Tunda kashi na biyu na shekarar da ta gabata, da abubuwan da suka shafi abubuwa kamar rage karfin aiki da tsauraran dangantakar kasa da kasa, farashin albarkatun kasa ya yi tashin gwauron zabi. Bayan sabuwar shekara ta kasar Sin, "haɓakar farashin" ya sake karuwa, tare da karuwa fiye da 50% ... daga sama "ƙarin farashin" Matsin "tide" yana watsawa zuwa masana'antu na ƙasa kuma yana da tasiri daban-daban. Abubuwan da aka ambata na albarkatun kasa kamar su auduga, zaren auduga, da polyester staple fiber a cikin masana'antar yadi sun tashi sosai. Farashin kamar suna kan tsani a tsaye. Duk da'irar cinikin masaku cike take da sanarwar haɓaka farashin. Mun yi imanin cewa matsin lamba na hauhawar farashin auduga, yarn auduga, yarn polyester-auduga, da dai sauransu yana yiwuwa a raba su ta hanyar masana'antun tufafi, kamfanonin tufafi (ko kamfanonin kasuwanci na waje), masu saye (ciki har da kamfanonin alamar waje, masu sayarwa) da sauran su. jam'iyyu. Ba za a iya warware ƙaƙƙarfan haɓakar farashi a wata hanyar haɗin gwiwa kadai ba, kuma duk bangarorin da ke cikin tashar suna buƙatar yin rangwame. Bisa kididdigar da aka yi na mutane da yawa a sama, tsakiya da na kasa na sarkar masana'antu, hauhawar farashin kayan albarkatun kasa daban-daban a wannan zagaye ya tashi cikin sauri kuma ya dade. Wasu albarkatun kasa da suka taso da tashin hankali har ma suna “tushen lokaci”, suna kai yawan gyare-gyaren farashin safiya da rana. . An yi hasashen cewa wannan zagaye na hauhawar farashin kayan masarufi daban-daban wani tsari ne na hauhawar farashin kayayyaki a sarkar masana'antu, tare da rashin wadatar albarkatun kasa sama da tsada, wanda zai iya ci gaba na wani lokaci.

SpandexFarashin ya tashi da kusan 80%

Bayan dogon hutun bikin bazara, farashin spandex ya ci gaba da tashi. Dangane da sabon bayanin sa ido kan farashi, sabon farashin yuan / ton 55,000 zuwa yuan 57,000 a ranar 22 ga Fabrairu, farashin spandex ya tashi kusan 30% a cikin wata, kuma dangane da ƙarancin farashi a cikin Agusta 2020, farashin spandex ya tashi Kusan 80%. A cewar binciken masana da suka dace, farashin spandex ya fara hauhawa ne a cikin watan Agustan shekarar da ta gabata, musamman saboda karuwar bukatu mai yawa da ake samu a kasa, da karancin kididdigar da masana'antun kera ke samarwa gaba daya, da kuma samar da kayayyaki a takaice. wadata. Bugu da ƙari, farashin PTMEG, albarkatun kasa don samar da spandex, ya kuma tashi sosai bayan bikin bazara. Farashin yanzu akan kowace ton ya zarce yuan 26,000, wanda ya haifar da karuwar farashin spandex zuwa wani matsayi. Spandex shine fiber na roba sosai tare da haɓakar haɓakawa da juriya mai kyau. Ana amfani da shi sosai a cikin yadi da tufafi. A cikin rabin na biyu na shekara, an tura adadi mai yawa na oda a ketare zuwa kasar Sin, wanda ya zama babban ci gaba ga masana'antar spandex na cikin gida. Ƙarfin buƙata ya sa farashin spandex ya tashi a wannan zagaye.

