棉系数据日报-20250814

Group 1: Report Overview - The report is a cotton data daily report dated August 14, 2025, provided by ITG Guomao Futures [2][3] Group 2: Market Data Domestic Cotton Futures - CF01 increased from 13,980 to 14,130, a rise of 150 or 1.07% - CF09 rose from 13,735 to 13,830, an increase of 95 or 0.69% - CF09 - 01 decreased from -245 to -300, a drop of 55 [3] Domestic Cotton Spot - Xinjiang cotton price increased from 15,052 to 15,057, a rise of 5 or 0.03% - Henan cotton price rose from 15,219 to 15,233, an increase of 14 or 0.09% - Shandong cotton price increased from 15,159 to 15,170, a rise of 11 or 0.07% - Xinjiang - main continuous basis decreased from 1,072 to 927, a drop of 145 [3] Domestic Cotton Yarn Futures - CY increased from 20,015 to 20,195, a rise of 180 or 0.90% [3] Domestic Cotton Yarn Spot - C32S price index rose from 20,620 to 20,670, an increase of 50 or 0.24% [3] US Cotton Spot - CT (USD/lb) remained unchanged at 68 - The arrival price increased from 76.40 to 78.10, a rise of 1.7 or 2.23% - 1% quota delivery price increased from 13,463 to 13,758, a rise of 295 or 2.19% - Sliding - duty delivery price increased from 14,264 to 14,456, a rise of 192 or 1.35% [3] Spread Data - Yarn - cotton spread (futures) increased from 6,035 to 6,065, a rise of 30 - Yarn - cotton spread (现货) decreased from 801 to 698, a drop of 103 - Domestic - foreign spread (现货) decreased from 1,696 to 1,412, a drop of 284 [3] Group 3: Market Outlook - In the expectation of a new - crop bumper harvest and the reality of old - crop inventory shortage, the pattern of near - term strength and long - term weakness is prominent - From late July to early August is a window period for multiple policies and industry events. The content of domestic policy meetings, the progress of Sino - US trade negotiations, the realization of a new - cotton bumper harvest, the issuance of import sliding - duty quotas and the issuance volume have an impact on the Zhengzhou cotton market [3]