文章來源:中國儲備棉管理總公司 發布(bu)時(shi)間:2012-04-28
近(jin)期,受下(xia)(xia)游補庫(ku)需求(qiu)帶(dai)動(dong),紗線銷售(shou)(shou)情況略有好轉,純棉(mian)(mian)(mian)紗價(jia)(jia)格跌(die)(die)(die)(die)(die)勢(shi)放緩;滌棉(mian)(mian)(mian)紗銷售(shou)(shou)雖(sui)有啟(qi)動(dong),但庫(ku)存壓力較(jiao)(jiao)大(da)拖(tuo)累了滌短行情。盡管下(xia)(xia)游市(shi)場出現回暖跡象,紡織企業(ye)采購依然(ran)謹慎,前期惜售(shou)(shou)的棉(mian)(mian)(mian)花企業(ye)存棉(mian)(mian)(mian)信(xin)心不足(zu),部分企業(ye)繼續下(xia)(xia)調現貨報價(jia)(jia)。4月(yue)22日,32支純棉(mian)(mian)(mian)普梳紗報價(jia)(jia)36000元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)100元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅0.3%;滌綸短纖報價(jia)(jia)13850元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)100元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅0.7%。內(nei)地籽棉(mian)(mian)(mian)收購均(jun)價(jia)(jia)5.76元(yuan)/斤(折皮(pi)棉(mian)(mian)(mian)收購價(jia)(jia)25960元(yuan)/噸(dun)(dun)),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)0.1元(yuan)/斤,跌(die)(die)(die)(die)(die)幅1.7%。代表內(nei)地標準級皮(pi)棉(mian)(mian)(mian)銷售(shou)(shou)均(jun)價(jia)(jia)的國家棉(mian)(mian)(mian)花價(jia)(jia)格B指(zhi)數28775元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)653元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅2.2%;新疆標準級皮(pi)棉(mian)(mian)(mian)銷售(shou)(shou)均(jun)價(jia)(jia)29567元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)612元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅2.0%。鄭州棉(mian)(mian)(mian)花期貨5月(yue)合(he)(he)約結算價(jia)(jia)28240元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)265元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅0.9%;全國棉(mian)(mian)(mian)花交易市(shi)場電子撮合(he)(he)交易5月(yue)合(he)(he)同(tong)均(jun)價(jia)(jia)27531元(yuan)/噸(dun)(dun),較(jiao)(jiao)上周(zhou)(zhou)下(xia)(xia)跌(die)(die)(die)(die)(die)497元(yuan)/噸(dun)(dun),跌(die)(die)(die)(die)(die)幅1.8%。
