In 2014, The Corps Cotton Area Was 11 Million 150 Thousand Mu.

According to the data provided by the Corps, the cotton planting area of the Corps was 11 million 150 thousand mu in 2014 and the total output was 1 million 760 thousand tons.

Mechanical harvesting 68%.

As of January 10th, the Corps produced 1 million 492 thousand and 700 tons of lint cotton, accounting for 84.8% of the estimated total output (1 million 760 thousand tons), contracted 385 thousand tons, accounted for 22% of the estimated total output, and 324 thousand and 500 tons of actual sales (received loans), accounting for 18% of the estimated total output.

Judging from the current situation,

Very optimistic.

An important reason is since October.

Since the focus of listing, spot market downturn, domestic

Price continued downward, the Corps has not lowered the price.

At present, the Corps picking cotton is still 14500 yuan / ton, and the machine picked cotton is 13500 yuan / ton.

Due to the poor situation, Xinjiang's quotation continued to fall. At present, the difference between the cotton price of the corps and the local cotton price in Xinjiang has reached 1000 yuan / ton.

Although the pressure is relatively large, at present, the Corps is still continuing to raise prices, and there is no intention of reducing it.

As Xinjiang now accounts for more than 65% of the total output of the country, and the Corps has nearly 40% of the total output of Xinjiang, the price of the regiment has a great impact on the spot market and has played an important role in stabilizing the domestic stock market.

Related links:

Review of market situation in January and January

In January 2015, the internal market trend was stronger than the external market, while the domestic market maintained a concussion, while the US disk hit a new low.

Domestic spot is also relatively stable, showing a slow downward trend overall, while the international spot market has a big decline.

Meanwhile, the price of polyester, viscose and viscose continued to decline, and the price difference between cotton and cotton increased again.

In January, the stability of the internal market was mainly due to the continuous downward price and the general loss of domestic processing plants. Therefore, there was a strong price intention, plus the Corps as the main body of the market, and there has been no price cut since October.

In addition, cotton arrivals continued to decrease in recent months, the lowest level in the same period in recent years.

Therefore, the seller's selling price and imported cotton have a certain support for domestic cotton prices.

Two, international supply and demand

The current global cotton pattern: China is the world's largest consumer, importer and second largest cotton producer; the United States is the third largest cotton producing country and the largest exporter in the world; India is the world's largest producer, the second largest exporter and the second largest consumer.

Therefore, the situation of China, the United States and India has a significant impact on the global cotton price, and the three countries also influence each other and restrict each other.

This year, the major changes and situations of these three countries are: 1. China withdrew from storage, the competitiveness of domestic cotton is not enough, the price has dropped sharply, but it has caused a considerable price of processing plants; 2. India's export increase in recent years is mainly for the Chinese market, with China's tightening of quotas, and the reduction of cotton prices in India through the purchase and storage of goods, the export of India is blocked, and 3. of the US cotton production is increased. However, in the environment of the Chinese regiment's very high price and the purchase and storage of India, the United States cotton has been profitable and exported at a low price.

Judging from the current situation, China's price and India's purchasing and storage are temporarily pushing the supply pressure down, while the US cotton has taken the opportunity to speed up the export progress, and has now completed 90% of the export target.

But it also means that market share has been seized by the United States, and China and India will face a game.

Three, Xinjiang, China has a high yield, and the mainland has a concentrated purchase period.

According to statistics, as of January 28th, Xinjiang has processed 4 million 240 thousand tons of new cotton in 2014/15, of which 2 million 560 thousand tons were processed locally, and 1 million 675 thousand tons were processed by the Corps.

There are 4 million 730 thousand tons of public inspection, including 3 million 978 thousand tons of public inspection in Xinjiang and 750 thousand tons of public inspection in the mainland.

At present, Xinjiang has not cut production this year, and its output is expected to reach 4 million 500 thousand tons.

However, due to the continuous downward price, the cotton farmers in the mainland are reluctant to sell, and the processing plants are also very cautious. Therefore, the acquisition process is very slow. In previous years, the centralized selling period did not appear, and the acquisition was levelled off. It is expected that there will be a wave of selling small peaks before and after the Spring Festival.

It is estimated that the total output will be around 6 million 500 thousand tons.