【 Bayanin Auduga】
1. A ranar 20 ga Afrilu, farashin babban tashar jiragen ruwa ta China ya ragu kaɗan. Ma'aunin farashin auduga na duniya (SM) 98.40 cents/lb, ya ragu da cents 0.85/lb, ya rage farashin jigilar kayayyaki na tashar jiragen ruwa na kasuwanci na 16,602 yuan/ton (bisa ga kashi 1% na kuɗin fito, ƙimar musayar kuɗi bisa ga farashin tsakiyar Bankin China, iri ɗaya ne a ƙasa); Ma'aunin farashin auduga na duniya (M) 96.51 cents/lb, ya ragu da cents 0.78/lb, farashin jigilar kayayyaki na kasuwanci na yau da kullun ya ragu da yuan 16287/ton.
A ranar 2 ga Afrilu, bambancin kasuwa ya tsananta, matsayi ya ci gaba da hauhawa, babban auduga na Zheng a tsohon babban kusa da girgizar, kwangilar CF2309 ta buɗe yuan 15150/ton, ƙarshen girgizar mai kunkuntar ya tashi maki 20 don rufewa a yuan 15175/ton. Farashin ya daidaita, ci gaba da cinikin mai rauni, lokacin auduga ya ci gaba da ƙarfi, tushen farashin oda ya koma yuan 14800-15000/ton. Zaren auduga na ƙasa ba ya canzawa sosai, cinikin ya zama alamun rauni, kamfanonin yadi kan buƙata, tunanin ya fi taka tsantsan. Gabaɗaya, ƙarin bayani a cikin faifan don samun ra'ayi, tsammanin buƙatar mai zuwa ya bambanta, na ɗan lokaci zuwa yanayin girgiza.
Farashin auduga na gida na 3, 20 ya tabbata. A yau, bambancin tushe ya tabbata, wasu rumbun adana kayan Xinjiang guda 31 28/29 daidai da bambancin kwangilar CF309 shine yuan 350-800/ton; Wasu rumbun adana kayan Xinjiang na cikin gida 31 biyu 28/29 daidai da kwangilar CF309 tare da kazanta 3.0 a cikin bambancin tushe na yuan 500-1200/ton. Sha'awar tallace-tallace na yau a kasuwar auduga ya fi kyau, farashin ciniki ya tabbata, ciniki ɗaya na farashi da farashi mai ma'ana. A halin yanzu, farashin zare na kamfanonin yadi ya kasance mai daidaito, kuma ribar nan take na masana'antar yadi tana ƙarƙashin matsin lamba. Cinikin zare a cikin albarkatun farashin ginshiki kusa da ƙaramin adadin sayayya. An fahimci cewa a halin yanzu, rumbun adana kayan Xinjiang 21/31 ninka 28 ko guda 29, gami da bambance-bambancen da ke cikin 3.1% na farashin isarwa shine yuan 14800-15800/ton. Bambancin tushen auduga na babban yankin da albarkatun farashi ɗaya nau'i-nau'i 31 farashin isarwa 28 ko guda ɗaya 28/29 a cikin yuan 15500-16200/ton.
4. Dangane da ra'ayoyin manoma a Aksu, Kashgar, Korla da sauran wurare a Xinjiang, an sami sanarwar wechat tun daga tsakiyar watan Afrilu: "An fara karɓar tallafin farashin auduga na shekarar 2022, kuma ma'aunin tallafin shine 0.80 yuan/kg". Za a fitar da jadawalin ƙididdiga a ranar 18 ga Afrilu, 2023. Ana sa ran za a bayar da rukunin farko na tallafin kuma a mayar da shi zuwa asusun a ƙarshen Afrilu. Wasu manoma na asali, ƙungiyoyin haɗin gwiwa da kamfanonin sarrafa auduga sun ce duk da cewa an jinkirta rarraba tallafin farashin auduga a shekarar 2022 idan aka kwatanta da shekarun da suka gabata, an bayar da mafi girman lokacin shuka auduga a Xinjiang tare da Sanarwar Ma'aikatar Kuɗi ta Hukumar Ci Gaba da Gyara ta Ƙasa kan Inganta Matakan Aiwatar da Manufofin Farashin Auduga, wanda ya ba manoman Xinjiang saƙo mai "tabbatarwa". Yana da kyau ga kwanciyar hankalin yankin dasa auduga a shekarar 2023, inganta matakin shuka/sarrafawa na manoma, da kuma inganta inganci da samun kuɗin shiga a masana'antar auduga a Xinjiang.
