Mashoko akanaka akawedzera zuva rakatevera rabha yakasimuka zvakare

Vhiki rino, mashandiro ehupfumi hwezvinhu zvakatengeswa akaramba achidzoka zvakanaka, zvichikurudzira pfungwa yekuti musika waifara, huwandu hwezvinhu zvakashandiswa kunze kwenyika hwakanga hushoma pane zvaitarisirwa, mutengo wekutenga zvinhu zvakashandiswa waive wakasimba, uye divi rekugovera rabha rakawedzera mutengo. Guruu rakasviba rekuchengetedza imba yekuchengetera zvinhu, kukura kwezviwanikwa zveguruu rakajeka kwaderera, kumanikidzwa kwezvinhu zvakatengeswa kwaderera. Zvinhu zvakanaka zvikuru zviri kutonga, uye kukwira kwemutengo werabha kwakasimba.

Nekudzikira kwemitengo yemafuta asina kucheneswa pasi rose, mamiriro emusika wezvinhu zvekutengesa haana chinhu, uye mutengo werabha unodzoserwa shure mushure mekukwira. Kubva muna Mbudzi 17, mutengo werabha wechisikigo wakaderera (full latex 13050 yuan/ton, -250/-1.88%; Nhamba 20 Thai standard 1490 US dollars/ton, -30/-1.97%, yakaenzana ne10687 yuan/ton; Nhamba 20 Thai Mix 12200 yuan/ton, -150/-1.21%).

Rutivi rwekugovera ruchiri rwakanaka

Nzvimbo yekugadzira muThailand: Mvura yese muThailand yakawedzera zvichienzaniswa nenguva yapfuura, basa rekucheka rabha kuchamhembe kwakadziva kumabvazuva harina simba rakawanda, kugadzirwa kwezvinhu zvitsva kunoratidza kuwedzera kudiki, mvura iri kudonha kumaodzanyemba, huwandu hwekugadzirwa kwerabha huchiri hudiki, mutengo chaiwo wekutenga zvinhu zvitsva wakakwira kupfuura mutengo wemusika. Mitengo yezvinhu zvitsva inotarisirwa kusimba, zvinopihwa kunze kwenyika zviri kukwira, asi zvichienzaniswa nemitengo yekutengesa nezvinhu zvitsva, purofiti yekugadzira yefekitori yekugadzira ichiri kurasikirwa, huwandu hwacho hudiki uye mutengo wacho wakakwira, fekitori haina kufarira kutenga zvinhu zvitsva zvakanyanya, uye zvinhu zvinotumirwa zvinotengeswa zvakanyanya mumwedzi mishoma. Zvinotarisirwa kuti kugadzirwa kweglue muThailand kuchaderera ne20% mugore, uye zvichiri kudikanwa kunyatsoteerera kuburitswa kwezvinhu zvitsva munguva yeWang yeThailand munguva inotevera.

Nzvimbo yekugadzira yeYunnan: Mutengo wekutenga zvinhu zvakagadzirwa munzvimbo yekugadzira yeYunnan wakasimba. Mukati mevhiki, mvura inonaya munzvimbo yekugadzira yeYunnan yakaderera, uye zvinhu zvakagadzirwa zviri muchimiro chakaoma. Ndakanzwa kuti huwandu hunobva kuMyanmar neLaos kuBanna Port hwakaderera zvikuru, uye chikonzero chekudzikiswa kwacho ndechekuti zvakawanda zvacho zvakagadzirwa zvigadzirwa zvakagadzirwa, uye huwandu hwezvigadzirwa zvakagadzirwa hauna kuwanda, uye zvinhu zvakawanda zviri kunze zviri muvatengesi vearbitrage. Mamwe mafekitori ekugadzirisa akati kutanga kwebasa mukati mevhiki kwakadzikira nehafu, asi zvakare zvichikonzerwa nekuderedzwa kwekuwanikwa kwezvinhu zvakagadzirwa.

