文(wen)章來(lai)源:中國儲(chu)備棉(mian)管理總公司 發布(bu)時間:2012-04-28
近(jin)期(qi),受下(xia)(xia)(xia)游補庫需求帶動(dong),紗線(xian)銷(xiao)(xiao)售情況(kuang)略有好轉(zhuan),純棉(mian)(mian)紗價(jia)(jia)格跌(die)(die)(die)勢放緩;滌(di)棉(mian)(mian)紗銷(xiao)(xiao)售雖(sui)有啟動(dong),但庫存壓(ya)力較大拖累了滌(di)短行情。盡管下(xia)(xia)(xia)游市場(chang)(chang)出現(xian)回暖跡(ji)象,紡織企(qi)(qi)業(ye)(ye)采購(gou)依(yi)然謹慎,前期(qi)惜售的棉(mian)(mian)花(hua)企(qi)(qi)業(ye)(ye)存棉(mian)(mian)信心不足(zu),部分(fen)企(qi)(qi)業(ye)(ye)繼(ji)續(xu)下(xia)(xia)(xia)調現(xian)貨(huo)報(bao)價(jia)(jia)。4月22日,32支(zhi)純棉(mian)(mian)普梳紗報(bao)價(jia)(jia)36000元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)100元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅0.3%;滌(di)綸短纖報(bao)價(jia)(jia)13850元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)100元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅0.7%。內地(di)籽棉(mian)(mian)收購(gou)均(jun)(jun)價(jia)(jia)5.76元(yuan)(yuan)/斤(折皮(pi)棉(mian)(mian)收購(gou)價(jia)(jia)25960元(yuan)(yuan)/噸(dun)),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)0.1元(yuan)(yuan)/斤,跌(die)(die)(die)幅1.7%。代表(biao)內地(di)標準(zhun)級皮(pi)棉(mian)(mian)銷(xiao)(xiao)售均(jun)(jun)價(jia)(jia)的國家棉(mian)(mian)花(hua)價(jia)(jia)格B指數28775元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)653元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅2.2%;新疆標準(zhun)級皮(pi)棉(mian)(mian)銷(xiao)(xiao)售均(jun)(jun)價(jia)(jia)29567元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)612元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅2.0%。鄭(zheng)州(zhou)棉(mian)(mian)花(hua)期(qi)貨(huo)5月合約結(jie)算價(jia)(jia)28240元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)265元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅0.9%;全國棉(mian)(mian)花(hua)交易市場(chang)(chang)電子撮(cuo)合交易5月合同均(jun)(jun)價(jia)(jia)27531元(yuan)(yuan)/噸(dun),較上(shang)周(zhou)下(xia)(xia)(xia)跌(die)(die)(die)497元(yuan)(yuan)/噸(dun),跌(die)(die)(die)幅1.8%。
