Talk About The Cotton Industry In The New Normal

First,

1, the age of planned economy:

Cotton in the era of popularity, cotton processing plants in all parts of the world is extremely hot. At that time, planting cotton is a task, farmers have planting indicators, selling cotton is illegal. In the era of planned economy, people have no pressure, planting no choice, wearing cotton cloth, cotton padded clothes, eating cottonseed oil.

Cotton is closely related to people's life.

2, policy collection and storage:

With the development of economy, the adjustment of planting structure and the diversification of cash crops affect cotton planting, and the cotton planting area is decreasing year by year.

In 2011, in order to stabilize the cotton production, operators and cotton enterprises market expectations, protect the interests of cotton farmers and ensure market supply, approved by the State Council, the annual cotton temporary purchase and storage plan was issued, and the cotton temporary purchase and storage system was decided to start in 2011.

At this point, it has opened another "cotton flourishing age".

3, the purchase and storage of Direct Subsidy:

In 2014, with the constant changes of international and domestic situations, the party made a major decision in the third Plenary Session of the 18th CPC Central Committee to comprehensively deepen the reform. China's new round of reform has been comprehensively and gradually promoted, and economic development has gradually entered the new normal with the main characteristics of speed change, structural optimization and power pformation.

The state has stopped collecting and storing, carried out a pilot project on cotton target price reform in Xinjiang, and made appropriate subsidies to cotton farmers in the main cotton producing provinces in the mainland.

Among them, the target price of Xinjiang is 19800 yuan / ton, and the mainland subsidy is estimated at 2000 yuan / ton of lint.

The cotton industry, which has lost its reserve and support, is facing great changes under the new normal. Cotton growers, cotton ginning mills, textile enterprises and cottonseed processing are all working hard to adapt themselves to the new normal economy. They have strong support despite their pain and tears.

Next, take Shandong area as an example to investigate and understand various industries.

1, cotton farmers:

Survey cotton growers in Shandong: cotton planting area has declined in recent years, but in some areas, cotton is still one of the main crops in some areas due to the intercropping of land and crops.

Shandong Jining Jinxiang and several counties and townships near Heze in Jinxiang area have been supported by garlic planting in recent years, and the cotton planting area is relatively stable.

But this year, the purchase price of seed cotton has dropped from 3.50 yuan / jin to the current price of 3 yuan / kg, and the actual price of cotton farmers in the 2.95-2.98 yuan / Jin line is really hard for everyone to accept.

Since the purchase and storage, the local seed cotton price to 4.70-4.80 yuan / Jin line, low price is also 3.50 yuan / Jin above the line.

The price of seed cotton has dropped to the lowest level in three years. The policy of direct subsidy has not yet been worked out.

At present, the sale of local seed cotton is less than 30%.

The game of post purchase and sale will continue.

2, ginning factory:

Since the purchase and storage, some 400 cotton ginning plants in Shandong, which are rich in seeds and cotton, have gone all out to earn money, but there are still many 400 cotton enterprises earning less.

In the end of 2014, the cotton processing enterprises were completely put into the market, and the lint was sold from the original to the home. The cotton enterprises and the downstream customers had been lost for nearly three years, and the difficulty of re establishing supply and demand was greater. In addition to the tight funds this year, the spot turnover was not large, and the lint was once unsalable, which seriously restricted the processing capacity of the cotton mill.

After processing new products in Shandong Jining area, the processing volume of the new flower dropped by 80% compared with the same period last year.

3.

In recent years, textile enterprises are also constantly shuffling. The price of imported lint is far lower than that of the state. The export trade situation is not good. The replacement of cotton by new technology is constantly increasing. The manufacturers are hard to accept the domestic high priced cotton, and the stock of the national storage cotton is large, and the lint supply should be sufficient.

Many bad factors dragged down the price of the lint after the listing this year.

Since the acquisition of a large textile enterprise in Shandong, the price of 3128B has been reduced to a current level of 13000 yuan / ton from the short-run of 14000 yuan / ton, and the purchase standard is strict, and the price of the quotation is 100-200 yuan / ton less than the actual paction price.

4. Oil and cotton processing plant:

Affected by the upstream and downstream factors, the cottonseed processing industry has also experienced a winter test this year. The highest operating rate in Shandong is less than 30%, and the processing is difficult to sustain. Many factories started processing intermittently, and the processing capacity was much lower than that of the same period last year.

Its constraints are as follows: first, cottonseed raw materials are high.

Because the lint market is weak, seed cotton prices are hard to cut, cotton seed processing is obviously insufficient, and the price is high.

The purchase price of cottonseed in Shandong is in line with the quality of 1.15-1.18 yuan / Jin.

Second, the downstream cotton by-products are vulnerable, and the demand is not good. Cottonseed oil and cottonseed meal are removed from their own factors. The trend of soybean meal and soybean oil market has a great impact on them.

This year's worst performance of cottonseed oil has dropped from the initial 5500-5700 yuan / ton line at the beginning of the listing. At present, some manufacturers have low prices to 4850-4950 yuan / ton line, and shipments are difficult. Cotton lint is also showing general environmental problems, and the cotton lint market has been in a depressed state. Although it has been slightly warmer, it still lingers in the 2950-3100 yuan / ton line.

Cottonseed meal and cotton hull are relatively good, but the market adjustment is relatively large.

Affected by this, all parts of Shandong's oil and cotton processing are in a state of deficit, with a deficit of 50-100 yuan / ton.

Many manufacturers are unable to bear this year. In the current year, or after watching it, or early work stoppage or intermittent start up, part of the manufacturers according to the future situation of seed cotton resources and

Analysis has been planned to abandon processing and pfer other products.

To sum up, new problems are emerging in the new normal, and cotton market people in the cotton market for many years are experiencing unprecedented challenges.

How to face the complex situation in the future and how to stick to it? At present, the manufacturers that insist on normal operation are using their practical actions to show people the strength and perseverance of cotton city people.

"Phoenix's nirvana, rebirth of bath fire" has become the most appropriate portrayal of cotton city's future road.