Times of an ancient name for China (Www.chinatimes.net.cn) report of Beijing of reporter Xie Qing
H&M group announces incident of boycott Xinjiang product ferments continuously. The center intermediary such as news of People's Daily, xinhua net, CCTV phonates in succession, force holds out Xinjiang cotton. Many star of Chinese phonates end the cooperation with H&M.
Suffer relevant incident effect, overlay economy turns gradually the element such as consumption of warm exciting terminal, on March 25, a dress spin board piece appear strong pull litre. Up to closing quotation, day sows vogue (603196.SH) goes up amount to 10.07% , beautiful country dress (002269.SZ) go up amount to 10% , the science and technology that start line of business (002674.SZ) go up amount to 10% , na Shanzhi still (300918.SZ) goes up amount to 5.89% , hai Lan's home (600398.SH) goes up amount to 6.42% , bird of 7 waxwing, wolves, announce good news also go up greatly in succession.
The personage inside course of study expresses, the incident of cotton of Xinjiang of brand out of service such as H&M is minor to making end affect, companion picks up stage by stage as downstream demand, can anticipate pily industry is basic in the face long-term to good. Letter negotiable securities grinds in the newspaper says, this incident benefit is very outstanding and homebred dress brand.
Consumptive comparing of Xinjiang cotton home hefts 67%
For quite a long time, because Xinjiang has advantaged natural requirement, summertime difference in temperature is big, sunny, photosynthesis is sufficient, cotton earthnut grows for long, because this Xinjiang grows world of quality of cotton of cloth with soft nap top class, make the clothing by thaw, breathe freely, comfortable, demand exceeds supply all the year round.
According to Chinese reserve data of grain management group shows, china is the world country of consumption of the biggest cotton, the 2nd big cotton produces a country, crop of 2020/2021 year cotton makes an appointment with 5.95 million tons, quantity of total demand makes an appointment with 7.8 million tons, year gap makes an appointment with 1.85 million tons. Among them, xinjiang cotton crop 5.2 million tons, hold domestic output proportion about 87% , occupy home to consume specific gravity about 67% .
Announce to boycott the incident of Xinjiang product to H&M group, lin Guofa of chief inspector of information of cloth luck gram is accepting " times of an ancient name for China " when the reporter interviews, express: "Actually, these international enterprises purchase Xinjiang cotton no longer, basically be a ban as a result of the United States, it is reported, before this, american custom and bureau of border land protection express, the United States will prohibit importing come from China western all cotton of Xinjiang area and tomato product. This ban applies to the cotton yarn that the cotton that grows with Xinjiang makes, dress and textile, and the is raw material with tomato food that comes from this area and seed. And the is raw material with tomato food that comes from this area and seed..
Nevertheless, lin Guofa points out, from the point of the pattern of international trade, the United States prohibits the kind that Xinjiang cotton imports is very funny.
According to data of customs total office, 2021 1-2 month, number of feed inlet of our country cotton measures six hundred and ninety thousand six hundred tons, grow 67.5 ％ compared to the same period; Average entrance price 1720 dollars / ton, relatively will rise in December 60 dollars, go up a 1.3 ％ , still drop compared to the same period 1.2 ％ . Before 2020/21 year 6 months import one million six hundred and sixty thousand four hundred tons in all, grow 100.7 ％ compared to the same period. Among them, our country imported pily amount to be four hundred and one thousand one hundred tons in January, achieve in recent years new tall.
Can see from afore-mentioned data, 2021 1-2 month, our country cotton imports a quantity to still manage the situation that rises compared to the same period. Look from trade pattern, general commerce is most, adjacent 5 into; On entrance origin country, the United States is occupied than many, exceed 4 to become, brazil ranks 2, india row the 3rd, other all did not exceed 1 ％ . So, once international respect boycotts Chinese Xinjiang cotton, this also means our country future to import pily amount to also will decrease continuously.
In recent years, companion cultivates an area to expand continuously as Xinjiang cotton, replace with the machine pick cotton artificially, already became place to pick cotton industry, and the key that industry of whole cotton spin continues to develop reforms act. Xinjiang agriculture department releases data showed 2020, picked rate already amounted to Xinjiang cotton machinery 69.83% , among them boreal border the cotton of 95% plucks through machinery.
