The Long Staple Cotton Market Is Hard To Detect.

The bell of 2015 rang, and the long staple cotton market underneath Pinghu.

On the three day of the new year's long holiday, I was able to get together with my friends in the circle to taste tea.

I feel that everyone is still hard to decide.

Cangzhou's cattle boss said that during the new year's day, they did not stop with the Xinjiang Akesu's ginning factory. On the 1-3 day, the mainstream purchase price of the 2 grade seed cotton in the late stage of the long staple cotton in Awati county was 9.0-9.3 yuan / kg (lint 32.5%, moisture 10%), and 3 grade seed cotton 8.5-8.6 yuan / kg.

"We can't accept the mixture of quality and mix up."

When the boss talked about the acquisition of seed cotton, his brows frowned, which indicated that it was difficult to harvest cotton seeds today.

In order to overcharge three or five thousand jin, many enterprises often have to connect with some cotton growers in addition to their high price.

At present, the boss's ginning factory is facing two difficulties: first, the cost of lint is high.

The 137 level cost of new processing in the near future is 26200-26300 yuan per ton, while the 236 level cost is 25400-25500 yuan / ton, which is up 300-400 yuan / ton compared with the middle of last December.

Second, sales price "Ming Ping down".

2-4, Xinjiang Akesu platform 137 grade long staple cotton delivery price 26500-26800 yuan / ton, 237 level 25800-26000 yuan / ton, the quotation is flat compared to last week.

But some ginning plants and traders usually promise buyers to pay 150-200 yuan / ton shipping cost in the actual paction process.

As a result, the new owner's new long staple cotton is on the profit and loss line.

"A step backward is the abyss."

The cattle boss said so.

No wonder everyone has a "block" in the chest, which is actually the recent trend.

Very hurt.

First, in 2014, the domestic long staple cotton was basically divided into two stages.

The first stage is after the Spring Festival and early October, the long staple cotton is "straight" down, from 35000 yuan / ton to 27000 yuan / ton line (level 137), down 8000 yuan / ton.

During this period, the market is gloomy, and the mentality of the main body is pessimistic.

The second stage is from the beginning of October to the beginning of December. During this period, the new season long staple cotton was listed on the market. The price was conservative, and the 137 level was 25600-25700 yuan / ton (the price of the Xinjiang factory's delivery). After that, it rose all the way to 27200 yuan / ton (137 level, Xinjiang pick up price), and 50 yuan in the sky rose 27200-25600=1600 yuan / ton.

During this period, the market is warm and the atmosphere is strong.

However, since early December,

The rally stopped.

Take the Aksu Railway Station in Xinjiang as an example. From the first ten days of December to the beginning of January 2015, the price of the 137 grade long staple cotton was 26700-27000 yuan / ton, and it was weak.

Some people think that "long disk will fall", so there are also some cotton merchants.

The sale price of the downstream enterprises is reduced, and the Cotton Traders basically no longer take the goods, and the goods are left behind in the hands of the cotton ginning factory, occupying the working capital.

1, from the cotton quality, always "China cotton to see Xinjiang", and "Xinjiang cotton to see Akesu", here refers to Akesu is "long staple cotton township".

Contrary to this, the quality of new flowers in China has been weakened in varying degrees this year, and the total amount of high-grade cotton has been significantly reduced, and the quota of imported cotton has been restricted. The import volume of Australian cotton, American Pima and Egyptian long staple cotton is expected to be low. Therefore, this year's long staple cotton is still an obvious advantage.

2, pure cotton yarn raw material costs have slipped, pure cotton yarn has basically realized losses, but the profit situation is still not optimistic.

Under the influence of low price imported yarn, the middle and low count yarn market continues to narrow, while the high count yarn market is relatively stable.

Therefore, the demand for mid and high-end products, long staple cotton as the main cotton assorting of more than 80 high staple yarn prices are relatively strong.

I told Lao Niu manager that in the long staple cotton market in 2015, more attention should still be paid to the downstream demand, and the short term demand weakened could not determine the fate of long staple cotton.

During the new year's day, friends who went to Xinjiang for gold rush often sent messages to explain some views on the current cotton market.

My view is unique in the first line of cotton.

He believes that in 2015, no matter what the state was throwing away, the state store cotton could only meet the demand of medium and low count yarn, but had little effect on cotton yarn of more than 80 yarns.

In the past 2013-2014 years, the yarn production of high count yarn, especially long staple cotton and cotton, has expanded by more than 20%. In the later stage, the demand for high quality cotton, Australian cotton and superior Xinjiang fine staple cotton and long staple cotton will be "massive".

"The bull market can be expected in the future."

Friends are still full of confidence.

Finally, in the cold winter night in the north, we were waiting for our laughter.

I hope 2015 goes smoothly and smoothly.