Nakuba ezinye izimpahla zasekhaya zibuthakathaka, izimpahla zikakotini “zisebenze kahle kakhulu” futhi zaqala ukukhuphuka kusukela ngasekupheleni kukaMashi. Ngokukhethekile, ngemva kokuphela kukaMashi, intengo yenkontileka enkulu yezimpahla zikakotini engu-2309 yanda kancane kancane, ukwanda okungaphezu kuka-10%, okuyinani eliphakeme kakhulu langaphakathi kosuku lafika ku-15510 yuan/ton, ngenxa yokuphakama okusha cishe engxenyeni yonyaka.
isithombe
Imfashini yakamuva yesikhathi esizayo sikakotini
UZheng Mian uyavuka futhi
Ukuxubha okuqhubekayo isikhathi esingaphezu konyaka nesigamu ukuphakama
Ngesikhathi esifanayo, ukugxila kwasekhaya ohlangothini lokunikezwa kwezindaba ezinhle, ukotini waseZheng waqhubeka nokuvuselela okuphezulu. Ngomhlaka-28 Ephreli, inkontileka enkulu yekotoni yaseZheng yavala ku-15485 yuan/ton, okuwukwenyuka kwansuku zonke okungu-1.37%. Futhi inkontileka yake yafinyelela ku-15,510 yuan/ton, okungaphezu konyaka nesigamu intengo enkulu iphezulu.
Ikusasa likakotini we-ICE likhuphuke ngobusuku obubodwa ngemuva kokuba umbiko we-USDA ubonise ukwanda okukhulu kokuthunyelwa kukakotini kwamanye amazwe. Inkontileka kakotini we-ICE July ikhuphuke ngamasenti angu-2.04, noma amaphesenti angu-2.6, ukuze ihlale kumasenti angu-78.36 ngephawundi.
Emakethe yasekhaya, ukwehla kwendawo yokutshala uNyaka Omusha yasekhaya kuhlangene nesimo sezulu esibi ezindaweni eziyinhloko ezikhiqiza ukotini, uhlangothi lokuhlinzeka ngezindaba ezinhle zokukhuthaza isikhungo sentengo kakotini. Kodwa-ke, izinguquko zesimo sezulu kanye nokutshala ukotini nokukhula kusadingeka kulandelwe njalo, futhi kusazobhekwa ukuthi isimo sokuvuna singaba khona yini kuNyaka Omusha. Isidingo, ama-oda amasha aphansi ngokujwayelekile, ukukhathazeka ngesidingo kunciphisa ukuthambekela kwamanani kakotini. I-China Cotton Association enhlolovo kazwelonke yokuhlwanyela imbewu kakotini ikhombisa ukuthi maphakathi no-Ephreli, izici zesimo sezulu zalo nyaka azilungele ukuhlwanyela, intuthuko yokuhlwanyela iyonke ihamba kancane kunonyaka odlule, ukunciphisa ukukhiqizwa kokutshala kulindeleke ukuthi kuqhubeke nokuvunda, kwakha ukwesekwa okuqinile kwentengo kakotini kaZheng, intengo kakotini kaZheng kulindeleke ukuthi igcine ukuthambekela kokushaqeka kwesikhathi esifushane. Iholide likaMeyi lisondela, qaphela ingozi yeholide elide.
Izici zamandla kakotini wasekhaya
Ukuthuthukiswa kwangaphandle, ngesikhathi esifanayo ukwesekwa kokunikezwa kwempahla yasekhaya. UZheng Mian ugcina umkhuba oqinile.
Ngokombono womhlaziyi wekotoni we-Founder Medium Futures Research Institute uBloomberg, amandla amuva kakotini wasekhaya, ahlobene kakhulu nezici eziningana, esinye sezizathu zokwanda kukaMashi ngenxa yokwanda kwe-Federal Reserve impumuzo yesikhashana, ukwesaba kwemakethe kwehlile; Okwesibili, izisekelo zemboni kakotini wasekhaya ngokuvamile zigcina iphethini yokululama kancane, izisekelo zingcono kuneminyaka emibili edlule, ukubuyiselwa kokusetshenziswa kwasekhaya kuyashesha, kuhlanganiswe nendawo yokutshala yalo nyaka incishisiwe uma kuqhathaniswa nonyaka odlule, imakethe ikholelwa ukuthi ukunikezwa kwalo nyaka kuzoncishiswa; Okwesithathu, izibalo zokuthumela kwamanye amazwe bezingcono kunokulindelekile, ikakhulukazi kwikota yokuqala, okubone ukwanda kokuthunyelwa kwamanye amazwe e-ASEAN nase-Afrika, okwavuselela ithemba lemakethe ngekusasa.
Nakuba amanani entengo kakotini nokotini enyuke kancane muva nje, ukuphela kwemakethe akushisi njengemakethe yesikhathi esizayo. Kungabonakala ukuthi ngemuva kokuba intengo kakotini ikhuphuke yaya ku-15300 yuan/ton, isidingo esingezansi sasibi kakhulu. Njengoba kuthinteke ukwenyuka kukakotini, intengo yezinhlobo ezithile zentambo kakotini yaphakama, futhi iningi lahlala lizinzile. Ngokuvakashela nokuqonda amabhizinisi angezansi, kutholakala ukuthi intengo yamanje kakotini iyanda, intambo kakotini iyanda kancane, kodwa imboni yokuthunga ayamukeleki. Izingubo zesikhashana, indwangu yaqala ukuqongelela. Uma isidingo sangaphakathi nesangaphandle singaqali, uchungechunge lwezimboni kusukela phansi kuya phezulu, intambo kakotini izoqala ukuqongelela maduze. Uma isidingo sangaphakathi nesangaphandle singenakushintshwa ngokuphelele ngaphambi kokuphela konyaka, ukususa isitokwe kwesikhashana ngeke kwenziwe ngempumelelo, kungaba yinhlekelele 'yokukhiqiza ngokweqile'.
Ngokombono wendabuko wesizini, ngoMeyi kuya kuJulayi wesizini ephansi yesizini, kulo nyaka kuphinde kwavela isimo esithile sokuthi “isizini ephezulu ayiphumeleli”, ukuntuleka kwama-oda kuseyisici esibalulekile esihluphayo ekwehleni, silindele ukuthi intengo kakotini esimweni sokungabi nokubuyiselwa okukhulu kwesidingo kunzima ukuyigcina iphezulu, intengo yantambama kunzima ukuyigcina iphezulu, ukuqapha kukakotini kungawa.
Isikhathi sokuthunyelwe: Meyi-04-2023