預計國內棉(mian)(mian)價(jia)仍將維(wei)持穩(wen)中趨弱格(ge)局。首先,4月(yue)20日(ri)(ri)(ri)(ri)山東某(mou)大(da)型(xing)紡織(zhi)集團下調(diao)(diao)皮棉(mian)(mian)采購價(jia)500元(yuan)/噸(dun),329級為27500元(yuan)/噸(dun),429級為27200元(yuan)/噸(dun),周邊小型(xing)棉(mian)(mian)企(qi)交貨積極,表明當前部(bu)分企(qi)業(ye)落袋為安的(de)心(xin)態(tai),或將刺激大(da)型(xing)紡織(zhi)企(qi)業(ye)進一步下調(diao)(diao)皮棉(mian)(mian)采購價(jia);其次,近(jin)期紗線銷售(shou)雖(sui)好于前期,但紡織(zhi)企(qi)業(ye)仍面臨(lin)較大(da)的(de)庫(ku)存(cun)(cun)壓(ya)力,加上(shang)近(jin)來人民(min)幣呈現加速升值勢(shi)(shi)頭,4月(yue)22日(ri)(ri)(ri)(ri)美元(yuan)兌人民(min)幣匯率為6.5156,再創匯改(gai)以(yi)來最高記錄,紡織(zhi)內外銷形(xing)勢(shi)(shi)相當嚴峻;最后,央行4月(yue)21日(ri)(ri)(ri)(ri)開始(shi)上(shang)調(diao)(diao)金融(rong)機構人民(min)幣存(cun)(cun)款準(zhun)備金率0.5個百(bai)分比,銀行存(cun)(cun)款準(zhun)備金率達到20.5%的(de)歷史新(xin)高,近(jin)日(ri)(ri)(ri)(ri)舉行的(de)2011年經貿形(xing)勢(shi)(shi)報告會(hui)上(shang),央行副行長胡曉煉再次傳達了(le)監(jian)管(guan)層(ceng)抗擊通脹的(de)決心(xin)。綜(zong)上(shang),目(mu)前紡織(zhi)下游銷勢(shi)(shi)仍待(dai)回暖,產成品庫(ku)存(cun)(cun)壓(ya)力猶在,資金周轉困難(nan),現貨采購謹(jin)慎,預計國內棉(mian)(mian)價(jia)仍將穩(wen)中趨弱。
受南半球新棉即將大量上(shang)市和紡織采購需求低(di)迷影響,紐(niu)約(yue)期貨價格跌(die)至兩個多月(yue)來低(di)點(dian)。4月(yue)22日,紐(niu)約(yue)棉花期貨5月(yue)合(he)約(yue)結(jie)算(suan)價186.67美分/磅(bang),較(jiao)上(shang)周(zhou)下跌(die)8.85美分/磅(bang),跌(die)幅4.5%。代表(biao)進(jin)口棉中國主(zhu)港到(dao)岸(an)均(jun)價的國際(ji)棉花指(zhi)數(M)按1%關稅計(ji)算(suan),折(zhe)人(ren)民幣(bi)進(jin)口成(cheng)本34814元/噸(dun),較(jiao)上(shang)周(zhou)下跌(die)1681元/噸(dun),跌(die)幅4.6%;按滑準稅計(ji)算(suan),折(zhe)人(ren)民幣(bi)進(jin)口成(cheng)本35043元/噸(dun),較(jiao)上(shang)周(zhou)下跌(die)1665元/噸(dun),跌(die)幅4.5%。
美(mei)聯儲貨(huo)幣政(zheng)策的(de)(de)(de)寬松環(huan)境(jing)與歐(ou)洲央行緊縮政(zheng)策周期形成鮮明對比(bi),標準普(pu)爾公司4月18日調(diao)降美(mei)國長期主權債務評級由“穩定”至(zhi)“負面”,使市場(chang)焦(jiao)點(dian)從歐(ou)元(yuan)區債務危機(ji)(ji)轉(zhuan)向美(mei)國財政(zheng)問題,導致美(mei)元(yuan)全(quan)線潰敗,美(mei)元(yuan)指數于(yu)4月21日最低探至(zhi)73.74,刷新金融危機(ji)(ji)以來最低水(shui)平,為大宗(zong)商(shang)品再度走高(gao)提供(gong)動力。然而,眼下國際棉價(jia)走勢更(geng)多受制于(yu)基本(ben)面因素(su)。由于(yu)紡(fang)織采(cai)購(gou)需求乏力,外棉訂單撤銷現象仍在發生,4月8-14日的(de)(de)(de)美(mei)棉出口簽約(yue)量驟降至(zhi)不足1萬(wan)噸,持續(xu)(xu)低迷的(de)(de)(de)需求或(huo)將繼續(xu)(xu)壓制國際棉價(jia)走勢。值得注意的(de)(de)(de)是(shi),目前(qian)北半球產(chan)(chan)棉國陸續(xu)(xu)進入播種季節,市場(chang)關注焦(jiao)點(dian)開始轉(zhuan)向諸(zhu)如美(mei)國產(chan)(chan)棉區較為嚴重的(de)(de)(de)旱情(qing)上,未來天氣(qi)狀況對國際棉價(jia)走勢的(de)(de)(de)影(ying)響或(huo)將凸(tu)顯(xian)。