Recently, the trend of cotton yarn and smooth, even in the quotation has been stalled, high stability, it seems, all represents. However, this is the calm before the storm short? For now, many of the cotton textile enterprises are to be upset, worry, fear more drop. But the 600,000 tons of cotton already approved quotas to the market, the author estimates, shaking in the government's macro-regulation, the cotton price rises again, or cannot little. Kinetic
A FangQi, cotton, enough support to the stock market new flowers
Many companies are now on the market in the hype cotton gap problem, but according to the relevant agencies of the survey data shows, may our last month on average by 38.13 cotton inventory 41.21 days, to increase day by 120.90 converted cotton industrial stocks to increase, 130.57 tons tons of cotton in common stock enterprise over three months. By 2010, the domestic cotton business at the end of five 246 tons of total inventory. Therefore, in 2005 showed listed before, can meet the demand of cotton basic downstream. But China's cotton association survey: cotton, a shortage of resources in MianJia lower textile enterprises to actively purchase, large and medium-sized enterprises, the current inventory plenty of large textile business entities have YongMianLiang 6 months, some medium-sized enterprises of cotton quantity can continue to August. These are sufficient proof of domestic cotton resources fully support to new flowers, enough.
Second, the national quotas issued, 600,000 tons of cotton quotas or reverse rising cotton
For the prophase fired, and start it on the effects of sowing delayed in some areas and picked cotton, cotton and budding lagging production delay, but this does not mean that cotton crop is certain. Because the cotton growth cycle is long, anti-disaster ability strong this year, according to the climate characteristics, has been cleared some premature part varieties, and strengthening management, are still expected to obtain good harvest of cotton. Currently 60 million tons of cotton reservoir behind the plan has been approved quotas, trading rules has been completed, can start. Although the dosage of deficiency in January, but it brings social influence they affect the market price of cotton, cotton rose pattern also a mystery. In addition, this may be delayed in 2005 showed listed, country ready to import and cast etc regulation preparation. While countries will adopt a series of auxiliary control policy, ensure the cotton market supply. In the country of cotton supply problems under the macro to return to reply MianJia balance, and rational.
Third, the international economic situation has "second agent, the threat of cotton demand or delays
Although the world GDP growth, and keep restorative consumer price index (CPI) is also showing up, industrial production performance stability, consumer confidence index and retail sales figures are stronger gradually, but the unemployment rate is still high, international economic agents have the "second". European economy continues to encounter, Greece, Spain, yet crisis with credit rating down at the end of June, fitch also when lowered the French Paris bank credit rating. The international economic situation of unstable situation is still restricted cotton, and move up the cotton market in recent downstream, spruce market disappeared, instead of high cotton and warehouse inventory towering cotton.
Four, the RMB to restart, textile and profits to the downside
The central bank spokesman, said 19 according to domestic and international economic and financial situation and China's international payments, the people's bank of China decided to further promote the reform of the RMB exchange rate mechanism, strengthen the RMB exchange rate flexibility. Then, in the 22nd, the people's bank of China to reiterate the second business day after the RMB exchange rate between price change before the middle of dollars are calm, leap, set 6.80 breakthrough in July 2005 to record high since. Thereafter, although the price has slowed, but until June 28, the yuan against the dollar, 21, 6.7965 to increase of about five thousand. RMB appreciation for the textile industry of negative influence can not be ignored. According to the research, the RMB appreciation, textile industry every 1 to 2-6% decline in margins sales and export of higher apparel industry depends more damage. Although rise only five per 1000, but the textile industry sales profit fell by 1% to 3%, this - the profits of textile enterprises, weak is undoubtedly a fatal blow.
Five, multiple bad influence, MianJia difficult
Currently, the problem of cotton gap has ceased to exist on the market, the cotton gap is a businessman says, domestic cotton supply basic equilibrium. Another international economic situation and the national macroeconomic MianJia restrictions are the main factors will continue rises. Although MianJia present in a high rise, but most companies have to wait MianJia continue, a lack of market already. RMB appreciation to strengthen its downstream cotton textile industry development, the cotton prices continue to rise in the space is insufficient, or has reached.
