Seed Cotton Rush To Harvest And Reproduce Southern Xinjiang Into "Price Vane"
Over the past week, Xinjiang's seed cotton purchase market has seen "ups and downs", especially in late October, in the southern Kashi and Akesu, the machine picked cotton began to enter the market in large numbers, and again pulled up the two rise in the purchase price of machine picked cotton and hand picked cotton in North and South China.
As of November 6th, the purchase price of seed picking cotton in 40 parts of cotton growing area in the southern part of Xinjiang reached 5.60-5.80 yuan / kg, while the selling price of seed picking cotton rose to 6.20-6.30 yuan / kg in Bachu, Sha ya, Kuche and other places. The purchase price of hand picked cotton was once adjusted to 6.10 yuan / kg in late October. The purchase price of 38-39% seed harvester in 38-39%, Kuitun and Changji in Northern Xinjiang was raised to 5.30-5.40 yuan / kg. It is obvious that the "limelight" of Xinjiang's seed cotton purchase in 2019/20 was seized by the machine picked cotton and hand picked cotton in the southern Xinjiang.
Why is this year's leader in the acquisition of market for machine picked cotton in southern Xinjiang? 一些贸易商、轧花厂分析认为:一是2019/20年度南疆机采棉区天气比较给力,籽棉颜色级、品质指标较上年度大幅提升,而北疆几大产棉区则正好相反,不仅单产下滑,而且公检指标不太理想;二是2017年以来南疆机采棉种植面积持续大幅增长,库尔勒、喀什大部分棉区机采棉占比超过50%,籽棉收购期间手采棉、机采棉相互重叠、相互竞争(很多轧花厂“通收”),比北疆收购“看点多,热闹多,激烈多”;三是相较北疆棉企,南疆轧花厂采用发行、信用社及其它商业银行贷款收购占比高,资金充足,“钱等棉”的现象比较普遍,因此竞相提价抢收高品质籽棉是每年的“必修课”;四是截止目前疆内2019/20年度“纺棉”询价、成交起色不大,轧花厂、贸易商高品级、高指标、高升水的机采棉都以套保避险为主;而9/10月份南疆絮棉(马值5.0以上)成交比较活跃,自然成 "Weathervane" for the acquisition of cotton spot and seed cotton.
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