Nakuba amabhizinisi aseShayina eholidini le-Spring Festival esayine ukwehla okukhulu kwempahla/ukotini oboshiwe, i-USDA Outlook Forum yabikezela indawo yokutshala ukotini wase-US ka-2024 kanye nokukhiqizwa kwawo kwanda kakhulu, kusukela ngoFebhuwari 2 kuya kuFebhuwari 8 2023/24 ivolumu yokuthumela ngaphandle ikotini yase-US yaqhubeka nokwehla kakhulu, ukuncishiswa kwenzalo ye-Federal Reserve ka-2024 nguPowell “kwathela amanzi abandayo”, Kodwa-ke, ikusasa lokotini le-ICE leholidi le-Spring Festival laqhubeka nokwenyuka kusukela ekupheleni kukaJanuwari, inkontileka enkulu kaMeyi ayizange nje iphule amasenti angu-90/iphawundi, futhi yayisishintshe ibanga lokuhweba laya ngaphezu kwamasenti angu-95/iphawundi (ukuphakama kwangaphakathi kwamasenti angu-96.42/iphawundi, kwanda ngamasenti angu-11.45/iphawundi kusukela ekupheleni kukaJanuwari, ingxenye yenyanga yanda ngo-13.48%).
Ezinye izikhungo, amabhizinisi ahlobene nokotini, ukuhweba ngokotini kwamazwe ngamazwe “ngesinyathelo esisodwa” ukuchaza ukusebenza kwepuleti langaphandle ngesikhathi samaholide. Ukuhlaziywa kwemboni, engxenyeni edlule yenyanga, umugqa we-ICE a Yang ukhuphuke, ikakhulukazi ngama-stock index amathathu amakhulu e-United States ayaqhubeka nokufinyelela ezingeni eliphezulu, ikusasa lezimpahla liqhubekile nokubuyela emuva kanye nezimali ezinde ezisheshise ukungena emakethe, i-ICE total holdings, ama-index funds ama-oda amaningi akhuphuke kakhulu kanye nezinye izici, ukuhlinzekwa kokotini kanye nezisekelo zesidingo zimbi kakhulu kunezinhle.
Ngokombono wocwaningo, ezinsukwini ezimbili ezedlule, iQingdao, iZhangjiagang kanye nezinye izinkampani zokuhweba ngokotini ziphinde zaqala ukusebenza, ukotini oboshwe ngechweba, indawo kanye nempahla kancane kancane zinezilinganiso (izinsiza zedola laseMelika), kuyilapho izinsiza ze-RMB zingafakwanga ohlwini ama-oda, izingcaphuno, ngakolunye uhlangothi, kukhona ukuhweba ngekusasa kuphela ngoFebhuwari 19, kubahwebi abakhetha ukulinda nokubona; Okwesibili, ngokukhuphuka kwe-ICE cotton futures yamaholide, lonke uchungechunge lwemboni yendwangu yekotini kulindeleke ukuthi luphinde lubuye ngokushesha ngemva kweholide likaZheng cotton (imboni emakethe yamasheya ngemuva kweholide, imakethe ye-commodity futures ibhulashi elikhuthele), amabhizinisi kakotini abambe imizwa ephezulu inamandla kakhulu, lapho ebhekene namabhizinisi kakotini aphansi, abameli kanye nabanye amakhasimende ababuza, abahwebi bakakotini bakhetha kakhulu ukuthula, abacaphuni noma bamboze ukulinda.
Ngokombono wabanye abathengisi bekotoni, ikhotheshini yesisindo se-cotton yaseBrazil eboshwe yi-Qingdao Port M 1-5/32 (eqinile engu-28/29/30GPT) yamanje inyuswe yaba amasenti angu-103.89-104.89/pound, izindleko zokungenisa ngqo ngaphansi kwentela engu-1% cishe ziyi-yuan/ton engu-18145-18318, yize ukwenyuka kwentengo yendawo kuphansi kancane kunenkontileka eyinhloko ye-ICE cotton futures. Kodwa-ke, ngesikhathi se-Spring Festival, isikhala sokulungisa cotton eboshwe kanye nempahla sifinyelele kumasenti angu-5-6/pound.
Umthombo: Inethiwekhi Kakotini YaseShayina
Isikhathi sokuthunyelwe: Mashi-18-2024