Izindaba ezinhle zanda ngosuku olulandelayo ngemuva kokuvuka kwerabha

Kuleli sonto, ukusebenza okuphelele komnotho wezimpahla kuqhubekile nokubuyela esimweni esihle, kugqugquzela ukubukeka kwemakethe, inani lezinto zokusetshenziswa zaphesheya libe lincane kunalokho obekulindelwe, intengo yokuthengwa kwezinto zokusetshenziswa ibiqinile, kanti uhlangothi lokuhlinzeka lukhuphule izinga lentengo. intengo yerabha. Iglue elimnyama ukuze kugcinwe inqolobane, ukukhula kwe-inventory yeglue enombala okhanyayo kwehlisiwe, ingcindezi yokusungula yehlile. Izici ezinhle eziyisisekelo ziyabusa, futhi ukukhuphuka kwentengo yerabha kunamandla.

Ngokuwa kwamanani entengo kawoyela ongahluziwe wamazwe ngamazwe, isimo semakethe yempahla asinalutho, futhi intengo yenjoloba ibuyiselwa emuva ngemva kokukhuphuka. Kusukela ngomhlaka-17 Novemba, intengo yendawo yenjoloba yemvelo yehla (i-latex egcwele engu-13050 yuan/ton, -250/-1.88%; No. 20 izinga laseThailand elingu-1490 US dollars/ton, -30/-1.97%, okulingana no-10687 yuan/ ithani; No. 20 Thai Mix 12200 yuan/ton, -150/-1.21%).

Uhlangothi lokunikezela luhlala lulungile

Indawo yokukhiqiza yaseThailand: Imvula isiyonke eThailand inyukile uma iqhathaniswa nesikhathi sangaphambilini, umsebenzi wokusika injoloba esenyakatho-mpumalanga awunamthelela omncane, ukuphuma kwempahla eluhlaza kukhombisa ukukhula kancane, imvula yasesiteji esiseningizimu, inani lokukhiqizwa kwenjoloba lisencane kakhulu. , inani langempela lokuthenga lezinto ezingavuthiwe liphezulu kunentengo yemakethe. Amanani entengo yempahla eluhlaza kulindeleke ukuthi aqine, okunikezwayo phesheya kwezilwandle kuyenyuka, kodwa uma kuqhathaniswa namanani okuthengisa nempahla eluhlaza, inzuzo yokukhiqiza yesikhungo sokucubungula isengumbuso wokulahlekelwa, inani lincane futhi intengo iphezulu, ifektri ayinamdlandla. mayelana nokutholwa kwamanani aphezulu wempahla eluhlaza, futhi ukuthunyelwa kuthengiswa ikakhulukazi ezinyangeni ezikude. Kulindeleke ukuthi ukukhiqizwa kweglue eThailand kwehle ngo-20% ngonyaka, futhi kusadingeka ukunaka kakhulu ukukhishwa kwempahla eluhlaza yenkathi ye-Wang yaseThailand esikhathini esizayo.

Indawo yokukhiqiza yaseYunnan: Intengo yokuthengwa kwezinto ezingavuthiwe endaweni yokukhiqiza yaseYunnan inamandla. Phakathi nesonto, imvula endaweni yokukhiqiza i-Yunnan incane, futhi izinto zokusetshenziswa zisesimweni esiqinile. Ngezwa ukuthi inani elivela eMyanmar naseLaos eBanna Port liye lancipha kakhulu, futhi isizathu sokunciphisa ukuthi eziningi zazo zenziwe zaba imikhiqizo eqediwe, futhi inani lemikhiqizo eqediwe aliningi, futhi eziningi zazo izimpahla eziphumayo ziku-arbitrage traders. Ezinye izimboni ezicubungulayo zathi ukuqala komsebenzi phakathi nesonto kwehliswe ngohhafu, kodwa futhi kuncike ekuncishisweni kokutholakala kwezinto ezingavuthiwe.

Indawo yokukhiqiza yaseHainan: Intengo yokuthengwa kwezinto zokusetshenziswa endaweni yokukhiqiza yaseHainan ilungiswa kancane kancane. Njengamanje, intengo yezinto zokusetshenziswa ihlala iphakeme kakhulu, futhi umdlandla wabalimi beglue muhle, kodwa izindawo eziningi ezikhiqizayo zisanetha phakathi nesonto, okuthinta ukukhuthazwa komsebenzi wokusika irabha. Kuzwakale ukuthi ekupheleni kwesonto, inani lansuku zonke leglue eliqoqwe esiqhingini licishe libe ngaphezu kwamathani angu-3,000, linciphe kancane kusukela ekuqaleni kwesonto, ukutholakala okuphelele kweglue akwanele, akukwazi ukuhlangabezana nezidingo ezivamile zokukhiqiza. izitshalo ezihlukahlukene zokucubungula, ezinye izimboni ezizimele empeleni zithola amanani eglue we-13100-13300 yuan, intengo ephezulu imayelana ne-13400 yuan. Ukuhweba emakethe yamabala obisi agxilile kusebenza kakhulu phakathi nesonto, futhi lapho kufika ubusika, izimboni ezilungisayo zikhulise umdlandla wazo wokuqoqwa nokukhiqizwa kwenjoloba. Muva nje, kunemvula eyengeziwe endaweni yokukhiqiza yase-Hainan, futhi izinga lokushisa lehlile, kukhona ithuba elithile lokusika kwangaphambi kwesikhathi, isidingo sasekhaya sesikhathi esifushane sokunaka kakhulu futhi silandele ukukhiqizwa kwezinto zokusetshenziswa endaweni yokukhiqiza.

