Kunyangwe zororo reSpring Festival makambani ekuChina akasaina kuderera kukuru kwemitengo yedonje/yakabatanidzwa, USDA Outlook Forum yakafanotaura kuti nzvimbo yekudyara donje reUS 2024 uye kugadzirwa kwaro kwakawedzera zvakanyanya, kubva Kukadzi 2 kusvika Kukadzi 8 2023/24 huwandu hwedonje reUS hwakaramba huchiderera zvakanyanya, mubereko weFederal Reserve 2024 wakaderedzwa naPowell "mvura inotonhora yakadururwa", Zvisinei, mitengo yedonje reICE rezororo reSpring Festival yakaramba ichikwira kubva pakupera kwaNdira, chibvumirano chikuru chaMay hachina kungoputsa masendi makumi mapfumbamwe chete papaundi, uye chakambochinja huwandu hwekutengeserana kusvika paanopfuura masendi makumi mapfumbamwe nemashanu papaundi (yakakwira mukati mezuva ye96.42 cents papaundi, yakakwira ne11.45 cents papaundi kubva pakupera kwaNdira, hafu yemwedzi yakakwira ne13.48%).
Mamwe masangano, makambani ane chekuita nedonje, kutengeserana kwedonje repasi rose "mudanho rimwe chete" kutsanangura mashandiro ekunze kweplate panguva yezororo. Ongororo yeindasitiri, muhafu yemwedzi yapfuura, mutsetse weICE a Yang wakakwira, kunyanya nezvikamu zvitatu zvikuru zvemasheya muUnited States zviri kuramba zvichikwira, ramangwana rezvinhu zvakaramba zvichikwira uye mari refu yakakurumidza kupinda mumusika, ICE total holdings, index funds net multiple orders zvawedzera zvakanyanya uye zvimwe zvinhu, donje rekupa uye kudiwa kwemari kwakawedzera zvakaipa pane zvakanaka.
Kubva pamaonero eongororo, mumazuva maviri apfuura, Qingdao, Zhangjiagang nedzimwe makambani ekutengesa donje akatangazve basa, donje, nzvimbo nezvimwe zvinhu zviri pachiteshi zvine ma quotes zvishoma nezvishoma (mari yemadhora ekuAmerica), nepo RMB zviwanikwa zvisingawanzo kunyorwa maodha, ma quotes, kune rumwe rutivi, pane kutengeserana kwemangwana chete musi wa19 Kukadzi, kune vatengesi vanosarudza kumirira nekuona; Chechipiri, nezororo reICE cotton futures richikwira, cheni yese yeindasitiri yedonje cotton inotarisirwa kudzoka zvakanyanya mushure mezororo reZheng cotton (indasitiri iri pamusika wemasheya mushure mezororo, commodity futures market brush bullish), makambani edonje ane pfungwa yakasimba kwazvo, mukutarisana nemakambani edonje ari pasi, vatengesi vepakati nevamwe vatengi, vatengesi vedonje vanowanzo sarudza kunyarara, havatauri kana kufukidza kumirira.
Kubva pamaonero evamwe vatengesi vedonje, mutengo wedonje reBrazil rine chibatiso cheQingdao Port M 1-5/32 (rakasimba 28/29/30GPT) wakwira kusvika pa103.89-104.89 cents/paundi, mutengo wekupinza zvakananga pasi pe1% tariff ungangoita 18145-18318 yuan/tani, kunyangwe kukwira kwemutengo wepositi kwakaderera zvishoma pane chibvumirano chikuru cheICE cotton futures. Zvisinei, panguva yeMutambo weChirimo, nzvimbo yekugadzirisa donje rine chibatiso nemitoro yakasvikawo pa5-6 cents/paundi.
Chitubu: China Cotton Network
Nguva yekutumira: Kurume-18-2024