Xinjiang'S Acquisition Is Gradually Cooling Down, Cottonseed Price Three Jump

Recently, seed cotton purchase in Xinjiang has gradually cooled.

In November 22nd, most of Akesu's cotton enterprises closed down, and the market became more cold.

After the easing of pport capacity, the influx of Xinjiang cotton into the mainland, cotton prices or affected, most of the new cotton enterprises are willing to take advantage of the current supply and demand gap, speed up the relocation of libraries, speed up sales, the mainland formed Xinjiang cotton sales a hot phenomenon.

In November 23rd, a person in charge of a package factory in Akesu said that the purchase price of local cotton seed was 7.10-7.20 yuan / kg (39% of clothing and 13% of moisture regain), which was unchanged from yesterday.

Up to now, the harvest rate of cotton picking in southern Xinjiang is about 90%, and the acquisition progress is 70%, which is basically the same as last year.

Because of the 1-2 decline in cotton quality, the cost of lint increased by 200-300 yuan / ton, or even more.

Apart from Akesu, Kashi, Bazhou and other places are preparing to reduce or stop the collection of enterprises.

A factory owner in Kashi said that at present, the "double 28" and "double 29" hand picking cotton regulatory libraries offer a price of 15800-16000 yuan / ton (gross weight, pick-up, including tax) and 15400-15750 yuan / ton of machine picked cotton, and prices remain stable.

Affected by the decline of seed cotton quality, the cost of lint at most enterprises is approaching the selling price, and even the cost of individual enterprises is upside down.

It is understood that, in recent days, the sale price of cottonseed in the territory continued to rise slightly, and the enthusiasm for purchasing oil and short staple mills rose.

On the 22-23 th of November, the factory price of cottonseed rose to 2.65-2.68 yuan / kg (2.67 yuan per kilogram) in Kuitun, Shawan, Shihezi and other places. It was not difficult to deal with 2.67 yuan / kg, while in Hami, Turpan and other places, the price of cotton seed with less impurity and maturity was 2.77-2.80 yuan / kg.

A ginning factory in Shihezi indicated that there were three reasons for the rising price of cottonseed prices: first, the rise in the price of oil and meal in the futures market and the continuation of the cotton by-products; the two is the high price of cotton pulp and viscose staple, and the two and three short pile were snapped up; the three is that the oil refinery and traders in the inner city actively enter the country to seize the seeds and promote the sales expectation of the cotton mill.

The price of cottonseed rose by 0.20 yuan / kg compared with the first half of October, and the cost of cotton lint fell continuously.

23, Akesu, Bachu and other regulatory libraries "double 28"

Gross weight quoted price 15600-16000 yuan / ton, some manufacturers "double 29" lint price quoted 16000-16200 yuan / ton, but the high quality lint turnover is still very inactive, and with the CF1705 contract callback to 16200 yuan / ton, cotton enterprises hedging delivery enthusiasm decline.

In November 23rd, Awati County 32% linen long staple cotton seed cotton purchase price 7.50 yuan / kg, some enterprises have stopped collecting.

Some enterprises reflected that only in November, they processed more than 2700 tons of long staple cotton, and the stock of cotton enterprises increased rapidly, and the purchasing funds were tight.

Because temporarily unable to cash in, enterprises can only stop collecting dedicated sales.

At present, the cost of the 137 grade long staple cotton is 20500-20700 yuan / ton, and the price of the platform pick-up is basically the same price. If the interest is calculated and the cost is short, the company will lose 100-200 yuan / ton.

Since this year, almost all enterprises in the territory require the cotton enterprises in the mainland to have "two goods and two goods". They are determined not to credit, resulting in an embarrassing situation of "many orders and few pactions".

For this reason, enterprises can only sell their own goods to the mainland. In the light of the current situation, there are two difficulties in moving the Treasury.

1, the bottleneck problem of Sinop.

Recently, railway pport wagon is still difficult to adjust, and many cotton enterprises can only wait patiently.

However, according to the railway department, the pport of fruits and chemical products will be reduced at the end of November, and with the coordination of relevant departments, the recent railway pportation is expected to increase speed and ease the pressure of cotton growing out of Xinjiang.

In addition, the steam pportation has begun to heat up, so it is estimated that the problem of outward shipment of Xinjiang cotton will be solved to a certain extent by the beginning of December.

2. Xinjiang cotton is sold in the mainland.

In November 23rd, Shandong's "double 28" and "double 29" hand picked cotton outlets were priced at 16400-16500 yuan / ton, and the enterprises were basically unprofitable, and the price of spinning enterprises was temporarily not recognized, so there was not much actual turnover.

"Double 28" machine picking cotton price is about 16000 yuan / ton, part of the textile enterprises are also "used to buy", dare not go down the list.

22 days ago, although the Zheng cotton disk oscillations callback 200-300 yuan / ton, but the spot cotton quotes and paction prices were very stable, and cotton enterprises had strong willingness to resist falling. The psychological difference between buyers and sellers was still 300-400 yuan / ton.

On the one hand, the replenishment of raw materials for raw materials in the mainland is extremely urgent, and the acceptance and digestion ability of cotton prices is increasing. On the other hand, the "bottleneck" of Xinjiang cotton pportation is still difficult to break in half a month. The situation of shortage of cotton supply needs time to change, and cotton prices continue to "easily rise or fall".