市场监管部门还紧盯企业需求，畅通监管服务，助力产业高质量发展。比如，为棉纺企业提供自用棉公 证检验服务，为专业监管仓库开展免费校准核验，节约成本4950万元，并依托棉花智慧监管平台帮助企 业挽回经济损失252万元，为棉农挽回经济损失88万元。暖心举措让企业获得感更足，棉农满意度更 高。 市场监管总局指导地方市场监管部门推动新疆棉花产业在引领质量提升和农民增收方面取得新成效。比 如，质量追溯体系追溯精准率提升至99.89%，保证质量补贴精准兑付，有力推动惠农政策落地见效， 棉花质量创历史新高。 市场监管部门还通过"三位一体"监管护航棉业发展。创新构建"法治+信用+智慧"三位一体监管体系，有 力保障棉花收购加工秩序；法治监管"亮剑"，开展"监管护棉"行动，查处棉花质量违法案件61起，切实 保障加工秩序平稳运行；信用监管"画像"，完成企业信用分级，评定A级企业610家、Ｂ级企业137家； 智慧监管"预警"，依托数据平台实时监控，提前化解质量风险。 中国青年报客户端北京1月23日电（中青报·中青网记者 魏婉）记者今天从市场监管总局获悉，2025年 度，新疆优质棉占比再次攀升，达到72.25%，比上年增长7.64%，创 ...

市场监管总局：新疆棉花质量水平再创新高 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 三是强基线：优化营商环境赋能发展。紧盯企业需求，畅通监管服务，助力产业高质量发展。为棉纺企 业提供自用棉公证检验服务，为专业监管仓库开展免费校准核验，节约成本4950万元。依托棉花智慧监 管平台帮助企业挽回经济损失252万元，为棉农挽回经济损失88万元。暖心举措让企业获得感更足，棉 农满意度更高。(完) 来源：中国新闻网 编辑：张澍楠 中新网北京1月23日电 (记者 刘亮)市场监管总局23日公布，2025年度，新疆优质棉占比再次攀升，达到 72.25%，比上年增长7.64%，创下历史最高水平。市场监管总局指导地方市场监管部门推动新疆棉花产 业在引领质量提升和农民增收方面取得新成效。 一是攀高线：质量引领实现"三大跃升"。质量追溯体系追溯精准率提升至99.89%，保证质量补贴精准兑 付，有力推动惠农政策落地见效，棉花质量创历史新高。兵地市 ...

Group 1: Sugar Market Overview - Raw sugar prices are approaching the lower end of the range this week, with 519 sugar factories in operation as of January 15, 2025/26 crushing season, processing 17,637.4 million tons of sugarcane, an increase of 2,798 million tons or 18.85% year-on-year. Sugar production reached 1,588.5 million tons, up 282.5 million tons or 21.63% from the previous year, with a sugar production rate of 9.01%, higher than 8.80% last year [2][9] - Domestic spot prices are reported at 5,320 to 5,380 CNY/ton for Guangxi Sugar Group and 5,190 to 5,230 CNY/ton for Yunnan Sugar Group. Estimated import prices are 4,000 to 4,040 CNY/ton for quota imports and 5,060 to 5,120 CNY/ton for non-quota imports [2][9] Group 2: Global Sugar Production Insights - In India, as of January 15, sugar production has increased by over 21% year-on-year, with the Indian Sugar Mills Association projecting a total production of 35 million tons for the current season, of which 3.5 million tons will be used for ethanol production, leaving an ending stock of 7.5 million tons, slightly above previous estimates [3][10] - Thailand has experienced a decline in sugarcane crushing, sugar production rate, and sugar output due to earlier rainfall, but recovery is expected as production progresses. The increase in production expectations in the Northern Hemisphere is likely to exert downward pressure on prices, although significant price drops are not anticipated in the short term, with prices expected to remain volatile [3][10] Group 3: Domestic Market Dynamics - With the Spring Festival approaching in one month, current spot transactions are expected to continue for 1-2 weeks before slowing down, as production in sugar-producing regions continues and inventory accumulates. Recent rumors regarding imports have created market divergence, and while the recent bullish trend has cooled, prices are expected to remain under pressure due to ongoing inventory accumulation [4][10] Group 4: Cotton Market Overview - The USDA's January report has reduced global cotton production forecasts, particularly for the US and India, while increasing expectations for China. Current cotton inspection volumes are approximately 7 million tons [4][11] - Demand from downstream textile enterprises has slightly decreased, with textile and apparel exports in December showing a year-on-year decline of around 10% [4][12] Group 5: International Cotton Market Insights - The macroeconomic environment remains volatile, with limited upward drivers despite some improvement in fundamentals. The Federal Reserve is expected to maintain interest rates in January, with a 95% probability of no rate cuts, and the US dollar index has rebounded above 99 [5][13] - The USDA's January report indicates a reduction in the 2025/26 US cotton production forecast by 76,000 tons to 3.031 million tons, a year-on-year decrease of 3.4%. The adjusted cotton stock-to-use ratio is approximately 30.6%, indicating a slight easing of supply-demand conditions [5][13] Group 6: Domestic Cotton Market Dynamics - Recent fluctuations in Zheng cotton prices have narrowed, with market focus shifting back to the profitability and operational status of downstream textile enterprises. The operating rate of textile enterprises has shown a decline, and inventory levels vary significantly among different-sized enterprises [6][14] - As the Spring Festival approaches, large textile enterprises have sufficient reserves, while those with lower inventory levels may cease operations once their stocks are depleted. If cotton prices decline, there is strong support for price stabilization from textile enterprises [6][14]

