Nangona amashishini aseTshayina eholide yeSpring Festival etyikitye ukwehla okukhulu kwimpahla/umqhaphu obotshelelweyo, i-USDA Outlook Forum ibike ukuba indawo yokutyala umqhaphu yase-US ka-2024 kunye nemveliso inyuke kakhulu, ukususela nge-2 kaFebruwari ukuya kwi-8 kaFebruwari ngo-2023/24 umthamo wokuthumela ngaphandle umqhaphu wase-US uqhubekile nokwehla kakhulu, inzala yeFederal Reserve ka-2024 incitshiswe nguPowell “wathululela amanzi abandayo”, Nangona kunjalo, ikamva lomqhaphu we-ICE weholide yeSpring Festival liqhubekile nokunyuka ukusukela ekupheleni kukaJanuwari, isivumelwano esiphambili sikaMeyi asizange siphule kuphela iisenti ezingama-90/iponti, kwaye sathi sakutshintshela uluhlu lokurhweba ukuya ngaphezulu kweesenti ezingama-95/iponti (ukuphakama kwangaphakathi kwemini kweesenti ezingama-96.42/iponti, ukunyuka ngeesenti ezili-11.45/iponti ukusuka ekupheleni kukaJanuwari, isiqingatha senyanga sinyuke nge-13.48%).
Amanye amaziko, amashishini anxulumene nomqhaphu, urhwebo lwamazwe ngamazwe lomqhaphu “kwinyathelo elinye” ukuchaza ukusebenza kwepleyiti yangaphandle ngexesha leeholide. Uhlalutyo lweshishini, kwisiqingatha senyanga esidlulileyo, umgca we-ICE a Yang unyuke, ikakhulu zii-index ezintathu ezinkulu zesitokhwe e-United States ziyaqhubeka nokufikelela kwinqanaba eliphezulu, ikamva lempahla liqhubekile nokubuyela umva kwaye imali ende ikhawulezise ukungena kwimarike, i-ICE total holdings, ii-index funds net multiple orders ziye zanda kakhulu kwaye ezinye izinto, ukunikezelwa komqhaphu kunye neziseko zemfuno zimbi kakhulu kunezilungileyo.
Ngokwembono yophando, kwiintsuku ezimbini ezidlulileyo, iQingdao, iZhangjiagang kunye nezinye iinkampani zorhwebo ngekotoni ziqalise ukusebenza kwakhona, umqhaphu odityaniswe nezibuko, indawo kunye nempahla kancinci kancinci zinezicatshulwa (izixhobo zedola yaseMelika), ngelixa izixhobo ze-RMB zingafane zidweliswe iiodolo, izicatshulwa, kwelinye icala, kukho urhwebo lwexesha elizayo kuphela nge-19 kaFebruwari, kubarhwebi abakhetha ukulinda baze babone; Okwesibini, ngokunyuka kweholide ye-ICE cotton futures, lonke uthotho lweshishini lempahla yekotoni kulindeleke ukuba luphinde lubuye ngokukhawuleza emva kweholide yeZheng cotton (ishishini kwimarike yesitokhwe emva kweholide, imarike ye-commodity futures brush bullish), amashishini ekotoni abambe imvakalelo ephezulu kakhulu, xa ejongene namashishini ekotoni asezantsi, abameli kunye nabanye abathengi babuza, abarhwebi bekotoni bakhetha kakhulu ukuthula, abacaphuli okanye bagubungele ukulinda.
Ngokwembono yabanye abathengisi bekotoni, ikotoni yaseBrazil ebotshelelwe eQingdao Port M 1-5/32 (eqinileyo 28/29/30GPT) inyuswe ukuya kwi-103.89-104.89 yeesenti/pound, ixabiso lokungenisa ngqo elingaphantsi kwerhafu ye-1% limalunga ne-18145-18318 yuan/ton, nangona ukunyuka kwexabiso elimiselweyo kuphantsi kancinci kunesivumelwano esiphambili se-ICE cotton futures. Nangona kunjalo, ngexesha leSpring Festival, indawo yokulungelelanisa ikotoni ebotshelelweyo kunye nemithwalo nayo ifikelele kwi-5-6 yeesenti/pound.
Umthombo: Inethiwekhi yeCotton yaseTshayina
Ixesha leposi: Matshi-18-2024