【 Ulwazi lweCotton】
1. Ngomhla wama-20 ku-Epreli, isicatshulwa sezibuko eliphambili laseTshayina sehle kancinci. Ixabiso lekotoni yamazwe ngamazwe (SM) li-98.40 cents/lb, lehle ngee-0.85 cents/lb, lanciphisa ixabiso lokuhanjiswa kweezibuko zorhwebo jikelele le-16,602 yuan/ton (ngokusekelwe kwirhafu ye-1%, izinga lokutshintshiselana elisekelwe kwixabiso eliphakathi leBhanki yaseTshayina, elifana neli ngezantsi); Ixabiso lekotoni yamazwe ngamazwe (M) li-96.51 cents/lb, lehle ngee-0.78 cents/lb, isaphulelo ixabiso lokuhanjiswa kweezibuko zorhwebo jikelele li-16287 yuan/ton.
Ngomhla wesi-2 ku-Epreli 20, umahluko kwimarike wanda, isikhundla saqhubeka sinyuka, uZheng cotton main kwindawo eyayisakuba phezulu kufutshane nomothuko, isivumelwano se-CF2309 savula i-15150 yuan/ton, ukuphela komothuko omxinwa kwanyuka ngamanqaku angama-20 ukuvala kwi-15175 yuan/ton. Ixabiso leSpot lizinzile, gcina intengiselwano ebuthathaka, ixesha lomqhaphu laqhubeka liqinile, isiseko sexabiso le-odolo sanyuka saya kwi-14800-15000 yuan/ton. Intambo yomqhaphu esezantsi itshintsha kancinci, intengiselwano ibe ziimpawu ezibuthathaka, amashishini elaphu ekuthengweni kwemfuno, ingqondo ilumkile ngakumbi. Ngokubanzi, ulwazi oluthe kratya kwidiski ukuze ufumane impendulo, amathuba okulandela imfuno ayahluka, okwethutyana ukuya kumkhwa womothuko.
Ixabiso lendawo yekotoni yasekhaya engama-3, engama-20 lizinzile. Namhlanje, umahluko wesiseko uzinzile, indawo yokugcina impahla yaseXinjiang enama-31 pairs angama-28/29 ahambelana ne-CF309 umahluko wesiseko sekhontrakthi yi-350-800 yuan/ton; Indawo yokugcina impahla yaseXinjiang engaphakathi ephindwe kabini yi-28/29 ehambelana nekhontrakthi ye-CF309 kunye nokungcola kwe-3.0 ngaphakathi komahluko wesiseko we-500-1200 yuan/ton. Intengiso yamashishini ekotoni yanamhlanje inomdla wokuthengisa ungcono, ixabiso lentengiselwano lizinzile, ixabiso elinye kunye nexabiso lenqaku lexabiso lesixhobo sentengiselwano. Okwangoku, ixabiso lentambo yamashishini elaphu lihlala lizinzile, kwaye indawo yenzuzo ekhawulezileyo yeemishini zentambo iphantsi koxinzelelo. Intengiselwano yecala ngaphakathi kwezixhobo zexabiso eliphantsi ikufutshane nenani elincinci lokuthengwa. Kuyaqondakala ukuba okwangoku, indawo yokugcina impahla yaseXinjiang i-21/31 iphindwe kabini yi-28 okanye enye i-29, kubandakanya ezahlukeneyo ngaphakathi kwe-3.1% yexabiso lokuhanjiswa yi-14800-15800 yuan/ton. Umahluko othile kwisiseko sekotoni yelizwe kunye nezixhobo zexabiso elinye, iipere ezingama-31, ixabiso lokuhanjiswa eli-28 okanye eli-28/29 liyi-15500-16200 yuan/ton.
