Ka July, ka lebaka la boemo ba leholimo bo tsoelang pele bo phahameng ba mocheso libakeng tse ka sehloohong tsa k'hothone Chaena, tlhahiso e ncha ea k'hothone e lebeletsoe ho tšehetsa litheko tse phahameng tsa k'hothone tse tsoelang pele, 'me litheko tsa letheba li fihlile holimo ka selemo se secha, le Index ea theko ea China ea Cotton. CIndex3128B) e nyolohetse ho 18,070 yuan/ton.Mafapha a amehang a fane ka tsebiso ea hore molemong oa ho khotsofatsa litlhoko tsa k'hothone tsa likhoebo tsa masela a k'hothone, ho tla fanoa ka lekhetho la lekhetho la 2023, 'me thekiso ea k'hothone e 'ngoe e bohareng e qalile mafelong a Phupu.Linaheng tsa machaba, ka lebaka la litšitiso tse mpe tsa leholimo tse kang mocheso o phahameng le pula, tlhahiso e ncha ea k'hothone karolong e ka leboea ea Lefatše e lebeletsoe ho eketseha, 'me theko ea k'hothone e phahame haholo, empa tlas'a tšusumetso ea litebello tsa ho putlama ha moruo, ho bile le ts'ebetso e kholo ea ts'oaetso. mme keketseho e nyane ho feta ea lehae, mme phapang lipakeng tsa theko ea k'hothone ea lapeng le kantle e eketsehile.
I. Liphetoho tsa litheko tsa letheba lapeng le kantle ho naha
(1) Theko ea lehae ea k'hothone e nyolohetse boemong bo phahameng ka ho fetisisa ba selemo
Ka Phupu, e anngoeng ke lintlha tse joalo ka keketseho e lebelletsoeng ea phokotso ea tlhahiso ka lebaka la mocheso o phahameng oa mocheso sebakeng sa k'hothone le litebello tse matla tsa phepelo, litheko tsa lehae tsa k'hothone li ile tsa lula li le matla, 'me bokamoso ba k'hothone ea Zheng bo ile ba tsoela pele ho nyoloha ho phahamisa litheko tsa lehae tsa k'hothone. , palo ea 24 ea theko ea k'hothone ea Chaena e nyolohetse ho 18,070 yuan/ton, e leng holimo ho tloha selemong sena.Nakong ea khoeli, palo ea lekhetho le pholisi ea thekiso ea k'hothone ea reserve e phatlalalitsoe, ha e le hantle e lumellana le litebello tsa 'maraka, lehlakore la tlhokahalo e phahameng le fokola,' me theko ea k'hothone e na le tokiso e khutšoanyane qetellong ea khoeli.Ka la 31, index ea theko ea k'hothone ea China (CCIndex3128B) 17,998 yuan/ton, ho nyoloha ka li-yuan tse 694 ho tloha khoeling e fetileng;Karolelano ea theko ea khoeli le khoeli e ne e le li-yuan tse 17,757/ton, ho nyoloha li-yuan tse 477 khoeli le khoeli le li-yuan tse 1101 selemo le selemo.
(2) litheko tsa k'hothone tsa nako e telele li ile tsa phahama khoeli le khoeli
Ka Phupu, theko ea k'hothone ea nako e telele e ile ea phahama ho tloha khoeling e fetileng, 'me theko ea thekiso ea k'hothone ea nako e telele ea grade 137 qetellong ea khoeli e ne e le li-yuan tse 24,500/ton, ho nyoloha ka li-yuan tse 800 ho tloha khoeling e fetileng, ho feta. ho feta China Cotton Price Index (CCIndex3128B)6502 yuan, 'me phapang ea theko e atolositsoe ka li-yuan tse 106 ho tloha bofelong ba khoeli e fetileng.Theko e tloaelehileng ea khoeli le khoeli ea k'hothone ea nako e telele ea 137 ke li-yuan tse 24,138/ton, ho nyoloha li-yuan tse 638 ho tloha khoeling e fetileng, 'me ho theoha li-yuan tse 23,887 selemo le selemo.
(3) Litheko tsa machaba tsa k'hothone li fihlile holimo haholo likhoeling tse tšeletseng tse fetileng
Ka July, litheko tsa machaba tsa k'hothone li ile tsa lula li le ngata ho 80-85 cents / pound.Litšitiso tsa boemo ba leholimo khafetsa linaheng tse ngata tse kholo tse hlahisang k'hothone Karolong e ka leboea ea Lefatše, litebello tse eketsehileng tsa phokotso e ncha ea phepelo ea selemo le selemo, le litheko tsa 'maraka tsa bokamoso li kile tsa potlakela ho 88.39 cents/pound, hoo e ka bang halofo ea selemo holimo.Phupu ICE ea k'hothone ea kontraka ea mantlha ea khoeli le khoeli ea karolelano ea theko ea lisente tse 82.95/ponto, khoeli le khoeli (lisente tse 80.25/ponto) ho nyoloha ka lisente tse 2.71, kapa 3.4%.Lenane la China la theko ea k'hothone e tsoang kantle ho naha FCIndexM kakaretso ea khoeli le khoeli ea lisente tse 94.53/ponto, e nyolohile ka lisente tse 0.9 ho tloha khoeling e fetileng;Qetellong ea lisente tse 96.17/ponto, e nyolohile ka lisente tse 1.33 ho tloha khoeling e fetileng, tefiso ea 1% e theotsoe ka 16,958 yuan/ton, e neng e le ka tlase ho sebaka sa lehae sa li-yuan tse 1,040 ka nako eona eo.Qetellong ea khoeli, ka lebaka la ho hlōleha ha litheko tsa machaba tsa k'hothone ho tsoela pele ho phahama, k'hothone ea malapeng e ile ea boloka ts'ebetso e phahameng, 'me phapang pakeng tsa theko ea ka hare le ea ka ntle e ile ea atolosoa hape hoo e ka bang 1,400 yuan.