Core Viewpoint - The cotton futures market is experiencing a strong rally, with the main contract in Zhengzhou breaking through key resistance levels, showing a nearly 1,000 yuan per ton increase since December, significantly outperforming U.S. cotton and becoming a focal point in the commodity market [2] Group 1: Market Dynamics - The recent price increase in Zheng cotton is driven by strong expectations of reduced cotton production in the new year, which has been gradually confirmed by recent developments [2] - The Xinjiang Cotton Association indicated that the cotton planting area in Xinjiang may face structural reductions in 2026, which is expected to influence the domestic cotton supply landscape long-term [2] - The current supply-demand balance in the cotton market is tight, with a notable decrease in import ratios and low carryover stocks, maintaining a robust long-term fundamental outlook [3] Group 2: Demand Factors - The resilience of demand in the cotton market is a significant driver of the current price trend, supported by retail sales data and operational rates of midstream textile enterprises [3] - In November, retail sales of clothing, shoes, hats, and textiles reached 154.2 billion yuan, reflecting a year-on-year increase of 3.5%, indicating stable demand in the cotton textile industry [3] Group 3: Price Pressures and Market Sentiment - The market is characterized by a coexistence of strong expectations and weak realities, with rising cotton prices exceeding processing costs for ginning factories, leading to some hedging pressure [4] - The seasonal off-peak period is affecting downstream cotton yarn prices, which are struggling to keep pace with rising cotton prices, potentially impacting profit margins for yarn manufacturers [4] - The price disparity between Zheng cotton and U.S. cotton is widening, with U.S. cotton prices remaining stagnant due to a lack of sufficient drivers, although there are concerns about indirect impacts from imported cotton yarn on domestic consumption [4] Group 4: Future Outlook - The cotton import volume remains at historical lows, with a 67.5% year-on-year decrease expected for the 2024/2025 season, which is unlikely to alter the domestic supply structure significantly [5] - Short-term cotton futures are expected to maintain a strong oscillating trend, driven by a combination of strong expectations and realities, reducing the likelihood of a shift to bearish sentiment [5] - The cotton subsidy policy is increasingly favoring high-quality cotton, with expectations for adjustments in the target price subsidy policy in 2026, which could further support cotton prices [5] - Overall, short-term market optimism is likely to persist, with medium to long-term projections indicating potential upward price movement supported by supply reduction expectations and resilient demand [5]

（文章来源：新华财经） 张家港保税区纺织原料市场24日发布的数据显示，截至2025年12月22日，张家港保税区棉花总库存3.41 万吨，较去年同比减少0.39%。其中保税棉库存3.20万吨，同比减少0.40%；非保税棉库存0.21万吨，同 比减少0.23%。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 白糖： 消息方面，2025/26榨季截至12月20日，泰国累计甘蔗入榨量为781.22万吨，较去年同期的917.97万吨减 少136.75万吨，降幅14.9%；甘蔗含糖分11.36%，较去年同期的11.48%减少0.12%；产糖率为8.183%， 较去年同期的8.121%减少0.062%；产糖量为63.93万吨，较去年同期的74.55万吨减少10.62万吨，降幅 14.25%。现货报价方面，广西制糖集团报价区间为5250~5370元/吨，持平；云南制糖集团报价 5120~5230元/吨，个别下调10元/吨；加工糖厂主流报价区间为5670~5900元/吨，少数上调20元/吨。原 糖方面，泰国进入生产季，未来可继续关注生产进度。国内现货市场止跌企稳，市场情绪回暖，成交温 和回升。盘面也伴随现货市场小幅反弹，本轮下跌暂时止住，预计未来窄幅震荡，静待新的指引。 棉花： 周一，ICE美棉下跌0.22%，报收63.61美分/磅，CF601环比上涨0.61%，报收14070元/吨，主力合约持仓 环比增加23519手至78.5万手。国际市场方面，宏观层面仍有扰 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 消息方面，巴西12月前两周出口糖和糖蜜160.08万吨，较去年同期的116.29万吨增加43.79万吨，增幅 37.65%；日均出口量为16.01万吨。2024年12月，巴西糖出口量为283.37万吨，日均出口量为13.49万 吨。现货报价方面，广西新糖报价5310~5410元/吨，下调20~30元/吨；云南制糖集团新糖报价 5180~5300元/吨，下调20~30元/吨；加工糖厂主流报价区间为5670~5900元/吨，部分下调30~40元/吨。 原糖方面，并无新驱动，北半球两大主产国正常生产，印度暂时并无新增出口施压糖价，仍以区间行情 对待。国内现货价格继续下调，市场情绪脆弱，盘面大幅下行后产业承压，悲观情绪下，暂无止跌迹 象，仍需时间释放情绪。保持空头思路，但避免低位追空。 白糖： 消息方面，巴西12月前两周出口糖和糖蜜160.08万吨，较去年同期的116.29万吨增加43.79万吨，增幅 37.65%；日均出口量为16.01万吨。2024年12月，巴西糖出口量为283.37万吨，日均出口量为13.49万 吨。现货报价方面，广西新糖报价53 ...

