金吾财讯 | 国泰海通证券表示，上周棉价、棉纱价格普涨，巴西新棉季种植完成、减产确定。棉价进入重要窗口期。巴西、美国两大棉花出口国“双减”趋势确立，美棉价格在成本倒挂与基差修复双重信号下，底部特征明确，看好美棉价格上行通道开启。当前棉价进入重要窗口期：巴西播种已于3月初完成、后续跟踪天气变化、生长情况，而美国、中国即将进入新棉季播种期。建议重点关注后续美棉价格变化。
金吾财讯 | 国泰海通证券表示，上周棉价、棉纱价格普涨，巴西新棉季种植完成、减产确定。棉价进入重要窗口期。巴西、美国两大棉花出口国“双减”趋势确立，美棉价格在成本倒挂与基差修复双重信号下，底部特征明确，看好美棉价格上行通道开启。当前棉价进入重要窗口期：巴西播种已于3月初完成、后续跟踪天气变化、生长情况，而美国、中国即将进入新棉季播种期。建议重点关注后续美棉价格变化。
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