China neGreen Energy dzinosundidzira mitengo yemhangura kunyora zvakakwirira

TOKYO-Vaongorori vanofungidzira kuti mhangura icharamba ichikwira sezvo hupfumi hwepasi rose hunotongwa neChina hunoratidza zviratidzo zvekubuda mukuderera kweCCIDID-19, kunyangwe kusimbirira kwevamwe vanoita mari kwenguva refu kuti vasatore chikamu.

Mutengo wendarira webhenji weLondon Metal Exchange wakakwira rekodhi pakutanga kwaChivabvu, paUS$10,460 patani, uye wakaramba uri pamusoro peUS$10,000 kubvira ipapo.Mutengo wemhangura hauna kusvika pachikumbaridzo ichi kwemakore gumi, uye inenge yakapetwa kaviri pagore.

Vaongorori vemusika havashamiswe.

Takayuki Honma, mukuru wezvehupfumi kuSumitomo tsvagiridzo yepasirese, akati kusvetuka "kwaitarisirwa." "Nenguva isipi, mutengo uchapfuura $10000.“

Kukanganisa kwedenda hakuna kumbodzikamisa kudiwa kwemhangura, kunyanya nekuda kwekukurumidza kupora kweChina.

China ndiyo ine mutengi mukuru wemhangura pasi rose, ichidya hafu yehuwandu hwekugadzirwa kwenyika.Zvichienzaniswa nenguva imwe cheteyo gore rapfuura, China yakapinza mhangura isina kugadzirwa uye zvigadzirwa kubva muna Ndira kusvika Kubvumbi zvakawedzera ne9,8%.

"Panenge pasina chikonzero chekuti mitengo yemhangura idere," akadaro Tetsu Emori, mukuru mukuru weEmori Fund Management, kambani yekuJapan inobvunza nezvekudyara mari.Emori akataura kuti mhangura iri kuita chinhu chinokwezva kune vanoisa mari, kunyanya sezvo nyika huru dzichikurudzira decarbonization, iyo inotarisirwa kuwedzera kudiwa kwemotokari dzemagetsi uye mhepo nemagetsi ezuva.

Mhangura inonyanya kushandiswa kugadzirapv cablesuye yakakosha kune vanovaka zvivakwa.Yakahwina zita rekuti "Chiremba" nekuda kwekugona kunoshamisa kufanotaura hutano hwehupfumi hwenyika.

Kunyangwe denda risati rapera, kupora kweChina kwakonzera kukwira kwemitengo yezvinhu zvakawanda.Mugore rimwe chete, mutengo wesimbi wakakwira ne78%, uye mutengo wehuni wakawedzera zvakapetwa katatu.Mitengo yedzimwe simbi dzakaita senickel nealuminium yakwirawo.Nekudaro, mutengo wealuminium hauna kukwira semutengo wemhangura, sakaaluminium alloy cablesinogona kuramba ichisarudzwa kune photovoltaic magetsi zviteshi.

Vaongorori vakawanda vanoti mitengo yemhangura haigone kunge yakadzikira zvikuru kudarika US$8 000 patani.

"Mhangura yave kutsvaga imwe nzvimbo yekuenzanisa mutengo," Honma akadaro.Nyanzvi huru yezveupfumi yeSumitomo Corporation Global Research inofanotaura kuti “mutengo mutsva wemhangura uchakwira nepamusoro-soro.”

Maonero ake ekusimudzira haasi asina musoro.

Goldman Sachs anofungidzira kuti nekuda kwekushanduka kwakasvibirira, kudiwa kwemhangura kuchawedzera neinenge 600% kusvika 5.4 miriyoni matani ne 2030. Zvisinei, ne 2030, misika inogona kutarisana nekupa gap remamiriyoni 8.2 emamiriyoni.

Mumakore gumi apfuura, kuvandudzwa kwemigodhi mitsva kwave kurambidzwa, uye makambani emigodhi achiri kungwarira pamusoro pekupeta kaviri pakudyara mumigodhi mitsva pakati pekukwira kwemitengo.

Migodhi inovimbisa iri munzvimbo yakaoma kutakura michina mikuru.Kuwedzera kwekuziva kwezvakatipoteredza kwakakonzerawo kuwedzera kwemitengo yekuderedza kwezvakatipoteredza.Kunyangwe kambani ikatanga kuongorora mugodhi izvozvi, zvinotora makore mashanu kugadzira chero chinhu.

Panguva imwecheteyo, muAsia yose, nekuda kwekuwedzera kudiwa kwemhangura, mitengo yematengo emakambani emigodhi nekutengesa yakakwira.

