Cotton Quality Is Expected To Improve Domestic Cotton Demand In The New Year.
Inland
cotton
Reduction, Xinjiang cotton began to become fragrant meat and potatoes, but the meat and potatoes also mixed with bitter melon, such as "three silk" problem is very serious, second horse value also can not reach the enterprise's cotton standard.
The problem of "three silk" problem in Xinjiang's machine picked cotton is serious, low consistency and short staple rate are gradually appearing. In the press survey, many textile enterprises, especially those producing high-end products, have considerable views on Xinjiang's cotton picking.
Therefore, some textile enterprises give priority to the use of real estate cotton and import cotton within the quota, and then consider the use of Xinjiang cotton.
Jiangsu family
Spin
The head of the enterprise said that although Xinjiang cotton is used now, the main purpose is to pick cotton by hand.
"Machine picked cotton needs picking. Besides the high cost, it is difficult to pick clean by manual labor."
The responsible person said that before the use of cotton, cotton and India cotton, imported cotton is machine picked cotton, also has "three silk", but no Xinjiang machine picked cotton "three silk" volume is so large, so difficult to pick.
"In the 3 and April of this year, we used Xinjiang cotton in great quantities, and the problem of" three silk "was serious. Xinjiang cotton had to be processed in the local packing plant, and the cotton lint that was processed by itself could be relieved.
Shandong textile enterprise leader said helplessly, and in addition to the "three wire" problem, Xinjiang's cotton picking strength and short staple rate and other main indicators are not very good.
In addition, some textile enterprises reflect that Xinjiang cotton still suffers from heavy losses and public inspection indicators are not in conformity with the actual situation.
"We purchased Xinjiang cotton, and the indicators on the Internet are very good. We pulled back all the way from Xinjiang. Almost half of them are out of line, and the enterprises can't use them."
It is very fury for a responsible person of a textile enterprise in Hubei to bring up this matter.
It is understood that some of the textile enterprises because of the use of Xinjiang cotton, product quality is not up to standard.
Last year, a company even claimed 5 million yuan because of its foreign fiber problem.
Purchase and storage cause cotton production to be "not heavy in weight".
"In fact, Xinjiang cotton had no major problems before, and it could be comparable with Australia cotton and American cotton."
Market participants said, but affected by the cotton purchase and storage policy, the domestic market regulation over the past few years has been lacking. Cotton prices can not fully reflect the difference in cotton quality. Many cotton producing areas do not take quality and cotton quality is generally not as good as before.
Some cotton areas in Xinjiang are also neglected, and the "three silk" problems of Xinjiang cotton are also beginning to appear.
In fact, from the root point of view, the problem of "three silk" is mainly caused by the relaxation of management in the cotton producing area.
In the process of pre embossing, the precaution and selection of "three silk" cost only a very low cost.
Once the "three wire" cotton is rolled into lint and picked again, the cost is high and the effect is not necessarily good.
The head of a textile enterprise in Nantong told reporters that last year they produced lint in the Xinjiang packing plant. The cost of "three silk" in the seed cotton link increased by only 50 to 60 yuan / ton.
But once the cotton is rolled into lint and picked up "three silk", the cost of the two foreign fiber machines plus manual picking will increase to 260 yuan / ton, and the "three silk" will not be sorted out.
Many textile enterprises even said that if the "three silk" problem can be solved, Xinjiang cotton, especially the cotton price of the Corps, can be raised even higher.
In addition to "three silk", the mainland textile enterprises are also generally concerned about the consistency of cotton.
The reporter understands, a few years ago cotton collection and storage makes cotton traders more active. When buying seed cotton, traders will buy cotton from several households to more than ten households.
Without sorting and sorting, cotton mixed with different quality will be mixed together, and the quality and consistency will naturally be difficult to guarantee.
According to Yan Guoqiang, the Xinjiang Jinmian cotton industry Limited by Share Ltd, last year, some parts of Xinjiang were subjected to windstorms, so they had to replant early maturing varieties, and the cotton varieties used were not uniform, so that the consistency of the regiment cotton was also affected.
During the period of storage and storage, Xinjiang quilt "used to" so many "faults" under high prices.
At the same time, the price difference between cotton inside and outside is bigger. Imported cotton yarn, especially low price medium and low grade cotton yarn, also has a great impact on the domestic textile industry.
Textile enterprises tend to use imported cotton with more price and quality advantages in order to reduce costs and ensure normal operation of enterprises.
After the withdrawal of the storage policy, domestic cotton prices gradually returned to market dominance, cotton prices continued to fall, and internal and external spreads narrowed gradually, but Xinjiang cotton especially machines.
pick cotton
The popularity is still not high.
In the current spot market, the price of high-quality cotton reserves in US cotton, Australia cotton and Xinjiang continues to be on the high side. A large number of Xinjiang's cotton picking prices are relatively low, and cotton prices are divided.
Cotton quality is expected to improve in the new year
"Although there are many problems in machine picked cotton, manpower will be used less and less, and machine picked cotton is the main direction of development."
Henan Wanda logistics related responsible person said that from the current warehouse goods situation, although the textile enterprises all want to pick cotton with their hands, but after all, the number of hand picked cotton is limited.
