New Cotton Listed Textile Enterprises Are Full Of Expectations, The State Cotton Storage Wheel Volume Is Flat.

The new cotton comes out sporadically at the end of the national cotton store.

In the golden autumn season, it is the season for new cotton picking. It is also the occasion of the new cotton turnover.

August 31st, 2015

The rotation has ended, and in the early September, new cotton began picking sporadically all over the country, and the new cotton year was also opened.

In the past two months, there has been no surge in volume of state-owned cotton stocks, and the textile cotton enterprises' response to the national cotton stocks turned out to be dull.

People in the industry lamented that all kinds of speculation and discussions in the industry were in the early stages of the national cotton storage.

The hot topic at the end of the day contrasts with the beginning.

Compared with cotton throwing in previous years, there has been a great change in cotton storage in the country this year. The reason is that the cotton market has no change in policy and there is no policy constraint on the cotton market. Textile and cotton enterprises know how to make better choices.

The volume of national cotton reserves is not satisfactory.

According to the statistics of China cotton storage information center, from the official launch of the national cotton store in July 10th to the end of August 31st, the total output of cotton reserves reached 63411.74 tons, of which 53682.24 tons of domestic cotton were traded, and 9729.5 tons of imported cotton. The cumulative turnover accounted for about 6.34% of the total output of the total output (1 million tons of planned output), and the result was not satisfactory.

Among them, the volume of cotton turnover in 2011 was 52694 tons, accounting for about 15.97% of the total planned resources (15.97% tons of domestic cotton production plan in 2011), 15.97% in 2012, and 987 tons in 2012, accounting for 0.21% of the total output volume (2012 domestic cotton production plan 470 thousand tons).

Reserve cotton rotation time is set at 7 or 8 months, the relevant people said that the choice of the time is relatively scientific. At this time, lint resources are out of date. The rotation of reserve cotton can not only increase the supply, but also avoid the new cotton market in September, which is called "killing two birds with one stone".

From the time of departure, reserve cotton has a lot of pactions, but the result is not satisfactory.

It is estimated that the surplus cotton volume in the domestic market will be at least 1 million 500 thousand tons by the end of June.

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The monitoring system predicts that the annual domestic cotton consumption is 8 million 70 thousand tons in 2014, and the monthly average sales volume is only about 600000 tons. In the 7 and 8 months of each year, China is in the low season of cotton production, the market has just been limited and the monthly average cotton use will only be less. Therefore, the state of the country's cotton production has not appeared as hot as in previous years.

It is understood that China's annual storage capacity of about 10000000 tons of cotton storage costs up to several billion yuan, and all concentrated in the period from 2011 to 2013 during the national temporary storage period of cotton.

Therefore, in order to adjust the stock structure, reduce the financial burden and reduce the size of the reserve, it is undoubtedly necessary to implement the plan.

However, at present, the domestic cotton resources are adequate, and the market reform of cotton is deepening. It is not easy to make the textile cotton enterprises actively purchase.

Poor quality and high price are the main reasons.

The less cotton turnover and the quality of cotton are also very important.

In the early days of the reserve cotton mill, in an interview with reporters, many textile enterprises believed that the quality of cotton in 2011 was relatively guaranteed and could be selected for auction, and the quality of cotton in 2012 to 2013 was not ideal.

However, some people in the industry say that the results of the cotton reserve deal are very disappointing. In fact, there is not much relationship between quality and price. The key is that there are too many cotton resources and the choice of enterprises is large.

Accurately speaking, there is no shortage of cotton in China, but a lack of high-quality cotton that meets the requirements of textile enterprises.

Especially with the continuous development of China's textile technology, the proportion of high-end products is bigger and bigger.

The demand is also stronger.

The high price of rotation is also an important reason for the low turnover of cotton reserves.

The national development and Reform Commission announced that in 2011, the bid price of domestic cotton (bid standard 3128B, the same below) was 13200 yuan / ton, and the bid price of domestic cotton in 2012 was 14200 yuan / ton, and the bid price of imported cotton in 2012 was 15500 yuan / ton.

Due to the storage time is too long, the reserve cotton wheel will also conduct two public inspection before going out, and the auction price will also be reduced to varying degrees.