Nzvimbo yekugadzira Hainan: Mutengo wekutenga zvinhu zvitsva munzvimbo yekugadzira Hainan unogadziriswa zvishoma nezvishoma. Parizvino, mutengo wezvinhu zvitsva unoramba wakakwira, uye kufarira kwevarimi veglue kwakanaka, asi nzvimbo zhinji dzekugadzira dzichiri kunaya mukati mevhiki, izvo zvinokanganisa kusimudzirwa kwebasa rekucheka rabha. Takanzwa kuti pakupera kwevhiki, huwandu hweglue hunounganidzwa pachitsuwa zuva nezuva hunosvika matani anopfuura 3,000, hwakaderedzwa zvishoma kubva pakutanga kwevhiki, huwandu hweglue hahuna kukwana, hahukwanisi kusangana nezvinodiwa zvekugadzirwa kwefekitori dzakasiyana-siyana dzekugadzirisa, mamwe mafekitori akazvimirira anogamuchira mitengo yeglue ye13100-13300 yuan, mutengo wakakwira ungangoita 13400 yuan. Kutengeserana mumusika wemukaka wakaomeswa kuri kushanda mukati mevhiki, uye nekusvika kwechando, mafekitori ekugadzirisa akawedzera kufarira kwavo kuunganidza nekugadzira rabha. Munguva pfupi yapfuura, kune mvura yakawanda munzvimbo yekugadzira Hainan, uye tembiricha yadzikira, pane mukana wekucheka nekukurumidza, kudiwa kwemumba kwenguva pfupi kuti vanyatsoteerera nekutevera kugadzirwa kwezvinhu zvitsva munzvimbo yekugadzira.

Vhiki rino, mwero wekushandiswa kwesimba remabhizinesi emhando yesimbi yeChina waive 78.88%, +0.19% mwedzi nemwedzi uye +11.18% gore negore. Vhiki rino, mwero wekushandiswa kwesimba remabhizinesi emhando yesimbi yeChina waive 63.89%, 0.32% mwedzi nemwedzi uye +0.74% gore negore. Kutumirwa kwese kwemabhizinesi emhando yesimbi yesimbi kwakadzikira zvishoma, uye huwandu hwezvigadzirwa zvakapedzwa hwakawedzera zvishoma. Huwandu hwemabhizinesi ese emhando yesimbi yesimbi hwakaramba huchiwedzera, uye pasi pekumanikidzwa kwekutengesa, mwero wekushandiswa kwesimba remabhizinesi ega ega kubva kumabhizinesi makuru ekugadzira drag sample waive wakaderera zvishoma.

Tarisa mukati memhepo inopisa

Kubva musi wa16 Mbudzi kusvika 23 Mbudzi, 2023, chikamu che "bullish", "bearish" uye "stable" muongororo yemafambiro chaive 42.0%, 25.9% uye 42.0%, zvichiteerana. Kubva pakuona kwekutarisa mafungiro emusika vhiki rino, divi rezvekugovera, nzvimbo dzekugadzira dzemuno dzava kuda kumira kudzikira pakupera kwemwedzi, uye kune nhau dzekudzikiswa kwekugadzirwa munzvimbo huru dzekugadzira dzakadai seThailand neVietnam munzvimbo dzekugadzira dzekunze, zvichiita kuti mitengo yezvinhu zvakagadzirwa ive yakasimba; Mutengo wekugadzira nekutengesa kwemabhizinesi ematairi ari pasi pemutengo uri kudzikira; Pakupera kwezvinyorwa, zvinhu zveQingdao zvakaramba zvichidzikira, glue dema rakaramba richiendeswa kunzvimbo yekuchengetera, uye glue ine ruvara rwakajeka yakatanga kuunganidza stock; Mhepo iripo inodziya, asi kudzikira kwese kana kukwira munguva inotevera kungave kuri kuda kumirira ndicho chikonzero chikuru chekufungidzira kwepfungwa uye kugadzikana kwemusika werabha wechisikigo.

Zvinotarisirwa kuti pachine mukana wekuwana purofiti kwenguva pfupi

Zvinotarisirwa kuti musika werabha wechisikigo wenguva pfupi uchiri nemukana wekuwedzera zvishoma. Musika waona kunetseka nezvehuwandu hwezvinhu zvakagadzirwa munzvimbo yekare yekugadzira yeThailand, uye nzvimbo yekugadzira yemuno yava kuda kupinda munguva yekumira, huwandu hushoma hwezvinhu zvakagadzirwa mufekitori, purofiti isina kukwana yekugadzira yepamusoro-soro ichiri kudzvanywa nehuwandu hwekugadzirwa kwerabha, uye zvinhu zvakaiswa muQingdao zvichiri kuenderera mberi kuenda kuchitoro, uye mutengo werabha uchine mukana wekukwira. Rutivi rwekudiwa rwakapinda zvishoma nezvishoma mumwaka wekunze pakupera kwegore, kudiwa kwekutsiva kwekupedzisira kwakaderera, zvinhu zvakagadzirwa zvemabhizinesi zvakapera, kuvaka mabhizinesi kwaitarisirwa kudzikira, kufarira kwekudzorerwa kwezvinhu zvakagadzirwa kwakamanikidzwa, uye kukwira kwemusika wepamberi kwaive kushoma. Zvinotarisirwa kuti mutengo wepamberi welatex yakazara mumusika weShanghai vhiki rinouya uchamhanya pakati pe13100-13350 yuan/ton; Mutengo wepamberi weThailand uri pakati pe12300-12450 yuan/ton.