A ranar 5 ga wata, kasuwar auduga ta ICE ta rufe gaba ɗaya. Kwantiragin watan Mayu ya ragu da maki 131 a cents 83.24. Kwantiragin watan Yuli ya ragu da maki 118 a cents 83.65. Kwantiragin watan Disamba ya ragu da maki 71 a cents 83.50. Farashin auduga da aka shigo da shi ya biyo bayan na gaba, inda aka ambaci ma'aunin M a cents 96.64 a kowace fam, ya ragu da cents 1.20 daga ranar da ta gabata. Daga halin da ake ciki na farashin kayan auduga da aka shigo da su, nau'ikan albarkatu na yau da kullun idan aka kwatanta da ranar da ta gabata ba su ga wani babban canji ba, jimilla a cikin kusan shekaru uku matakin rauni. Daga ra'ayoyin kasuwa, a cikin 'yan kwanakin nan bayan da hukumar gaba ta auduga ta Zheng ta karya layin dubu biyar da ɗaya, wasu 'yan kasuwa sun rage tushen albarkatun auduga da aka shigo da su, amma kamfanonin da ke ƙasa saboda oda na gaba cike da rashin tabbas, yanayin jira da gani na yanzu yana ci gaba, har yanzu yana ci gaba bisa ga siyan. An ruwaito cewa ƙaramin adadin auduga na yuan na Brazil ya ruwaito yuan 1800/ton ko makamancin haka, amma ainihin ma'amalar har yanzu ba ta da sauƙi.
【Bayanin Zaren】
1. Kasuwar zare ta viscose ta ci gaba da aiki ba tare da wani jinkiri ba, yanayin jigilar zaren auduga a ƙasa bai yi kyau ba, kasuwa ba ta da tabbas game da kasuwa ta gaba, amma isar da oda da wuri daga masana'antar viscose, kuma jimlar kaya ta yi ƙasa, ta tsaya kan farashin na ɗan lokaci, jira ka ga yanayin kasuwa. A halin yanzu, farashin masana'antar shine yuan 13100-13500 a kowace tan, kuma farashin matsakaici da mai tsada da aka yi ciniki a kai shine kusan yuan 13000-13300 a kowace tan.
2. Kwanan nan, kasuwar zare ta auduga da aka shigo da ita ta ci gaba da buƙatar a kawo ta, an aiwatar da umarnin kariya daga ƙananan kaya, ci gaban bin diddigin kayayyaki masu yawa har yanzu yana da jinkiri, farashin zare ta auduga yana da kwanciyar hankali, wadatar CVC da aka shigo da ita daga gida ta yi ƙaranci, amincewar kasuwa ta biyo baya ta bambanta, kuma cikar kayayyaki a cikin gida yana da taka tsantsan. Farashi: A yau a yankin Jiangsu da Zhejiang, an yi amfani da ƙimar Siro mai juyawa, matsakaicin ingancin SiroC10S na 20800 ~ 21000 yuan/ton, jigilar kaya a hankali.
3, 20 na gaba na zaren auduga ya ci gaba da ƙaruwa, gaba na auduga ya kasance mai karko. Farashin ciniki na zaren auduga a kasuwa ya kasance mai karko, wasu nau'ikan da aka tsefe har yanzu suna da ɗan ƙaruwa, zaren polyester mai tsabta da zaren rayon tare da farashin kayan masarufi sun faɗi kaɗan. Yayin da farashin auduga ke ci gaba da ƙaruwa kwanan nan, kamfanonin yadi suna siyan kayan da aka yi da hankali. Wani kamfanin yadi na Hubei ya ce kwanan nan ba su yi ƙarfin halin siyan auduga ba, ba su da riba, tallace-tallace fiye da kwanaki 10 da suka gabata sun fi muni, farashin tsefe 32 mai girma na tsefe 23300 yuan/ton, yawan tsefe 40 a cikin 24500 yuan/ton.
4. A halin yanzu, yuwuwar buɗe masana'antar zare a duk yankuna yana da daidaito. Matsakaicin ƙimar farawa na manyan masana'antun zare a Xinjiang da Henan shine kusan kashi 85%, kuma matsakaicin ƙimar farawa na ƙananan masana'antun zare shine kusan kashi 80%. Manyan masana'antun a Jiangsu da Zhejiang, Shandong da Anhui tare da Kogin Yangtze suna farawa da kashi 80% a matsakaici, kuma ƙananan masana'antun zare suna farawa da kashi 70%. A halin yanzu masana'antar zare tana da kimanin kwanaki 40-60 na auduga a hannun jari. Dangane da farashi, zoben rarrabawa mai girma na C32S yana juyawa yuan 22800/ton (gami da haraji, iri ɗaya a ƙasa), babban rarrabawa mai ƙarfi yuan 23500/ton; babban C40S yuan 24800/ton, mai ƙarfi 27500 yuan/ton. Layin zare da aka shigo da shi C10 Siro 21800 yuan/ton.
