Domestic Cotton Prices And Market Trends Began To Enter The "National Model".
< p > China started the storage and purchase work in the 2013 year, and domestic cotton prices and market trends began to enter the "national mode". The rumors of restarting and throwing stocks gradually weakened. In the short term, India cotton, American cotton and Central Asia cotton, Australia cotton and Brazil cotton have become the focus of attention of some cotton mills and traders in the short term. The cotton textile factories and traders in Qingdao port have been paying more attention to the inquiry, goods and orders in Qingdao, and the situation of seeing goods in Zhangjiagang and Shanghai cotton ports has also picked up.
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< p > according to industry analysis, the main contract of ICE will be effectively supported at the 82 US branch position in the short term. It will not be possible to test the 87.25 cents and 89.56 cents mark again. On the one hand, it is necessary to see the difficulty of Chinese enterprises' storage. Although the collection and storage from the relevant departments are fine, it is a matter of probability. Once the grade, quality and regularity of the rolling mill and the three wire are strictly controlled, there will be a large number of cotton linings coming into the spot market due to the inability to store and store, and the impact on port bonded cotton will be greater. On the other hand, it depends on how much the Chinese government wishes to throw and store in October and October.
If the "storage card" is strictly stored, the storage pressure will be postponed until December after the storage pressure is within acceptable limits. Once the purchase and storage become the only "life-saving straw" of the cotton mill, the storage system will be tight and loose. In order to meet the needs of the cotton mill production, the state will initiate the dumping and storage in advance.
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<p> 某國際棉商表示,目前該棉商12月底前到港的澳棉的銷售已近尾聲,而今年美棉采摘、加工和上市期推遲,只有兩家大型棉商(主要操作美棉)能保證12月底前能有少部分皮棉裝運抵港;印度棉雖然豐收在望,但因某印度棉商CIF報價甚至低于大部分棉商從印度軋花廠直接采購的價格而無法操作,如9月11日該印度棉商12月到港S-6M1-1/8″、S-6SM1-5/32″報價分別為87.5美分/磅、88.5美分/磅(90天信用證),而印度軋花廠新花出廠價:9月裝運的J-34價格為4600盧比/毛德(約86.50美分/磅),10月4650盧比/毛德(約87.44美分/磅),S-6的報價要稍高于J-34,如果將海運、保險等費用計算在內,外商操作印度棉不僅沒有利潤反而要有虧損。
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< p > it is understood that due to the expected purchase and storage of cotton prices at home and abroad, and that there is little hope of throwing stores in 9 and October, Port Bonded cotton has become the most important way to replenish cotton resources in the short term.
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