"Chinese textile net source."
Editor: ZhuYan
A FangQi, cotton, enough support to the stock market new flowers
Many companies are now on the market in the hype cotton gap problem, but according to the relevant agencies of the survey data shows, may our last month on average by 38.13 cotton inventory 41.21 days, to increase day by 120.90 converted cotton industrial stocks to increase, 130.57 tons tons of cotton in common stock enterprise over three months. By 2010, the domestic cotton business at the end of five 246 tons of total inventory. Therefore, in 2005 showed listed before, can meet the demand of cotton basic downstream. But China's cotton association survey: cotton, a shortage of resources in MianJia lower textile enterprises to actively purchase, large and medium-sized enterprises, the current inventory plenty of large textile business entities have YongMianLiang 6 months, some medium-sized enterprises of cotton quantity can continue to August. These are sufficient proof of domestic cotton resources fully support to new flowers, enough.
Second, the national quotas issued, 600,000 tons of cotton quotas or reverse rising cotton
For the prophase fired, and start it on the effects of sowing delayed in some areas and picked cotton, cotton and budding lagging production delay, but this does not mean that cotton crop is certain. Because the cotton growth cycle is long, anti-disaster ability strong this year, according to the climate characteristics, has been cleared some premature part varieties, and strengthening management, are still expected to obtain good harvest of cotton. Currently 60 million tons of cotton reservoir behind the plan has been approved quotas, trading rules has been completed, can start. Although the dosage of deficiency in January, but it brings social influence they affect the market price of cotton, cotton rose pattern also a mystery. In addition, this may be delayed in 2005 showed listed, country ready to import and cast etc regulation preparation. While countries will adopt a series of auxiliary control policy, ensure the cotton market supply. In the country of cotton supply problems under the macro to return to reply MianJia balance, and rational.
Third, the international economic situation has "second agent, the threat of cotton demand or delays
Although the world GDP growth, and keep restorative consumer price index (CPI) is also showing up, industrial production performance stability, consumer confidence index and retail sales figures are stronger gradually, but the unemployment rate is still high, international economic agents have the "second". European economy continues to encounter, Greece, Spain, yet crisis with credit rating down at the end of June, fitch also when lowered the French Paris bank credit rating. The international economic situation of unstable situation is still restricted cotton, and move up the cotton market in recent downstream, spruce market disappeared, instead of high cotton and warehouse inventory towering cotton.
Four, the RMB to restart, textile and profits to the downside
The central bank spokesman, said 19 according to domestic and international economic and financial situation and China's international payments, the people's bank of China decided to further promote the reform of the RMB exchange rate mechanism, strengthen the RMB exchange rate flexibility. Then, in the 22nd, the people's bank of China to reiterate the second business day after the RMB exchange rate between price change before the middle of dollars are calm, leap, set 6.80 breakthrough in July 2005 to record high since. Thereafter, although the price has slowed, but until June 28, the yuan against the dollar, 21, 6.7965 to increase of about five thousand. RMB appreciation for the textile industry of negative influence can not be ignored. According to the research, the RMB appreciation, textile industry every 1 to 2-6% decline in margins sales and export of higher apparel industry depends more damage. Although rise only five per 1000, but the textile industry sales profit fell by 1% to 3%, this - the profits of textile enterprises, weak is undoubtedly a fatal blow.
Five, multiple bad influence, MianJia difficult
Currently, the problem of cotton gap has ceased to exist on the market, the cotton gap is a businessman says, domestic cotton supply basic equilibrium. Another international economic situation and the national macroeconomic MianJia restrictions are the main factors will continue rises. Although MianJia present in a high rise, but most companies have to wait MianJia continue, a lack of market already. RMB appreciation to strengthen its downstream cotton textile industry development, the cotton prices continue to rise in the space is insufficient, or has reached.
"Chinese textile net source."
Editor: ZhuYan
time:2010/7/18
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