Later Cotton Will Rise To What Extent &Nbsp; &Nbsp; Can Cotton Price Break Through 20000?
Based on what I have learned, cotton It is very likely that the cost price will reach about 19000 during the acquisition period (national standard 328 Accounting). The reason is very simple: cotton is less, and the profit of textile mills is high. I would like to report to you on my investigation.
Most of the cotton producing areas in Hebei, Shandong, have been affected by rainy weather, which has led to a decline in production. Now picking up spades, the number of flowers on the top floor is small, and whether the quality is good or not depends critically on the weather during this period.
The total area has not changed much.
In the Xinjiang area, it was said that the northern Xinjiang area should have a reduction of production earlier than last year. It is a serious influence on the cold air flow.
Overall, according to the current situation, the cotton in Xinjiang area and last year's change is not too big, but so far this year, Xinjiang's investigation and purchase of lint enterprises is much more than last year, that is, this year Xinjiang cotton is highly sought after speculation.
The Yangtze River Valley is also limited to telephone understanding, hearsay or established facts.
yield
As compared with last year, the quality of cotton in Anhui and Hubei has a certain gap compared with last year, but the price of pre-sale seed cotton is basically between 3.7--4.2, that is, the cost of lint cotton should be up to 17000.
The above is only for cotton production and quality survey (supply), and last year was flat or slightly lower.
The situation of textile enterprises (demand situation) is discussed below.
Within the scope of my understanding, the profit of textile enterprises at present about 18500 is still higher than the average level of nearly 8 years. And after many years of adjustment in 09/10, many enterprises have expanded the number of spindles and many enterprises have changed, but from this year's overall use
Cotton content
The total number of spindle spindles is at least stable, and there may be more next year.
Their operating conditions determine the rising space of cotton. If the price of cotton rises or rises with the rise of cotton, the cotton price will be reasonable at 19000. The seed cotton purchase should be about 4 yuan.
As for the price of cotton in the later stage, it is not a problem to break through 20000 in terms of this year's history. But whether the situation is the same as this year can only be taken one step at a time.
It can even break even higher.
As for other factors, what national reserves, policies, cotton quotas and so on are all based on the stability of supply and demand in the country.
No speculation or discussion.
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