Sino-US kev lag luam yog ruaj khov thiab txhim kho. Hauv thawj ib nrab ntawm lub xyoo, Tuam Tshoj tus GDP loj hlob los ntawm 5.5 feem pua YoY. Lub Xya Hli Lub Rooj Sib Tham Lub Rooj Sib Tham tau hais txog "txhim kho macro txoj cai tswj hwm" thiab "txhim kho cov kev hloov pauv hloov pauv thiab txoj cai cia tseg." Cov ntaub ntawv ntawm txoj cai tau tshaj tawm, xws li "Kev Pom Zoo ntawm Kev Txhawb Kev Txhim Kho thiab Kev Loj Hlob ntawm Kev Lag Luam Kev Lag Luam" thiab "Kev Ntsuas Kom Rov Qab thiab nthuav Kev Siv Khoom." Cov kev cai no xav tias yuav txhawb nqa kev lag luam rov qab nyob rau hauv ib nrab thib ob, muaj peev xwm ua tiav cov phiaj xwm kev loj hlob txhua xyoo. Kev lag luam Asmeskas tswj hwm kev ua haujlwm zoo, nrog Q2 GDP kev loj hlob ntawm 2.4 feem pua, tshaj qhov kev cia siab dav dav. Kev poob haujlwm tseem nyob rau hauv keeb kwm qis, thiab kev ntseeg siab ntawm cov neeg siv khoom tau rov qab mus rau ze li ob xyoos siab. Cov nyiaj tso nyiaj tso tawm rau cov neeg nyob hauv lub sijhawm muaj kev sib kis tseem nyob ze rau $ 1 trillion, qhia txog kev siv sijhawm luv luv. Raws li cov paj laum nce siab kawg thiab kev nce nqi nce zuj zus, kev thov rau cov khaub ncaws thiab khau ntshuam yuav tsum rov qab nrawm dua.
Kev lag luam textile yog npaj rau kev txhim kho. Raws li International Textile Manufacturers Federation (ITMF) Kev Tshawb Fawb Kev Lag Luam Thoob Ntiaj Teb (GTIS) tau ua nyob rau hauv thawj ib nrab ntawm Lub Xya Hli 2023, qhov kev ua haujlwm nruab nrab ntawm kev lag luam textile thoob ntiaj teb tau qhia qee qhov kev txhim kho. Txawm hais tias tseem nyuaj, ntau cov lag luam textile tau hloov mus rau qhov kev lag luam tsis zoo. Kev txiav txim los ntawm cov khaub ncaws, tsev textiles, thiab cov neeg tsim khoom lag luam textile tau txhim kho zoo, nrog cov khoom lag luam nce ntxiv hauv South America thiab kev lag luam textiles. Daim ntawv ntsuam xyuas qhia tau tias maj mam tshwm sim los ntawm trough rau lub ntiaj teb textile kev lag luam, uas qhia tau hais tias zoo ntawm stabilization thiab rov qab.
Cov khoom lag luam khaub ncaws thiab khau tseem yuav tsum tau zom. Vim muaj cov xwm txheej zoo li kev txhawb nqa nyiaj txiag thoob ntiaj teb hauv Tebchaws Europe thiab Amelikas, cov khoom lag luam muaj teeb meem, thiab cov peev txheej hauv hiav txwv, cov kev txiav txim tseem ceeb tau muab tso rau los ntawm cov teb chaws tsim, ua rau cov khoom lag luam siab rau cov khaub ncaws thiab khau. Nyob rau hauv kev nruj kev tswj hwm nyiaj txiag thiab kev nce nqi, cov khoom lag luam siab ua rau muaj kev txo qis hauv cov khaub ncaws thiab khau hauv xyoo 2023, ua rau muaj kev poob qis hauv kev thov rau cov khoom xaws. Nws tau cia siab tias qhov cuam tshuam ntawm cov khoom lag luam siab ntawm kev txiav txim yuav pheej mus txog thaum kawg ntawm peb lossis plaub lub hlis twg. Cov ntaub ntawv tshawb fawb qhia tau tias tom qab thawj peb lub hlis twg, yuav luag ib nrab ntawm cov khw muag khoom zam hauv Tebchaws Europe thiab Amelikas tseem muaj cov khoom muag ntau dhau. Nyob rau hauv thawj ib nrab ntawm lub xyoo, cov khaub ncaws wholesalers muaj cov khoom muag-muag ratios ntau tshaj 15 feem pua siab tshaj tib lub sij hawm xyoo tas los. Cov khaub ncaws xa mus rau Asmeskas, EU, UK, thiab lwm thaj chaw poob los ntawm qhov nruab nrab ntawm ntau dua 10 feem pua YoY.
Kev cuam tshuam ntawm cov paj laum hikes thiab kev nce nqi ntxiv mus. Hais txog cov paj laum nce siab, Tebchaws Asmeskas tau qeeb qeeb, zoo li yuav tsum tsis txhob hikes hauv lub xyoo. Lub khw cia siab tias yuav txhim kho. Hauv Tebchaws Europe, qhov sib txawv ntawm cov paj laum txuas ntxiv mus ntxiv, raws li cov cim qhia ntawm kev lag luam kev lag luam tawm, thiab qhov cuam tshuam ntawm kev lag luam cuam tshuam los ntawm kev nce nqi tseem tsis tau raug tshem tawm. Hais txog kev nce nqi, txawm hais tias kev nce nqi siab hauv Tebchaws Europe thiab Amelikas tau txo qis, cov nqi tseem ceeb tseem nce siab, ua rau cov nqi nce thiab cuam tshuam rau cov neeg siv khoom ruaj khov xws li khaub ncaws thiab khau. Cov ntaub ntawv pov thawj qhia tias thawj ib nrab ntawm lub xyoo, cov neeg siv khoom siv nyiaj rau cov khaub ncaws thiab khau hauv cov tebchaws tsim kho xws li Europe thiab Asmeskas tau qeeb los ntawm 6 feem pua YOY. Cov khw muag khoom muag ntawm cov khaub ncaws thiab cov khw muag khaub ncaws tau qeeb los ntawm ntau dua 12 feem pua cov ntsiab lus YoY, qhia tias muaj peev xwm tsis txaus rau cov neeg siv khoom.
