Four Or Five Month Cotton Market Trend After Epidemic

The situation of resumption of work and resumption of production is clear. Textile enterprises, like other enterprises, are expected to basically return to work at the end of February, and the driving rate will gradually increase. The real post holiday production will be reflected in March. For the overall situation, the negative impact of the "new crown pneumonia" epidemic prevention on the industry is concentrated in the first quarter, and the textile market is expected to be in the recovery stage in March.

First of all, the vast majority of textile enterprises resumed production, mainly by the end of last year's orders or the business before the Spring Festival, and after the Spring Festival, with epidemic prevention and downtime, few new orders were generated. As the epidemic is resumed, the order business will be completed in March. The resumption of production in mid and late February is a watershed for the cotton market, which means that the new products and new business after the outbreak are more likely to see the negative trend of the new crown pneumonia, locusts, the US flu and so on to determine the final trend of the market.

At the beginning of the year, the survey showed that the production orders of all textile enterprises in Jiangsu were uneven. Orders for textile enterprises in Yancheng, Jiangsu, some could be done in 5-6 months, while others in 2 and March. At present, the task of the enterprise is to ensure the completion of the order and the delivery of the quantity and the purchase of the new business, but these are not transferred by the will of the enterprise. The formation of the new market elements must depend on the degree of the development of the epidemic and the degree of the market's digestion.

Secondly, almost all of the enterprises have reserved a certain amount of raw materials for the first quarter production or hand in hand orders in 2020. This is also the reason why the textile enterprises started to start in early February, but the supply of cotton market has been slow to sell or sell very little. Although the current transportation and disinfection along the way are still very strict, it is not very strong for enterprises to increase their domestic demand for the original purchase. Strong emotions.

It is understood that in Jiangsu, Yancheng, Nantong and other places, the largest number of textile enterprises reached two or three months of cotton production, which is more common than that of a company. A 20 thousand spindled cotton mill consumes about 150 tons a month at full load. 300-400 tons of enterprises in the current library will not organize raw materials into the warehouse for half a month. Therefore, if there is no significant price inflection point, the textile enterprises will not enter cotton in the first quarter. Many. Most enterprises hope that the market will be stable and orderly after the epidemic. They will buy and sell at ease. Most of the purchase and sale at present is a supplement to a few enterprises. All the enterprises surveyed do not have a lot of psychological problems of purchasing cotton stocks or even beating the market.

Thirdly, capital, logistics, inspection, tax reduction and exemption policies which are closely related to production and operation, etc., are still under investigation for the first tier enterprises. At the beginning of the corresponding corresponding period, the real losses of enterprises in the first quarter are not yet available. The components of the whole cotton market are in the finishing stage, especially the upstream and downstream enterprises. On the basis of the conditions, the changes in the market situation of the new crown epidemic situation will be changed, and the performance information will be transmitted back to the upstream and downstream enterprises. As a textile enterprise, they should listen to the information from the top to the bottom, and now everything is in the "undecided".

After the comprehensive analysis, the inter industry thinks that in March, the textile enterprises will carry out a comprehensive resumption of work, strive for more driving rates, and guarantee the quality and quantity to complete the agreed production tasks monthly. At the same time, they must bear the responsibility of epidemic prevention and control. Generally speaking, the whole cotton market will sort out their own "feathers" and pay close attention to the expected wait and see characteristics of the impact of the new crown epidemic trend on the industry. There will be no abnormal high or low roller coaster mode. With the further clarity of the epidemic trend and the impact of the epidemic on the consumer market, internal and external trade and circulation links, a brand new industrial system will become clearer after the March sorting expectation. The real post epidemic cotton market will start at least until the beginning of four or five months.