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Depth Survey: A Cotton Thread "Reinforces" An Industry.

2010/10/28 10:01:00 47

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After the first industrial revolution,

textile industry

As an emerging industry of western capitalism, it has flourished.

As the main raw material, cotton has become one of the main commodities in the world trade, and its status is somewhat similar to today's iron ore and petroleum.

At that time, in the American Civil War, the British helped the south to suppress the northern states in order to obtain the cotton resources in the south.

Hundreds of years later, in 2010,

cotton

The price has gone up nearly 70% in summer.

All kinds of capital were concentrated in the war for cotton.

The spot price is one price per day, and the US cotton futures market has 3 consecutive trading days in 4 days.

The myth of rich rich is reappearing every day.

Instead of believing in evil, the repeated attempts were repeatedly suppressed.

The market of cotton is magnificent, which has attracted the attention of all sectors of society.

The 7 ministries and commissions of the NDRC held teleconference to regulate and control.

In order to meet the needs of the enterprises, the state even had to sell cotton to the cotton enterprises.

In August, when 18000 yuan / ton was still reprimanded cotton prices were too high, they had to accept more than 25000 yuan of cotton prices.

Is the market crazy or is it crazy? It's only a cold day.

If you go to cotton with me,

Main producing area

Looking at it, we will understand that today's cotton price reflects the true situation of market supply and demand.

When the big cotton counties in Henan and Shandong are planting corn in the mountains and plains, you have to sigh the profound impact of the loss of free labor on China's agriculture.

Unlike a big agricultural country such as the United States, which runs large machines or even planes, and has planted thousands of acres of large farm systems, Chinese farmers can only grow their own acres of land.

The idiom "intensive farming" is more appropriate for describing cotton planting.

Like cotton, which needs a lot of labor, even if there is a chance to go out to work, the average farmer is reluctant to plant.

Even if the price of seed cotton is now more than 6 yuan per catty, the seed cotton price of about 500 Jin per mu will cost only about 2000 yuan if the cost is deducted, which is still negligible compared with the income of migrant workers.

Planting corn is time-saving and labor-saving, and can be completely taken care of by the elderly.

As a result, the young man left the land that he had raised and walked into the factory, leaving behind the old and weak and disabled to take care of all kinds of hybrid or genetically modified maize with strong resistance to disease and disaster.

China's cotton production has been cut down? At least according to the data released at present, the reduction in production in the whole country is around 10%.

And world production is even more limited.

Such a reduction in production can actually lead to a 16000 to 28000 cotton price? I think there is another important reason for overcapacity in addition to the decline in production.

From the perspective of the world commodity market, whatever China needs, there will be a boom, such as copper, such as iron ore, and today's cotton.

What the United States needs, however, can be well suppressed, such as oil.

The textile industry has once been a great success in the field of foreign exchange that has been created for new China.

Clothes and necessities, clothing is also in the first place.

Clothing export processing factories around the country have attracted a large number of labor force.

In China's foreign trade, low-end textiles also occupy a large share.

But hundreds of millions of socks and shorts can be exchanged for a plane. It should be said that China has become a victim of this trade war.

Today, this tiny cotton thread has tightened the throat of China's textile industry step by step, nibbling the profits of the enterprises, but it is a time when the cotton harvest in the United States has been unprecedentedly harvested.

How high can cotton prices go in the future? I don't think that prediction has much meaning.

After breaking through 28000, 30000 is also in the position that one or two limit boards can touch.

When the small and medium sized textile mills and garment factories are forced to close, the industry will be reorganized and merged so that China's cotton can really be supplied with a balance of supply and demand.