中储棉信息中心：2025年中国棉花实播面积同比增加6.3%

Core Insights - The national cotton planting area in China is projected to reach 45.803 million acres in 2025, an increase of 2.707 million acres or 6.3% year-on-year [1][4] Regional Analysis - The northwest inland cotton planting area is expected to be 41.225 million acres, with a year-on-year increase of 3.093 million acres or 8.1%. Xinjiang's cotton planting area is projected at 41.02 million acres, up by 3.103 million acres or 8.2% [1][4] - The inland cotton planting area is expected to decrease to 4.453 million acres, a reduction of 368,000 acres or 7.6% year-on-year. The Yellow River basin's cotton planting area is projected at 2.691 million acres, down by 215,000 acres or 7.4% [2][4] - The Yangtze River basin's cotton planting area is expected to be 1.762 million acres, a decrease of 153,000 acres or 8.0% year-on-year [2][4] Factors Influencing Cotton Planting Area - The stability of cotton planting income in Xinjiang, supported by government price subsidy policies, has encouraged farmers to increase cotton cultivation. The current subsidy policy is in its final year, maintaining strong motivation for cotton expansion [3] - In contrast, the inland cotton planting area continues to decline, with various provinces experiencing significant reductions. For instance, Henan's planting area decreased by 34.0%, while other provinces like Tianjin and Hebei saw reductions of 13.4% and 11.6%, respectively [2][4] - Adverse weather conditions, such as continuous rainfall during the planting season in the Yangtze River region, have negatively impacted mechanized sowing, contributing to the decrease in planting area [3]