Kuleli sonto, inkontileka ye-CY2405 ye-Zheng cotton yarn ivule isigqi esinamandla esikhuphukayo, lapho inkontileka eyinhloko ye-CY2405 ikhuphuke isuka ku-20,960 yuan/ton yaya ku-22065 yuan/ton ezinsukwini ezintathu zokuhweba kuphela, okuwukwenyuka ngo-5.27%.
Ngokwempendulo yezimboni zikakotini eHenan, eHubei, eShandong nakwezinye izindawo, intengo yendwangu kakotini ngemuva kweholide ngokuvamile ikhushulwa ngama-yuan angu-200-300/ton, okungakwazi ukuhambisana namandla akhuphukayo endwangu kakotini. Ngokombono wezibalo, ukusebenza kwendwangu kakotini ngemuva kweholide kunamandla kakhulu kunemikhiqizo eminingi, okudlala indima enhle ekubuyiselweni kokuzethemba emabhizinisini okuphotha ukotini kanye nokuncipha kokulahlekelwa yindwangu.
Kungani ikusasa likakotini likhuphuke kakhulu kuleli sonto? Ukuhlaziywa kwemboni kuhlobene kakhulu nezici ezine ezilandelayo:
Okokuqala, kunesidingo sokuthi ukusabalala kwe-futures ye-cotton kanye ne-cotton warn kubuyele emazingeni ajwayelekile. Kusukela ngasekupheleni kukaNovemba, intengo engaphezulu yenkontileka ye-CY2405 yehle isuka ku-22,240 yuan/ton yaya ku-20,460 yuan/ton, futhi yaqhubeka nokuhlanganiswa phakathi kwe-20,500-21,350 yuan/ton, kanti umehluko wentengo phakathi kwenkontileka ye-CY2405 kanye ne-CF2405 wake wehla ngaphansi kwe-5,000 yuan/ton. Izindleko eziphelele zokucubungula intambo yekotini yendwangu ye-C32S ngokuvamile icishe ibe yi-6,500 yuan/ton, futhi intengo ye-futures yentambo yekotini ngokusobala iphansi.
Okwesibili, izimpahla zekotoni kanye ne-spot ziphansi kakhulu, futhi kunesidingo sokulungiswa emakethe. Kusukela ngasekupheleni kukaDisemba, intengo ye-spot yemakethe ye-C32S cotton yarn ibilokhu iphakeme kunentengo yenkontileka ye-CY2405 engu-1100-1300 yuan/ton, uma kucatshangelwa ukulethwa kwezindleko zezimali, izimali zokugcina, izimali zokugcina, izimali zokulethwa kwentengiselwano kanye nezinye izindleko, intengo yamanje ye-cotton yarn ububanzi obuphansi bufinyelele ngisho naku-1500 yuan/ton, kusobala ukuthi amanani e-cotton yarn aphansi kakhulu.
Okwesithathu, ukuthengiselana kwemakethe ye-cotton warn spot kufudumele. I-C40S futhi ngaphansi kwenani lokusebenza kwe-cotton warn kungcono kancane, iningi lomphumela we-spinning warn inventory libalulekile (i-cotton mill stock isitokwe sehle saya ngaphansi kwenyanga), kumongo we-oda lokuthumela kwamanye amazwe landa kanye nengcindezi yezezimali yokunciphisa ijubane, i-cotton warn futures inomuzwa we-bullish.
Okwesine, ukubamba izintambo zikakotini zikaZheng, ukushintshwa kwansuku zonke kanye nama-oda e-warehouse kuphansi kakhulu, futhi imali kulula ukuyihambisa. Ngokombono wezibalo, kusukela ngoJanuwari 5, 2023, isikhundla senkontileka ye-CY2405 sasingaphezu kwezandla ezingu-4,700, kanti inani lamarisidi e-warehouse kakotini lalingu-123 kuphela.
Umthombo: Inethiwekhi Kakotini YaseShayina
Isikhathi sokuthunyelwe: Jan-10-2024