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Throw The Store News To &Nbsp, Or Influence The Market?

2010/8/5 15:43:00 80

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After a long wait, the news of dumping and storage has finally become clear recently, and the market is only waiting for its official start.

At this time, whether it is

Cotton storage enterprises

still

Textile enterprises

The mind is quite calm.

about

Throw store

What will be the impact on the market? There is an opinion in the market that this will be a bad profit. With the support of supply and demand gap, the price of lint, especially high-grade cotton, will continue to rise. Another view is that many cotton enterprises are quite abundant in lint reserves, while cotton companies do not have much cotton in their hands. But there are many cotton enterprises, but there are many enterprises in the cotton market. The market supply in the latter part of the market may not be as good as expected. With the recent downturn of the downstream yarn and cloth market, and facing the problem of the old and new cotton prices, the textile enterprises may not rush to shoot at high prices. The reserve price is only set at 16500 yuan / ton, and spot prices are facing downward pressure.

According to the analysis of the insiders, the change of dumping prices mainly depends on the following factors: first, what is the grade of cotton sold in the country; two, whether the cotton textile enterprises with large appetite and strong market influence are actively competing; the three is the growth of new cotton; and the four is the change of yarn and cloth market.

According to relevant information, the cotton sold in this sale is the national cotton reserve purchased in 2008, which is the cotton that the textile enterprises are interested in.

As the proportion of high-grade cotton decreased significantly in 2009, the contradiction of structural shortage always existed. The author talked with some large textile enterprises in Shandong and Henan.

In the eyes of many people in the industry, the movement of large textile enterprises is very important after throwing storage.

According to the author's understanding, at present, many large textile enterprises have adequate stock of cotton, and some can even use October or even longer.

However, it is difficult to estimate the proportion of such enterprises.

A head of a textile enterprise in Zouping, Shandong, said that at present, the cotton stocks of some large textile enterprises around the country and surrounding areas are generally 1-2 months. Considering that the time of new flower listing will be delayed, it is still necessary for these enterprises to bid for national cotton reserves.

In addition, the head of textile enterprises in Henan also said that many cotton and Xinjiang cotton were stored in many enterprises' libraries, and some of the real estate cotton might be auctions for cotton blending.

However, judging from the recent market performance, cotton storage enterprises everywhere feel more or less panic about throwing and storing, and do not hesitate to sell at reduced prices.

In July 30th, the national cotton price index B (CNCottonB) was 18200 yuan / ton, and it fell more than 100 yuan / ton in the past two weeks.

And Hubei Suizhou 3 cotton quotation has fallen below 18000 yuan / ton.

According to a survey conducted at the end of June, only 18.2% of the respondents believed that spot prices would rise significantly after the launch of the reserve, and 35.9% of the respondents believed that the spot price would be stable and strong after the launch of the reserve, and 32.57% thought that the reserve price would cause spot prices to fall slightly, while 14.22% thought the dumping would obviously suppress the spot price.

Considering the integration of cotton prices in the new and old year, the growth of new cotton is also a key factor affecting the market.

Owing to the low temperature throughout the spring sowing, cotton sowing is generally postponed. At present, the cotton growing in all major cotton producing areas is good as a whole.

From all localities, the number of peach in Fu Tao and Fu Qian is generally less than that in previous years. If the weather becomes too cold after the beginning of autumn, the yield and quality of new cotton may also be affected.

However, the storage time may last for about 2 months, and the market will have enough time to respond to the growth of new cotton.

Recently, the weakness of cotton yarn and grey fabric market is becoming more and more noticeable.

There are seasonal factors, and at the same time, the pressure brought by rising cotton prices has not yet been completely digested by the terminal market.

From the macro perspective, although the economic recovery in Europe and the United States has not been interrupted, it is still struggling, and domestic economic growth is slowing down. In addition, the activities of foreign buyers' replenishment activities are coming to an end, and the growth rate of domestic and foreign textile and cotton demand is likely to slow down in the second half of this year.

Under such circumstances, it is undoubtedly an adventure to grab high priced cotton reserves.