5. Dangane da ra'ayoyin kamfanonin yadi na auduga a Jiangsu, Shandong, Henan da sauran wurare, yayin da muhimmin abin da aka cimma a kwangilar auduga ta Zheng CF2309 ya karya yuan 15,000/ton, farashin auduga da farashinsa ya tashi daidai da haka, sai dai yawan kuɗin auduga mai nauyi wanda ya ɗan yi tsauri fiye da 40S kuma ya ci gaba da ƙara farashin (aikin yarn 60S yana da ƙarfi sosai). Farashin ƙarar zobe mai sauƙi da matsakaici da kuma zaren OE na 32S da ƙasa ya ɗan faɗi kaɗan. A halin yanzu, ribar da kamfanonin yadi na auduga suka samu ya fi na Maris, kuma wasu kamfanoni waɗanda samar da zaren audugarsu ya kai yawan 40S da ƙasa ba su da riba. A cewar wani kamfani mai yadi na ingot 70000 a Dezhou, Lardin Shandong, matakin kayan yadi na auduga yana da ƙasa kaɗan (musamman zaren auduga mai 40S da sama da haka babu kaya), kuma babu wani shiri na sake cika kayan auduga, zaren polyester da sauran kayan masarufi a cikin adadi mai yawa a cikin ɗan gajeren lokaci. A gefe guda, kafin ƙarshen Afrilu, kayan da aka yi amfani da su na auduga na kamfanin sun ci gaba da aiki na tsawon kwanaki 50-60, wanda ya isa haka; A gefe guda kuma, farashin auduga ya tashi, kuma ribar da aka samu ta ragu idan aka kwatanta da watan Fabrairu da Maris.
[Bayanin Bugawa da Rini na Yadi Mai Toka]
1. Kwanan nan, farashin polyester, auduga da viscose ya ƙaru, kuma odar masana'antun masana'antar yadi mai launin toka ta isa, amma yawancin odar za a iya kammala ta ne kawai a tsakiyar da ƙarshen watan Mayu, kuma odar da ta biyo baya ba ta sauka ba tukuna. Jigilar yadi a aljihu yana da santsi, kuma hannun jarin kowa ba shi da yawa, kuma ana fitar da oda da yawa. Da alama har yanzu dole ne mu fita kasuwa don samun ƙarin oda. (Manajan Zhang Ruibu – Zhou Zhuojun)
2. Kwanan nan, odar kasuwa gabaɗaya ba ta da kyau. Odar gida tana gab da ƙarewa. Odar hemp har yanzu tana da ƙarfi, kuma haɓaka sabbin samfuran hemp yana kan gaba a yanzu. Mutane da yawa suna neman farashin ya duba farashin, kuma haɓaka odar auduga bayan sarrafa ta tare da ƙarin ƙima yana ƙaruwa. (Gudanar da Gong Chaobu – Fan Junhong)
3. Kwanan nan, ƙarshen kayan da aka yi amfani da su a kasuwa yana ƙaruwa sosai, zare yana ƙaruwa sosai, amma ikon karɓar odar kasuwa yana da rauni sosai, wasu zare suna da damar yin magana game da rage farashi, sabbin odar fitarwa ba su inganta ba, farashin ƙarar cikin gida da ke haifar da farashin ciniki ya ragu akai-akai, kasuwar cikin gida tana da kwanciyar hankali, amma buƙatar masaku masu launin toka kuma tana raguwa, dorewar odar daga baya da za a gwada! (Sashen Gudanarwa na Bowen – Liu Erlai)
4. Kwanan nan, Cao Dewang ya karɓi hirar shirin "Junptalk", lokacin da yake magana game da dalilan raguwar umarnin cinikayyar ƙasashen waje, ya yi imanin cewa ba gwamnatin Amurka ce ta janye umarnin ku ba, amma kasuwa ta janye umarnin, ita ce halin kasuwa. A Amurka, hauhawar farashi yana da matuƙar tsanani kuma ƙarancin ma'aikata yana da tsanani. Idan aka haɗa da waɗannan dalilai biyu, Amurka tana fatan samun kasuwanni masu rahusa wajen siyayya, kamar Vietnam da sauran ƙasashen kudu maso gabashin Asiya don yin oda. A zahiri, haɗin gwiwar ciniki tsakanin China da Amurka a zahiri hali ne na kasuwa. Da yake magana game da tsammaninsa game da nan gaba, Mr. Cao ya ce zai zama "hunturu mai tsawo".
Lokacin Saƙo: Afrilu-21-2023