Shandong Cotton City Has A Strong Atmosphere During The Spring Festival. Most Products Are "Dormant".
1, cotton farmers rest, 30% seed cotton "in the treasury" new year.
In this year, the progress of seed cotton sales in Shandong is slow. So far, only 70% of Binzhou, Dezhou, Dongying, Liaocheng and so on, and about 30% of cotton farmers are still in the hands of cotton growers.
Looking back at the Spring Festival in Shandong, the characteristics of the seed cotton are as follows: first, the long term is in the low section.
To 10 days,
Unginned cotton
The mainstream price 2.75-3.10 yuan / jin (lint 39%, moisture regain 10%), is basically the same as last week, compared with last year, it dropped by 1.40-1.50 yuan / Jin.
Second, cotton farmers are "difficult to sell cotton".
Take Dezhou Xiajin as an example, up to now, about half of the cotton growers still have cotton reserves, ranging from hundreds of catties to tens of thousands of kilograms, and many large households lose much.
The third area is expected to continue to decrease in 2015.
Spring Festival has not yet arrived, spring has come.
Cotton growers are beginning to prepare cotton seeds recently. Judging from the situation reflected by seed stations, the purchase area of cotton seeds is expected to decrease by 35% or more.
Recently, many cotton farmers in Shandong have "rested".
"It's been a hard year. What's wrong with it?"
Some cotton farmers have no choice but to say that the vast majority of local cotton ginning plants have been closed recently, and cotton growers are also forced to stop selling them.
The big family expects to continue selling after the Lantern Festival after the Spring Festival.
2, cotton enterprises "injured and slippery", most of the "relaxed" new year.
Since the beginning of this year, most of the 400 types of ginning plants in Shandong are "less rice under the pot", and more than 60% enterprises have made less than 1000 tons of lint and processed more than 3000 tons.
The two is the cost upside down.
According to enterprises in Dezhou, Binzhou and other places, the cost of lint 3128 this year is 12900-13000 yuan / ton, and on the 10 day, the 3128 grade lint of a large textile enterprise in Binzhou is priced at only 13000 yuan / ton, which is at a cost upside down state.
The reason for this situation is that the ginning mill considers that the main purpose of this year is to carry out the "differential subsidy" for Xinjiang cotton, and to lower the price of Xinjiang cotton into the mainland and suppress the cotton prices in the mainland.
As of 10 days, Shandong real estate cotton Market: 3128, 4128 and 2227 prices were 13000 yuan / ton, 12500 yuan / ton, 12300 yuan / ton, respectively, compared with the previous few days.
The head of a cotton ginning plant in Xia, Jin and Jin said that because of the market uncertainty, everyone was afraid to "keep the goods for the new year". At present, their factory has only about 100 tons of cotton lint and about 30 thousand catties of cottonseed.
The person in charge believes that the cotton and cottonseed can be sold out on the first month.
It is understood that most of the manufacturers in Shandong are similar to their situation. They do not have much stock on hand, and most of them can easily celebrate the new year.
3, cotton merchants for whom to run for whom busy, empty handed through the new year.
China
cotton
The information network clerk thinks that a Liaocheng cotton merchant Lao Zhang has just returned from Xinjiang last week.
According to him, the more than 70 day of "gold rush" in Xinjiang turned out to be empty handed.
The reasons for not making money are: first, Xinjiang cotton went up and down in the first year, and continued to decline.
He said that in early October of last year, he watched cotton prices rise, and "eat in", and cotton prices fell sharply.
Second, poor pport capacity in Xinjiang, some spinning enterprises ordered cotton from their hands, often because they could not be pported to the mainland in time.
According to his introduction, at present, the price of Xinjiang platform is 3128 yuan and 2128, and the price of cotton is 13400 yuan / ton and 13700 yuan / ton respectively.
Because the price after pportation to the mainland is basically in the line of 14200-14600 yuan / ton, and the purchasing intention of textile enterprises is not strong.
"Do cotton this year"
Trade base
Ben has no way out. "
Lao Zhang said that after the Spring Festival, he planned to see whether there was anything to do in the business.
4, all the oil refineries stop collecting and 95% stop.
Up to now, the purchase and sale of cotton seeds in Shandong has basically stagnated.
On the same day, Dezhou, Liaocheng and other places cottonseed price 1.10-1.14 yuan / jin (oil content 13%, moisture 12%).
It is understood that the recent squeeze oil is in a low profit state, and most enterprises are on the profit and loss line.
The head of an oil plant in Xiajin said that their factory is still storing 300 thousand kilograms of cotton seeds, 110 tons of cottonseed oil and 170 tons of cottonseed meal, and the sales of by-products are slow. Their factory has planned to start sixteen in January after the Spring Festival.
The factory owner said that cottonseed resources are scarce this year. It is expected that the price of cottonseed will remain strong after the Spring Festival, and the possibility of falling will be very small.
The estimated interval is 1.14-1.20 yuan / jin (to factory price).
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