Cotton Is On Balance, And The Policy Is Uncertain. The Acquisition Is Still Waiting.

< p > a former cotton grower in Jianghan Plain of Hubei is relatively leisurely. < /p >
In September, when he entered P, he played chess at home. The reason for such leisure is that very artificial cotton is no longer planted, and after replanting it is basically mechanized harvesting. < /p >
< p > "cotton does not make money. Now the old woman does odd jobs for 1 days, which is more than 100 yuan." For example, he said. < /p >
< p > according to the understanding, the first batch of "a href=" http://www.91se91.com/news/index_c.asp "> cotton > /a" in Jianghan Plain of Hubei has begun to be listed, and seed cotton sale price is about 4.15 yuan per catty, which is slightly higher than that of last year's 4 yuan. However, local farmers are not very willing to plant because of their labor and labor. According to the national a href= "http://www.91se91.com/news/" > cotton market < /a > monitoring system, the cotton planting area in the middle and lower reaches of the Yangtze River is 16 million 827 thousand mu this year, down 5.4% compared with the same period last year. < /p >
< p > at the same time, the detailed rules of the national storage and purchase policy for lint (cotton seed) have not yet come down. Therefore, the processing enterprises are not active for < a href= "http://www.91se91.com/news/" > seed cotton purchase < /a >, and are still waiting. < /p >
In recent years, the implementation of temporary purchasing and storage policy has made the regulation and control of the cotton market more difficult. < p > This is reflected in the low cotton prices and the willingness of cotton growers to decrease year by year. But at the same time, domestic prices are higher than foreign prices, and the State implements export quota policy, making < a target= "_blank" href= "http://www.91se91.com/" > textile < /a > enterprises are unwilling to use high priced domestic cotton. Because of the open acquisition, the national cotton reserve company has more inventory than 1 years, and the price is high and the price is low. This makes it almost impossible for countries, enterprises and cotton farmers to have a win-win outcome. Recently, the national development and Reform Commission sent research teams to Shandong, Hunan, Jiangsu and other places for research, and listened to the views of enterprises and local governments, and prepared to implement new regulatory means, of which the possibility of subsidized cotton farmers is greater. In addition, after the implementation of subsidies for cotton farmers, the policy of open storage and storage this year is expected to be adjusted next year. < /p >
< p > a provincial development and Reform Commission released a report that it is expected that the cotton market will adjust the regulation and control ideas, increase imports properly, further play the basic role of the market in the allocation of cotton resources, implement direct subsidies to cotton farmers and expand the coverage and coverage of policy oriented agricultural insurance according to the direct subsidy policy for grain crops, so as to safeguard the interests of cotton farmers. < /p >
< p > < strong > cotton opening scale and bitter policy < /strong > < /p >
< p > reporter learned that new cotton including Shandong, Hubei and many other places has been listed, and the scale of opening has increased slightly. < /p >
< p > the price of seed cotton in Dezhou, Shandong is about 4.1-4.2 yuan per catty, which is 2 cents more than last year's catty. The price of seed cotton in Jianghan Plain and other places in Hubei is about 4.15 yuan per catty, which is slightly higher than that of 4 yuan per catty during the same period last year. < /p >
< p > however, although the price of seed cotton is on the market, the policy of the state's purchase and storage policy has not been released yet. Informed sources pointed out that this year's cotton purchase and storage policy will achieve a huge change. That is to say, in the past, it was collected according to the level, for example, last year, it received 1-4 lint, and this year it was collected according to the color. < /p >
< p > China Cotton Association has announced the difference of domestic cotton quality. According to color, sawtooth processing of fine staple cotton according to the color of white cotton, light spotted cotton, light yellow cotton and yellow dyed cotton, there are different levels, the difference is also different. < /p >
< p > a person in the industry revealed that < a href= "http://www.91se91.com" > Cotton Association < /a > announced the price difference of quality, but the national development and Reform Commission did not have any rules and regulations to implement the classification and price range of the storage and distribution according to the color level. "Processing enterprises are all waiting for this policy. It may soon be out." < /p >
< p > however, Sun Liwu, an information analyst at Zhuo Chuang, thinks that from the current purchase price of seed cotton, it may be difficult for processing enterprises to make profits. Because the price of seed cotton is more than 4 yuan, the corresponding lint price is 19000 yuan / ton. This is close to the national reserve price of 20400 yuan / ton. < /p >
