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Soaring Prices Of Raw Materials &Nbsp; &Nbsp; Cotton Growers Pformed Cotton Traders.

2010/9/27 23:24:00 85

Before the Mid Autumn Festival, the white sugar of holiday consumables is not very good.

cotton

Continuous rise, the main cotton contract before Zhengjie two consecutive trading, cotton futures in the United States from the end of 7, is the small step run up for two months, the increase was more than 30%.

The soaring price of raw materials has just eased.

textile industry

To hit hard.

Judging from the international supply and demand, this year's cotton production was reduced due to natural disasters and reduced planting area. However, the demand for economic recovery increased sharply, resulting in a large increase in orders and output in the first half of the year.

According to statistics from the Ministry of industry and information technology, the profit of the textile industry increased by 61% in the first half of the year, but in the second half of the year, it was a foregone conclusion.

But the rise of raw material prices will definitely have a larger negative impact on the following half year's performance.

At present, due to India's export ban, cotton prices have hit a 15 year high, and cotton prices will not fall even if they do not rise again in the year.

A surge in performance in the first half of the year and an optimistic forecast of the future performance of the channel has been made.

Spin

There are several big bull stocks appearing on the plate, and the average trend is far better than the market. But since August, the situation has changed suddenly. In September, it is faced with four difficulties. In the last two months of this year, some local governments will continue to regard the textile power users as the key objects of the power restriction.

Orders in the textile industry are mostly ahead of time. Some enterprises have finished orders this year, but when ordering orders, they are at a low price stage of raw materials. When prices rise, they can not break the contract, and may lose their profits in the first half of the year.

The decline in export profits caused by the appreciation of the renminbi, the start up of the impact of the sluice restriction and the reduction of export tax rebates have been a great blow to the textile enterprises. The industry has also fully anticipated the decline in the performance of the textile industry in the second half of the year, and now it has ushered in the rise of raw materials, and the "two sections" of the textile industry may be the last chance to escape.

Although the textile stocks are facing multiple disadvantages, the agricultural stocks have the opportunity to usher in the opportunity. On the one hand, the prices of cotton and sugar are rising. On the other hand, from September until next spring festival, the consumption of agricultural products will enter the peak season. The agricultural sector is still one of the concepts of anti inflation. Before and after "eleven", there may be some performance.

In August this year, CPI was 3.5%. According to the experts of the NDRC, it is possible to climb to 5% in October. The concept of anti inflation will also be a hot spot for investors who are in the process of devaluation and anxiety.