Kutheni le nto ukuthengiswa kweCotton kwamanye amazwe kuqhubekile nokunyuka ngo-Okthobha?
Ngokwezibalo zoLawulo oluPhambili lwezeMpahla, ngo-Oktobha 2022, i-China yangenisa iitoni ze-cotton ze-129500, ukwanda kwe-46% ngonyaka kunye ne-107% ngenyanga ngenyanga.Phakathi kwabo, ukungeniswa komqhaphu waseBrazil kwanda kakhulu, kwaye ukungeniswa komqhaphu wase-Australia kuye kwanda kakhulu.Ukulandela ukukhula konyaka-ngonyaka kwe-24.52% kunye ne-19.4% ye-cotton ephuma kumazwe angaphandle ngo-Agasti noSeptemba, umthamo wokungenisa umqhaphu wangaphandle ngo-Oktobha unyuke kakhulu, kodwa ukukhula konyaka kwakungalindelekanga.
Ngokuchaseneyo ne-rebound eqinile yokungenisa umqhaphu ngo-Oktobha, i-China yarn yarn yarn imports ngo-Oktobha yayimalunga neetoni ze-60000, inyanga ngenyanga yokuncipha malunga neetoni ze-30000, ukwehla konyaka-ngonyaka malunga ne-56.0%.Ukungeniswa kwelaphu yomqhaphu eChina iyonke yehle kabukhali kwakhona emva kokuhla konyaka nonyaka nge-63.3%, 59.41% kunye ne-52.55% ngokulandelelanayo ngoJulayi, Agasti noSeptemba.Ngokweenkcukacha-manani zamasebe afanelekileyo aseIndiya, i-Indiya yathumela ngaphandle kwe-26200 yeetoni zomqhaphu ngoSeptemba (HS: 5205), phantsi kwe-19.38% ngenyanga kunye ne-77.63% ngonyaka;Ziitoni ezingama-2200 kuphela ezithe zathunyelwa e-China, zehla nge-96.44% ngonyaka, zithatha i-3.75%.
Kwakutheni ukuze ukuthengiswa komqhaphu eTshayina kuqhubeleke nomfutho wokunyuka ngo-Okthobha?Uhlalutyo lweshishini luchatshazelwa ikakhulu zezi zinto zilandelayo:
Okokuqala, i-ICE yehla kakhulu, itsala abathengi baseTshayina ukuba basayine izivumelwano zokungenisa umqhaphu wangaphandle.Ngo-Oktobha, i-ICE ye-cotton futures yayine-pullback ebukhali, kwaye iinkunzi zeenkomo zibambe indawo ephambili ye-70 cents / pound.Uguqulo lwexabiso lomqhaphu lwangaphakathi nangaphandle lwakha lwancipha kakhulu ukuya kutsho malunga ne-1500 yuan/ton.Ngoko ke, kungekhona kuphela inani elikhulu leenkontileka zexabiso le-ON-CALL point point ezivaliweyo, kodwa kunye namanye amashishini e-cotton textile aseTshayina kunye nabarhwebi bangena kwimarike ukukopa ezantsi kwi-ICE engundoqo uluhlu lwekontrakthi malunga ne-70-80 yeesenti / iponti.Umqhaphu odibeneyo kunye neentengiselwano zempahla bezisebenza ngakumbi kuno-Agasti noSeptemba.
Okwesibini, ukukhuphisana komqhaphu waseBrazil, umqhaphu waseAustralia kunye nomnye umqhaphu wasemazantsi kuye kwaphuculwa.Ukuqwalasela ukuba kungekhona nje imveliso ye-cotton yaseMelika ngo-2022/23 iya kuncipha kakhulu ngenxa yemozulu, kodwa kunye nebakala, umgangatho kunye nezinye izikhombisi zingahlangabezana nokulindelweyo.Ukongezelela, ukususela ngoJulayi, inani elikhulu lekotoni kwi-hemisphere esemazantsi libhalwe ngendlela ephakathi, kwaye isicatshulwa se-cotton yase-Australia kunye ne-cotton yokuthunyelwa kwe-Brazilian / i-cotton eboshiweyo iqhubekile ukuhoxiswa (iphezulu ekunciphiseni ngokukhawuleza kwe-ICE ngo-Oktobha. ), umlinganiselo wokusebenza kweendleko uya usiba obalasele ngakumbi;Ukongeza, kunye neshishini leempahla kunye nempahla "yegolide elithoba kunye nesilivere elishumi", inani elithile lemiyalelo yokulandela umkhondo yokuthumela ngaphandle liyeza, ngoko ke amashishini amalaphu aseTshayina kunye nabarhwebi bebephambi kwepakethe yokwandisa ukuthengiswa komqhaphu wangaphandle.
Okwesithathu, ubudlelwane baseTshayina base-US buye badamba kwaye bafudumala.Ukusukela ngo-Okthobha, iintlanganiso ezikwinqanaba eliphezulu kunye notshintshiselwano phakathi kweTshayina ne-United States ziye zanda, kwaye ubudlelwane borhwebo buye bafudumala.I-China inyuse imibuzo yayo kunye nokungeniswa kwemveliso yezolimo yaseMelika (kubandakanya umqhaphu), kwaye umqhaphu usebenzisa amashishini anyuse ngokuphakathi ukuthengwa kwawo komqhaphu waseMelika ngo-2021/22.
Okwesine, amanye amashishini agxininise ekusetyenzisweni koluhlu lwamaxabiso kunye ne-1% yoluhlu lweerhafu zomqhaphu ophuma kumazwe angaphandle.Eyongezelelweyo i-400000 yeetoni ezityibilikayo kuluhlu lweerhafu ezikhutshwe ngo-2022 azinakwandiswa kwaye ziya kusetyenziswa ekupheleni kukaDisemba mva nje.Ukuqwalasela ixesha lokuthunyelwa, ukuthutha, ukuhanjiswa, njl., amashishini e-cotton spinning kunye nabarhwebi ababambe i-quota baya kubeka ingqalelo ekuthengeni i-cotton yangaphandle kunye nokugaya i-quota.Ewe kunjalo, ekubeni ukuhla kwexabiso lemisonto yomqhaphu evela kwi-bond, ukuthumela i-India, iPakistan, iVietnam kunye nezinye iindawo ngo-Okthobha kwakungaphantsi kakhulu kunomqhaphu wangaphandle, amashishini athambekele ekungeniseni umqhaphu kwiiodolo zokuthumela ngaphandle kwemigca ephakathi kunye nende, kwaye ukuhambisa emva kokusonta, ukuluka, kunye nempahla ukunciphisa iindleko kunye nokunyusa ingeniso.
Ixesha lokuposa: Nov-26-2022