E anngoe ke COVID-19, ho tloha halofo ea bobeli ea 2020, 'maraka oa thepa oa machaba o bone ho nyoloha ho hoholo ha litheko, ho phatloha le khaello ea likhabinete.Lenane la thepa ea thepa e tsoang kantle ho naha ea China e nyolohetse ho 1658.58 mafelong a Tšitoe selemong se fetileng, e leng boemo bo bocha lilemong tse 12 tsa morao tjena.Ka Hlakubele selemong se fetileng, ketsahalo ea Suez Canal ea "jeme ea sekepe sa lekholong la lilemo" e ile ea eketsa khaello ea bokhoni ba lipalangoang, ea beha theko e ncha ea theko ea lipalangoang tse bohareng, ea ama moruo oa lefats'e, mme indasteri ea thepa ea machaba e ile ea atleha ho tsoa selikalikoeng.
Ntle le phello ea liphetoho tsa maano le likhohlano tsa libaka linaheng tse fapaneng, thepa ea machaba le ketane ea phepelo li fetohile tse lebisang tlhokomelo indastering lilemong tse peli tse sa tsoa feta."Tlhōrō, theko e phahameng, khaello ea lik'hontheinara le sebaka" e ne e le eona senotlolo sa ho kena ha likepe selemong se fetileng.Leha mekha e fapaneng le eona e lekile ho etsa liphetoho tse fapaneng, litšoaneleho tsa thepa ea machaba tse kang "theko e phahameng le tšubuhlellano" ka 2022 li ntse li ama nts'etsopele ea sechaba sa machabeng.
Ka kakaretso, bothata ba lefats'e la phepelo ea thepa bo bakiloeng ke seoa sena bo tla ama maemo ohle a bophelo, 'me indasteri ea thepa ea machaba le eona e joalo.E tla tsoelapele ho tobana le ho feto-fetoha ho hoholo ha litheko tsa thepa le tokiso ea sebopeho sa bokhoni ba lipalangoang.Sebakeng sena se rarahaneng, bahoebi ba tsoang linaheng tse ling ba lokela ho tseba mokhoa oa tsoelo-pele oa thepa ea machaba, ho loanela ho rarolla mathata a hona joale le ho fumana tataiso e ncha ea tsoelo-pele.
Mokhoa oa nts'etsopele ea thepa ea machaba
Ka lebaka la tšusumetso ea lintlha tsa kahare le kantle, mokhoa oa nts'etsopele ea indasteri ea thepa ea machabeng e bonts'oa haholo "khahlano lipakeng tsa phepelo le tlhoko ea matla a lipalangoang e ntse e le teng", "ho eketseha ha ho kopanngoa ha indasteri le ho reka", "kholo e sa feleng ea matsete ho litheknoloji tse ntseng li hlaha" le "tsoelopele e potlakileng ea lisebelisoa tse tala".
1. Khohlano lipakeng tsa phepelo le tlhokeho ea bokhoni ba lipalangoang e ntse e le teng
Khahlano pakeng tsa phepelo le tlhoko ea bokhoni ba lipalangoang esale e le bothata indastering ea thepa ea machaba, e seng e tebile lilemong tse peli tse fetileng.Ho qhoma ha seoa sena ho fetohile mafura bakeng sa ho matlafatsa khohlano pakeng tsa bokhoni ba lipalangoang le tsitsipano pakeng tsa phepelo le tlhoko, e leng se etsang hore kabo, lipalangoang, polokelo le likhokahano tse ling tsa thepa ea machaba li se ke tsa khona ho hokahana ka nako le ka mokhoa o nepahetseng. .Melao ea thibelo ea seoa e kenngoeng ke linaha tse fapaneng ka tatellano, hammoho le phello ea ho khutla ha maemo le ho eketseha ha khatello ea theko ea lichelete, le boemo ba ho tsosolosoa ha moruo linaheng tse fapa-fapaneng li fapane, e leng se etsang hore ho be le khatello ea lipalangoang lefatšeng ka bophara. mela le likou, 'me ho thata ho likepe le basebetsi ho fihlela tlhoko ea 'maraka.Khaello ea lijana, libaka, batho, litheko tse ntseng li phahama tsa thepa le tšubuhlellano li fetohile hlooho e bohloko ho batho ba tsamaisang thepa.
Bakeng sa batho ba thepa, ho tloha halofo ea bobeli ea selemo se fetileng, maano a taolo ea seoa a linaha tse ngata a fokotsehile, ho potlakisoa ha sebopeho sa phepelo ea thepa, 'me mathata a kang ho eketseha ha sekhahla sa thepa le tšubuhlellano a fokotsehile ho isa bohōleng bo itseng. e ba fang tshepo hape.Ka 2022, letoto la mehato ea ntlafatso ea moruo e nkuoeng ke linaha tse ngata lefats'eng ka bophara e fokolitse khatello ea thepa ea machaba.
