Labari mai daɗi ya ƙaru kwana ɗaya bayan robar ta dawo

A wannan makon, jimillar ayyukan tattalin arzikin kayayyaki sun ci gaba da murmurewa zuwa kyakkyawan yanayi, wanda ke ƙarfafa ra'ayin kasuwa, adadin kayan da aka samu daga ƙasashen waje bai kai yadda ake tsammani ba, farashin siyan kayan da aka samu ya yi ƙarfi, kuma ɓangaren samar da kayayyaki ya haɓaka farashin roba. Manne mai duhu don kula da rumbun ajiya, ƙaruwar kayan manne mai launin haske ya ragu, matsin lamba ya ragu. Muhimman abubuwan da suka fi kyau sun mamaye, kuma hauhawar farashin roba yana da ƙarfi.

Da faduwar farashin ɗanyen mai na ƙasashen duniya, yanayin kasuwar kayayyaki ya zama babu kowa, kuma farashin roba ya koma daidai bayan ya tashi. Ya zuwa ranar 17 ga Nuwamba, farashin roba na halitta ya faɗi (cikakken latex 13050 yuan/ton, -250/-1.88%; Lambar 20 Tailan 1490 dalar Amurka/ton, -30/-1.97%, daidai da 10687 yuan/ton; Lambar 20 Tailan 12200 yuan/ton, -150/-1.21%).

Bangaren samar da kayayyaki ya kasance mai kyau

Yankin samar da kayayyaki a Thailand: Ruwan sama gaba ɗaya a Thailand ya ƙaru idan aka kwatanta da lokacin da ya gabata, aikin yanke roba a arewa maso gabas ba shi da wani tasiri sosai, yawan amfanin ƙasa ya nuna ɗan ƙaruwa, ruwan sama a matakin kudu, yawan samar da roba har yanzu yana da ƙanƙanta, ainihin farashin siyan kayan ya fi farashin kasuwa. Ana sa ran farashin kayan zai ƙaru, tayin ƙasashen waje yana ƙaruwa, amma idan aka kwatanta da farashin tallace-tallace da na kayan, ribar da masana'antar ke samu har yanzu tana cikin asara, adadin ya ƙanƙanta kuma farashin ya yi yawa, masana'antar ba ta da sha'awar sayen manyan farashin kayan, kuma jigilar kayayyaki galibi ana yin ciniki ne a cikin watanni masu zuwa. Ana sa ran samar da manne a Thailand zai ragu da kashi 20% a shekara, kuma har yanzu yana da mahimmanci a kula da yawan amfanin ƙasa da aka samu a lokacin Wang na Thailand a ƙarshen lokacin.

Yankin samar da kayayyaki na Yunnan: Farashin siyan kayan masarufi a yankin samar da kayayyaki na Yunnan yana da ƙarfi. A cikin makon, ruwan sama a yankin samar da kayayyaki na Yunnan ya ragu, kuma kayan masarufi suna cikin mawuyacin hali. Na ji cewa adadin da ke shigowa daga Myanmar da Laos a Banna Port ya ragu sosai, kuma dalilin ragewar shine da yawa daga cikinsu an yi su ne da kayayyakin da aka gama, kuma adadin kayayyakin da aka gama ba su da yawa, kuma da yawa daga cikin kayayyakin da ake fitarwa suna cikin 'yan kasuwar da ke da alhakin yanke hukunci. Wasu masana'antun sarrafa kayayyaki sun ce an rage farashin fara aiki a cikin makon, amma kuma ana iya rage yawan kayan da ake samarwa.

Yankin samar da abinci a Hainan: Farashin kayan masarufi a yankin samar da abinci a Hainan yana daidaitawa akai-akai. A halin yanzu, farashin kayan masarufi yana da tsada sosai, kuma sha'awar manoman manne yana da kyau, amma yawancin wuraren samar da abinci har yanzu suna da ruwa a cikin makon, wanda ke shafar haɓaka aikin yanke roba. An ji cewa a ƙarshen makon, adadin manne da ake tattarawa a tsibirin a kowace rana ya kai kusan tan 3,000, an ɗan rage shi kaɗan tun daga farkon makon, jimillar wadatar manne bai isa ba, ba zai iya biyan buƙatun samar da abinci na yau da kullun na masana'antun sarrafa kayayyaki daban-daban ba, wasu masana'antu masu zaman kansu suna samun farashin manne na yuan 13100-13300, babban farashin shine kusan yuan 13400. Ciniki a kasuwar wurin samar da madara mai yawa yana aiki sosai a cikin makon, kuma tare da isowar hunturu, masana'antun sarrafa kayayyaki sun ƙara sha'awar tattarawa da samarwa da roba. Kwanan nan, akwai ƙarin ruwan sama a yankin samar da abinci a Hainan, kuma yanayin zafi ya ragu, akwai yiwuwar yankewa da wuri, buƙatar gida na ɗan lokaci don kulawa da kuma bin diddigin samar da kayan abinci a yankin samarwa.

