推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 據(jù)部分棉企、用棉企業(yè)反饋，雖然近日青島、張家港等地6/8月船期2019/20年度印度棉M 1-1/8、M 1-5/32貿(mào)易商報價仍高達66-66.50美分/磅、68.50-69美分/磅，與6/7月船期美棉EMOT./MOT 1-1/8、EMOT 31-3 36的價差僅2-2.5美分/磅，但由于CCI最新調(diào)整印度棉花銷售基準價并加大折扣幅度，使印度棉國內(nèi)售價及FOB報價繼續(xù)下滑，印度棉的競爭力得到鞏固、提升。
業(yè)內(nèi)分析，一方面CCI收儲的棉花等級、品質(zhì)比較高，大力虧損拋售雖然對MCX、ICE期貨盤面產(chǎn)生打壓，但也吸引包括中國、孟加拉國、越南等采購商大量實單；另一方面2019/20年度CCI的累計將收購量將達到1000萬包(超過印度棉年度產(chǎn)量的30%)，而印度政府在無充足倉儲條件、資金的情況下執(zhí)行“當年輪入當年輪出”，考慮到新年度仍將按MSP價格收購、而國內(nèi)棉花消費暴跌及印度棉出口不順暢，因此6-10月份CCI銷售壓力非常突出。
那么目前是否應該簽約采購印度棉呢？筆者認為再等一等，逢低抄底。一是印度國內(nèi)疫情剛剛引爆，對棉花消費、棉價的影響短期難以結束，回調(diào)仍是主基調(diào)；二是2020年印度棉花種植面積將大幅增長。受MSP上調(diào)、西南季風如約到來等因素利好推動，印度目前的植棉面積同比增長了24%，MCX期貨“壓力山大”；三是CCI即使大幅降價，10月份前后完成近170萬噸棉花銷售任務仍很艱巨；四是近期中印邊境緊張，屢次發(fā)生肢體沖突，引發(fā)兩國輿論的強烈反響，或?qū)Q(mào)易、交流、運輸?shù)犬a(chǎn)生影響。