Mutengo wekugoverwa kwekambani yekuJapan inotengesera Marubeni Co., Ltd. wakakwira nezvikamu zvinodarika makumi matatu nemana kubva muzana kubva pakutanga kwegore, ukuwo vagadziri vesimbi vasina ferrous vakaita seDowa Holdings ne Eneos Holdings vakawana budiriro yakasimba kusvika pari zvino gore rino.

Maitiro akafanana anogona kuonekwa mune dzimwe nzvimbo dzenharaunda.MuSouth Korea, mutengo wekugoverana wemugadziri wemhangura wePoongsan Corp. wakakwira neinopfuura 46% gore rino, nepo mutengo wekugovana weSouth Korea Zinc Industry wakakwira ne16%.Mutengo wekugovana wekambani yekuChina yekuchera mhangura yeJiangxi Copper wakakwira 47% muHong Kong, ukuwo mutengo wekugovana weZijin Mining Group wakakwira ne31%.

Mari yapinda mumasheya emakambani ane hukama nekuti tariro yekuti mitengo yemhangura icharamba ichikwira yakapa vatengesi mukana wekuda njodzi.Ichi zvakare chikamu chemaitiro ekuti vatengesi vari kutama kubva pakukura-kukura kuenda kune cyclical stocks nekuda kwekutarisirwa kwehupfumi kudzoreredzwa kubva mukudonha kweiyo korona itsva pneumonia.

Nekuda kweizvozvo, chikamu chemigodhi chakapfuura tekinoroji mumwedzi ichangopfuura.

Kuenzaniswa nekutanga kwegore, mitengo yematengo emakambani makuru ehunyanzvi akadai seApple neAlibaba achiri munzvimbo isina kunaka, nepo mitengo yemasheya yeSoftBank Group yeJapan neTSMC yakawedzera zvishoma.

Iyo MSCI ACWI Metals uye Mining Index inoumbwa nehombe uye yepakati-cap stocks kubva 23 misika yakagadziridzwa uye 27 misika iri kusimukira.Gore rino, yakakwira 20%, iyo yakanyanya kukwirira kupfuura 4% kuwedzera kweMSCI ACWI Information Technology Index.

Zvichikanganiswa nemari inopinda, kudzoka kwemhangura-yekutengesa mari yezvigadzirwa yakakwirawo zvakanyanya.

Mutengo wekudzoka kweWisdomTree Copper ETC mugore rapfuura inenge 80%, uye zvinhu zviri pasi pehutungamiri zvakawedzera kusvika kune rekodhi rekodhi inopfuura US $ 900 mamiriyoni.US Copper Index Fund's asset management scale inodarika mazana matatu emamiriyoni emadhora ekuAmerica, uye huwandu hwayo hwekudzoka kwegore rimwe hunodarika makumi masere muzana muzana.

Gore rakapera, zvakashumwa kuti Warren Buffett's Berkshire Hathaway yakatenga zvishoma kudarika 5% yeMarubeni, Sumitomo nevamwe vatatu vatengesi vakuru.Makambani ekutengesa eJapan akakwezva kutarisa kwepasirese.

Warren Buffett, anozivikanwa semupi wemari anobata masheya kwenguva yakareba, akataura mukutaura kuti kambani yekutengeserana "ine masangano mazhinji akabatana pasirese, uye panogona kunge paine akawanda.… Ndinovimba kuchave nemikana yekubatsirana mune ramangwana..”

Mabhanga ezvokutengeserana akabatanidzwa zvakanyanya muhupfumi chaihwo.Vanopa simba, simbi, zvigadzirwa uye huwandu hwezvimwe zvigadzirwa kuJapan, izvo zviri kushomeka muzviwanikwa.

Panguva imwecheteyo, vamwe venguva refu vanoisa mari vanongwarira nezvekudyara mari muindasitiri inotsamira zvakanyanya pamamiriro ehupfumi uye kutenderera kwemusika.

Masafumi Oshiden, mukuru weJapan equity kuNew York Mellon Investment Management muTokyo, akati, "Maererano neESG [Environmental, Social and Governance] zviyero, zvichiri kunetsa kuita ongororo yakanaka."

Makambani ari kumanikidzwa kuwedzera kubva kune vanorwira uye vanoisa mari kuti vatore matanho ekugadzirisa shanduko yemamiriro ekunze, uye hurumende dzepasirese dzatanga kuzivisa kuzvipira kwadzo mukubvisa carbonization.Makambani emigodhi ari kukurudzirwa kuti achinje maitiro ekugadzira zvinhu zvakachena uye akazvipira kuwedzera kujeka kuti aenderane netsika dzeESG.

Oshiden's investment inotarisa pane tarisiro yekuvandudza kukosha kwekambani kwenguva refu, uye akataura kuti makambani emigodhi haasati akakodzera chirongwa ichi."Mihoro yemakambani ekutengesa inonetsawo kufanotaura," akadaro."Vanoshanda munzvimbo dzakawanda dzebhizinesi."