Uthenga wabwino unakula tsiku lotsatira mphira atadzuka

Sabata ino, ntchito yonse yazachuma yazachuma idapitilirabe kukhala yabwino, ndikupangitsa malingaliro a msika, kuchuluka kwa zopangira zakunja kunali kochepa kuposa momwe amayembekezera, mtengo wogula wazinthu zopangira unali wamphamvu, ndipo mbali yoperekera idakulitsa mtengo wa raba. Guluu wakuda kuti asunge nyumba yosungiramo katundu, kukula kwa zomatira zowoneka bwino kumachepa, kukakamiza kwazinthu kwachepa. Zinthu zoyambira zabwino zimalamulira, ndipo kukwera kwamtengo wa rabara ndikolimba.

Pakugwa kwamitengo yamafuta amafuta padziko lonse lapansi, msika wamafuta umakhala wopanda kanthu, ndipo mtengo wa raba umasinthidwanso ukakwera. Pofika pa November 17, mtengo wamtengo wapatali wa mphira wachilengedwe unagwa (latex yonse 13050 yuan / ton, -250/-1.88%; No. 20 Thai muyezo 1490 US dollars/ton, -30/-1.97%, ofanana ndi 10687 yuan/ tani; No. 20 Thai Mix 12200 yuan / tani, -150/-1.21%).

Mbali yopereka imakhalabe yabwino

Malo opangira mphira ku Thailand: Mvula yonse ku Thailand yawonjezeka poyerekeza ndi nthawi yapitayi, ntchito yodula mphira kumpoto chakum'mawa ilibe mphamvu zochepa, zopangira zopangira zikuwonetsa kuwonjezereka pang'ono, mvula yam'mwera, kuchuluka kwa mphira akadali kochepa kwambiri. , mtengo weniweni wogula wa zipangizo ndi wapamwamba kuposa mtengo wa msika. Mitengo yamtengo wapatali ikuyembekezeka kulimbitsa, zopereka zakunja zikukwera, koma poyerekeza ndi malonda ndi mitengo yamtengo wapatali, phindu lopanga makina opangira makinawo likadali dziko lotayika, kuchuluka kwake ndi kochepa ndipo mtengo wake ndi wokwera, fakitale sikhala yokondwa. za kupeza mitengo yamtengo wapatali yamtengo wapatali, ndipo kutumiza kumagulitsidwa makamaka m'miyezi yakutali. Zikuyembekezeka kuti kupanga guluu ku Thailand kutsika ndi 20% pachaka, ndipo ndikofunikirabe kuyang'anitsitsa zopangira za nthawi ya Wang ku Thailand mtsogolomo.

Malo opanga ku Yunnan: Mtengo wogula wazinthu zopangira ku Yunnan ndi wamphamvu. Pakati pa sabata, mvula m'malo opangirako Yunnan imakhala yochepa, ndipo zopangira zimakhala zolimba. Ndinamva kuti ndalama zomwe zikubwera kuchokera ku Myanmar ndi Laos ku Banna Port zachepetsedwa kwambiri, ndipo chifukwa chochepetsera n'chakuti ambiri a iwo apangidwa kukhala zinthu zomalizidwa, ndipo kuchuluka kwa zinthu zomalizidwa sikokwanira, ndipo katundu kunja ali mu arbitrage amalonda. Malo ena opangira zinthu adanena kuti kuyamba kwa ntchito mkati mwa sabata kunachepetsedwa ndi theka, komanso kuchepetsedwa kwa zinthu zopangira.

Malo opangira Hainan: Mtengo wogula wazinthu zopangira m'dera la Hainan umasinthidwa pang'onopang'ono. Pakalipano, mtengo wa zipangizo zopangira umakhala wokwera kwambiri, ndipo chidwi cha alimi a glue ndi chabwino, koma madera ambiri opangira mvula akadali amvula mkati mwa sabata, zomwe zimakhudza kulimbikitsa ntchito yodula mphira. Ndinamva kuti kumapeto kwa sabata, kuchuluka kwa guluu tsiku ndi tsiku komwe kumasonkhanitsidwa pachilumbachi ndi pafupifupi matani 3,000, kuchepetsedwa pang'ono kuyambira koyambirira kwa sabata, kuchuluka kwa guluu sikukwanira, sikutha kukwaniritsa zofunikira zopangira. mafakitale osiyanasiyana opangira zinthu, mafakitale ena apadera amalandira mitengo yamaguluu ya 13100-13300 yuan, mtengo wake ndi pafupifupi 13400 yuan. Kugulitsa pamsika wamkaka wokhazikika kumakhala kokangalika mkati mwa sabata, ndipo m'nyengo yozizira ikafika, mafakitale okonza mphira awonjezera chidwi chawo pakutolera ndi kupanga mphira. Posachedwapa, pali mvula yambiri m'dera la Hainan kupanga, ndipo kutentha kwatsika, pali kuthekera kwina kwa kudula koyambirira, kufunidwa kwa nthawi yochepa m'nyumba kuti apereke chidwi kwambiri ndikutsatira kupanga zinthu zopangira m'deralo.

