu, futhi i-polypropylene, njengenye yezinto zokusetshenziswa kokukhiqizwa kwemikhiqizo yepulasitiki, inendawo ebanzi yokuthuthukiswa.

Ngokukhula okusheshayo komthamo wokukhiqiza we-polypropylene waseChina, umthamo ophelele wokukhiqiza kulindeleke ukuthi uphendule u-40% wamandla okukhiqiza emhlabeni wonke ngo-2023, futhi isimo sokuhwebelana kwembulunga yonke siyathuthuka ngokushesha, kodwa ngenxa yokuntuleka kwesakhiwo somkhiqizo kanye nezinzuzo zezindleko, iChina i-polypropylene globalization scale sikhulu kodwa asiqinile. IVietnam njengesifunda esikhulu sokudlulisa izimboni zaseChina, isidingo sezinto ezijwayelekile sinamandla kakhulu.

Ngokuzayo, i-polypropylene yaseShayina isesemjikelezweni wokukhula okusheshayo kwamandla okukhiqiza, esimweni sokunciphisa ukukhula kwesidingo, ingene esigabeni semali eningi, futhi ukuthunyelwa kwempahla kwamanye amazwe sekungenye yezindlela ezisebenzayo zokuxazulula ukugcwala ngokweqile kwasekhaya. Ngenxa yokuntuleka kokuhlinzekwa kwendawo, ukukhula okusheshayo kwesidingo, kuhambisana nezinzuzo ezisobala zendawo, iVietnam isibe ngenye yezindawo ezihamba phambili zokuthumela ngaphandle kwe-polypropylene yaseChina.

Kusukela ngo-2023, umthamo wasekhaya we-polypropylene ophelele waseVietnam ungamathani ayizigidi eziyi-1.62/ngonyaka, futhi umphumela kulindeleke ukuthi ube amathani ayizigidi eziyi-1.3532, nokushoda okukhulu kokuhlinzekwa kanye nenani elikhulu lesidingo elincike ezinsizeni ezivela kwamanye amazwe.

Ngokombono wokungeniswa kwe-polypropylene eVietnam, ngemva kokukhuphuka kwesisekelo sokungenisa kwe-polypropylene yaseVietnam ngo-2020, isagcina izinga eliphezulu. Ngakolunye uhlangothi, kuthintwa ukwanda kwezingxabano zohwebo; Ngakolunye uhlangothi, ukwenza inani elikhulu lokudluliselwa kwezimboni zaseShayina, iminyaka emithathu elandelayo yobhubhane ngokufunwa kweVietnam iye yavinjwa. Ngo-2023, umthamo wokungenisa wase-Vietnam wagcina izinga lokukhula eliphezulu, futhi isikali sokungenisa senyuke kakhulu.

Ngokombono wokuthunyelwa kwe-polypropylene yaseChina eVietnam, izinga lokuthekelisa kanye nevolumu liyaqhubeka nokukhula kakhulu. Nakuba ngokwanda kokuhlinzekwa kwasekhaya eVietnam kanye nomthelela wemithombo eshibhile njengeMalaysia engomakhelwane ne-Indonesia, kukhona ukwehla ngo-2022. Esikhathini esizayo, ngokukhula okusheshayo komthamo wokukhiqiza we-polypropylene waseChina, ukuncintisana kwamanani kuye kwaqina, kuyilapho imizamo yokucwaninga nokuthuthukiswa komkhiqizo wasekhaya yanda, izinga lomkhiqizo liye laba ngcono futhi ingxenye yemikhiqizo esezingeni eliphezulu inyukile, ukuncintisana okuphelele kwemikhiqizo ye-polypropylene yaseChina kuzothuthukiswa kakhulu, kanti indawo yaseChina yokuthekelisa i-polypropylene izoqhubeka nokukhula esikhathini esizayo.

Ngo-2023, i-polypropylene yaseChina ithatha indawo yokuqala emazweni omthombo oyinhloko waseVietnam, futhi ngokuthuthukiswa kokuncintisana kwemikhiqizo yaseShayina esikhathini esizayo, ikusasa kulindeleke ukuthi liqhubeke nokukhula emikhiqizweni ephezulu.

Uma sibheka ikusasa, ngaphansi kwethonya lezici ezifana nokukhuphuka kwezabelo zenqubomgomo, i-geopolitics, izinzuzo zabasebenzi, umkhawulo ophansi wemikhiqizo yokucubungula ipulasitiki kanye nezithiyo eziphansi zobuchwepheshe zemikhiqizo yenhloso evamile, imboni yemikhiqizo yepulasitiki yaseVietnam ingene esikhathini esivelele. Njengomthombo omkhulu wezinsiza, ukuthunyelwa kweChina eVietnam kuzoqhubeka nokukhula ngezinga eliphezulu kakhulu esikhathini esizayo, futhi amabhizinisi aseShayina kulindeleke ukuthi asheshise ukwakheka kwawo kwezimboni eVietnam.