Kusukela ngoJulayi, ngemuva kokuthi izigayo ezincane zamaphepha zimemezele ukuvalwa kwazo ngokulandelana, ukunikezwa kwamaphepha kadoti kanye nebhalansi yesidingo yephukile, isidingo sephepha likadoti sehlile, nentengo yebhokisi le-hemp nayo yehlile.
Ekuqaleni bekucatshangwa ukuthi kuzoba nezimpawu zokuphuma kwephepha likadoti, kodwa kuvele ukuthi wuhlelo lokuvala isikhathi eside kuka-Agasti olukhishwe abakhiqizi abakhulu abanjengoNine Dragons, Lee & Man, Shanying, Jinzhou, njll., futhi kwaqala igagasi lokuncishiswa kwentengo yephepha likadoti. Njengokuphahlazeka komoya, ukwehla kwephepha lemfucuza kwanda kakhulu. Ukwehla okukodwa bekuphezulu njenge-100-150 yuan / ton. Iphule uphawu lwama-yuan angu-2,000 ekwindla yamahhala. I-pessimism yasibekela yonke imboni yokupakisha.
Izintengo zamaphepha zehla, uhlu lwamagama lwafinyelela phezulu eminyakeni emibili, futhi izinkampani eziningi zamaphepha okupakisha “zayeka” ngesikhathi esifanele.
Ngokusho kwe-Securities Daily, intengo yephepha lokupakisha (iphepha likathayela, ibhodi lebhokisi, njll.) "ilokhu yehla ngokungapheli". Ngesikhathi esifanayo, ngenxa yesidingo esivilaphayo, iqoqo lephepha eliqediwe liye laqhubeka nokukhuphuka. Zingasetshenziselwa ukwenza ibhokisi lensangu/ibhokisi likagwayi/ibhokisi langaphambi kokugoqa/ibhokisi elihlanganyelwe/ibhokisi le-CBD/imbali ye-CBD ibhokisi.Lungisa ngokunengqondo i-inventory bese ulinda ukufika kwenkathi ephakeme evamile.
Ukungena ku-August, ngokuvalwa okulandelanayo kwezigayo ezinkulu zephepha, ukucindezela ohlangothini lokunikezwa kwebhokisi likagwayi kwehlile, okuzosiza ukugaya uhlu lwamanje oluphezulu. Ngesikhathi esifanayo, kwakunesidingo esikhulu sebhokisi likagwayi ekuqaleni kwenyanga.
Ngokuvalwa kwezimboni ezinkulu zephepha ukuze kuqinisekiswe intengo, kuzozuzisa ibhokisi likagwayi ngokwezinga elithile futhi kuthuthukise isimo semakethe ye-hemp box bullish. Kulindeleke ukuthi isimo sokuthunyelwa kwebhokisi le-hemp sibe ngcono esikhathini esizayo esiseduze, futhi imakethe izohamba kahle.
Isikhathi sokuthumela: Sep-11-2022