It is understood that on June 1 day, a large foreign merchant and some cotton trading enterprises still sold three-grade Xinjiang cotton for public inspection at a low price of about 18800- 19000 yuan/ton. The main reason is that futures and supporting policies have been closed, and spot sales have accelerated, but most cotton enterprises' third-class Xinjiang cotton quotations remain at 60.
Judging from the recent matching and futures contracts, the price difference with Xinjiang Cotton has widened to more than 800 yuan/ton, so it is the focus of differences between electronic disk and spot or spot and electronic disk market. Some cotton enterprises believe that the electronic disk has been oversold in 2065,438+02/65,438+03, when the country has unlimited storage and storage of 20,400 yuan/ton, the lint cost and the obvious shortage of high-grade cotton in the market. Some insiders believe that the possibility of issuing additional cotton import quotas by the state from June to August is basically ruled out, and the state regulation and control policies have also entered a vacuum period, and the cotton market will play a role according to its own supply and demand factors. The decline of cotton market demand and the final performance of high-grade cotton gap will determine the short-term market trend. June may be a "watershed" for both sides, and the panic of cotton enterprises has been contained and alleviated to a certain extent.
Xinjiang Urumqi cotton meal platform price: protein 42% 1700 yuan/ton, protein 45% 1850 yuan/ton; Urumqi cottonseed hull: 750 yuan/ton. In Aksu, Korla, Kashgar and other places in Xinjiang, the transaction price of third-grade lint 18800- 19000 yuan/ton (the government and inland warehouses take delivery, the same below), and the transaction price of fourth-grade lint 18200- 18500 yuan/ton are all the same as those of other places.
According to cotton storage enterprises, by the end of May, the cost of grade 3 lint was 2 1.200-2 1.500 yuan/ton (official settlement, including processing cost, financial cost, storage cost and transportation cost), and some enterprises even reached about 22,000 yuan/ton, and cotton enterprises selling at current prices would lose 2,500 yuan/ton.
The cotton mill mainly starts from its own bearing capacity and downstream sales situation, and tries to reduce the loss amount as much as possible. At present, the price difference between buyers and sellers of cotton in Xinjiang is generally above 500 yuan/ton.
Xinjiang cotton enterprises generally believe that the purchasing and storage price next year will be 20400 yuan/ton, which will definitely push up the spot sales price in September and June, 65438+ 10; The country started the investment stimulus plan again, the domestic demand market expanded, and the probability of commodity prices stabilizing and rebounding increased greatly; At present, there are not many high-quality foreign cotton that can replace Xinjiang cotton, and the quality of Indian cotton has dropped greatly in the later period; At present, the inventory of raw materials in cotton textile enterprises has generally bottomed out. Therefore, the confidence of cotton enterprises in Xinjiang has recovered slightly, and there is no plan to reduce prices and promote sales in the short term.