4. Ngokwengxelo evela kubalimi baseAksu, eKashgar, eKorla nakwezinye iindawo eXinjiang, izaziso ze-wechat zifunyenwe ukususela phakathi ku-Epreli: “Inkxaso-mali yexabiso lekotoni ka-2022 iqala ukuqokelelwa, kwaye umgangatho wenkxaso-mali yi-0.80 yuan/kg”. Itheyibhile yezibalo iya kukhutshwa ngo-Epreli 18, 2023. Kulindeleke ukuba iqela lokuqala lenkxaso-mali likhutshwe kwaye lidluliselwe kwiakhawunti ekupheleni kuka-Epreli. Abanye abalimi abasisiseko, oomakopolotyeni kunye namashishini okucubungula umqhaphu bathi nangona ukusasazwa kwenkxaso-mali yexabiso lekotoni ngo-2022 kulibazisekile xa kuthelekiswa neminyaka edlulileyo, incopho yokutyala umqhaphu entwasahlobo eXinjiang ikhutshwe kunye neSaziso soMphathiswa wezeMali weKhomishini yoPhuhliso noHlaziyo yeSizwe yoPhuculo loPhuhliso loHlaziyo loPhuculo loMgaqo-nkqubo weXabiso leKotoni, elanika abalimi baseXinjiang umyalezo “oqinisekisayo”. Inceda ekuzinzeni kwendawo yokutyala umqhaphu ngo-2023, ukuphucula inqanaba lokutyala/lolawulo lwabalimi, kunye nokuphucula umgangatho weshishini lomqhaphu kunye nengeniso eXinjiang.
5, imakethi yekotoni ye-ICE ivaliwe iyonke. Isivumelwano sikaMeyi sifikelele kuma-131 eesenti kwi-83.24. Isivumelwano sikaJulayi sifikelele kuma-118 eesenti kwi-83.65. Isivumelwano sikaDisemba sifikelele kuma-71 eesenti kwi-83.50. Amaxabiso omqhaphu angeniswe kwamanye amazwe alandele ikamva eliphantsi, kunye ne-M-grade index ecatshulwe kuma-96.64 eesenti ngepawundi, yehle ngama-1.20 eesenti ukusuka kusuku oludlulileyo. Kwimeko yangoku yexabiso lomahluko wesiseko somqhaphu ongeniswe kwamanye amazwe, iintlobo zezixhobo eziphambili xa kuthelekiswa nosuku oludlulileyo azizange zibone utshintsho olukhulu, inqanaba lilonke liphantsi phantse kwiminyaka emithathu. Ukusuka kwingxelo yemarike, kwiintsuku zamva nje emva kokuba ibhodi yekamva yomqhaphu yeZheng igqithe kumgca omnye wamawaka amahlanu, abanye abarhwebi banciphise isiseko somthombo womqhaphu ongeniswe kwamanye amazwe, kodwa amashishini asezantsi ngenxa yee-odolo zekamva ezizele kukungaqiniseki, imeko yangoku yokulinda nokubona iyaqhubeka, isaqhubeka ngokwendlela ethengiweyo. Kubikwa ukuba inani elincinci le-yuan Brazil cotton base libike i-1800 yuan/ton okanye ngaphezulu, kodwa intengiselwano yokwenyani isalula.
【 Ulwazi lwentambo】
1. Imarike yefayibha ye-Viscose staple iyaqhubeka nokusebenza ngokuzinzileyo, imeko yokuthunyelwa kwentambo yomqhaphu esezantsi ayilunganga, imakethi ayinalo uqiniseko kwimarike yexesha elizayo, kodwa ukuhanjiswa kwee-odolo kwangethuba kwifektri ye-viscose, kwaye uluhlu lwezinto lulonke luphantsi, landela ixabiso okwethutyana, linda ubone imeko yemarike ngakumbi. Okwangoku, ikowuteshini yefektri yi-13100-13500 yuan/ton, kwaye ixabiso elixoxiswanayo le-middle-end neliphezulu limalunga ne-13000-13300 yuan/ton.
