Breakthroughs In Long Staple Cotton Are Just Around The Corner. Future Opportunities Are Limitless.

Up to now, Xinjiang cotton spring sowing has been in full swing. According to feedback from some seed companies and agricultural companies, in 2015, Xinjiang's fine staple cotton was sown or reduced by 15%-18%, while long staple cotton was increased by 25%-30%. Even a cotton grower in the mainland said that two years of long staple cotton had tasted sweet. This year, we plan to sow long staple cotton in more than 600 acres of cotton fields contracted in Akesu. Now we are circulating in the mainland cotton farmers who go to Xinjiang. "In fact, the performance of the cotton ginning plant has also strengthened our confidence in planting long staple cotton," he said. A market person told the author that by the middle of April, the acquisition of Xinjiang's fine cotton was all over, but the purchase of long staple cotton seed cotton was still in progress. On the 14 day, the seed cotton price of long staple cotton in Awati county was 8.0-8.5 yuan / kg (lint 32%, moisture regain 10%), and it reached 9 yuan / kg individually. Although the cotton is poor, the quantity is small, the price is high, but the ginning factory is still happy. Thirdly, the mainland Cotton Traders and spinning enterprises are in hot pursuit. A friend of cotton merchants in Cangzhou said that since the Spring Festival, he has been "wandering" in Xinjiang, so that he can purchase more high-quality long staple cotton.

At present, this friend is "only unable to enter." He told me that by May, the price of long staple cotton should be at least 30000 yuan / ton. A textile enterprise purchasing manager in Binzhou, Shandong also said that the quality of long staple cotton is really hard to find. Many manufacturers are quick to "no rice pot". If there is no big storm, domestic long staple cotton will continue to climb. Therefore, many cotton traders and textile companies are now looking for cotton everywhere. Long staple cotton "hot" to such a degree, will really "wind tens of thousands of miles, straight up heavy night nine"? Will it be like the cotton merchant in Shandong worried that the higher the fly, the worse the fall?

First, there is a saying: the poor do things by the rich. Therefore, business must first look at the potential. Nowadays, long staple cotton, whether it is market supply and demand or popular desire, has already formed a situation of "not rising but not". This situation is the trend. Therefore, we should follow the trend.

Second, as of mid April, domestic Medium and low grade yarn The price is still low, of which 21 and 32 prices are 18500 yuan / ton and 19200 yuan / ton respectively, up 100 yuan / ton after last week. Right now, Top grade yarn Especially the long staple cotton yarn, which is mainly cotton, has not fallen, but it is also at stake. A Jiangsu textile enterprise official said that the 100% 80 long staple cotton combing 80 produced by their factory is currently offering a price of $56500 / ton. In addition, the profit margins of processing high count yarn are still low. Depreciate enterprise It's unbearable. So, how can the long road of cotton rising be able to go far from the unilateral speculation and strength of upstream enterprises?

Third, Australia's cotton production decreased by 46.9% this year, but its total output is only 470 thousand tons. In addition, China's import quotas in 2015 will not be extended to other quotas except 894 thousand tons.

Therefore, whether imported long staple cotton or imported Australian cotton quantity will be significantly reduced. This provides opportunities for upland cotton production. There are both favorable factors and risk factors. If asked, how will the long staple cotton grow in May? There is no doubt about it. However, up to 30000 yuan / ton, the risk will be the main contradiction, which is no longer suitable for continuing to catch up.

To this week, Awati County 137 A-level (public inspection) long staple cotton factory quotes have reached 28300 yuan / ton, individual enterprises reported to 28500 yuan / ton; 237 level, 337 grade also respectively in 27300-27400 yuan / ton, 26400 yuan / ton line. Compared with last week, the price rose by 200 yuan / ton, up 500-600 yuan / ton in March compared with that in 2014. Compared with November 2014, the price rose by 2000-2500 yuan / ton. Second, the mills and cotton growers are confident. On the 14 day, a boss of a ginning factory in Awati said that he still had 3700 tons of long staple cotton stocks, of which 85% had been moved to Shandong, Jiangsu and two provinces, and 336, 237, 137, or all. "But I don't want to sell it yet. The price to 30000 yuan / ton is just around the corner.