Pulupulu i lawe ʻia mai: Hoʻopaʻa nā mea kālepa Holiday ICE ma uka i nā waiwai a kūʻai aku

ʻOiai ua kau inoa nā ʻoihana Kina i ka hoʻomaha ʻana o ka Spring Festival i kahi lohi nui i ka pulupulu ukana/paʻa, ua wānana ka USDA Outlook Forum 2024 US pulupulu i ka wahi kanu a me ka hana ʻana i hoʻonui nui ʻia, Pepeluali 2 a Pepeluali 8 2023/24 US pulupulu swab export e hoʻomau i ka emi nui ʻana, ua hoʻemi nui ʻia ka uku paneʻe o ka Federal Reserve 2024 e Powell "ninini i ka wai anuanu". Eia naʻe, ua hoʻomau ka piʻi ʻana o ka Spring Festival ICE cotton futures mai ka hopena o Ianuali, ʻaʻole wale ka ʻaelike nui o Mei i haki ikaika i 90 keneta/paona, a ua hoʻoneʻe hoʻokahi i ka laulā kālepa i ʻoi aku ma mua o 95 keneta/paona (ke kiʻekiʻe intraday o 96.42 keneta/paona, piʻi 11.45 keneta/paona mai ka hopena o Ianuali, hapalua mahina i piʻi 13.48%).

ʻO kekahi mau ʻoihana, nā ʻoihana e pili ana i ka pulupulu, nā ʻoihana kalepa pulupulu honua "i hoʻokahi ʻanuʻu" e wehewehe i ka hana o ka pā waho i ka wā hoʻomaha. ʻO ka loiloi ʻoihana, i ka hapalua mahina i hala iho nei, ua piʻi aʻe ka laina ICE a Yang, ʻo ke kumu nui o nā ʻōkuhi waiwai nui ʻekolu ma ʻAmelika Hui Pū ʻIa e hoʻomau nei i nā kiʻekiʻe hou, ua hoʻomau ka waiwai e hiki mai ana a ua wikiwiki nā kālā lōʻihi i ke komo ʻana i ka mākeke, nā waiwai ICE āpau, ua hoʻonui nui ʻia nā kauoha he nui a me nā kumu ʻē aʻe, ʻoi aku ka maikaʻi ʻole o ka lako pulupulu a me ke koi ma mua o ka maikaʻi.

Mai ka manaʻo o ke anamanaʻo, i nā lā ʻelua i hala iho nei, ua hoʻomaka hou ʻo Qingdao, Zhangjiagang a me nā ʻoihana kālepa pulupulu ʻē aʻe i ka hana, ua hoʻopaʻa mālie ʻia ke awa i ka pulupulu, kahi a me ka ukana i nā ʻōlelo (nā kumuwaiwai kālā US), ʻoiai ʻaʻole i helu pinepine ʻia nā kumuwaiwai RMB i nā kauoha, nā ʻōlelo, ma ka ʻaoʻao hoʻokahi, aia wale nō ke kālepa ʻana i ka wā e hiki mai ana ma Pepeluali 19, no nā mea kālepa e koho e kali a ʻike; ʻO ka lua, ma ka wā hoʻomaha ICE cotton futures e piʻi aʻe, manaʻo ʻia e hoʻihoʻi hou ka kaulahao ʻoihana lole pulupulu holoʻokoʻa ma hope o ka wā hoʻomaha Zheng cotton (ka ʻoihana ma ka mākeke kūʻai ma hope o ka hoʻomaha, ka mākeke waiwai futures bullish), paʻa ka manaʻo kiʻekiʻe o nā ʻoihana pulupulu, i ke alo o nā ʻoihana pulupulu ma lalo, nā middlemen a me nā nīnau a nā mea kūʻai aku ʻē aʻe, koho ka hapa nui o nā mea kālepa pulupulu e noho mālie, mai ʻōlelo a uhi paha i ke kali ʻana.

Mai ka manaʻo o kekahi poʻe kālepa pulupulu, ua hoʻokiʻekiʻe ʻia ke kumukūʻai kaumaha o ka pulupulu Brazil M 1-5/32 (ikaika 28/29/30GPT) i kēia manawa ma Qingdao Port i 103.89-104.89 keneta/paona, ʻo ke kumukūʻai lawe pololei ma lalo o ka ʻauhau 1% ma kahi o 18145-18318 yuan/ton, ʻoiai ua emi iki ka piʻi ʻana o ke kumukūʻai kiko ma mua o ka ʻaelike nui o ka ICE cotton futures. Eia nō naʻe, i ka wā o ka Spring Festival, ua hiki pū ka wahi hoʻoponopono o ka pulupulu a me ka ukana i 5-6 keneta/paona.

Puna: Pūnaewele Pulupulu Kina