Posachedwapa, Boma la Federal la India lachotsa kwathunthu misonkho pa zinthu zomwe zimagulidwa kunja kwa dziko la thonje lalitali kwambiri, malinga ndi chidziwitsocho, kuchepetsa msonkho wogulira zinthu zomwe zimagulidwa kunja kwa dziko la "thonje, losaphwanyidwa kapena kupesedwa, ndipo kutalika kwa ulusi kumapitirira 32 mm" kufika pa zero. Mkulu wa kampani ina ku India anati chisankhochi chikuwonetsa njira zabwino zomwe boma latenga kuti lithetse mayankho a makampani ndikusintha malamulo ogulira zinthu zomwe zimagulidwa moyenerera, zomwe zimabweretsa phindu lalikulu pakupanga ndi kugulitsa ndi kutumiza kunja kwa makampani opanga nsalu ku India, komanso kuchepetsa kukakamizidwa kwa ogula.
Malinga ndi kusanthula kwa mafakitale, kuletsa msonkho wa zinthu zochokera kunja kwa dziko la India pa thonje lalitali kungakhale ndi zotsatirapo pa ulimi wa thonje m'dziko muno komanso ndalama za alimi mu 2024, ndipo si mitengo ya thonje lalitali komanso thonje laling'ono ku India kokha yomwe ikukumana ndi mavuto aakulu. Amalonda ena apadziko lonse lapansi a thonje ndi makampani ogulitsa thonje anati Unduna wa Zachuma ku India "wamasula" mfundo za msonkho pa thonje lalitali, kapena kuyesa ndikukonza njira yokhazikitsira kuchotsedwa kwa msonkho pa katundu wonse wochokera kunja kwa dziko la thonje kuyambira Epulo mpaka Okutobala 2024.
N’chifukwa chiyani India inachotsa msonkho wa ku India pa thonje lalitali? Kusanthula kwa mafakitale makamaka kumachitika chifukwa cha kukula kwa kufunikira kwa thonje lalitali ku India (nkhondo yamalonda ya Sino-US, mliri watsopano wa coronavirus, kukweza makampani opanga nsalu za thonje ku India ndi zinthu zina, kuchuluka kwa mautumiki ambiri a ulusi wamtengo wapatali ku Europe ndi America omwe amasamutsidwira ku India), zizindikiro za mtundu wa thonje latali ku India sizingakwaniritse zofunikira za thonje lofanana ndi ulusi wamtengo wapatali (MCU5 ndi zipangizo zina zothandizira) ndi ulusi wa ku India womwe umazungulira ulusi wamtengo wapatali umafunika kuchepetsa ndalama, kusintha mpikisano ndi zinthu zina zomwe zimayambitsa.
Popeza dera lobzala thonje la Pima la 2023/24 ku United States, kupanga kwachepa kwambiri (lipoti la USDA 2023/24 loti mbewu zibzalidwe likuwonetsa kuti dera lobzala la Pima la maekala 154,000, kuchepa kwa 16%), boma la Egypt pa chiletso cha kutumiza thonje ku Jiza, kutumizidwa kwa thonje ku India komwe kumagulidwa ndi anthu ambiri kumakumananso ndi mpikisano kuchokera kwa ogula ku China, Vietnam, Bangladesh ndi mayiko ena, ngati muwonjezera 11% ya misonkho yolowera kunja, mtengo wa mphero ya thonje ndi "wokwera kwambiri kuti ukhale wozizira", ndipo zovuta za mabizinesi kulandira maoda ndikupanga phindu ndizokulirapo.
Kuchokera pa kafukufuku, kuyambira Chikondwerero cha Masika, ngakhale kuti tsogolo la thonje la ICE lakwera kwambiri, thonje la ku America, thonje la ku Australia, thonje la ku Brazil ndi ma quotes ena a dothi/katundu lakwera, koma msika wapadziko lonse wa ma quotes a thonje la FOB/CNF a nthawi yayitali ukupitilizabe kutsika, ndipo ICE, mawonekedwe a dothi la thonje la ubweya wabwino ndi osiyana kwambiri. 22-23 February, doko lalikulu la China kutumiza kwa United States ku Pima cotton 2-2 46/48 (yamphamvu 38/40GPT, 2023/24 cotton yatsopano) quote yolemera 222-225 cents/paundi; Mtengo wa thonje la Pima lolumikizidwa 2-246/48 (yamphamvu 38/40GPT) mu 2022/23 unafikanso ma cents 210-215/paundi, yomwe inali yotsika ndi ma cents 2-3/paundi kuposa yomwe isanachitike Chikondwerero cha Masika, ndipo sinali yabwino kwambiri.
Chitsime: China Cotton Information Center
Nthawi yotumizira: Feb-27-2024