Sabata ino, kuchuluka kwa mabizinesi aku China omwe amagwiritsa ntchito matayala achitsulo anali 78.88%, + 0.19% pamwezi ndi + 11.18% pachaka. Sabata ino, kuchuluka kwa mabizinesi aku China omwe amagwiritsa ntchito matayala azitsulo zonse anali 63.89%, 0.32% pamwezi ndi +0.74% pachaka. Mabizinesi ang'onoang'ono omwe amatumizidwa ndi ma tayala a semi-zitsulo adatsika pang'ono, ndipo kuchuluka kwa zinthu zomwe zamalizidwa kudakwera pang'ono. Kuwerengera kwa mabizinesi onse azitsulo zama tayala akuchulukirachulukira, ndipo pansi pa kukakamizidwa kwa malonda, kuchuluka kwa mabizinesi omwe amagwiritsira ntchito mphamvu zawo kuchokera kumabizinesi akuluakulu owongolera kupanga kukoka kunali kotsika pang'ono.

Yang'anani mkati mlengalenga mukutentha

Kuyambira pa Novembara 16 mpaka Novembara 23, 2023, gawo la "bullish", "bearish" ndi "khola" pakufufuza kochitika linali 42.0%, 25.9% ndi 42.0%, motsatana. Poyang'anira malingaliro a msika sabata ino, mbali yoperekera, madera opangira nyumba atsala pang'ono kusiya kudula kumapeto kwa mwezi, ndipo pali nkhani zochepetsera kupanga m'madera akuluakulu opanga monga Thailand ndi Vietnam m'madera opangira kunja, kupanga mitengo yamtengo wapatali kukhala yamphamvu; Kupanga ndi kugulitsa malonda a mabizinesi akunsi kwa matayala kumapeto kwa kufunikira kukuchepa; Kumapeto kwa zowerengerazo, zida za Qingdao zidapitilirabe kuchepa, guluu wakuda adapitilirabe kusungirako, ndipo guluu wakuda wopepuka adayamba kudziunjikira; Mawonekedwe apano a macro ndi ofunda, koma kugwa kwathunthu kapena kwakukulu m'nthawi yamtsogolo kutha kudikirira ndiye chifukwa chachikulu cholosera zamsika wamsika wampira wachilengedwe komanso kukhazikika.

Zikuyembekezeka kuti pali mwayi wopeza phindu kwakanthawi kochepa

Zikuyembekezeka kuti msika wamsika wanthawi yayitali wa rabara udakali ndi malo okwera pang'ono. Msika wazindikira nkhawa za kuchuluka kwa zopangira zomwe zidapangidwa kale ku Thailand, ndipo malo opangira zoweta atsala pang'ono kulowa nthawi yoyimitsa, kutsika kwazinthu zopangira mufakitale, phindu losakwanira la kukonza kumtunda. akadali ndi chitsenderezo pa kuchuluka kwa kupanga mphira, ndipo zida zapamwamba za Qingdao zikupitilizabe kupita kumalo osungiramo zinthu, ndipo mtengo wa rabara udakali ndi mwayi wokwera. Mbali yofunikirayo idalowa pang'onopang'ono munyengo yakumapeto kwa chaka, kufunikira kosinthira ma terminal kudachepa, kuwerengetsa kwazinthu zomalizidwa m'mabizinesi kudatheratu, kumangidwa kwa mabizinesi kukuyembekezekabe kufowoka, chidwi chobwezeretsanso zinthu zopangira zidatsitsidwa. , ndipo kukwera kwa msika wa malo kunali kochepa. Zikuyembekezeka kuti mtengo wamtundu wa latex wathunthu pamsika wa Shanghai sabata yamawa udzayenda mkati mwa 13100-13350 yuan/ton; Mtengo wa malo ku Thailand ukuyenda pakati pa 12300-12450 yuan/ton.