According to the final results, the mainstream price of domestic cotton in 2011 is between 11500 yuan / ton to 12500 yuan / ton, the lowest paction price is 10780 yuan / ton, while the imported cotton is mainly cotton and the mainstream price is 14000 yuan / ton to 15000 yuan / ton, the highest paction price is 15780 yuan / ton.

Most textile business representatives think that the price of the round out is basically the same as the spot price of the market. However, due to the long storage time of the reserve cotton, some indexes such as color and weight have a certain gap compared with the spot market. If the freight and related auction costs are added, the actual purchase price is not low.

Therefore, the willingness of textile companies to participate in bidding is not strong.

The low turnover of reserve cotton has great relationship with the poor quality and high price of cotton, but also has something to do with the difficulties of textile enterprises in recent years, especially the cash flow of enterprises.

At present, the domestic cotton market is basically cash pactions, and downstream sales of yarn products have a certain account period, which has increased pressure on the cash flow of textile enterprises.

Most of the textile enterprises clearly stated that participating in the auction of cotton reserves should not only pay a certain margin, but also bid for cotton weight of at least 200 tons. Therefore, for most small and medium-sized enterprises, it is very difficult to produce such a cash.

Cotton quality is expected to increase in the new year

At the end of August, the new cotton in China was picking up. It is now in early September, and cotton processing plants have begun to buy new cotton.

At present, the price of cotton in Xinjiang is 5.5 yuan / kg ~6 yuan / kg, for the first hand picking cotton; the mainland Hubei area sporadic acquisition price is 5 yuan / kg.

Now the market is difficult to find good quality cotton, so the opening of the new cotton year is very much looked forward to textile enterprises, cotton processing enterprises.

In recent years, domestic cotton quality has been criticized by cotton textile enterprises.

Last year, after the implementation of the cotton target price reform pilot in Xinjiang, the cotton quality problem became the most concerned issue for cotton producers in the new year.

Hou Zhenwu, deputy general manager of China cotton reserve management company, said there are many factors that affect cotton quality, including varieties, planting patterns, acquisition channels, processing methods and so on.

In particular, Xinjiang machine picked cotton should be a good cotton representative, but because of the quality problems become the most afraid of cotton spinning enterprises.

In this regard, he said that the development of machine picked cotton in Xinjiang Corps was very fast, but it was far from the quality of machine picked cotton in the United States, which was related to planting quality, mode and processing mode.

Normal cotton should grow to a certain period, only when the light is suitable, then the machine picked cotton in Xinjiang will be all bolting after beating the leaf defoliant. In the process of mining, it is easy to mix the plastic film, and there are many problems such as "three silk".

Moreover, in order to raise the color level in cotton processing, some enterprises will mix the flowers before and after the frost, which will lead to the color grade of the processed cotton, and the length and the micron value of the same batch of cotton are different.

However, in the new year, this situation is expected to improve.

Liang Dongya, vice president of Cotton Association of Xinjiang corps and general manager of cotton and hemp company of Xinjiang production and Construction Corps, said that cotton management in the past was mainly aimed at highlighting output, and now the quality is the most important.

During the sowing period this year, the regiment asked one teacher to adopt one species to avoid a variety of varieties, so as to solve the problem of poor consistency of cotton fiber properties. Two, we need innovative cultivation mode.

In terms of cotton processing, this year, the regiment also changed the way of cotton drying, trying to minimize fiber damage, so as to enhance the overall cotton quality.

Cotton production in the mainland is also striving to improve quality.

Whether the improvement of cotton quality in China will bring surprises for textile enterprises in the new year will have to wait. But what is undeniable is that companies are already eager to go to Xinjiang to buy some.

According to the relevant personage, due to the huge stockpile and market demand of the reserve cotton, it is very likely that the country will turn out to be normalized in the future. The downstream cotton enterprises should carefully consider how to adapt to this situation as soon as possible and make good use of the reserve cotton wheel to choose the right resources for the enterprises and control the production cost.

However, the plain situation of the cotton reserve business will require the whole industry to think about how to set up a set of measures in the shortest time to make healthy development of the cotton industry and realize the adjustment as soon as possible.

An effective round out policy to eliminate inventory and reduce financial burden.

This not only tests the wisdom of the decision-making of the government departments, but also makes the industry full of anticipation for the new cotton year.