Who Pushed Cotton Prices?

1. India declared no

However, the cotton traders in India strongly talked to the government and demanded the resumption of exports to ensure the future interests of cotton growers and cotton traders.

In the near June, cotton was basically saturated in India, and about 300000 tons of cotton were needed for export.

It is very likely that there will be export before August.

Two

As we all know, cotton prices are not as fast as yarn rises. The rise of yarn is driving cotton up.

Why did the yarns rise? After export to the process and clothing exports slowly, domestic sales were still good, and there was no obvious improvement.

How can yarn continue to boom? The only explanation: artificial speculation.

The basis of the hype is inflation expectations, the global cotton supply and demand are tense, China's cotton gap is larger, and the gap in the next year is bigger.

I have 23 million tons of domestic yarn in 09 years.

Strong overcapacity, after the production of raw materials, is in short supply.

We saw 23 million tons of yarn and 50% cotton blending ratio. In 09, we also applied 11 million 500 thousand tons of cotton.

Where do these cotton come from? No price increases.

The speculators seized this favorable information for speculation.

The difference between this year's speculation and previous years is that cotton and yarn are fry together.

Hoard yarn, raise yarn price, and then pull cotton.

A large number of followers shouted cotton price to 2 tons.

Yarn, too.

Yarn.

China's imported cotton yarn has been increasing rapidly in recent years, and imported 09 tons of cotton yarn about 900000 tons in recent years.

It is likely to reach 1 million 300 thousand tons in 2010.

The barter trade of cotton yarns in the neighboring countries and the cooperative production of domestic textiles in neighboring countries have increased the production figures of our country.

This is the reason why 23 million tons of cotton yarn is always out of order.

It can be said that at present, the yarn is relatively large in capacity, and the output exceeds the demand.

Therefore, there should be no rush buying and price rise of yarn.

There is no need for organizations to hype on the yarn.

Moreover, yarns and cotton are seasonal products, and new flowers should be sold before going public.

It's less than 3 months now.

Here, how can we not understand that the intelligence quotient of fried garlic will be used on yarn and cotton.

From cotton resources, it is not enough because of the large output of yarn.

Imported yarn meets the demand of downstream market, and there is no room for price of yarn.

In 09, imported yarn really reached 1 million tons, equivalent to 1 million 100 thousand tons of imported cotton.

Is domestic cotton still not enough?

If the country wants to regulate the market, it will be fine if the tariff on imported yarn is reduced to one point.

How can I say that the state has no ability to regulate and control?

3. not bad money.

The impetus of cotton price rise has been promoted.

This year, spinning enterprises are not bad money.

Textile business owners feel relaxed.

So spending money is wasteful.

Cotton price rise point rises, who let us have money?

The main reason is the loose monetary policy of the state.

This kind of bad money is likely to increase the risk of spinning enterprises.

The application of monetary policy in textile enterprises will be concerned by the central bank and is likely to tighten its pockets.

This is a big reason why yarn price and cotton price can not maintain much.

All of the above three points will lead to a drop in cotton prices.

It is said that the state has no ability to regulate and control.

Do we think so?

So.

Cotton spot has reached the ideal price of the people, too high will be reversed.

Cotton holders should actively sell at this time.

We saw that a meeting of NDRC 21 disclosed that there was a matching stagflation and a slight drop.

As far as spot goods are concerned, more than 18000 cotton traders will not buy hoarding goods and expect to increase profits again.

Only spinning enterprises buy and use their own products.

The market will be lighter and stagflation will happen. At this point, the spot will be sold on electronic discs and futures.

Cotton market has recently been callback.

Perhaps futures 18340 is the annual high point, and cotton prices slowly return to about 15000 of the value range.