Purchase Price And Situation Analysis Of Seed Cotton All Over The Country After National Day Holiday

Southern Xinjiang: purchase price drop, ginning factory profit is thin.

According to the farmers and cotton processing enterprises in Kashi, Akesu, Korla and other places, during the National Day holiday, the purchase price of hand picked seed cotton fell by 0.10-0.15 yuan / kg overall, and the sentiment of farmers reluctant to sell gradually subsided, and the purchase, sale and acquisition reached a climax. From the survey, at present, the machine picked cotton in southern Xinjiang has been fully exploited, and the sale has gradually increased. The purchase price of 38%-40% lint seed cotton is 4.50-4.80 yuan / kg, but several local ginning plants indicate that the situation of large impurities and low fracture strength is still more prominent than the main cotton producing areas in North Xinjiang.

Why is the price of seed cotton rising instead of rising because of the rising seed cotton quality and the implementation of credit support? First, the price of cottonseed in the territory has been falling down for more than a week, picking cotton seeds to 1.80-1.90 yuan / kg, and picking cotton seeds only about 1.70 yuan / kg (ginning factory price), down by 0.15-0.20 yuan / kg in the middle of September. The two is the price of the Zheng CF2001 contract fell by nearly 12000 yuan / ton, causing the annual cotton price quotas of Chen cotton and 2019/20 in the whole year to drop 100-200 yuan / ton, and three is the "joint price fixing" meeting of Cotton Association and Loan Bank of some cotton growing areas, which is very calm.

On the 7-8 th of October, Korla's Yuli, Pu Hui and other places "double 28/ double 29" cotton wadding weight quoted price 12700-12800 yuan / ton (supervision warehouse delivery, motor vehicle outgoing library expense seller bear), if the 40% garment split seed picking cotton price is calculated by 5.40 yuan / kg, cottonseed according to 1.80 yuan / kg, the lint factory directly costs about 12000-12200 yuan / ton, and then the short turnover, warehousing "lump sum cost" and one month financial cost calculation, the net profit of the ginning factory is only 200-300 yuan / ton.

Anhui East: purchase price stabilization, cotton farmers' sale is not active

During the national day, the weather in Anhui was sunny, and the price of seed cotton was the same as that before the holiday. However, there were only 200 small package enterprises in the market. The 400 type enterprises have not dared to rush into the scale. The main reason is that futures prices have dropped, and the textile mills have been watching seriously. In addition, Xinjiang cotton has been on the market, and the textile factories are not concerned about the cotton in the mainland. The 400 enterprises have a strong wait-and-see mentality and delay the acquisition.

Although the 400 type of enterprises delayed the acquisition, the purchase and sale work is still in order. First, we visited the surrounding counties and cities to understand the purchase situation of seed cotton. Two, we went to the textile mill to understand the raw material demand of the textile mill. Three, we need to tighten up a pile of sales and inventory of a pile of velvet, two cotton wool and Xinjiang flowering cotton. As of September 30th, the purchase price of local cotton seed was the same as that before the festival. The price of lint 40%, moisture 13%, impurity 1.4% was about 3 yuan / kg, and 3 grade lint price was 12700 yuan / ton (delivery, ticket, gross weight), 4 grade lint price quoted at 12300 yuan / ton.

It is understood that cotton farmers are reluctant to sell this year. The price of seed cotton is 3.35 yuan / kg in the same period last year, and this year is only 3 yuan / Jin, down 0.35 yuan / Jin compared with last year. The price of seed cotton has a negative impact on cotton farmers' enthusiasm for growing cotton.

In addition, because cotton growers reluctant to sell, they are reluctant to sell. The acquisition of enterprises is difficult to achieve. As of October 8th, the price of local cottonseeds was 1.15 yuan / kg, and the new lint was not listed. The cashmere store was stored in Chen Fu, and the price was 2800-3000 yuan / ton, which basically belonged to the market without price.

Shandong Jining: new cotton picking tail cotton enterprises purchase caution

By the beginning of October, more than half of the cotton seed picking had been picking up in all parts of the country. The picking of cotton seeds was close to finishing in Shandong Jining and Liangshan.

The survey found that in recent years, the cotton planting area in Liangshan, Jining has been decreasing year by year. Only a few plots can see the shadow of the cotton plant. At present, cotton picking is coming to an end. There are less than ten cotton bolls on each cotton stalk, and the central cotton has been basically picked up. There are one or two cotton peach peaches in individual cotton plants (as shown below). Some cotton growers have removed cotton stalks and placed them in front of the house for drying, cotton fields or garlic growing, or ready for farming and reusing plots. It is expected that all cotton stalks will be removed before mid October and cotton farmers will be replanted to other crops.

The purchase price of the local seed cotton is 3 yuan / jin (39-40% of lint, below 13% of water). After being bought by cotton traders, it is used for processing cotton batting by small factories. The local 400 type ginning factory is shut down many times. Due to the busy autumn harvest, the acquisition of seed cotton is difficult to obtain. In addition, the price of lint and cottonseed is still weak, so it is difficult for manufacturers to make profits. Most manufacturers plan to start processing in late October. There are three manufacturers of lint, which are priced at 12100 yuan per ton, and 200 yuan per ton before the holiday. The cottonseed price has dropped to 1.12 yuan / Jin, which is 0.13 yuan / kg lower than before the festival.

Pengze, Jiangxi: after the holiday, the selling price is reduced to less than 20%.

According to statistics, since the beginning of mid September, the individual 200 enterprises in Pengze, Jiangxi have acquired more than 300 thousand catties of seed cotton. At present, the purchase price of seed cotton with 39% lint is 2.8 yuan / Jin, which is 0.2 yuan / kg lower than that before the festival, and 1.08-1.1 yuan / jin of cottonseed is less than that before the festival. The price of lint is 12200-12300 yuan / ton, and there is no deal.

Since June, the local high temperature and drought have continued. The cotton bolting rate has exceeded 90%, and the growth rate is better than that of the same period last year. As the cotton market continues to be sluggish, farmers are holding up against the current purchase price. Picking sales is not positive, although cotton fields are white, but the selling rate is less than 20%.