A halin yanzu, kamfanonin spandex sun fara gini a ƙarƙashin babban nauyi, amma samar da samfuran spandex na ɗan gajeren lokaci har yanzu yana da wahala a sauƙaƙe. Wasu daga cikin manyan kamfanonin spandex na kasar Sin duk suna shirye-shiryen gina sabbin damar samar da kayayyaki, amma ba za a iya fara wadannan sabbin hanyoyin samar da kayayyaki cikin kankanin lokaci ba. Za a fara ginin ne a karshen shekarar 2021. Masana sun ce baya ga alakar samarwa da bukatu, hauhawar farashin kayan masarufi ya inganta hauhawar farashin spandex zuwa wani matsayi. Kayan albarkatun spandex kai tsaye shine PTMEG. Farashin ya karu da kusan 20% tun watan Fabrairu. Sabuwar tayin ya kai yuan 26,000/ton. Wannan sigar sarƙa ce da aka samu ta haɓakar farashin BDO na sama. A ranar 23 ga Fabrairu, sabon tayin BDO shine yuan 26,000. /Ton, karuwa na 10.64% fiye da ranar da ta gabata. Wannan ya shafa, ba za a iya dakatar da farashin PTMEG da spandex ba.

Audugaya canza zuwa +20.27%.

Ya zuwa ranar 25 ga watan Fabrairu, farashin gida na 3218B ya kasance yuan/ton 16,558, wanda ya karu da yuan 446 a cikin kwanaki biyar kacal. Haɓaka saurin haɓakar farashin kwanan nan ya faru ne saboda haɓakar yanayin kasuwar macro. Bayan an shawo kan annobar a Amurka, ana sa ran za a farfado da tattalin arziki, farashin auduga na Amurka ya yi tashin gwauron zabi, kuma bukatu na kasa ya karu. Saboda ingantaccen rahoton wadata da buƙatu a watan Fabrairu, tallace-tallacen auduga na Amurka ya kasance mai ƙarfi kuma buƙatun auduga na duniya ya dawo, farashin audugar Amurka ya ci gaba da hauhawa. A daya hannun kuma, kamfanonin masaku sun fara aiki a farkon wannan shekarar da kuma wani zagaye na ci gaba bayan bikin bazara ya kara saurin bukatar oda. A sa'i daya kuma, farashin kayayyakin masaka da dama kamar su polyester staple fiber, nailan da spandex a kasuwannin cikin gida sun yi tashin gwauron zabi, wanda hakan ya taimaka wajen karuwar farashin auduga. Bangaren kasa da kasa, samar da auduga na Amurka a shekarar 2020/21 zai ragu sosai. A cewar sabon rahoton USDA, noman auduga na Amurka a bana ya ragu da kusan tan miliyan 1.08 idan aka kwatanta da na bara zuwa tan miliyan 3.256. Taron USDA Outlook ya haɓaka yawan amfani da auduga na duniya da yawan samarwa a cikin 2021/22, sannan kuma ya rage girman hannun jari na ƙarshen auduga. Daga cikin su, an sake tayar da bukatar auduga a manyan kasashe irin su China da Indiya. Ma'aikatar Aikin Gona ta Amurka za ta saki yankin dashen auduga a hukumance a ranar 31 ga Maris. Ci gaban dashen auduga na Brazil ya ragu a baya, kuma an rage hasashen samar da kayayyaki. Ana sa ran noman auduga da Indiya za ta yi ya kai bali miliyan 28.5, a duk shekara za a samu raguwar bulo 500,000, Sin za ta samar da bale miliyan 27.5, raguwar bale miliyan 1.5 a duk shekara, Pakistan na samar da bale miliyan 5.8, karuwa. na bales miliyan 1.3, da kuma yammacin Afirka samar da bales miliyan 5.3, ya karu da 500,000 bales. .