2. Kutshanje, imakethi yemisonto yekotoni engenisiweyo iqhubekile nokufuna ukuhanjiswa, ii-odolo zokuqinisekisa ezisezantsi ziye zenziwa, inkqubela phambili yokulandelela iimpahla ezininzi isacotha, ixabiso elimiselweyo lemisonto yekotoni lizinzile, ukunikezelwa kwe-CVC engenisiweyo kwelo lizwe kuncinci, ukuzithemba kwemarike okulandelayo kwahlukile, kwaye ukuhlaziywa kwekhaya kulumkile. Ixabiso: Namhlanje kwindawo yaseJiangsu naseZhejiang, isicatshulwa se-Siro spinning esingenisiweyo sibanjwe ngokuqinileyo, i-Ba yarn SiroC10S esemgangathweni ophakathi we-20800 ~ 21000 yuan/ton, ukuhanjiswa kuhamba kancinci.
3, 20 iifutures zekotoni eziya phambili ziqhubekile nokunyuka, ifutures zekotoni eziya phambili zizinzile. Ixabiso lentengiselwano yekotoni ezikwimarike ethe ngqo lihlale lizinzile, ezinye iintlobo ezicociweyo zisenokunyuka kancinci, intambo yepolyester ecocekileyo kunye nentambo yerayon kunye nexabiso lezinto eziluhlaza lehla kancinci. Njengoko amaxabiso ekotoni eqhubeka enyuka kutshanje, iinkampani zelaphu zidla ngokuthenga izinto eziluhlaza ngononophelo. Amashishini okusonta eHubei athi kutshanje awanakuze athenge ikotoni, ukusonta akukho nzuzo, intengiso kuneentsuku ezili-10 ezidlulileyo imbi kakhulu, ixabiso eliphezulu lokusasazwa kwekotoni ezingama-32 liyi-23300 yuan/ton, i-40 ifutures ephezulu yokusasazwa kwi-24500 yuan/ton.
4. Okwangoku, amathuba okuvulwa kwee-yarn mills kuzo zonke iindawo azinzile ngokusisiseko. Izinga eliphakathi lokuqalisa kwee-yarn mills ezinkulu eXinjiang naseHenan limalunga ne-85%, kwaye izinga eliphakathi lokuqalisa kwee-yarn mills ezincinci neziphakathi limalunga ne-80%. Ii-yarn mills ezinkulu eJiangsu naseZhejiang, eShandong naseAnhui ecaleni koMlambo iYangtze ziqala nge-80% ngokomyinge, kwaye ii-mills ezincinci neziphakathi ziqala nge-70%. I-cotton mill okwangoku ineentsuku ezingama-40-60 zomqhaphu ezikhoyo. Ngokwexabiso, i-C32S high distribution ring spinning yi-22800 yuan/ton (kubandakanya irhafu, efanayo ngezantsi), i-high distribution tight yi-23500 yuan/ton; i-C40S high tight yi-24800 yuan/ton, i-combing tight yi-27500 yuan/ton. Umgca we-yarn ongeniswe ngaphakathi yi-C10 Siro yi-21800 yuan/ton.
5. Ngokwengxelo yamashishini eempahla zelaphu eJiangsu, eShandong, eHenan nakwezinye iindawo, njengoko ingongoma ephambili yesivumelwano se-Zheng cotton CF2309 yaphula i-15,000 yuan/ton, ixabiso elimiselweyo kunye nexabiso elisisiseko lomqhaphu lanyuka ngokufanelekileyo, ngaphandle kokunikezelwa kwekowuteshini yomqhaphu ophezulu owawuqinile kancinci ngaphezulu kwama-40S kwaye waqhubeka nokunyusa ixabiso (ukusebenza komqhaphu wama-60S kwakunamandla). Amaxabiso okusonta okuphantsi naphakathi kunye nomqhaphu we-OE kwi-32S nangaphantsi kwehle kancinci. Okwangoku, inzuzo iyonke yokusonta yamashishini eempahla zelaphu incinci kuneyo kaMatshi, kwaye amanye amashishini anemveliso yomqhaphu ebalelwa kwinani eliphezulu lama-40S nangaphantsi awananzuzo. Ngokutsho kweshishini le-70000 ingot spinning eDezhou, kwiPhondo laseShandong, inqanaba lempahla yomqhaphu liphantsi kakhulu (ingakumbi umqhaphu wekotoni one-40S nangaphezulu ngokusisiseko akukho mpahla), kwaye akukho sicwangciso sokuzalisa isitokhwe somqhaphu, i-polyester staple fiber kunye nezinye izinto eziluhlaza ngobuninzi kwixesha elifutshane. Kwelinye icala, ngaphambi kokuphela kuka-Epreli, uluhlu lwempahla yomqhaphu yeshishini lugcinwe kwiintsuku ezingama-50-60, ngokwaneleyo; Kwelinye icala, ixabiso lomqhaphu lenyuka, kwaye inzuzo yokujikeleza yehla xa ithelekiswa noFebruwari noMatshi.
