【美棉出口面临严峻挑战，分析师如何看待后续价格走势？】金十期货3月5日讯，昨日，中方对美棉加征关税后，ICE美棉期货盘中跌幅超2%，创下2020年9月份以来新低。1. 光大期货资源品分析师孙成震表示，短期来看利空美棉期价，长期来看对美棉后续出口订单影响较大。中美互加关税之后，纺织品出口美国已无利润，在美棉进口成本进一步增加的情况下，势必会影响我国进口美棉数量，美棉出口将面临严峻挑战，全球棉花进出口格局可能出现新变化。2. 银河期货棉花分析师刘倩楠表示，短期来看，加征关税实际影响的进口美棉数量有限，长期来看，中美棉花贸易量会减少，美棉短时间内难以找到替代市场，未来销售端将面临较大压力。此外，随着中美棉花贸易量减少，预计郑棉和美棉走势的相关性可能会下降。
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