Xinjiang'S Lint Sales Are Facing New Challenges

Since the beginning of January, the picking up price of 3128 (3129) grade real estate cotton has risen to 13200-13300 yuan / ton in Hebei, Shandong, Henan and other places. The quality of processing cotton is better, and the price of lint cotton with three yarn control is even more than 13400-13500 yuan / ton.

In addition, the inquiry and procurement of real estate cotton have increased, and the customers of Sichuan, Guizhou, Yunnan and other places have also reduced the purchase of Xinjiang cotton, instead of picking up the goods from the the Yellow River River Basin.

A cotton enterprise in Guiyang said Hebei,

Cotton fiber length is generally 29-30mm, strength and horse value is no less than Xinjiang cotton, and the cost of pportation is also cheaper than the Xinjiang cost of 300 yuan / ton, so most of the procurement personnel in the territory withdrew, the mainland warehouse 14000 yuan / ton of Xinjiang cotton quotation is also unacceptable.

In addition, Xinjiang cotton enterprises are subject to limited conditions such as bank loans, long repayment time and centralized sales, and more than 90% require cash and spot pactions.

There are various modes of settlement, such as credit and acceptance, which can be alleviated with the pressure of funds from cotton enterprises.

Most of the enterprises that signed contracts for supply and marketing in October were "cotton and other customers", and the factories and platforms were basically unsalable, and the gross weight quotations of the lint in Bachu, Jiashi and Shache were even lower than 13300-13400 yuan / ton, and the buyers were more likely to buy up or not. Two, the difficulty in the appointment of the lint was increased. Due to the centralized processing of lint cotton, the storage capacity of each warehouse gradually became more intense, and the daily storage volume declined compared with that in 10 and November. Three, it was difficult for railway pportation to come out of Xinjiang. As the Spring Festival pportation plus lint concentrated out of Xinjiang, the wagons were extremely tense. It is understood that at present, cotton enterprises in the territory generally have three difficulties: first, the sale of lint cotton is difficult because of the centralized processing of seed cotton, except for some 9 in 2014.

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No wonder everyone has a "block" in the chest. It is the recent trend that makes the market players 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, after the first half of December, the long staple cotton rose to a halt.

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 the "long plate will fall", so there are some cotton merchants and ginning mills for the downstream enterprises to sell, and the cotton merchants are basically no longer holding the goods, the source of the goods is held in the hands of the mill, and the liquidity is pressed.

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.