Ngakhale kuti zinthu zina zapakhomo zili zofooka, tsogolo la thonje "lapambana" ndipo linayamba kukwera kuyambira kumapeto kwa March.Makamaka, pambuyo pa mapeto a March, mtengo wa thonje m'tsogolo waukulu mgwirizano 2309 ananyamuka pang'onopang'ono, kuwonjezeka kuchulukana oposa 10%, apamwamba intraday kugunda 15510 yuan/tani, chifukwa mkulu watsopano pafupifupi theka la chaka.

chithunzi

Zomwe zachitika posachedwa za thonje

Zheng Mian akuwukanso

Anapitiriza burashi kuposa chaka ndi theka mkulu

Nthawi yomweyo, kuyang'ana kwapakhomo pazakudya za uthenga wabwino, thonje la Zheng likupitilizabe kutsitsimutsa apamwamba.Epulo 28, mgwirizano waukulu wa thonje wa Zheng udatsekedwa pa 15485 yuan/tani, kukwera kwatsiku ndi tsiku kwa 1.37%.Ndipo mgwirizanowu udagunda 15,510 yuan/tani, kupitilira chaka chimodzi ndi theka mtengo waukulu kwambiri.

Tsogolo la thonje la ICE linakwera usiku umodzi pambuyo pa lipoti la USDA likuwonetsa kuwonjezeka kwakukulu kwa thonje kunja kwa kunja.Mgwirizano wa thonje wa ICE July unakwera masenti 2.04, kapena 2.6 peresenti, kuti akhazikike pa 78.36 senti paundi.

Pamsika wapakhomo, kuchepa kwa malo obzala Chaka Chatsopano m'nyumba pamodzi ndi nyengo yoipa m'madera akuluakulu opangira thonje, mbali yopereka uthenga wabwino kulimbikitsa malo a thonje a mphamvu yokoka.Komabe, kusintha kwa nyengo ndi kubzala ndi kukula kwa thonje kuyenera kutsatiridwa mosalekeza, ndipo ziyenera kuwonedwa ngati zokolola zitha kuchitika m'chaka chatsopano.Kufuna, madongosolo atsopano otsika kwambiri, nkhawa zokhuza zimachepetsa mtengo wa thonje.Bungwe la China Cotton Association pa kafukufuku wobzala thonje mdziko muno likuwonetsa kuti pofika pakati pa mwezi wa Epulo, nyengo ya chaka chino si yabwino kubzala, kubzala kukukula pang'onopang'ono kuposa chaka chatha, kuchepetsa kubzala kukuyembekezeka kupitiliza kupesa, kupanga mphamvu. Thandizo pamtengo wa thonje wa Zheng, mtengo wa thonje wa Zheng ukuyembekezeka kupitilirabe kwakanthawi kochepa.Tchuthi cha May Day chikuyandikira, tcherani khutu kutchuthi chachitali.

Zinthu zamphamvu za thonje zapakhomo

Kupititsa patsogolo kwakunja, nthawi yomweyo chithandizo chapakhomo.Zheng Mian amakhalabe ndi chikhalidwe champhamvu.

Malinga ndi Woyambitsa Medium Futures Research Institute wa thonje Bloomberg, mphamvu yaposachedwa ya thonje yapakhomo, makamaka yokhudzana ndi zinthu zingapo, imodzi ndi ngozi ya March ya macro chifukwa cha Federal Reserve yowonjezera mpumulo wa nthawi yochepa, mantha a msika anatha;Chachiwiri, zikhazikitso za makampani zoweta thonje zambiri kusunga pang'onopang'ono kuchira chitsanzo, zikhazikiko bwino kuposa zaka ziwiri zapitazi, zoweta kuchira mofulumira, pamodzi ndi kubzala m'dera chaka chino yafupika poyerekeza ndi chaka chatha, msika amakhulupirira kuti chakudya cha chaka chidzachepetsedwa;Chachitatu, ziwerengero zotumiza kunja zinali zabwinoko kuposa momwe zimayembekezeredwa, makamaka m'gawo loyamba, lomwe lidawona kuchuluka kwa zotumiza kunja ku ASEAN ndi Africa, zomwe zidatsitsimutsanso chiyembekezo chamsika m'tsogolo.

Ngakhale mitengo ya thonje ndi thonje yakwera posachedwa, kumapeto kwa msika sikutentha kwambiri ngati msika wam'tsogolo.Zitha kuwoneka kuti mtengo wa thonje utakwera kufika pa 15300 yuan / tani, kufunikira kwapansi pamtsinje kunali koopsa.Pokhudzidwa ndi kukwera kwa thonje, mtengo wamitundu ina ya thonje unakwera, ndipo zambiri zidakhazikika.Kupyolera mu kuyendera ndikumvetsetsa mabizinesi akumunsi, zikuwoneka kuti mtengo wa thonje ukukwera, ulusi wa thonje ndi wokwera pang'ono, koma fakitale yoluka sivomerezedwa.Zovala zomaliza, nsalu zinayamba kudziunjikira.Ngati zofuna zamkati ndi zakunja siziyamba, unyolo wa mafakitale kuchokera pansi mpaka pansi, posachedwa ulusi wa thonje udzayamba kudziunjikira.Ngati zofuna zamkati ndi zakunja sizingasinthidwe kwathunthu kumapeto kwa chaka, destocking osachiritsika sangathe kuchitidwa bwino, zitha kukhala tsoka la 'kuchuluka kwambiri'.

Kuyambira chikhalidwe nyengo maganizo, May kuti July kwa nyengo otsika nyengo, chaka chino komanso anaonekera ena "nyengo pachimake si wolemera" mkhalidwe, kusowa malamulo akadali mbali yofunika kuvutitsa kunsi kwa mtsinje, tikuyembekeza kuti thonje mtengo mu zinthu palibe kwambiri kuchira kufunika n'zovuta kukhala mkulu, masana mtengo n'zovuta kukhala mkulu, May tcheru thonje oscillations kugwa.