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I-inventory iyaqhubeka nokuphindaphinda, futhi ukuthunyelwa kukakotini waseBrazil kuhamba kancane

Ngokwempendulo yamabhizinisi ohwebo lukakotini e-Jiangsu, eShandong nakwezinye izindawo, nakuba i-inventory kakotini (okuhlanganisa oboshiwe futhi engaboshiwe) emachwebeni amakhulu ase-China iqhubekile nokwehla kusukela ngoNovemba, kanye nezinga lezikhala zezinye izindawo zokugcina ezinezindawo ezichezuke kancane futhi I-warehouse engalungile ngaphakathi kanye ne-warehouse out idlula i-60%, uma iqhathaniswa nekotini yaseMelika, ukotini wase-Afrika, ukotini waseNdiya kanye nokunye "ukuthunyelwa kwamanye amazwe kudlula ukungenisa", ukufakwa kwamachweba kakotini aseBrazil kuqhubekile nokukhuphuka kancane, okuhlanganisa izinsiza ngo-2020, 2021 kanye no-2022. ophuzi

Umhwebi kakotini esiqhingini uthe kuze kube manje, izinsiza zikakotini zaseBrazil ezicashunwe ku-RMB ngamachweba zincane uma kuqhathaniswa, futhi ukwanda kukakotini oboshiwe kanye nempahla kugqame kakhulu.Ngakolunye uhlangothi, kusukela ngoSepthemba, ukotini waseBrazil uzoqhubeka nokuthunyelwa emakethe yaseShayina ngo-2022 (ngokwezibalo, iBrazil yathumela amathani angu-189700 kakotini ngoSeptemba, okungamathani angaphansi kuka-80000 athunyelwa eChina).Maphakathi no-Okthoba, ukotini waseBrazil uzofika ngokulandelana eHong Kong futhi ungene endaweni yokugcina izinto;Ngakolunye uhlangothi, ngenxa yokwehla okukhulu kwenani le-RMB ngo-Okthoba kanye nezabelo ezimbalwa zokungenisa ukotini ezishiywe ezandleni zamabhizinisi endwangu kakotini kanye namabhizinisi ohwebo, imvume yezimpahla zikakotini yaseBrazil ayisebenzi.

Kusukela ekubonakaleni kwemakethe, nakuba izinsiza zengcaphuno zedola laseMelika elinjengokotini oboshiwe waseBrazil kanye nezimpahla zokuthutha ziqhubekile nokukhula, futhi umdlandla wamabhizinisi asekhaya wokubuza nokubheka izimpahla nawo uthuthukile uma uqhathaniswa nalowo ngoSepthemba nango-Okthoba, ukuthengiselana kwangempela kusebuthakathaka kakhulu, kodwa kudinga nje ukuthatha izimpahla ngamaqoqo nezigaba.Ngokungeziwe ku-quota yentela ephansi engu-1% kanye ne-quota yentela eshelelayo, ihlobene futhi nezinto ezimbili ezilandelayo:

Okokuqala, intengo yedola laseMelika likakotini waseBrazil ixhumene kakhulu naleyo yembangi yayo, ukotini waseMelika, futhi isilinganiso sokusebenza kwezindleko sidinga ukuthuthukiswa.Isibonelo, ngoNovemba 15-16, intengo eyisisekelo ye-Brazil cotton M 1-1/8 yosuku lokuthumela lukaNovemba/Disemba/Januwari ethekwini elikhulu lase-China cishe i-103.80-105.80 cents/phawundi;Ingcaphuno ye-American cotton 31-3/31-4 36/37 ngosuku olufanayo lokuthunyelwa ingamasenti angu-105.10-107.10/phawundi kuphela, futhi ukungaguquguquki, ukuphotha kanye nomthamo wokulethwa kakotini waseMelika kunamandla kunokotini wase-Brazilian.

Okwesibili, esikhathini esizayo esiseduze, ingxenye enkulu yezinkontileka ze-oda lokulandelela ukuthekelisa kwavunyelwana ngokusobala ukusebenzisa “ukuhlanganiswa kukakotini waseMelika” (okuhlanganisa uhwebo lokuthekelisa kabusha kwezindwangu nezingubo eVietnam, Bangladesh, Indonesia nakwamanye amazwe), ikakhulukazi ukugwema ingozi yokuba kuboshwe futhi kucekelwe phansi amasiko lapho iletha izimpahla kubathengi base-United States, European Union nakwamanye amazwe.Ngaphezu kwalokho, izinkomba zebanga nekhwalithi zikakotini wase-Afrika ziye zathuthukiswa ngokuqhubekayo eminyakeni emibili edlule, futhi ukuvumelana kanye nokuphotha ngokuvamile kudlule ukotini waseNdiya, ukotini wasePakistan, ukotini waseMexico, njll., kanye nokushintshwa kukakotini waseBrazil kanye Ukotini waseMelika uba namandla futhi uqina.


Isikhathi sokuthumela: Nov-21-2022