Cotton industry chain survey: upstream temporary food and clothing textile enterprises are under attack
the domestic textile and clothing export situation is poor, and the foreign cotton price is far lower than the domestic price. Despite the national reserve, what is the situation in Xinjiang cotton region, which accounts for half of China's total cotton output? As the cotton fields in Xinjiang have been basically harvested recently, I took this opportunity to visit local cotton farmers, cotton and hemp companies, textile enterprises and research institutions to explore the cold and warm of the industrial chain and the future trend
cotton farmers benefit from the reserve country
in the oasis on the southern edge of the Gurbantunggut Desert, endless cotton fields can be seen everywhere. This year, cotton farmer Lao Deng planted 70 mu of cotton, with a yield of about 330 kg per mu. Deng made a rough estimate. The average price of cotton is 7 yuan/kg, and the cost per mu is about 2000 yuan. This year, it will earn more than 20000 yuan. Such income is not high. Talking about his plans for next year, Lao Deng also plans to continue planting cotton. He said that the price of cotton is relatively stable and the income is guaranteed. However, his land has been planting cotton for more than 10 years, with serious diseases and insect pests, which requires rotation. In the past two years, the main import is high-end wet diaphragm. He frees up part of the land to grow feed corn and wheat to maintain the land
according to the survey and calculation of the development and Reform Commission of the autonomous region, in 2012, the cotton planting area in Xinjiang reached 24.7 million mu, and the cotton output is expected to exceed 3.2 million tons, a slight increase year-on-year, which is expected to account for half of the total domestic cotton output
as the largest cotton region in China, there are many cotton farmers living in this vast land like Lao Deng. In recent years, they have been choosing to plant cotton rather than other crops, that is, they are interested in the relatively stable price of cotton, and they have mastered the cotton cultivation technology. Perhaps, they don't know that the relative stability of cotton prices in recent years is caused by the national policy of temporary purchase and storage of cotton
every autumn is the busiest time for Xinjiang ginning mills and cotton and hemp companies. In order to ensure the quality of cotton, ginning plants and cotton and hemp companies are paying close attention to production, purchasing and processing cotton as soon as possible before frost and snow. On the 6th, he entered Xinjiang Xinsai Cotton Industry Co., Ltd., a medium-sized cotton acquisition enterprise in Urumqi. As a subsidiary of Xinsai Co., Ltd. (600540), this company acquired eight ginning enterprises in Northern Xinjiang in 2007, and its holding company acquired five more ginning plants this summer. Asked about the reasons, the company said that it was optimistic about the cotton market and believed that the National Reserve had a significant bottom supporting effect. According to the company's analysis, as the per mu yield of cotton in the mainland is lower than that in Xinjiang, the per mu benefit is lower than that in Xinjiang. In the next few years, the cotton planting area in the mainland will gradually decrease, and the cotton planting area in Xinjiang will gradually stabilize. With the support of the national reserve policy, there is a certain profit space for cotton production in Xinjiang. The company said that before the listing of new cotton this year, the company had formulated the business tone of "fast acquisition, fast processing and fast delivery and storage". So far, 12000 tons of national reserve cotton contracts have been auctioned and will continue to be auctioned. The company said that if the cotton purchased by the company can be successfully delivered and stored, the company will be profitable this year
however, it is understood that in Aksu, an important cotton region in southern Xinjiang, some small ginners have stopped buying cotton or even stopped production. These factory owners believe that the price of 20400 yuan/ton of national storage cotton is tempting, but they are not sure to store all the cotton. In addition, the downstream textile industry is depressed, and they are not willing to purchase cotton
because the international cotton price is lower than that at home, the cotton yarn markets in Jiangsu, Zhejiang and Guangdong prefer to purchase cotton yarn from India, Pakistan and Indonesia
textile enterprises are under attack.
in order to derive the industrial chain, in recent years, Xinjiang has attracted a large number of mainland textile enterprises to settle in Xinjiang through investment attraction, forming two textile industrial cities, Shihezi and Aksu. A senior executive of a textile enterprise settled in Xinjiang told in a calm tone that before 2010, October was the traditional peak season of the textile industry, and the phenomenon of textile enterprises working overtime to catch up with orders could be seen everywhere. Christmas requires a large number of cloth dolls, clothes, socks and other goods exported from China. Generally, these manufacturers place orders for textile enterprises every September, but there is little news this year. "Many small textile enterprises in the mainland can't support it. The market will not improve in 2012. As for 2013, it's not easy to say now."