Leha ho le joalo, ho se lumellane pakeng tsa phepelo le tlhokahalo ea matla a lipalangoang tse bakoang ke ho kheloha ha moralo pakeng tsa kabo ea matla a lipalangoang le tlhokahalo ea sebele e tla tsoela pele ho ba teng selemong sena ho latela taba ea hore tokiso ea ho se lumellane ha bokhoni ba lipalangoang e ke ke ea phethoa ka nako e khutšoanyane.
2. Ho kopanngoa ha liindasteri le ho reka thepa ho ntse ho eketseha
Lilemong tse peli tse fetileng, ho kopanngoa le ho reka indastering ea thepa ea machaba ho potlakisitsoe haholo.Likhoebo tse nyane li ntse li tsoela pele ho hokahana, 'me likhoebo tse kholo le tse kholo li khetha monyetla oa ho fumana, joalo ka ha sehlopha sa easystent se fumana sehlopha sa thepa ea goblin, ho fumana ha Maersk khoebo ea Portugal ea e-commerce, Huub, joalo-joalo.Lisebelisoa tsa lisebelisoa li tsoela pele ho atamela haufi le hlooho.
Ho potlakisa M & A har'a likhoebo tsa machaba tsa thepa, ka lehlakoreng le leng, ho bakoa ke ho se tsitse ho ka bang teng le khatello e sebetsang, 'me indasteri ea M & ketsahalo e batla e sa qojoe;Ka lehlakoreng le leng, hobane likhoebo tse ling li ntse li itokisetsa ho etsa lethathamo, li hloka ho holisa lihlahisoa tsa tsona, ho ntlafatsa bokhoni ba tsona ba lits'ebeletso, ho matlafatsa tlholisano ea mebaraka le ho ntlafatsa botsitso ba lits'ebeletso tsa thepa.Ka nako e ts'oanang, ka lebaka la koluoa ea phepelo ea thepa e bakiloeng ke seoa sena, e tobane le khohlano e kholo lipakeng tsa phepelo le tlhoko le thepa ea lefats'e e tsoileng taolong, likhoebo li hloka ho theha ketane ea phepelo e ikemetseng le e laolehang.Ntle le moo, keketseho e matla ea phaello ea likhoebo tsa lefats'e tsa likepe lilemong tse peli tse fetileng le eona e ekelitse ts'epo ea hore likhoebo li ka qala M&A.
Ka mor'a lilemo tse peli tsa M & A ntoa, M & A ea selemo sena indastering ea thepa ea machaba e tla shebana haholo le ho kopanya ho ea holimo le ho theosa le noka ho ntlafatsa ho hanyetsa tšusumetso.Bakeng sa indasteri ea thepa ea machaba, takatso e ntle ea likhoebo, lichelete tse lekaneng le litlhoko tsa sebele li tla etsa hore M & A e be lentsoe la bohlokoa bakeng sa nts'etsopele ea indasteri selemong sena.
3. Matsete a thekenoloji a ntseng a hlaha a ile a tsoela pele ho hola
A anngoe ke seoa sena, mathata a likhoebo tsa machaba tsa thepa ea thepa ho nts'etsopele ea khoebo, tlhokomelo ea bareki, litšenyehelo tsa batho, phallo ea lichelete joalo-joalo a ntse a eketseha.Ka hona, likhoebo tse ling tse nyane, tse mahareng le tse nyane tsa thepa ea machabeng li ile tsa qala ho batla phetoho, joalo ka ho fokotsa litšenyehelo le ho hlokomela phetoho ka thuso ea theknoloji ea dijithale, kapa ho sebelisana le litonanahali tsa indasteri le likhoebo tsa sethala sa thepa ea machabeng, e le ho fumana matlafatso e ntle ea khoebo. .Litheknoloji tsa dijithale tse kang khoebo ea e-commerce, Marang-rang a lintho, komporo ea maru, data e kholo, blockchain, 5g le bohlale ba maiketsetso li fana ka monyetla oa ho hlola mathata ana.