預計國(guo)內棉(mian)價仍(reng)將維持穩中(zhong)趨(qu)(qu)弱(ruo)格(ge)局。首先,4月(yue)(yue)20日(ri)山東某大型紡(fang)織(zhi)集(ji)團下(xia)調(diao)皮棉(mian)采購價500元/噸,329級為27500元/噸,429級為27200元/噸,周邊小型棉(mian)企(qi)交貨積極,表明當前(qian)(qian)部分企(qi)業(ye)落袋為安(an)的心態(tai),或(huo)將刺激大型紡(fang)織(zhi)企(qi)業(ye)進一(yi)步下(xia)調(diao)皮棉(mian)采購價;其次,近期(qi)紗(sha)線銷(xiao)(xiao)售(shou)雖好于(yu)前(qian)(qian)期(qi),但紡(fang)織(zhi)企(qi)業(ye)仍(reng)面(mian)臨較大的庫存(cun)(cun)壓力,加上(shang)近來人(ren)民(min)幣呈現加速(su)升(sheng)值勢(shi)頭,4月(yue)(yue)22日(ri)美元兌人(ren)民(min)幣匯率(lv)為6.5156,再(zai)創匯改以來最高(gao)記錄,紡(fang)織(zhi)內外銷(xiao)(xiao)形勢(shi)相當嚴峻;最后,央行(xing)4月(yue)(yue)21日(ri)開始(shi)上(shang)調(diao)金融機構人(ren)民(min)幣存(cun)(cun)款準(zhun)備(bei)金率(lv)0.5個百分比,銀(yin)行(xing)存(cun)(cun)款準(zhun)備(bei)金率(lv)達到(dao)20.5%的歷史新(xin)高(gao),近日(ri)舉行(xing)的2011年經(jing)貿形勢(shi)報告會上(shang),央行(xing)副(fu)行(xing)長胡曉煉再(zai)次傳達了監管層抗擊(ji)通脹的決心。綜上(shang),目前(qian)(qian)紡(fang)織(zhi)下(xia)游銷(xiao)(xiao)勢(shi)仍(reng)待回(hui)暖(nuan),產(chan)成品庫存(cun)(cun)壓力猶在(zai),資金周轉困難,現貨采購謹(jin)慎,預計國(guo)內棉(mian)價仍(reng)將穩中(zhong)趨(qu)(qu)弱(ruo)。
受南半球新(xin)棉即將大(da)量上市和紡織采(cai)購需求低(di)(di)迷(mi)影響,紐約(yue)期貨(huo)價格跌(die)至兩個多(duo)月來(lai)低(di)(di)點。4月22日,紐約(yue)棉花期貨(huo)5月合約(yue)結算價186.67美分(fen)(fen)/磅,較(jiao)(jiao)上周(zhou)下跌(die)8.85美分(fen)(fen)/磅,跌(die)幅4.5%。代表進(jin)口棉中(zhong)國(guo)主港(gang)到岸均價的國(guo)際棉花指數(M)按1%關稅(shui)計算,折人民(min)幣進(jin)口成本34814元(yuan)/噸,較(jiao)(jiao)上周(zhou)下跌(die)1681元(yuan)/噸,跌(die)幅4.6%;按滑準(zhun)稅(shui)計算,折人民(min)幣進(jin)口成本35043元(yuan)/噸,較(jiao)(jiao)上周(zhou)下跌(die)1665元(yuan)/噸,跌(die)幅4.5%。
美(mei)(mei)聯儲貨(huo)幣政(zheng)策的(de)寬松環境與歐洲央行緊縮政(zheng)策周期形成鮮明對比,標準普(pu)爾公(gong)司4月(yue)18日調降美(mei)(mei)國(guo)(guo)(guo)(guo)長期主權債(zhai)務評級由(you)“穩定”至(zhi)“負面”,使市場(chang)焦點(dian)從歐元區債(zhai)務危機(ji)轉向美(mei)(mei)國(guo)(guo)(guo)(guo)財政(zheng)問(wen)題(ti),導致美(mei)(mei)元全線(xian)潰敗,美(mei)(mei)元指數于4月(yue)21日最低(di)探(tan)至(zhi)73.74,刷新金融危機(ji)以來最低(di)水平,為(wei)(wei)大(da)宗(zong)商品再度走高提供動力(li)。然而,眼下(xia)國(guo)(guo)(guo)(guo)際棉(mian)(mian)價(jia)走勢更多受(shou)制于基本面因素。由(you)于紡織采購需求(qiu)乏力(li),外棉(mian)(mian)訂單撤銷(xiao)現象仍在發生,4月(yue)8-14日的(de)美(mei)(mei)棉(mian)(mian)出口(kou)簽約量驟降至(zhi)不足(zu)1萬噸(dun),持續(xu)低(di)迷的(de)需求(qiu)或將繼續(xu)壓制國(guo)(guo)(guo)(guo)際棉(mian)(mian)價(jia)走勢。值(zhi)得注意的(de)是,目前(qian)北半(ban)球產棉(mian)(mian)國(guo)(guo)(guo)(guo)陸(lu)續(xu)進入播種季節(jie),市場(chang)關注焦點(dian)開始(shi)轉向諸(zhu)如美(mei)(mei)國(guo)(guo)(guo)(guo)產棉(mian)(mian)區較為(wei)(wei)嚴重的(de)旱(han)情上,未來天氣(qi)狀(zhuang)況對國(guo)(guo)(guo)(guo)際棉(mian)(mian)價(jia)走勢的(de)影響或將凸顯(xian)。