A wannan makon, yawan amfani da ƙarfin kamfanonin samfurin tayoyin rabin ƙarfe na China ya kai kashi 78.88%, +0.19% na wata-wata da +11.18% na shekara-shekara. A wannan makon, yawan amfani da ƙarfin kamfanonin samfurin tayoyin ƙarfe na China ya kai kashi 63.89%, 0.32% na wata-wata da +0.74% na shekara-shekara. Jimillar jigilar samfuran tayoyin rabin ƙarfe ya ragu kaɗan, kuma adadin kayayyakin da aka gama ya ƙaru kaɗan. Kayayyakin dukkan kamfanonin samfurin tayoyin ƙarfe sun ci gaba da ƙaruwa, kuma a ƙarƙashin matsin lamba na tallace-tallace, yawan amfani da ƙarfin kamfanoni daban-daban daga manyan kamfanonin sarrafa samfuran ja na samar da kayayyaki ya ɗan yi ƙasa kaɗan.

Duba cikin yanayi yana zafi

Daga ranar 16 ga Nuwamba zuwa 23 ga Nuwamba, 2023, adadin "bullish", "bearish" da "bargaza" a cikin binciken yanayin ya kasance kashi 42.0%, 25.9% da 42.0%, bi da bi. Daga hangen nesa na sa ido kan tunanin kasuwa a wannan makon, bangaren samar da kayayyaki, da yankunan samar da kayayyaki na cikin gida za su daina raguwa a ƙarshen wata, kuma akwai labaran rage yawan samarwa a manyan yankunan samar da kayayyaki kamar Thailand da Vietnam a yankunan samar da kayayyaki na ƙasashen waje, wanda hakan ya sa farashin kayan masarufi ya yi ƙarfi sosai; Rangwamen samarwa da tallace-tallace na kamfanonin taya na ƙasa a ƙarshen buƙata yana raguwa; A ƙarshen kaya, kayan Qingdao sun ci gaba da raguwa, manne mai duhu ya ci gaba da zuwa ajiya, kuma manne mai launin haske ya fara tara kaya; Yanayin babban birnin yanzu yana da ɗumi, amma faɗuwar gaba ɗaya ko babba a cikin lokaci na gaba na iya zama da son jira shine babban dalilin hasashen tunanin kasuwar roba ta halitta da kwanciyar hankali.

Ana sa ran cewa har yanzu akwai sauran dama don samun riba na ɗan gajeren lokaci.

Ana sa ran kasuwar roba ta halitta ta ɗan gajeren lokaci har yanzu tana da damar ƙara girma. Kasuwar ta fahimci damuwar da ake da ita game da yawan kayan da ake samarwa a yankin da aka samar da kayayyaki a Thailand, kuma yankin samar da kayayyaki na cikin gida zai shiga lokacin dakatar da amfani da shi, ƙarancin kayan da ake samarwa a masana'antar, rashin ribar da ake samu daga sarrafa roba a sama har yanzu yana da matsin lamba kan yawan samar da roba, kuma kayan da aka saka a Qingdao suna ci gaba da zuwa ma'ajiyar kayayyaki, kuma farashin roba har yanzu yana da damar ƙaruwa. Bangaren buƙata ya shiga lokacin hutu a ƙarshen shekara, buƙatar maye gurbin kayayyaki ta ragu, an ƙare da kayan da aka gama na kamfanoni, ana sa ran gina kamfanoni za su raunana, an matsa sha'awar sake cika kayan, kuma hauhawar kasuwar ta ragu. Ana sa ran farashin cikakken latex a kasuwar Shanghai a mako mai zuwa zai kasance tsakanin yuan 13100-13350/ton; Farashin ta Thailand yana gudana tsakanin yuan 12300-12450/ton.