【 Litaba tsa Cotton 】

1. Ho latela China Cotton Quality Notary and Inspection Network, ho tloha ka la 2 Mmesa 2023, Xinjiang esale e hlahloba lithane tse 6,064,200 tsa 2020/23 lint.Ka 2022/23, palo ea likhoebo tsa tlhahlobo ea k'hothone e Xinjiang e fihlile ho 973, ha ka 2019/20, 2020/21 le 2021/22, palo ea likhoebo tsa tlhahlobo e ne e le 809, 928 le 970, ka ho latellana, e bonts'a keketseho e mene e latellanang.

Ka la 2 Mmesa 3, Zheng cotton e ile ea tsoela pele ka mokhoa o tšosang, konteraka ea CF2305 e ile ea bula 14310 yuan/ton, ea ho qetela ea lintlha tse 15 ho koala 14335 yuan/ton.Phepelo ea matheba e ile ea eketseha, theko ea k'hothone e ile ea fetoha hanyane, ho boloka khoebo e fokola, khoebo ea khoele ea k'hothone e tlase, litaelo tsa pele li ile tsa phethoa butle-butle, litaelo tse latelang li ntse li sa lekana, likhoebo tsa masela li reka ka hloko, ho bokella lihlahisoa tsa lihlahisoa.Ka kakaretso, maikutlo a macro a ntlafala, 'maraka o tsepamisitse maikutlo butle-butle sebakeng sa ho lema le litaelo tse tlase, nako e khuts'oane ho le thata ho ba le mokhoa, kalafo ea maikutlo a tšosang.

Matsatsi a 3, 3 a litheko tsa 'maraka oa lehae oa k'hothone li tsitsitse.Ka letsatsi la boraro, phapang ea motheo e ne e tsitsitse, 'me phapang ea motheo ea konteraka ea CF305 ea libaka tse ling tsa polokelo ea Xinjiang lipara tse 31 28/29 e ne e le 350-900 yuan/ton.Ba bang ba Xinjiang k'hothone Inland polokelo 31 habeli 28/ habeli 29 e tsamaisanang CF305 konteraka le litšila 3.0 ka hare ho phapang motheo oa 500-1100 yuan/ton.Mmaraka oa bokamoso ka la 3 o ne o batla o tsitsitse, theko ea matheba a k'hothone e ne e sa fetohe hanyane, likhoebo tse ling li ile tsa eketsa theko ea li-yuan tse 30-50 ka lithane, tjantjello ea thekiso ea likhoebo tsa k'hothone e ntle, lisebelisoa tsa theko le lisebelisoa tsa theko ea lintlha tsa khoebo.Theko ea khoele e felileng ea lihlahisoa tsa masela likhoebong tse tlase tsa masela e ntse e tsitsitse.Hona joale, litaelo tsa malapeng li lokile, empa ho na le matšoao a ho fokola.Bofokoli ba litaelo tsa linaha tse ling bo ntse bo tsoela pele.Ho utloisisoa hore hajoale, ntlo ea polokelo ea Xinjiang 21/31 habeli 28 kapa e le 'ngoe 29, ho kenyelletsa le tse sa tšoaneng ka hare ho 3.1% ea theko ea thepa ke 14500-15700 yuan/ton.Phapang e 'ngoe ea motheo ea k'hothone ea naha le lisebelisoa tsa theko e le 'ngoe 31 lipara 28 kapa theko e le 'ngoe ea 28/29 ka 15200-15800 yuan/ton.

4. Ho ea ka maikutlo a tsoang ho lik'hamphani tsa khoebo tsa k'hothone Qingdao, Zhangjiagang le libakeng tse ling, ka ts'ebetso e matla ea bokamoso ba k'hothone ea ICE bekeng e fetileng le theko e ntseng e phahama ea ho tšoara thepa, cheseho ea likhoebo tsa k'hothone ka quotation le thomello e ile ea eketseha haholo ha e bapisoa le maqalong le mahareng a Hlakubele.Ha bahoebi ba ntse ba eketsa moeli oa motheo oa k'hothone ea tumello ea meetlo le k'hothone e kopantsoeng likoung tse ling, 'me textile ea k'hothone e tsoela pele boemo bo tepeletseng ba "tebello e matla empa e le' nete e fokolang", Fektheri ea textile ea k'hothone e tlaase, motho ea bohareng o tlatsa laebrari ka hloko.Huangdao, morekisi oa k'hothone ea boholo bo mahareng o itse, ICE e kholo ea ho hanyetsa lisente tse 80/lb, Shandong, Henan, Hebei, Jiangsu le libaka tse ling tsa cheseho ea bareki ba khale ea ho botsa e theohile haholo, hajoale ke lisebelisoa tsa RMB feela tse nang le litšebelisano tsa nakoana.Ho ea ka lipatlisiso, ka lebaka la phapang e kholo ea litšenyehelo tsa bahoebi ba tšoereng k'hothone ea letheba ho tloha United States, Brazil le Afrika, qotsulo ea lisebelisoa tsa RMB ka thepa ea likepe, bond bond le Customs clearance e batla e le moferefere, e bakang mathata a itseng. lipatlisiso le theko ea lifeme tsa k'hothone.