Data of national statistic bureau shows, 2020, condition of climate of Xinjiang cotton division is relatively appropriate, happening of plant diseases and insect pests is lighter, pily the way corp is growing is better, pily yield per unit 2062.7 kilograms / hectare (137.5 kilograms / mu) , than going up year increase 93.8 kilograms / hectare (6.3 kilograms / mu) , grow 4.8% . Whole nation of male crouch of yield per unit the first.
Is homebred dress brand greeted erupt period?
On March 24, how does athletic brand step sports to release announcement to express, how to step to purchase the cotton that produces an area to produce with use China cotton all the time, include Xinjiang cotton, also will continue to purchase and use Chinese cotton in future.
Suffer this effect, harbor sporting goods board piece go tall afternoon, li Ning goes up exceed 12% , how to step sports to go up nearly 10% , special tendercy of pace international, China, 361 degrees follow go up.
Weather eye is checked show, 2020, how to step sports to realize business income thirty-five billion five hundred and twelve million yuan, net profit 5.162 billion yuan, it is homebred respectively brands of 3 general Yo dress are Li Ning, special of business income of pace, 361 ° 2.46 times, 4.35 times, 6.93 times, of net profit 3.04 times, 10.06 times, 12.44 times, of market prise 2.68 times, 26.96 times, 67.11 times. This consolidated further head of brand of homebred sports dress the position an ancient folding chair, from the point of net profit target, how to step sports to be in what had realized pair of Adidasi 2020 to surmount.
According to straight flush statistic, a spin dress board piece share 94 notions, these stocks since Feburary share price rises on average 9.30% , run considerably win Shanghai of the corresponding period to point to. Among them, share of dress of waxwing, beautiful country, Ha Sen go up more than 20% .
Letter negotiable securities points out in, incident makes clear benefit related the near future brand of very outstanding and homebred dress, the recreational brand such as the home of billows of good sea of benefit of sportswear gorget region, dark horse, outstanding fast fashionable brand carries the Chinese mainland such as URBANREVIVO further fast development, value the Chinese brand such as SHEIN to promote portion in global market at the same time; The domain is acted the role of in kit, profit is good how to step, Li Ning, special the brand of dress of homebred bibcock motion such as the pace.
Peaceful negotiable securities grinds in the newspaper points out, from 2020 outstanding achievement looks, about 5 into spin take an enterprise to already released outstanding achievement premonitory, weigh amplitude of profit of company annual net to answer. Brand dress board piece bearing of situation of proposal attention trade reachs drive of 2021 campaign a luner year in which the last month has 30 days high to fall, hopeful maintains the kit of tall scene bearing to act the role of the bibcock of the industry.
To downstream industry catenary, lin Guofa expresses, january 2021 - in Feburary, anabiosis as downstream demand, demand restores somewhat, after the Spring Festival, spin enterprise switchs on the mobile phone rate is seasonal pick up to 65 ％ level, around of the Spring Festival that spin look forward to quickens filling library, cotton can use inventory level to lift to the history highest 45 days or so, be in calendar year to come exalted. On the whole, demand maintains improving pattern, have to pily price support action more by force, but spin expensive stock of look forward to to also be meant finite to pily short-term demand, to short-term dish the face goes situation have negative effect, next need of pily busy season pays close attention to downstream order closely but durative.
Lin Guofa says, sheet of platoon of order of bombazine of enterprise of current cotton spinning comes April, sheet of partial enterprise platoon comes in May, this order is received for place of Spring Festival around more, pour fast fall after a rise as Zheng Mian, follow-up order follow-up is insufficient, cotton mill allows benefit shipment, but effects is very small, enough business holds out partial order valence is wait-and-see, await price of Zheng Mian period to stop drop look forward to is firm.
Go to pily futures price situation, lin Guofa predicts price of futures of later period cotton will return to main area, main area still is in current cotton market long term to good phase, the key pays close attention to circumstance of follow-up order follow-up and new April flower to cultivate a message.