Dangane da makomar gaba, makomar auduga ta ICE ta tashi zuwa matsayi mafi girma a cikin fiye da shekaru biyu da rabi. Abubuwa kamar ci gaba da haɓaka buƙatu, gasar filaye don hatsi da auduga, da kyakkyawan fata a kasuwar waje sun ci gaba da haifar da hasashe. A ranar 25 ga Fabrairu, babbar kwangilar Zheng Mian ta 2105 ta karye da darajar Yuan 17,000. Kasuwar auduga ta cikin gida tana cikin wani mataki na farfadowa a hankali, kuma sha'awar karɓar tayi ba ta da yawa. Babban dalili shi ne cewa farashin albarkatun auduga ya karu sosai kuma kamfanonin yarn da kansu suna da tanadi kafin hutu. Ana sa ran cewa a hankali ma'amalar kasuwa za ta koma yadda aka saba bayan bikin Lantern. Tun daga tsakiyar watan Fabrairu, yadudduka na auduga a Jiangsu, Henan, da Shandong sun karu da yuan 500-1000 / ton, kuma yadudduka masu yawan gaske da aka tsefe da su na 50S zuwa sama sun karu a 1000-1300 yuan/ton. A halin yanzu, masana'antar auduga na cikin gida, ƙimar sake dawowa da masana'anta da masana'antar sutura ta koma 80-90%, kuma wasu masana'antar yadudduka sun fara neman da siyan albarkatun ƙasa kamar su auduga da polyester staple fiber. Tare da zuwan odar kasuwancin cikin gida da na waje daga Maris zuwa Afrilu, har yanzu akwai wasu kwangilolin da ya kamata a hanzarta kafin hutu. Goyan bayan kasuwa na waje da tushe, ICE da Zheng Mian sun sake ji. Ana sa ran kamfanonin saƙa da masana'anta da masana'antun tufafi za su saya daga ƙarshen Fabrairu zuwa farkon Maris. Maganar zaren auduga da yarn polyester-auduga sun tashi sosai. Ana buƙatar ƙara matsa lamba na haɓakar farashi zuwa tashoshi na ƙasa.

Manazarta harkokin kasuwanci sun yi imanin cewa farashin auduga na cikin gida ya tashi gaba daya a cikin mahallin abubuwa masu yawa. Yayin da lokacin koli na masana'antar masaku ta cikin gida ke tafe, kasuwar gaba daya tana da kwarin gwiwa game da hasashen kasuwa, amma kuma ya kamata a yi hattara da tasirin sabon kambi da matsi da sha'awar da kasuwar ke haifarwa na korar hauhawar farashin kayayyaki. .

Farashinpolyesteryarn yana karuwa

Bayan 'yan kwanaki bayan bude biki, farashin filament polyester ya yi tashin gwauron zabi. Sakamakon tasirin sabuwar annobar cutar huhu, wanda ya fara daga watan Fabrairun 2020, farashin polyester filament ya fara faduwa, kuma ya fadi kasa a ranar 20 ga Afrilu. Tun daga wannan lokacin, ya fara yin sauyi a matakin ƙasa kuma yana shawagi a ƙasa. mafi ƙarancin farashi a tarihi na dogon lokaci. An fara daga rabin na biyu na 2020, saboda "haɓakar hauhawar farashin kayayyaki", farashin kayan albarkatu daban-daban a cikin kasuwar yadi ya fara tashi. Filayen polyester sun karu da fiye da yuan 1,000 / ton, viscose staple fibers sun tashi da yuan 1,000 / ton, kuma filayen acrylic staple fibers sun tashi. 400 yuan/ton. Dangane da kididdigar da ba ta cika ba, tun daga watan Fabrairu, saboda ci gaba da karuwar farashin albarkatun kasa, kusan kamfanoni dari sun ba da sanarwar karin farashin, wanda ya hada da dimbin albarkatun fiber na sinadarai kamar viscose, yarn polyester, spandex, nailan, da rini. Ya zuwa ranar 20 ga Fabrairu na wannan shekara, yadudduka na polyester filament sun sake komawa zuwa kusa da ƙananan matsayi na 2019. Idan aka ci gaba da sake dawowa, zai kai ga farashin da aka saba da polyester a shekarun baya.

Idan aka yi la’akari da furucin na yanzu na PTA da MEG, manyan albarkatun yadudduka na polyester, a ƙarƙashin bayanin cewa farashin mai na ƙasa da ƙasa ya koma dalar Amurka 60, har yanzu akwai sauran fa'idodin PTA da MEG nan gaba. Ana iya yin hukunci daga wannan cewa farashin siliki na polyester har yanzu yana da yiwuwar tashi.