Cotton Industry Tends To Stabilize, Cotton Textile Enterprises Are Still Watching.
To 11 days,
Akesu, Xinjiang
The purchase of seed cotton is coming to an end. Most cotton ginning mills are buying sporadic products, of which the purchase price of cotton in the middle period is 5.70-5.90 yuan / kg (40% of lint, 10% of water), and the good price of individual quality is 6 yuan / kg, which is unchanged from yesterday.
Late cotton because of frost, flowers, flower flowers, the price of 5.4-5.6 yuan / kg line, most of the lint is less than 40%.
According to the ginning factory, the characteristics of recent acquisitions are as follows: first, the quantity is reduced, and the number of cotton mill's daily income exceeds 300 thousand jin has not been much. Most of them are in the tens of thousands of catties, and two mixed ranks are increasing.
The head of a ginning factory said that the purchase of the cotton ginning mill can only be made by the price of the lint and the roughly color, and after processing is mainly 4127 or 2227 grade cotton.
After nearly a month of downward fluctuations, up to now, Akesu, Kashi and other places lint spot temporarily stable.
On the 11 day, the Akesu platform 3128 grade lint mainstream quotation was 14000-14200 yuan / ton / ton, the 3 grade cotton with poor quality was 13500-13600 yuan / ton, and the 3 grade of machine picked cotton was quoted at 12800-13000 yuan / ton.
"The deal is not good. It's rare to see a deal."
Mr. Zhao, a cotton merchant in Cangzhou, Hebei, said that the price of the platform did not rise or fall in the past week.
Reasons for analysis: first,
Cotton ginning
The factory is very expensive, some large cotton enterprises even insist on the original offer, the southeast wind of the northwest, my prices remain calm.
Second, cost support.
Because the price of seed cotton has reached the bottom line of cotton farmers, and the cottonseed has always been "cloudy", the cost of lint cotton processing is generally 13400-13600 yuan / ton, the current market price is close to the cost of the cotton mill.
This year, the Xinjiang cotton farmers' income tax has been reduced. One of the Shandong cotton growers in Akesu, who is wrapped up in Shandong, has introduced 320 acres of cotton planted this year, with an average yield of 405 kg / mu, and the average selling price of seed cotton is 6 yuan / kg, and the gross income is 405 6.0=2430 yuan / mu.
"The input of agricultural materials, the cost of collecting, and the cost of land consolidation are 2470 yuan / mu, which is the cost upside down."
Lao Zhao said, now the loss is 2470-2430=40 yuan / mu.
Now, the government has subsidized cotton farmers to 191 yuan per mu. After the subsidy, the net income is 191-40=151 yuan / mu.
"I don't know how much subsidies I can make in the later stage, but how can I calculate the grain?"
Lao Zhao is very frustrated and intends to grow grain in his hometown next year.
Not only did cotton farmers get hurt, but some cotton traders and textile enterprises also showed a pessimistic or wait-and-see attitude towards the later stage.
On the same day, a Shandong cotton merchant said, up to now, it is still impossible to see clearly the market.
According to his view, although Xinjiang cotton has been temporarily stable in recent years, there may be a downtrend in the near future.
A textile manufacturer in Binzhou, Shandong, said that the current cost of pporting cotton to the mainland in Xinjiang was 14700-14800 yuan / tonne (3128 level), still exceeding.
Enterprise psychology
The bottom line is 400-500 yuan / ton.
At present, the attitude of textile enterprises is to "observe some time again, and if cotton prices continue to be stable, they will start purchasing".
As a result, many market participants recognize that Xinjiang cotton will continue to rebound in the near future.
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