Since June, Zheng cotton main CF2109 contract continues to be consolidated at 15,000-15400 intervals, and the rebound momentum is gradually micro. At present, the disk is approaching 15,000 yuan / ton, and it does not rule out the possibility of breaking 14,700 yuan / ton or even 14500 yuan / ton. Some set of cotton processing enterprises, traders have recently been more active, and the number of cotton resources, the quantity of cotton resources, sales, hanging orders, one price, etc., which are in the last week price, which should be significantly better than a price. , Fundamental quote.
Recently, the price of the lower yarn fabric has gradually stabilized and has a certain amount of insoluble autumn and winter orders. Foreign trade has been postponed, and the orders that are suspended are slowly started. Sustainable precipitation in some parts of Xinjiang has caused cotton sowing period, but no impact on Zheng cotton disk. The following points are the following:
The first is the new crown of new crown in Europe, India, and the recovery impact on global economy, trade, exchange, transportation, etc. According to reports, not only the European countries have once again implemented strict epidemic prevention and control and even the city, Brazil, India, etc.
Second, since the end of February, domestic cotton textile enterprises have not only replenished raw material stocks, but also have a curative phenomenon in cotton yarn, gray fabrics, and fabrics. Especially the price of cotton yarn is profitable, but there is nothing, but 1500-2000 yuan / ton callback is clearly not synchronized with the cotton period, so that the Lishang is not in place, and the bottom is premature;
Third, although the financial policy will not be comprehensive, the central bank tends to be more robust, and the direction of guidance operations through industry policies in different commodities is getting clarified. At the fifty meeting held by the Financial Stabilization Committee of the State Council, "It is necessary to maintain the price of the price, especially the trend of commodity prices";, considering the current inflation, but the central bank continues Carry out reverse repurchase, tightening liquidity; other banks have reached the second gear of Puhui financial orientation, further down-regulating the number of households, and the release medium is relatively limited.