5. Ho tloha ka la 24 Tlhakubele ho isa ho la 30, 2023, karolelano ea theko ea boemo bo tloaelehileng limmarakeng tse supileng tsa lehae United States e ne e le lisente tse 78.66 ka ponto, ho nyoloha ka lisente tse 3.23 ponto ho tloha bekeng e fetileng, ho theohile ka lisente tse 56.20 ponto ka 'ngoe ho tloha nakong e tšoanang. selemong se fetileng.Nakong ea beke, libale tse 27,608 li rekisitsoe limmarakeng tse supileng tse kholo ka ho fetisisa tsa lehae, e leng se ileng sa tlisa kakaretso ea 2022/23 ho ea ho 521,745.Theko ea matheba ea k'hothone e holimo United States e ea nyoloha, lipatlisiso tsa kantle ho naha Texas li bobebe, tlhoko ea India, Taiwan le Vietnam ke eona e ntle ka ho fetisisa, sebaka sa lehoatata se ka bophirima le sebaka sa SAN Jokin lipatlisiso tsa kantle ho naha li bobebe, litheko tsa k'hothone tsa Pima li tlase. ho oa, lihoai tsa k'hothone li batla ho emela tlhokahalo le ho tsosolosoa ha theko pele li rekisa, lipatlisiso tsa kantle ho naha li bobebe, ho hloka tlhokahalo ho tsoela pele ho hatella litheko tsa k'hothone tsa Pima.Har'a beke, lichelete tsa malapeng li ile tsa etsa lipatlisiso bakeng sa thomello ea Q2-Q4 ea k'hothone ea Kereiti ea 4, 'me theko e ile ea tsoela pele ho lula e le hlokolosi ha tlhokahalo ea likhoele e ntse e fokola' me lisebelisoa tse ling li lula li sa sebetse.Tlhokahalo ea thomello ea k'hothone ea Amerika e akaretsa, sebaka sa Bochabela bo Hare bakeng sa mefuta eohle ea mefuta e khethehileng ea theko e na le lipotso.

【 Litaba tsa khoele】

1, 3 litheko tsa bokamoso ba k'hothone li ile tsa theoha, 'maraka o tlase oa tšehetso ho ea batalla, motho ka mong o ntse a bilika hanyane, ho theosa le 50-100 yuan/ton, tšehetso e phahameng e ntse e le thata, litefiso tse 60 tsa combed li feta 30000 yuan/ton.Boholo ba litaelo tsa likhoebo tsa masela tse fumanoeng qetellong ea April, litaelo tsa nako e khutšoanyane ha li tšoenyehe, boemo ba kaho bo phahame, empa 'maraka oa nakong e tlang ha o na tšepo haholo, litaelo tse ncha tse theohileng li fokotsehile butle-butle, theko e tlaase, theko ea thepa ha e sebetse. .Mabapi le theko ea thepa e tala, boholo ba limilone tsa masela li ile tsa tlatsa thepa ka tlase kapa ka tlase ho 14000 qalong, mme lethathamo la hajoale le lekane.Ha theko ea bokamoso e nyolohela ho feta 14200, matla a kakaretso a ho reka k'hothone a likhoebo tsa masela a fokotsehile, 'me maikutlo a ho ema le ho bona a ntse a eketseha.

2. Leano le lecha la leano la theko ea lifeme tse kholo tsa li-viscose staple fiber tsa lapeng le kentsoe tšebetsong.Khopolo ea mefuta e tloaelehileng ea masela ke 13400 yuan/ton bakeng sa kamohelo, 100 yuan/ton ka tlase ho feta khotheishene e fetileng, 'me ho ntse ho na le litheolelo ho fihlela maemo a thomello, ka mefuta e ka bang 200 yuan/ton.Ntho e khethehileng ea 'nete ea puisano e le 'ngoe.Karolo eohle e emetseng qalong e hloka feela ho tlatsoa ke moreki.Hona joale re qala ho buisana le ho saena taelo.'Me' maraka o amehile ka potoloho ena ea ho saena, hona joale theko e tlaase ea 12900-13100 yuan / tonne, theko e phahameng ka ho fetisisa hoo e ka bang 13100-13200 yuan / ton.

