Duk da cewa kamfanonin China na hutun bikin bazara sun sanya hannu kan raguwar kaya/auduga mai ɗaurewa, USDA Outlook Forum ta yi hasashen cewa yankin da ake noma auduga a Amurka na 2024 da kuma samar da shi ya karu sosai, daga 2 ga Fabrairu zuwa 8 ga Fabrairu na 2023/24 Yawan fitar da auduga a Amurka ya ci gaba da raguwa sosai, raguwar riba a cikin Tarayyar Tarayya ta 2024 da Powell ya yi "zubar da ruwan sanyi". Duk da haka, makomar auduga ta ICE ta hutun bikin bazara ta ci gaba da ƙaruwa tun daga ƙarshen Janairu, babban kwangilar watan Mayu ba wai kawai ta karya centi 90/fam ba, kuma ta taɓa motsa kewayon ciniki zuwa fiye da centi 95/fam (mafi girman a cikin rana na centi 96.42/fam, sama da centi 11.45/fam daga ƙarshen Janairu, rabin wata ya karu da 13.48%).
Wasu cibiyoyi, kamfanonin da suka shafi auduga, da kuma kasuwancin auduga na duniya "a mataki ɗaya" don bayyana aikin farantin waje a lokacin hutu. Binciken masana'antu, a cikin rabin wata da ya gabata, layin ICE a Yang ya tashi, galibi ta hanyar manyan ma'aunin hannun jari guda uku a Amurka ya ci gaba da kaiwa sabbin matsayi, makomar kayayyaki ta ci gaba da farfadowa kuma dogon lokaci yana ba da gudummawa ga shiga kasuwa, jimlar hannun jarin ICE, asusun index net da yawa sun karu sosai da sauran dalilai, wadatar auduga da tushen buƙata sun fi muni fiye da kyau.
Daga mahangar binciken, a cikin kwanaki biyu da suka gabata, Qingdao, Zhangjiagang da sauran kamfanonin cinikin auduga sun ci gaba da aiki, auduga mai ɗaure da tashar jiragen ruwa, tabo da kaya a hankali suna samun farashi (albarkatun dalar Amurka), yayin da albarkatun RMB ba kasafai ake lissafa su a matsayin oda ba, farashi, a gefe guda, akwai ciniki na gaba kawai a ranar 19 ga Fabrairu, ga 'yan kasuwa waɗanda suka zaɓi jira su gani; Na biyu, ta hanyar hutu, makomar auduga ta ICE ta ƙaru, ana sa ran dukkan sarkar masana'antar yadi ta auduga za ta sake farfaɗowa sosai bayan hutun audugar Zheng (masana'antar da ke kan kasuwar hannun jari bayan hutu, kasuwar gaba ta kayayyaki ta ƙaru), kamfanonin auduga suna da babban ra'ayi, a fuskar kamfanonin auduga na ƙasa, masu tsaka-tsaki da sauran masu ciniki, 'yan kasuwar auduga galibi sun zaɓi yin shiru, ba sa ambaton ko rufe jira.
Daga mahangar wasu 'yan kasuwar auduga, an ƙara ƙimar nauyin auduga na Brazil da aka haɗa da tashar jiragen ruwa ta Qingdao na yanzu M 1-5/32 (ƙarfin 28/29/30GPT) zuwa senti 103.89-104.89 a kowace fam, farashin shigo da kaya kai tsaye a ƙarƙashin harajin kashi 1% shine kusan yuan 18145-18318 a kowace tan, kodayake hauhawar farashin ya ɗan yi ƙasa da babban kwangilar audugar ICE. Duk da haka, a lokacin bikin bazara, sararin daidaitawa na auduga da kaya da aka haɗa shi ma ya kai senti 5-6 a kowace fam.
Tushe: China Cotton Network
Lokacin Saƙo: Maris-18-2024