印度政府棉花采购机构CCI估计，到上周末其已采购325.9万包棉花(每包170公斤)。 预计2025/26年度棉花总供应量将从2023/24年度的4015.8万包和2024/25年度3861.1万包下降到3776.5万 包。与此相反，预计总需求将降至3370万包，低于前2个年度的3541.1万包和3406.1万包，反映出棉厂产 量下降和出口前景疲软。 （来源：锦桥纺织网） 来源：锦桥纺织网 12月16日(周二)，印度棉花公司(CCI)以最低支持价格(MSP)大举采购棉花，这正导致棉厂面临优质棉花 供应趋紧问题，尽管该国2025/26年度棉花产量、需求、期末库存都在下降。 由于CCI以更高的MSP价格大举采购，印度国内防止业正面临低品质棉花供应过剩的局面，因种植户将 高品质棉花销售给CCI。 业内人士称，CCI已从特伦甘纳邦采购145万包，占总采购量的近一半。CCI还从印度北部购买27万包， 自马哈拉施特拉邦购买59.1万包，自中央邦购买18.3万包，自卡纳塔克邦采购36.3万包，自奥里萨邦购 买44000包，自古吉拉特邦采购19.7万包，自安得拉邦采购16.1万包。 贸易商表示，截至11月底，约有700万包籽 ...

（文章来源：新华财经） 中储棉花信息中心最新报告显示，据国家棉花市场监测系统对全国14个省（市、自治区）74家纺织企业 的调查显示，截至2025年12月初，被调查企业棉花平均库存使用天数约为38.7天（含到港进口棉数 量），环比减少0.1天，同比增加3.7天，比近五年（即2019-2024年，扣除2020年，下同）同期平均水平 增加8.2天。测算全国棉花工业库存约84.8万吨，环比减少0.2%，同比增加10.6%，比近五年同期平均水 平增加31.6%。全国主要省份棉花工业库存状况不一，新疆、河北、福建、浙江省棉花工业库存折天数 相对较高。 ...

Sugar Market - Brazil exported 817,500 tons of sugar in the first week of December, with a daily average export of 163,500 tons, representing a 21% increase compared to the daily average of 134,900 tons in December of the previous year [2][6] - The total export volume for December of the previous year was 2,833,700 tons [2][6] - Current spot prices for sugar in Guangxi range from 5,390 to 5,490 CNY/ton, while in Yunnan, prices are between 5,320 and 5,360 CNY/ton, indicating stability in the production areas [2][6] - Mainstream processing sugar prices are between 5,700 and 5,900 CNY/ton, with some prices down by 30 CNY/ton [2][6] - Raw sugar prices fell to a short-term low due to concerns over oversupply, while domestic spot prices show signs of stabilizing, with the market currently in a state of fluctuation [2][6] Cotton Market - ICE cotton rose by 0.3% to close at 63.87 cents per pound, while CF601 increased by 0.04% to 13,740 CNY/ton [3][7] - The main contract positions decreased by 11,985 contracts to 477,100 contracts, and the cotton 3128B spot price index was 14,570 CNY/ton, down 10 CNY/ton from the previous day [3][7] - The upcoming Federal Reserve meeting in December is expected to result in a 25 basis point rate cut, with attention on officials' comments regarding future rate paths [3][7] - Domestic cotton prices have been fluctuating, and recent data indicates that November's monthly consumption remained relatively high, although the second half of November saw lower consumption compared to the first half, indicating a weakening upward drive for cotton prices [3][7] - The market outlook suggests a mixed scenario with various influencing factors, and while short-term trends may remain volatile, there is potential for a shift in supply-demand dynamics that could strengthen fundamental support for cotton prices in the medium to long term [3][7]