Keketseho e ntseng e eketseha ea matsete le lichelete lekaleng la tsamaiso ea machabeng ea tsamaiso ea li-digital le eona e ea hlaha.Ka mor'a tsoelo-pele ea lilemong tsa morao tjena, likhoebo tsa machaba tsa thepa ea thepa ea lichelete tse ka sehloohong tsa pina e arohaneng li 'nile tsa batloa, chelete e ngata ea lichelete lefapheng lena e' nile ea hlaha, 'me motse-moholo o ntse o bokella butle-butle hloohong.Mohlala, flexport, e hlahetseng Silicon Valley, e na le chelete eohle ea lichelete tsa US $ 1.3 bilione nakong e ka tlase ho lilemo tse hlano.Ntle le moo, ka lebaka la ho potlakisa ha M&A le ho hokahana indastering ea thepa ea machabeng, ts'ebeliso ea mahlale a ntseng a hlaha e fetohile e 'ngoe ea litsela tsa mantlha tsa hore likhoebo li hahe le ho boloka tlholisano ea tsona ea mantlha.Ka hona, ts'ebeliso ea mahlale a macha indastering e kanna ea tsoela pele ho hola ka 2022.
4. Potlakisa nts'etsopele ea lisebelisoa tse tala
Lilemong tsa morao tjena, boemo ba leholimo lefatšeng ka bophara bo fetohile haholo, 'me boemo ba leholimo bo feteletseng bo etsahala khafetsa.Ho tloha ka 1950, lisosa tsa phetoho ea boemo ba leholimo lefatšeng ka bophara haholo-holo li tsoa mesebetsing ea batho e kang ho ntšoa ha likhase tse futhumatsang lefatše, tseo phello ea CO ν e etsang karolo ea bobeli ho tse tharo.E le ho sebetsana ka katleho le phetoho ea maemo a leholimo le ho sireletsa tikoloho, mebuso ea linaha tse fapa-fapaneng e ’nile ea etsa mosebetsi ka mafolo-folo ’me ea theha letoto la litumellano tsa bohlokoa tse emetsoeng ke Tumellano ea Paris.
Joalo ka indasteri ea maano, ea mantlha le e etelletseng pele nts'etsopele ea moruo oa naha, indasteri ea thepa e jara thomo ea bohlokoa ea paballo ea matla le phokotso ea khabone.Ho latela tlaleho e phatlalalitsoeng ke Roland Berger, indasteri ea lipalangoang le ea thepa ke eona "seabo se seholo" sa likhase tsa carbon dioxide lefatšeng ka bophara, tse etsang karolo ea 21% ea likhase tsa lefatše tsa carbon dioxide.Hona joale, ho potlakisa ha phetoho e tala le e tlaase ea carbon e fetohile tumellano ea indasteri ea thepa, 'me "sepheo sa carbon double" le sona se fetohile sehlooho se chesang indastering.
Meruo e meholo lefats'eng ka bophara e ntse e tebisa mehato ea bohlokoa joalo ka litheko tsa khabone, theknoloji ea khabone le tokiso ea sebopeho sa matla ho potoloha leano la "khabone e habeli".Ka mohlala, 'muso oa Austria o rera ho finyella "carbon neutrality / net zero emission" ka 2040;'Muso oa Chaena o rera ho finyella "carbon peak" ka 2030 le "carbon neutrality / net zero emission" ka 2060. E itšetlehile ka boiteko bo entsoeng ke linaha tse sa tšoaneng ho phethahatsa sepheo sa "carbon habeli" le boikutlo bo botle ba United States ho khutlela. ho Tumellano ea Paris, tokiso e ikamahanyang le maemo ea indasteri ea thepa ea machaba mabapi le sepheo sa "khabone e habeli" lilemong tse peli tse sa tsoa feta e tla tsoela pele selemong sena.Thepa e tala e fetohile tsela e ncha ea tlholisano ea mebaraka, 'me lebelo la ho fokotsa ho ntšoa ha khabone le ho khothaletsa nts'etsopele ea thepa e tala indastering e tla tsoela pele ho potlaka.
Ka bokhutšoanyane, tabeng ea mafu a seoa a pheta-phetoang, maemo a tšohanyetso a tsoelang pele le ketane ea thepa ea lipalangoang e fokotsehileng, indasteri ea thepa ea machaba e tla tsoelapele ho fetola moralo oa eona oa khoebo le tataiso ea nts'etsopele ho latela maano le litataiso tsa mebuso.
Khahlano lipakeng tsa phepelo le tlhokahalo ea bokhoni ba lipalangoang, kopanyo ea indasteri le kopanyo, matsete ho litheknoloji tse ntseng li hlaha le nts'etsopele ea botala ea thepa e tla ba le phello e itseng nts'etsopele ea indasteri ea thepa ea machaba.Menyetla le liphephetso li tla ba teng ka 2022.
Nako ea poso: Apr-08-2022