(4) Litaelo tsa masela tse sa lekaneng le thekiso e batang
Ka July, 'maraka oa masela o ntse o tsoela pele, ha theko ea k'hothone e ntse e phahama, likhoebo li ile tsa phahamisa mantsoe a khoele ea k'hothone, empa ho amoheloa ha bahlahisi ba tlaase ha ho phahame, thekiso ea likhoele e ntse e bata, lihlahisoa tsa lihlahisoa tse felileng li ntse li eketseha.Qetellong ea khoeli, litaelo tsa masela a lapeng li ile tsa ntlafala, le monyetla oa ho hlaphoheloa hanyenyane.Ka ho khetheha, theko ea transaction ea khoele e hloekileng ea k'hothone ea KC32S le JC40S e kopantsoeng qetellong ea 24100 yuan/ton le 27320 yuan/ton, ho nyoloha li-yuan tse 170 le li-yuan tse 245 ka ho latellana ho tloha bofelong ba khoeli e fetileng;Polyester staple fiber qetellong ea 7,450 yuan/ton, e nyolohile ka li-yuan tse 330 ho tloha bofelong ba khoeli e fetileng, fiber e kholo ea viscose qetellong ea 12,600 yuan/ton, e theohile ka li-yuan tse 300 ho tloha bofelong ba khoeli e fetileng.
2. Tlhahlobo ea lintlha tse amang liphetoho tsa theko lapeng le kantle ho naha
(1) Phano ea k'hothone import sliding duty quotas
Ka la 20 Phupu, Komisi ea Naha ea Nts'etsopele le Phetoho e ile ea fana ka tsebiso, molemong oa ho sireletsa litlhoko tsa k'hothone tsa likhoebo tsa masela, kamora lipatlisiso le qeto, phallo ea morao-rao ea litefiso tsa 2023 tsa k'hothone kantle ho tefiso e ikhethileng ea litefiso tsa kantle ho naha (eo ka mor'a moo e tsejoang e le. "tefiso e thellang ea thepa ea k'hothone").Phano ea lekhetho le thellang la lithane tse 750,000, ntle le ho fokotsa mokhoa oa khoebo.
(2) Lithekiso tsa karolo ea k'hothone ea polokelo e bohareng li tla hlophisoa haufinyane
Ka la 18 Phupu, mafapha a amehang a ile a fana ka tsebiso, ho ea ka litlhoko tsa mafapha a amehang a mmuso, e le ho fihlela litlhoko tsa k'hothone tsa likhoebo tse ohlang k'hothone, mokhatlo oa morao-rao oa thekiso ea k'hothone e 'ngoe e bohareng ea polokelo.Nako: Ho tloha bofelong ba Phupu 2023, letsatsi la ho sebetsa ka molao la naha ka 'ngoe le thathamisitsoe ho rekisoa;Palo ea thekiso e thathamisitsoeng letsatsi le leng le le leng e hlophisoa ho ea ka boemo ba 'maraka;Theko e thathamisitsoeng fatše ea thekiso e khethoa ho latela matla a 'maraka, ha e le hantle, a hokahantsoeng le litheko tsa lehae le tsa kantle ho naha tsa k'hothone, tse baloang ke index ea theko ea limmaraka tsa lehae tsa k'hothone le index ea litheko tsa mebaraka ea machabeng ho latela boima ba 50% , ’me e lokisoa hang ka beke.
(3) Boemo ba leholimo bo sa thabiseng bo lebelletsoe ho lebisa phepelong e thata ea k'hothone e ncha
Ka July, India le United States ka tatelano tobane e mpe meteo litšitiso tse kang pula ea litloebelele le pheheletseng phahameng mocheso le komello Texas, har'a tseo United States k'hothone sebakeng sa ho lema ea phokotso e khōlō, komello hona joale ho kopantswe le leholiotsoana le tlang. nako ea selemo e etsa hore matšoenyeho a phokotso ea tlhahiso a tsoele pele ho eketseha, ho theha tšehetso ea sethala bakeng sa k'hothone ea ICE.Ka nako e khuts'oane, 'maraka oa lapeng oa k'hothone o boetse o tšoenyehile ka phokotso ea tlhahiso ka lebaka la mocheso o phahameng o tsoelang pele oa Xinjiang, mme konteraka ea mantlha ea k'hothone ea Zheng e feta 17,000 yuan/ton, mme theko ea sebaka e nyoloha ka theko ea bokamoso.
(4) Tlhokahalo ea masela e ntse e fokola
Ka July, the downstream maraka tsoela pele ho fokola, bahoebi ba k'hothone khoele patiloeng inventory ke e kholo, bohlooho lesela link boot tlaase, lifeme tsa masela ba hlokolosi mabapi le thepa e tala phumano, ba bangata ba emetse reserved fantisi k'hothone le quota nyehelo.Sehokelo sa spinning se tobane le bothata ba tahlehelo le ts'ebetso ea morao ea lihlahisoa tse felileng, mme phetiso ea theko ea ketane ea indasteri e koetsoe.
Nako ea poso: Aug-15-2023
