Ngakhale kuti tchuthi cha Spring Festival makampani aku China adasaina kuchepa kwakukulu kwa katundu/thonje lolumikizidwa, USDA Outlook Forum idaneneratu kuti malo obzala thonje ku US a 2024 ndi kupanga kwake kudakwera kwambiri, kuyambira pa 2 February mpaka 8 February 2023/24 kuchuluka kwa thonje la US kupitilira kuchepa kwambiri, chiwongola dzanja cha Federal Reserve 2024 chochepetsedwa ndi Powell "chinathira madzi ozizira", Komabe, ndalama zamtsogolo za thonje la Spring Festival ICE zidapitilira kukwera kuyambira kumapeto kwa Januware, mgwirizano waukulu wa Meyi sunangowononga masenti 90 pa paundi, ndipo kamodzi unasuntha kuchuluka kwa malonda kufika pa masenti oposa 95 pa paundi (kukwera kwa intraday kwa masenti 96.42 pa paundi, kukwera ndi masenti 11.45 pa paundi kuyambira kumapeto kwa Januware, theka la mwezi kukwera ndi 13.48%).
Mabungwe ena, mabizinesi okhudzana ndi thonje, malonda apadziko lonse a thonje "mu sitepe imodzi" kuti afotokoze momwe mbale yakunja imagwirira ntchito panthawi ya tchuthi. Kusanthula kwa mafakitale, m'miyezi isanu yapitayi, mzere wa ICE a Yang udakwera, makamaka ndi ma index atatu akuluakulu amasheya ku United States akupitilizabe kufika pamlingo watsopano, tsogolo la katundu likupitilizabe kubwereranso ndipo ndalama zazitali zathandizira kulowa pamsika mwachangu, ICE total holdings, index funds net multiple orders zawonjezeka kwambiri ndipo zinthu zina, maziko a supply and demand ndi oipa kuposa abwino.
Kuchokera pa kafukufukuyu, m'masiku awiri apitawa, Qingdao, Zhangjiagang ndi makampani ena ogulitsa thonje ayambiranso ntchito, thonje lolumikizidwa ndi doko, malo ndi katundu pang'onopang'ono zimakhala ndi mitengo (ndalama za dola yaku US), pomwe ndalama za RMB sizimalembedwa kawirikawiri, mitengo, kumbali imodzi, pali malonda amtsogolo okha pa February 19, kwa amalonda omwe amasankha kudikira ndikuwona; Chachiwiri, ndi kukwera kwa holide ya ICE cotton futures, unyolo wonse wa makampani opanga thonje la thonje ukuyembekezeka kukwera kwambiri pambuyo pa tchuthi cha Zheng cotton (makampani omwe ali pamsika wamasheya pambuyo pa tchuthi, msika wamtsogolo wazinthu zogulitsa zinthu zogulitsa zinthu zogulitsa zinthu zogulitsa zinthu zogulitsa zinthu zogulitsa), makampani opanga thonje ali ndi malingaliro amphamvu kwambiri, poyang'anizana ndi makampani opanga thonje otsika, apakati ndi makasitomala ena, amalonda a thonje nthawi zambiri amasankha kukhala chete, osatchula kapena kuphimba kudikira.
Malinga ndi amalonda ena a thonje, mtengo wa thonje wa ku Brazil wolumikizidwa ndi Qingdao Port M1-5/32 (wamphamvu 28/29/30GPT) wakwezedwa kufika pa masenti 103.89-104.89 pa paundi, mtengo wolowera mwachindunji pansi pa 1% ndi pafupifupi 18145-18318 yuan/tani, ngakhale kuti kukwera kwa mtengo wake kuli kotsika pang'ono poyerekeza ndi mgwirizano waukulu wa ICE cotton futures. Komabe, panthawi ya Chikondwerero cha Masika, malo osinthira thonje lolumikizidwa ndi katundu adafikanso pa masenti 5-6 pa paundi.
Chitsime: China Cotton Network
Nthawi yotumizira: Marichi-18-2024