< p > because of the good quality of cotton this year, farmers are reluctant to sell. If seed cotton prices continue to rise in the future, they may lose more than the corresponding lint price. "Once a href=" http://www.91se91.com "> cotton processing enterprises < /a > unwilling to buy, cotton prices will not come up, and farmers who will not sell will have a harder time getting good returns. He said. < /p >
< p > and the reporter learned from some cotton growers that at present, the yield of cotton per acre is only more than 600 Jin. According to the calculation of 4 yuan per catty, the gross income is only 2000 yuan. The reason is that at present, even in the most remote rural areas, the general worker has to spend more than 100 yuan per person per day. < /p >
< p > a Han surnamed Han Zhong Licun, Luohe City, Henan Province, pointed out that there is no subsidy for the current "a href=" http://www.91se91.com "cotton planting < /a >, because the cost of the traditional cotton growers is too high, the field labor is complex, and the area of seed cotton is gradually decreasing. Now most farmers go out to work, do not go out, but also the original seed cotton to grow grain crops and other cash crops. "In the last few years, because of the last sale of cotton seed, cotton growers did not increase their harvest, and gradually abandoned cotton cultivation." < /p >
< p > < strong > market regulation is facing a change: < /strong > < /p >
< p > facing the current situation of cotton growers, < a href= "http://www.91se91.com" > cotton textile enterprises < /a > and the state's collection and storage are not profitable, the regulation and control means of the cotton market are facing great changes. < /p >
< p > Cotton Subsidy Policy has been included in the policy reserve. According to people familiar with the matter, next year, Xinjiang may be selected for pilot projects to subsidize cotton cultivation per mu. But mainland subsidies are unlikely. < /p >
< p > in addition, whether the cotton purchase and storage system has been abolished completely after the implementation of cotton subsidy has been changed, and the import quota system of cotton has been changed. < /p >
< p > National Development and Reform Commission Research Group in August this year, in the process of understanding the situation, local enterprises call for the abolition of import quotas. For example, the head of Hubei textile association suggested that the state increase the quota of cotton import quotas or cancel the quota of cotton quotas, so as to meet the demand of domestic cotton textile enterprises for raw materials. < /p >
< p > according to the national cotton market monitoring system in mid March, the cotton planting area is 72 million 644 thousand mu this year, a decrease of 2 million 187 thousand mu compared with the same period, a decrease of 2.9%. The cotton association of China expects to produce 6 million 780 thousand tons of Mu this year, down 3% from last year. The cotton planting area in Shandong province was 9 million 500 thousand mu in 2013, down from 10 million 200 thousand mu last year, which is a sixth consecutive year decline. < /p >
< p > Shandong Dezhou < a href= "http://www.91se91.com" > Cotton Association < /a > Deputy Secretary General Ma Junkai believes that the cotton planting in the mainland is all in one piece, not as large-scale as Xinjiang, because of the high cost and no planting advantages. It will be difficult to change the proportion of cotton growing in the mainland in the future. "It is possible to develop cotton cultivation vigorously in Xinjiang, and the mainland has little advantage." He said. < /p >
The reason why cotton spinning enterprises are complaining is that the current domestic a href= "http://www.91se91.com" > cotton price < /a > 4000 yuan higher than each ton abroad. < /p >
< p > for example, according to the digital analysis in July this year, the import tariff of cotton is 1%, and after sliding tax, it is less than 16000 yuan per ton. However, the average settlement price of Zhengzhou cotton futures contract in July is 20610 yuan per ton. Domestic price is more than 4000 yuan per ton abroad. < /p >
< p > because the state has imposed import quota restrictions, enterprises can only bear 40% of the tariff when they fail to get import quotas. But even so, once the tariff was added, the price of imported cotton was still lower than that in China, and the quality was good. < /p >
< p > this makes domestic cotton stored in large reserves. For example, in 2011 and 2012, there were about 10000000 tons of cotton in storage and about 7000000 tons in storage. This is equivalent to 1 years' output. As the new cotton starts to go on sale in September, if the country does not throw it in the second half of next year and the first half of next year, the total reserves of cotton will exceed 14 million tons, making the storehouse in a stormy state. < /p >
< p > analyst Sun Liwu believes that the system of open purchase and storage may be subject to adjustment. If the cotton farmers are subsidized, the abolition of the temporary purchase and storage system is a good choice. < /p >