Kuleli sonto, izinga lokusebenzisa amandla ezinkampanini zaseChina zesampula yamasondo ensimbi ibingu-78.88%, +0.19% inyanga nenyanga kanye +11.18% unyaka nonyaka. Kuleli sonto, izinga lokusebenzisa amandla ezinkampani zamasampula ethayi lensimbi yonke laseChina lalingu-63.89%, 0.32% inyanga nenyanga kanye no-+0.74% unyaka nonyaka. Ukuthunyelwa okuphelele kwamabhizinisi amasampula ethayi lensimbi kwehle kancane, futhi iqoqo lemikhiqizo eqediwe lenyuka kancane. Uhlu lwazo zonke izinkampani zesampula zamasondo ensimbi luqhubekile nokwenyuka, futhi ngaphansi kwengcindezi yokuthengisa, izinga lokusebenzisa amandla ebhizinisi ngalinye elisuka ezinkampanini eziyinhloko zokukhiqiza ezidonsa amasampula libe phansi kancane.

Bheka ngaphakathi emkhathini kuyashisa

Kusukela ngoNovemba 16 kuya kuNovemba 23, 2023, ingxenye "ye-bullish", "bearish" kanye "nezinzile" kunhlolovo yethrendi yayingu-42.0%, 25.9% no-42.0%, ngokulandelana. Ngokombono wokuqapha isimo semakethe kuleli sonto, uhlangothi lokuhlinzeka, izindawo ezikhiqizayo zasekhaya sezizoyeka ukusika ekupheleni kwenyanga, futhi kunezindaba zokunciphisa ukukhiqizwa ezindaweni ezinkulu ezikhiqizayo ezifana neThailand neVietnam ezindaweni ezikhiqiza kwamanye amazwe, ukwenza amanani entengo yempahla eluhlaza abe namandla ngokuqhathaniswa; Imajini yokukhiqiza nokuthengisa yamabhizinisi amathayi aphansi ekupheleni kwesidingo iyehla; Ekupheleni kokusungula, ukusungula kwe-Qingdao kwaqhubeka nokuncipha, i-glue emnyama yaqhubeka iya endaweni yokugcina, futhi i-glue enemibala ekhanyayo yaqala ukuqongelela isitoko; Umkhathi wamanje omkhulu ufudumele, kodwa ukuwa okuphelele noma okuphezulu esikhathini sakamuva kungase kuzimisele ukulinda kuyisizathu esiyinhloko sokubikezela kwengqondo yemakethe yenjoloba yemvelo nokuzinza.

Kulindeleke ukuthi sisekhona isikhala sezinzuzo zesikhashana

Kulindeleke ukuthi imakethe yenjoloba yemvelo yesikhathi esifushane isenayo indawo yokukhuphuka okuncane. Imakethe ikubonile ukukhathazeka ngenani lezinto zokusetshenziswa endaweni yokukhiqiza yaseThailand yangaphambili, futhi indawo yokukhiqiza yasekhaya isizongena esikhathini sokumisa, inani eliphansi lezinto zokusetshenziswa efektri, inzuzo enganele yokucubungula umfula. isenayo ingcindezi enanini lokukhiqizwa kwenjoloba, futhi uhlu oluphezulu lwe-Qingdao luyaqhubeka nokuya endaweni yokugcina izinto, futhi intengo yenjoloba isenayo indawo yokukhuphuka. Uhlangothi lwesidingo lwangena kancane kancane enkathini engasebenzi ekupheleni konyaka, isidingo sokushintshwa kwetheminali saba buthakathaka, iqoqo lemikhiqizo eqediwe yamabhizinisi laphelelwa amandla, ukwakhiwa kwamabhizinisi kwakusalindeleke ukuba buthakathaka, umdlandla wokugcwalisa impahla eluhlaza wacindezelwa. , futhi ukunyuka kwemakethe yendawo bekulinganiselwe. Kulindeleke ukuthi intengo yendawo ye-latex egcwele emakethe yaseShanghai ngesonto elizayo izosebenza ngaphakathi kwebanga lika-13100-13350 yuan/ton; Intengo yendawo yaseThailand isebenza ku-12300-12450 yuan/ton.