according to the latest data, due to the continued downturn in the international market, China's textile and clothing exports totaled US $192.6 billion from January to September, with a year-on-year increase of only 1.04%
as an intermediate link, the upstream of textile enterprises is cotton, and the downstream is clothing, cloth toys, shoes and hats enterprises. With high cotton prices in the upper reaches and light exports in the lower reaches, these textile enterprises are vulnerable. In the unprofitable reality, some enterprises have limited production. Fiberhome welding machine
in the face of peer production restrictions, an executive of a medium-sized textile enterprise in Xinjiang told that the company currently produces at full capacity to reduce unit costs, and then appropriately reduce product prices to attract customers. The samples of tensile and zigzag tests can be cut from any two reinforcing bars in each batch of materials. The executive said that the company also tries its best to stick to it in order to overcome the difficulties. If the production is limited to deal with the market downturn, it means that the company's production scale will gradually shrink, the unit energy consumption will increase, the cost will rise, and it will lose competitiveness even more. The executive admitted that the reason why the company was able to adhere to it was because it was warming up with upstream cotton and hemp companies and downstream garment factories. Cotton and hemp companies that have worked together for many years sold cotton to the company at a relatively low price this year, and "repaid" the company's "righteous act" of purchasing cotton from this cotton and hemp company at a more reasonable price when cotton prices were low and difficult to sell in previous years. However, the garment factory that has long cooperated with the company has not "fallen into trouble" this year, but understands the difficulties of the company and purchases the company's cotton yarn basically in accordance with the quantity in previous years
the expert industry needs to be upgraded
from cotton planting and lint production to spinning, printing and dyeing, and selling cotton yarn, a cotton industry chain has long been formed in Xinjiang, the country's largest cotton production base. However, there is a great contrast between the "temporary food and clothing" in the upstream and the "miserable weather" in the downstream, which is unlikely to continue
an expert from the cotton research center of Shihezi University analyzed that the acquisition of the State Reserve will also provide support for the cotton market price in the short term, but with the continuous increase of the collection and storage volume, the pressure of dumping storage will also increase in the future. Judging from the market situation this year, the supply of cotton market at home and abroad exceeds the demand. It is estimated that the global excess supply and demand of cotton will exceed 1million tons, and the ending inventory will exceed 15million tons, a record high; The excess supply and demand of domestic cotton (including imported cotton) will exceed 900000 tons, and the ending inventory will reach 7million tons. It is expected that the domestic reserve cotton will reach more than 6million tons after the end of collection and storage, which will suppress the domestic cotton price in 2012. "The market is difficult to digest the inventory of these two years in the short term, and cotton prices will face great pressure next year. The vertical spring change fatigue testing machine produced by Shandong Sida High Tech Co., Ltd. of cotton is mainly used to test the fatigue life of various springs, elastomers, elastic components and other parts, and the market is likely to enter a long downturn."
the above experts suggested that the cotton industry should focus on dredging as Dayu did in flood control. At present, the upstream life is easy, and the downstream life is difficult, which is not conducive to the healthy development of the industry, and the upstream and downstream need to be linked. In terms of cotton planting, cotton farmers should focus on long-term interests and try to unify varieties to ensure the quality of cotton. It advocates the transformation of Xinjiang cotton production from a small-scale farmer business model to a highly commercialized cotton company business model. On the basis of adhering to the household contract economy (2) pulling the cold bend support to the two equally spaced camps, farmers will be gradually promoted to "agricultural production workshops" and "basic trading units" that carry out professional production and independent accounting in pursuit of profits under the company system. At the same time, it is suggested to vigorously develop machine picked cotton on the basis of increasing investment in the research and development of machine picked cotton varieties and accelerating the formulation of national standards for machine picked cotton, so as to reduce cotton costs and improve the competitiveness of national cotton
in the links of ginning plants and cotton and hemp companies, it is suggested that the state should include cotton pickers in the subsidy of agricultural machinery, and also include foreign fiber cleaning machines and other machinery required for cotton picking by processors. In the past two years, ginning mills and cotton and hemp companies have achieved relatively good performance. They need to be prepared for danger in times of peace, strengthen technological transformation, reduce costs, and effectively improve the quality of national cotton
in the textile sector, on the basis of the "high price collection and high price disposal" of Guochu cotton, upstream cotton farmers, ginners and cotton hemp companies can no longer be separated from the needs of textile enterprises and tend to plant and purchase cotton with high clothing percentage, but should expand the area of cotton with low clothing percentage. Only cotton with low clothing percentage can spin high count yarn with high added value and ensure the subsequent clothing quality, so as to improve the competitiveness of clothing in the international market
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