Therefore, it is particularly important to improve the quality of machine picked cotton in Xinjiang.
As a matter of fact, cotton prices have been more and more marketable since last year, and their prices and sales progress are more closely related to quality.
The cotton producing areas in Xinjiang, especially the Corps, have again begun to focus their efforts on improving cotton quality.
According to Yan Guoqiang, in order to reduce the "three silk" content this year, the Corps strengthened the control of "three silk" from planting to sales.
Cotton planting was changed from close planting to sparse planting, which reduced mixing of fallen leaves and cotton and reduced the impurity content of cotton.
In addition, during the process of picking up cotton, it is changed from picking at the top of the field to forming a module, and then pressing it directly into the module after picking.
In view of the problems that are difficult to be found in the film industry of the mainland textile enterprises, the Corps also began to consider the use of dark film instead of pparent film.
Yan Guoqiang admitted that although the input has been increased in 2014, the quality of machine picked cotton is still not obvious. "I believe this year's improvement will be more obvious. The quality of Xinjiang's cotton picking cotton can also reach the level of hand picking cotton gradually."
Wang Leilei, assistant director of Xinjiang Yikang Refco Group Ltd, told futures Daily reporters that they are now working with farmers through cooperatives and starting from the source of the "three wire" problem of cotton.
"We freely and uniformly distribute white cotton caps, work clothes and picking bags for cotton growers to guide cotton growers to form a habit and raise awareness of the prevention and control of" three silk ".
He said that from last year, there are still some results, and no "three silk" cotton prices can be increased by 200 - 300 yuan / ton.
In improving cotton consistency, Yan Guoqiang said that the regiment adopted a unified cotton seed way, and sparse planting also enhanced the light pmittance of cotton plants, which not only helped to improve the quality of cotton, but also to maintain good consistency of cotton.
Some private-owned cotton processing enterprises buy cotton directly from cotton growers by reducing Cotton Traders' links and signing agreements with cooperatives.
Cotton market supply gap speculation gradually
Insiders said that Xinjiang cotton growing areas, especially Corps increased input to improve cotton quality, is expected to enhance the popularity of domestic cotton in the new year, and the quality of domestic cotton will also be reflected in cotton prices in the future.
In the past, the domestic cotton prices have been lingering for a long time in the past few years due to factors such as throwing storage and low price cotton entering. Some textile enterprises are also not optimistic about cotton prices in the new year.
But Zhang Wenmin, general manager of Wanda futures cotton business division, believes that Chen cotton should be differentiated from the new cotton market. The cotton price in the new year is likely to be low before and after high.
It is reported that the recent Corps denied that the price of the machine picked cotton was priced at 12000 yuan / ton.
If the price of machine picked cotton is between 12600 and 13000 yuan per ton, it will play a role of underpinning the 1601 contract of Zheng cotton.
"At present, both futures and spot prices are at the bottom, and textile companies are in low inventory at present. Investors can bargain in batches on 1511 or 1601 contracts."
Zhang Wenmin suggested.
It is understood that the national cotton storage and sale of cotton and BINGTUAN Cotton will be closed by the end of August. The surplus cotton of the regiment is no more than 100 thousand tons at present, and will be sold out before the end of August.
Zhang Wenmin said that the purchase price of new cotton and the sale price of lint cotton in late Xinjiang will be the key to decide the cotton price in the new year.
He predicted that under the premise of limited cotton subsidies, the departments concerned would not overly reduce the price of new cotton in order to protect the interests of cotton farmers. They may continue to take measures such as matching quotas, key enterprises' undertakeup acquisitions, and postponing the dumping of storage tanks after 3 to May next year.
"If this year's direct subsidy policy is subsidized by planting areas in some areas, instead of subsidized entirely by output, cotton traders may reappear in large quantities, not only will the quality of cotton fail to be guaranteed, but cotton prices may also be raised after several pfers."
Shache County Kunlun cotton industry limited liability company chairman Li Gen said.
From the point of view of supply and demand, the data show that domestic cotton output in 2015 is between 5 million 100 thousand and 5 million 500 thousand tons, and imports from 1 million 100 thousand to 1 million 250 thousand tons (according to the quantity of port), and the demand is 7 million 400 thousand tons.
Aside from the new year's dumping and storage factors, the supply gap of cotton is between 650 thousand and 1 million 300 thousand tons.
Yang Zhijiang, general manager of Shanghai Century Avenue business department, thinks that the new year gap may also be one of the hot spots of cotton market. If the gap is in the lower limit of the interval, the cotton price will be stable and the increase will reach an upper limit.
"If there are more than expected factors leading to the expansion of the gap, in the current relatively low price area, the probability of a rebound in prices will be great.
Once rebound, the size of the gap will determine the height of the rebound.
He said.
At present, the price difference between inside and outside cotton has also been reduced to less than 2000 yuan / ton (calculated at 1% import tax rate), and it has been around 1150.
Yang Zhijiang told reporters that the price difference of 2000 yuan / ton has already weakened the advantage of foreign cotton prices, and this year, cotton import quota has tightened up. The possibility of domestic cotton consumption replacing cotton and cotton yarn imports is increasing, and domestic demand growth has great potential.
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