The Pressure Of Xinjiang Cotton Road Has Gradually Eased Or New Opportunities Have Emerged.

According to the cotton enterprises in Akesu, Bachu and other places, the pressure of Xinjiang cotton road has gradually eased since mid December. On the one hand, the number of vehicles entering Henan in Shandong, Shaanxi and other places increased. On the other hand, with the demand for short supply of cotton, fruits and energy and other materials in the territory declined, the enthusiasm of the drivers was constantly restored.

Akesu's Sha Ya ginning factory said that cotton delivery was not a big problem every other day. Some logistics companies and individual drivers often called to check whether there was a return freight or not, and the price of motor vehicles also dropped slightly compared with that in November.

For example, from Bachu to Henan, Nanyang and Zhengzhou, the highest time this year is one ton.

The freight rate is 950-1000 yuan / ton, but now it has dropped to 850-880 yuan / ton as a whole, but it still rises 130-150 yuan / ton compared with the same period in 2015.

Because of the Spring Festival earlier this year, coupled with the Railway Spring Festival pport and the supply of New Territories cotton in the mainland market, it has not yet reached the saturation state. Therefore, some cotton enterprises within the territory plan to ship to the mainland before the end of January.

Some institutions analysis, 12-1 months, the mainland textile enterprises cotton tension will be significantly relieved, and 10-15 days of textile raw material procurement will go into a low tide or even suspended, so the cotton enterprises in the territory have missed the opportunity to sell or sell at a reasonable price, and can only bet big market after March 2017.

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In recent days, Zheng cotton CF1705 contract fell sharply by 1300-1400 points, the ICE main contract fell below 70 cents / pounds resistance level, and the impact of cotton textile mills and traders on "postpone purchasing and high wait-and-see", and the spot price quotation of Xinjiang cotton seed fell by 150-200 yuan / ton as a whole. The "double 28" hand picked cotton wool price quotation of Akesu and Ba Chujian storehouse dropped to 15200-15500 yuan / ton, and the "double 29/ double 30" hand picked cotton wool price quotation slipped to 15800 yuan / ton, and 16000 yuan / ton could not be concluded.

It is reported that, due to the 20 day CF1703, CF1705 contract fell to 15000 yuan / ton below, some mainland textile factories, operators began to enter the market, the intention of the bottom is obvious, on the one hand, the current inland library "double 28".

The price is above 16000 yuan / ton, if the order is purchased, not only will the amount of money being held up, but also the cost of storage will be paid at least 5 months in May.

The price of the 3128 class gross weight of 15000 yuan / ton is only 15400-15500 yuan / ton, and the financial cost is also substantial savings.

On the other hand, because of the shortage of high quality cotton in 2016/17, the cotton resources can be locked in advance at a low price, so as to ensure the supply of cotton and maintain the production of textile mills.

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Due to the recent deep contracts of Zheng cotton and the impact of traders and middlemen 'enquiries and purchases slowing down and approaching the Spring Festival, a lot of ginning mills and middlemen in the territory are less confident and worried, and the scope of cotton negotiation has been expanded. Especially for contracts with a single purchase exceeding 200 tons or even, the price of 200-300 yuan / ton has been cut.

A ginning factory of Yuli indicated that in late December, the price difference between the public inspection and the "double 28" cotton supervision warehouse was increased from 50-100 yuan / ton in November to 200 yuan / ton, and some cotton enterprises were grasping the warehouse clearance. Some cotton enterprises were sticking to the bottom line of 16000 yuan / ton and refused to yield. Cotton market prices became more and more chaotic.

For the current Xinjiang cotton stock (not sold), the southern Xinjiang ginning plant generally believed that about 2 million tons, on the one hand, 9-12 months of this year, railway pport is not to force, and road pport costs rise and vehicles are difficult to find, therefore, the number of 10/11 moving to the mainland in the past month is significantly lower than that in previous years, while the mainland textile enterprises have 2016 years out of the reserve cotton and real estate cotton and imported cotton paving, and the intensity of the replenishment is lower than expected in 11-12 months.

As a result of active entry into the market in 9-11, the foreign and mainland operators who purchased the futures "spot price" also had a large stock of cotton, because the pportation problem was also stuck in the territory. Although the 100% point price hedging operation, the actual final delivery intention was not strong (mainly considering the pportation time, pportation cost and inland storehouse cost, some of which belonged to "virtual"), instead of external quotation sales, which increased the spot supply pressure.

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