3. Ka mor'a pontšo ea khoele, ho tlatsoa ha khoele e tsoang linaheng tse ling morao tjena ke tšitiso e nyenyane, 'me theko ea khoele ea ka ntle e ntse e theoha, empa hobane boima ba liiloana tsa likhoele tsa mose ho maoatle bo ntse bo lokela ho khutlisoa butle, ha ho na inventory overhang pressure. , kahoo molemo oa theko ha o totobetse.Ka lebaka la ho ferekanngoa ke ho fokola ha tlhokahalo e tlase, kholiseho ea khoebo ea 'maraka oa likhoele tsa k'hothone e batla e fokola.Theko ea khoele e tsoang kantle ho naha e tsitsitse haholo.Ha ho na khaello ea lisebelisoa tsa theko e tlaase 'marakeng,' me tšehetso ea theko e ntse e fokola.Ho ea ka theko: Litaelo tsa ho loha tsa 'maraka oa Guangdong Foshan li ntse li theoha, barekisi ba lehae ba theko e phahameng ea C32S ba loha theko e ka bang 22800 yuan/ton, litheolelo tsa nnete tsa transaction.Haufinyane tjena, thekiso ea khase e tsoang kantle ho naha 'marakeng oa Lanxi e fokola hanyane.Mohoebi oa Vietnam OEC21S sephutheloana sa bleach se haufi le 19300 yuan/ton ka boleng bo tlase le lekhetho.

4. Hajoale, theko ea letlapa la ka ntle la khoele e tsoang kantle e tsitsitse ka ho theoha, 'me setsi sa theko ea khoheli ea khoele ea k'hothone ea India e ntse e theoha, ka ho ohla ho thata le moea o ohiang o theoha hanyane;Ho ne ho e-na le motsamao o fokolang ka kakaretso limmarakeng tse ling;Ntle le moo, ka lebaka la tšusumetso e kholo ea liphetoho tsa morao-rao tsa phapanyetsano ea dollar hangata li hloka ho ela hloko.Mabapi le theko: Vietnam Pu-comb theko e tsitsitse, setsi sa transaction of gravity se theohile hanyane, k'hothone leloala C32S lohiloeng sephutheloana se fana ka 2.99 USD/kg, e lekanang le RMB 23700 yuan/ton, May letsatsi la thomello, L/C ho pono;Khopolo ea Indian tight spinning e theotsoe hanyane.Lesela le lohiloeng le ohiang la pele la barekisi la JC32S le ka fana ka theko ea 3.18 USD/kg, e lekanang le 26100 RMB/ton, letsatsi la thomello bofelong ba Mmesa le Mots'eanong, matsatsi a 30 L/C.

[Boitsebiso ba ho Hatisa le ho daea ka Lesela le Lesoeu]

1. Morao tjena, theko ea 'maraka oa k'hothone e batla e tsitsitse,' me litaelo li ntlafetse ha li bapisoa le nako e fetileng.Litaelo tse ngata ke tsa thekiso ea malapeng, 'me mefuta e tloaelehileng ha e le hantle ke letoto la 32/40, k'hothone le polyester ea k'hothone e bohareng ba lesela le tšesaane.(Ho Laola Lefapha la Blog - Zhang Zhongwei)

2. Morao tjena, 'maraka oa malapeng oa masela a lapeng o molemo, theko ea mefuta e tloaelehileng e matla' me phepelo ea lesela le bohlooho e tiile, 'me thepa e hloka ho emisa, e fokolitsoeng.Ka lebaka la khaello ea phepelo ea likhoele tse phahameng, nako ea ho fana ka mefuta e tsitsitseng ea weave e ekelitsoe.Litaelo tsa thekiso ea lapeng tsa ho hatisa le ho daea hangata li phathahane, nako ea ho fana ke matsatsi a 15 ~ 20, tse khethehileng ka liodara tsa fektheri ea ho daea kantle ho naha li tloaelehile, empa hape le ho batla katleho ho liodara tsa thekiso ea lapeng.(Yu Weiyu, Karolo ea Lesela la Lehae)

3. Haufinyane tjena, taelo ea thekiso ea malapeng e mengata haholo, 'maraka oa kantle ho naha o bata, moreki o ntse a botsa le ho phahamisa, taelo ea sebele ha e e-s'o oele.Theko ea khoele e batla e tsitsitse, mefuta e meng e tloaelehileng e na le theko ea bongata eo e ka buang ka eona.Fiber e fapaneng, mefuta e ikhethang ea lipotso tsa bareki ho feta tloaelo, masela a bohlooho a tloaelehileng ho thomello ea masela a teteaneng, bareki ha e le hantle ha ba sa le thepa, ba ntse ba rekoa.