[Ulwazi Lokuprinta Nokudaya Ilaphu Elingwevu]
1. Kutshanje, amaxabiso e-polyester, umqhaphu kunye ne-viscose anyukile, kwaye ii-odolo zeefektri zelaphu elingwevu zanele, kodwa uninzi lwee-odolo zinokugqitywa kuphela phakathi nasekupheleni kukaMeyi, kwaye ii-odolo ezilandelayo azikafiki. Ukuthunyelwa kwelaphu lepokotho kuhamba kakuhle, kwaye isitokhwe somntu wonke asisikhulu, kwaye ii-odolo ezininzi zithunyelwa kwamanye amazwe. Kubonakala ngathi kusafuneka siye kwimarike ukuze sifumane ii-odolo ezingaphezulu. (Ulawulo lukaZhang Ruibu – Zhou Zhuojun)
2. Kutshanje, ii-odolo zemarike zizonke azilunganga. Ii-odolo zasekhaya ziyaphela. Ii-odolo ze-hemp zisazinzile, kwaye uphuhliso lweemveliso ezintsha zomxube we-hemp lusesemgceni okwangoku. Abantu abaninzi bacela ixabiso ukuba lijonge ixabiso, kwaye uphuhliso lwee-odolo ze-cotton emva kokulungiswa ngexabiso elongezelelweyo nalo luyanda. (Ulawulo lweGong Chaobu – Fan Junhong)
3. Kutshanje, isiphelo sempahla eluhlaza yemarike sinyuka ngamandla, intambo inyuka ngamandla, kodwa amandla okwamkela iodolo yemarike abuthathaka kakhulu, ezinye intambo zinendawo yokuthetha ngokuncitshiswa kwexabiso, iiodolo zamva nje zokuthumela ngaphandle aziphucukanga, ixabiso lomthamo wangaphakathi likhokelela ekubeni ixabiso lentengiselwano lincitshiswe kwakhona, imakethi yasekhaya izinzile, kodwa imfuno yelaphu elingwevu nayo iyancipha, uzinzo lweodolo yamva nje eza kuvavanywa! (Ulawulo lweSebe laseBowen – Liu Erlai)
4. Kutshanje, uCao Dewang wamkele udliwanondlebe lwenkqubo ethi “Junptalk”, xa wayethetha ngezizathu zokwehla okukhulu kwee-odolo zorhwebo lwangaphandle, wayekholelwa ukuba yayingengurhulumente wase-US orhoxisa i-odolo yakho, kodwa yimarike orhoxisa i-odolo, yindlela yokuziphatha kwimarike. E-United States, ukunyuka kwamaxabiso kukhulu kakhulu kwaye ukunqongophala kwabasebenzi kukhulu. Xa zidityaniswe nezi zinto zimbini, i-United States inethemba lokufumana iimarike ezingabizi kakhulu ekuthengeni, ezifana neVietnam kunye namanye amazwe aseMzantsi-mpuma Asia ukuze abeke ii-odolo. Ngaphezulu, ukwahlukana korhwebo phakathi kweTshayina ne-United States ngokwenene yindlela yokuziphatha kwimarike. Ethetha ngamathemba akhe kwixesha elizayo, uMnu. Cao uthe kuya kuba “bubusika obude kakhulu”.
Ixesha lokuthumela: Epreli-21-2023