9-11 month, border of north and south is entered picked buy treatment period, to help investment adequately the research organization has done pair of cotton this year to machine library of complete a business transaction of circumstance, quality, Xinjiang, spin look forward to to manage wait for a circumstance, by support of Zhengzhou Commodity Exchange, fly the crop of Na Jiang cotton that thinks of finance and economics and combination of Shanghai yarn treasure to hold and activity of quality deepness survey are pulled open prelusive, survey time is in November 2018 3-10 day, near 50 more than person attended the member that come from home to invest Fair of place of business of orgnaization, Zheng this second survey activity.
Border hand picks a cotton-padded covering for keeping sth warm to maintain profit south not quite, complete border crop is led probably under anticipate Piao DAY 1
Najiang army aircraft collects cotton to pluck basically finish, knitting gauze takes money relative to poorer Piao DAY 2
Na Jiang reduction of output anticipates increase, new cotton sells DAY 3 of survey of slow Piao Xinjiang
I company sees have an informal discussion
Machine sale status: I company is complete border cotton of long fine hair cultivates base, occupy complete border 80% of crop of cotton of long fine hair, with American skin Ma Mian is compared, xinjiang grows inferior position of cotton of cloth with soft nap to depend on 3 problems, and breed of seed of cotton of long fine hair is various, quality differs. Predict 10 thousand tons 18 years to I company grows 6.5-6.7 of crop of cotton of cloth with soft nap, complete border crop of cotton of long fine hair is controlled 80 thousand tons, with the corresponding period kept balance basically last year or decrease slightly.
Buy quantity respect:
1.Medium staple cotton: Already purchased seed cotton 10 thousand tons, buy quantity and the corresponding period kept balance last year;
2.Grow cotton of cloth with soft nap: Already purchased seed cotton 4500 tons, buy plan far slow last year the corresponding period (the corresponding period bought a quantity to amount to 10 thousand tons last year) .
Already machined index:
1.Medium staple cotton: 18 years character of A Kesu lint rises considerably compared to the same period, double 28, double 29 hold great majority;
2.Grow cotton of cloth with soft nap: Whole is average length (great majority is held between 35-36) with integral ginning outturn far under last year, among them with new of great capacity 44 character are relatively optimal.
Buy price respect:
1.Medium staple cotton: Than last year slightly tall;
2.Grow cotton of cloth with soft nap: Price tall house does not fall, cotton grower cherish makes work, length and gin turnout are low, discretion of cotton ginning factory is bought.
9.2-9.3 of early days of seed cotton price, the Lu Tai before metaphase National Day buys price 10.1, psychology of carry out of cotton grower cherish is increased, at present the price returned 9.1-9.2, but length and ginning outturn owe beautiful, the enterprise buys cost to be in 26000 the left and right sides, lint price is hanged, cotton of long fine hair and difference of price of medium staple cotton expand to 2 / kilogram, the enterprise buys psychological price 8.5 yuan / kilogram.
Sell a field: Have not receive order at present, and the enterprise such as Hua Fang of in former years issues sheet already, the personage thinks Sino-US trade war is made related the enterprise reduce dosage of cotton of long fine hair downstream with managing cotton cost.
Graph: The worker carries 3
J content sheds informal discussion of factory of company cotton ginning
J content sheds a company formal in May 2018 operation, storage of pily static state 220 thousand tons, 3 trunk railway, among them related to cotton, xinjiang yarn distribution centre.
Cotton ginning factory 1: Seed cotton buys an amount 9000 tons or so, among them machine pick cotton many tons 6000, cotton of long fine hair is less than 2000 tons; Already treatment opportunity picks cotton many batches 30, cotton of long fine hair 12 batches; Length of medium staple cotton 28 above, rupture than intensity 28 the left and right sides, cotton of long fine hair points to in 137 the left and right sides; Machine collect cotton to already sold 5 to approve, additional 1000 tons or so undertake covering protecting selling through futures, cotton of long fine hair sells difference last year the corresponding period.
Cotton ginning factory 2: 3 product line, medium staple cotton 2, cotton of long fine hair 1, because grow cottonseed of cotton of cloth with soft nap to buy valence to be not resided high, did not undertake those who grow cotton of cloth with soft nap buy this year, seed cotton of medium staple cotton buys a quantity to make an appointment with 5000 tons, already machined entirely, already sold at present 13 each is approved, sell a batch the price yesterday 15700 yuan / ton (gross weight) , sell basic backwater at present.
Cotton ginning factory 3: Already bought cottonseed 5000 tons or so, among them medium staple cotton many tons 3000, cotton of long fine hair 1600 tons, buy a quantity to be less than the half last year. Medium staple cotton already machined 8 to approve, be in basically pair of 28 above, grow length of cotton of cloth with soft nap to be able to go up 36 very few, far difference and last year. New cotton does not have a sale basically.
Cotton ginning factory 4: Already received seed cotton 4000-5000 ton, buy an amount little last year the corresponding period, consider as reduction of output morely to bring about, the quality that the near future purchases seed cotton relatively early days has bigger drop, reduction of output of predicting Na Jiang 10% the left and right sides. At present the market shows stalemate, show attitude of cherish carry out to current lint price, expect to there can be an opportunity before May next year. Use impawn can reduce the capital pressure of the enterprise.
Cotton ginning factory 5: Give priority to in order to purchase cotton of long fine hair 18 years, already purchased seed cotton 2000 tons, the corresponding period bought 7000-8000 last year ton, buy an amount far under reason of the corresponding period was to grow cotton of cloth with soft nap to buy valence to be mixed high last year quality is poor. Cotton of long fine hair buys cost to be in 26000 above, at present cotton of major long fine hair still is in field.
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