China cotton net news: since late november 2025, the cotton futures of the zhengzhou commodity exchange have been rocking upwards, especially during the past weekend, when market sentiment rose significantly, and zheng's main contract rose to $14700 per ton, a new high this year. As a result of this boost, cotton enterprises in xinjiang quickly adjusted their sales strategies and generally increased their spot sales offers. However, in the last two days, as the futures market stopped and went into a convulsion phase, cotton companies returned to rationality, dominated by “stable sales”, with some price quotations in return of $100-200/ton。
According to market patterns, the current market prices of cotton of the mainstream class in xinjiang are as follows (publicized xinjiang prices, including the cost of chartering): 3129/30 (us$ 15600-15800/t); 3129/29 (us$ 15400-1500/t); and 4128/28/29 (us$ 15200-1500/t). In the rapid roll-up that began last friday, a number of cotton companies caught up with less pressure on prior-period stocks, and the sales rhythm was properly controlled. Instead, they caught up with the window period to achieve a substantial deal. Currently, most enterprises maintain a robust sales tempo, with little overall operating pressure。
According to analysts, the current market for cotton in xinjiang is robust and is supported by several factors:
One is that seed cotton is being sold and cotton is being sold faster than in previous years. This year, seed cotton deliveries in the xinjiang region were significantly higher than during the same period in history, and the pace of cotton processing and sales accelerated simultaneously. On the one hand, thanks to the generally favourable weather conditions and the improved quality of cotton; on the other hand, cotton companies are more optimistic about the post-market outlook and are proactive in accelerating turnover and targeting profits. Most enterprises have now achieved significant profits and are more willing to sell than to sell, creating a virtuous circle。
Second is the expected increase in the structural compression of cultivated areas. In recent days, the xinjiang cotton association has published an authoritative article stating that in 2026, the area under cotton cultivation in xinjiang will be subject to “structural compression” — that is, a modest reduction in the area under effective and marginal cotton cultivation, while safeguarding high-quality cotton production capacity, and promoting the concentration of resources in high-yielding areas. At the same time, cotton cultivation in the interior provinces continued to shrink, and the country's overall cotton supply became more balanced, providing solid support for medium- and long-term cotton prices。
Third, as the new year of the agricultural calendar approaches, stocks of raw materials in downstream textile enterprises are generally low. In order to ensure continuity of production during festivals and the delivery of post-mortem orders, a number of textile factories have already started pre-mortem recharge operations. While the current recovery in end-use consumption is still moderate, demand for cotton markets has been boosted by the need to purchase additional speculative goods。
Taken together, the current supply and demand relationship in the cotton market in xinjiang is relatively healthy, cotton sales are smooth, stock pressure is manageable, policy convergence and fundamentals are better combined, and short-term cotton prices are stronger. However, the market also needs to be wary of the short-term volatility risks associated with high futures backsliding, as well as uncertainties such as the effective delivery of post-saving textile demand。
