The cotton that first had "natural disasters and man-made disasters" rose sharply, and the glue that had "half-month rises of a thousand yuan" opened the road of follow-up. Next, escort the "G20" shut down polyester factory, "anti-dumping" storm acrylic fiber layout The trend does not stop, and the downstream is still the kind of "smooth and calm" appearance, the profit of the textile enterprises sandwiched in the middle is further squeezed. As a strategic reserve, cotton has a pivotal position.

As cotton has repeatedly fallen in price some time ago, cotton farmers have expressed that their willingness to plant again is not great, and the planting area is also shrinking sharply. Imagine if one day cotton fell and fell again, it fell to the point of no cultivation, whether it is domestic. Is textile really a blessing?

According to cotton textile mills in Henan, Shandong, Hubei, Jiangsu and other places, cotton prices at home and abroad have risen sharply since mid-June, and cotton yarn and grey cloth prices have to be raised significantly, although downstream weaving, clothing, and foreign trade companies strongly resist And the digestion capacity is weak, but in order to pass on the cost and risk of raw materials, the hard rise has become a helpless move for cotton mills.

The high-pressure situation of cotton continues, and the downstream of the pressure is a bit suffocating. The prices of pure cotton yarn and polyester-cotton yarn of various textile enterprises have to be increased. Although the grey cloth and fabric factory will be very resistant when talking, the market is so, use and not. Yarn prices are all there, so in the past few days, downstream weaving factories, fabric factories, etc., even if the sales market is not good, they have been unable to support the current situation of rising costs, and have sent notices to customers.

The performance of the cotton futures market last week was really exciting. On July 13th, Zheng Cotton's main contract CF1701 broke through the 16,000 yuan/ton mark. The pace of ICE cotton followed Zheng cotton and reserve cotton auction price rose sharply. July 8- On the 13th, the December contract rose by 10.33 cents/lb in the four trading days, an increase of 16.03%. The model of resonance in the domestic and foreign markets started. The fundamentals provide strong support for the market. Although the speculation has cooled down, cotton The textile enterprises still in the low position still have just needed, and the next high price of the national reserve cotton is high.

At present, the fluctuation of cotton has begun to be transmitted downstream, and yarns, grey fabrics, etc. have been raised. Although the overall increase is not as good as cotton, the downstream guidance is still rampant, but the country’s macro-control is still a “all-known” secret hand. Naturally, cotton farmers will not give up cotton, so pulling up is the most effective means in addition to subsidies. The country is satisfied with how much it has risen. This is not something that Xiaobian can understand, but the determination of the country to increase cotton is obvious to all. The country's "hunger marketing" means will inevitably "starve to death" a part of the excess capacity, but if "hungry", I am afraid that it will be more difficult to repair in the future.