Cov hauv paus ntsiab lus: RU: Tapping nyob rau hauv Hainan ntau lawm cheeb tsam yog ntau tshaj li ib nrab ntawm kev ua tiav, nrog rau yav qab teb thiab sab hnub poob cheeb tsam xav tias yuav tsum tau tapping kiag li nyob rau hauv thaum ntxov Lub ib hlis ntuj. Hais txog qhov kev thov, kev siv cov kua roj concentrated ua tau zoo, tab sis cov khoom xa tuaj tiag tiag tsuas yog txhim kho me ntsis, thiab qhov kev thov tag nrho tsis muaj zog dua li tib lub sijhawm xyoo tas los (tsis muaj zog). Kev nce qib ntawm kev sau npe hauv tsev yuav tsum tau saib xyuas; cov hauv paus ntsiab lus ntawm RU nws tus kheej tsis muaj qhov tsis sib haum xeeb, thiab luv luv - lub sij hawm tiam sis cuam tshuam los ntawm macroeconomic kev xav thiab BR kev lag luam. RU yuav tsum nyob twj ywm tsis hloov pauv.
NR: Cov khoom siv raw hauv lub caij nyoog ntau lawm tau qhia txog kev tiv thaiv tus nqi poob, thiab nws tseem yuav pom tias lub zog no yuav txuas ntxiv mus ntxiv. Ceev faj ntawm kev xav ntawm kev txiav ntau lawm (muaj zog); Txawm hais tias cov txiaj ntsig xa tawm tau dhau los ua qhov tsis zoo, Thaib cov chaw tsim khoom tseem tab tom xa khoom tawm tsam cov keeb kwm yav dhau los ntawm kev nce arbitrage txoj haujlwm hauv kev lag luam hauv tsev; log tsheb xav tau nyob ruaj khov; Cov khoom lag luam txuas ntxiv mus ntxiv raws caij nyoog, qhov loj ntawm qhov uas yog nyob rau hauv txoj kab nrog kev cia siab thiab tsis ua rau muaj kev cuam tshuam loj heev; NR tau yooj yim cuam tshuam los ntawm kev muab khoom- sab hauv lub sijhawm luv luv, thiab muaj kev txhawb nqa muaj zog hauv qab no, yog li qhov kev xav tau yuav tsis hloov pauv tab sis me ntsis bullish.
RU5-9 kis: Tsis muaj. Raws li lub Ib Hlis 7th, RU05-09 kev sib kis yog 10 yuan / tuj, txo qis ntawm 50 yuan / ton piv rau lub lim tiam dhau los.
RU-NR tus nqi sib kis: nruab nrab. Raws li lub Ib Hlis 7th, RU-NR tus nqi sib kis yog 3040 yuan/ton, nce 60 yuan/ton piv rau lub lim tiam dhau los.
Kev tsim khoom huab cua: nruab nrab. Tag nrho cov dej nag hauv thaj chaw tsim khoom tseem ceeb tau txo qis piv rau lub sijhawm dhau los, thiab tag nrho cov dej nag tseem nyob nruab nrab.
Thai khoom: nruab nrab rau me ntsis bullish. Kev tsim khoom hauv Thaib teb - thaj tsam ntawm Cambodia ciam teb tsuas yog 5.6% ntawm lub tebchaws tag nrho, ua rau muaj kev cuam tshuam me ntsis rau kev siv roj hmab, thiab cov ntsiab lus tseem ceeb ntawm lub caij tsim khoom siab tshaj plaws tseem tsis hloov pauv.
Cov khoom siv hauv tsev: nruab nrab rau me ntsis bearish. Thaj chaw tsim khoom Yunnan tau nres tapping, Hainan tau nres ntau dua 50% ntawm nws cov tapping, thiab cov cheeb tsam sab qab teb thiab sab hnub poob yuav txuas ntxiv mus txog rau thaum lub Ib Hlis.
Cov log tsheb: nruab nrab. Qhov nruab nrab cov khoom xa tuaj hnub rau ib nrab- cov log tsheb hlau yog 47.05 hnub, nce +0.19 hnub piv rau lub sijhawm dhau los thiab +5.16 hnub nce xyoo- ntawm - xyoo. Tag nrho cov log tsheb lag luam yog qhov ruaj khov.
Concentrated latex khoom: nruab nrab mus rau me ntsis bearish. Kev txiav txim tiav cov khoom lag luam feem ntau ua tiav; kev xa khoom tiag tiag tseem tsis tau pom muaj kev txhim kho tseem ceeb thiab qis dua qib ntawm tib lub sijhawm xyoo tas los.
Social Inventory: Neutral. Raws li Lub Ib Hlis 4th, tag nrho cov khoom lag luam sib raug zoo ntawm cov roj hmab tsaus hauv Suav teb yog 815,000 tons, nce 3% piv rau lub sijhawm dhau los. Raws li Lub Ib Hlis 4th, Tuam Tshoj tag nrho cov khoom muag ntawm lub teeb- xim roj hmab yog 417,000 tons, nce 1.3% piv rau lub lim tiam dhau los.
Futures Inventory: RU Neutral, NR Neutral
Raws li lub Ib Hlis 4th, Shanghai Futures Exchange's RU cov khoom muag yog 100,700 tons; NR cov khoom muag yog 58,000 tons.
Tsis yog -tus qauv Tus Nqi Tshaj Tawm: Nruab nrab rau Tsis Muaj Zog. Raws li lub Ib Hlis 7th, tus nqi sib kis ntawm Thaib cov roj hmab sib xyaw thiab RU daim ntawv cog lus tseem ceeb yog -1080 yuan / ton, txo qis ntawm 175 yuan / ton piv rau lub lim tiam dhau los.
Raws li lub Ib Hlis 7th, tus nqi sib kis ntawm Thaib cov khoom siv roj hmab sib xyaw thiab NR daim ntawv cog lus tseem ceeb yog 240.5 yuan / ton, poob ntawm 193.25 yuan / tuj piv rau lub lim tiam dhau los.