全球棉花市場前景及投資研究報告-培訓(xùn)課件外文版2024.5

INDUSTRIES

&

MARKETSCottonCHAPTER

01GlobalGlobalcottonproductionvolumefrom1990/1991to2023/2024(in1,000bales)*Globalcottonproduction1990/91-2023/24140,000127,610123,944120,366123,960118,582123,013120,577120,061111,301119,073118,292115,659117,630116,333120,000100,00080,00060,00040,00020,0000114,115108,300103,359106,67996,16293,90389,11187,1653Description:Thisstatisticshowsthetotalamountofcottonproducedworldwidefrom1990/91to2022/23,withaforecastfor2023/24.In2022/23,cottonproductionworldwideamountedtosome118.29million480-poundbales.

ReadmoreNote(s):Worldwide;1990/91to2023/24;MarketingyearfromAugust1toJuly31;*Measuredin480-poundbales.**ProjectionasofAugust2023.ReadmoreSource(s):NationalCottonCouncil;USDepartmentofAgricultureGlobalcottonsupplyvolumefrom1990to2023(in1,000bales)*Globalsupplyofcotton1990-2023300,000250,000200,000150,000100,00050,00004Description:Thisstatisticshowsthetotalcottonsupplyvolumeworldwidefrom1990to2022,withaforecastfor2023.In2022,cottonsupplyworldwideamountedtosome241.15million480-poundbalesandisforecasttoincreasethefollowingyear.

ReadmoreNote(s):Worldwide;1990to2023;*MarketingyearbeginningAugust1toJuly31;measuredin480-poundbales.**ProjectionasofAugust2023.ReadmoreSource(s):NationalCottonCouncil;USDepartmentofAgricultureGlobalcottonmillusefrom1990to2024(in1,000bales)*Globalcottonmilluse1990-2024140,000120,000100,00080,00060,00040,00020,00005Description:Thisstatisticshowstheworld'stotalcottonmillusefrom1990to2024.In1990,cottonmilluseworldwideamountedtosome85.5million480-poundbales.ReadmoreNote(s):Worldwide;1990to2023;*MarketingyearbeginningAugust1;measuredin480-poundbales.**Estimate.***ProjectionDatapriorto2020havebeentakenfrompreviouspublications.

ReadmoreSource(s):NationalCottonCouncil;USDepartmentofAgricultureLeadingcottonproducingcountriesworldwidein2022/2023(in1,000metrictons)Globalcottonproduction2022/2023,bycountryProductioninthousandmetrictons3,000

4,00001,0002,0005,0006,0007,0008,000ChinaIndia6,6845,661UnitedStatesBrazil3,1503,062AustraliaTurkey1,2631,067PakistanUzbekistanArgentinaMali8497402451606Description:Thisstatisticshowstheworld'sleadingcottonproducingcountriesincropyear2022/2023.Inthatyear,cottonproductioninChinaamountedtoaround6.7millionmetrictons.ReadmoreNote(s):Worldwide;2022/2023Source(s):USDepartmentofAgricultureLeadingcottonexportingcountriesin2022/2023(in1,000metrictons)*Topcottonexportingcountries2022/2023Exportsinthousandmetrictons05001,0001,5002,0002,5003,000UnitedStatesBrazil2,7871,449AustraliaGreece1,350283250218180163163125IndiaBeninTurkeyBurkinaFasoMaliCameroon7Description:TheUnitedStateswastheleadingexporterofcottonworldwidein2022/2023.Inthattimeperiod,theU.S.cottonindustryhadanexportvolumeofabout2.8millionmetrictons.ReadmoreNote(s):Worldwide;2022/2023;*Countrymarketingyear.ReadmoreSource(s):EconomicResearchService;USDepartmentofAgricultureLeadingcottonimportingcountriesin2022/2023(in1,000metrictons)*Topcottonimportingcountries2022/2023Importsinthousandmetrictons02004006008001,0001,2001,4001,600BangladeshVietnamChina1,4811,4041,350PakistanTurkey958914India381IndonesiaThailandMexico3481521528Description:Thisstatisticshowstheworld'sleadingcottonimportingcountriesin2022/23.Duringthatperiod,Vietnamhadimportedapproximately1.4millionmetrictonsofcotton.ReadmoreNote(s):Worldwide;2022/2023;*Countrymarketingyear.ReadmoreSource(s):EconomicResearchService;USDepartmentofAgricultureCHAPTER

02MarketleadersTotalU.S.cottonplantingsandharvestingsfrom2001to2022(in1,000acres)TotalU.S.cottonplantingsandharvestings2001-2022Planted15768.513957.913479.613658.614245.415274Harvested13827.712416.612003.413057200120022003200420052006200720082009201020112012201313802.612731.510489.17568.710827.294719149.510947.214735.412264.4104077533.710698.79460.99321.87544.410Description:ThisstatisticshowsthetotalacresofcottonplantedandharvestedintheUnitedStatesfrom2001to2022.In2022,around13.8and7.4millionacresofcottonwereplantedandharvested,respectively.Theplantedareaofcottonincreased,buttheharvestedareadecreasedin2022fromthepreviousyear.ReadmoreNote(s):UnitedStates;2001to2022Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureCottonproductionintheU.S.from2001to2022(in1,000bales)*U.S.cottonproduction2001-202230,00025,00020,00015,00010,0005,00002001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202211Description:CottonproductionintheUnitedStatesfluctuatessignificantlyfromyeartoyear.In2022,around14.68millionbalesofcottonwereproducedintheUnitedStates,adecreasefromabout17.5millionbalesinthepreviousyear.

ReadmoreNote(s):UnitedStates;2001to2021;*480-poundnetweightbales.Datapriorto2020havebeentakenfrompreviousreports.

ReadmoreSource(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureCottonproductionvalueintheU.S.from2000to2022(in1,000U.S.dollars)CottonproductionvalueintheU.S.2000-20229,000,0008,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,00002000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202212Description:ThisstatisticshowsthetotalvalueofcottonproductionintheU.S.from2000to2022.In2022,thevalueofproductionstoodataround6.45billionU.S.dollars.TheUnitedStateswererankedasthirdleadingcottonproducingcountryworldwidein2021/2022.ReadmoreNote(s):UnitedStates;2000to2022Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureCottonexportsfromtheUnitedStatesfrom1990to2023(in1,000bales)*U.S.cottonexports1990-202320,00018,00016,00014,00012,00010,0008,0006,0004,0002,000013Description:CottonisamajorcropproducedintheUnitedStatesandisalsoamajorexportgoodfortheUnitedStates.In2022,around12.8million480-poundbalesofcottonwereexportedfromtheUnitedStates,whichwasadecreasefromabout14.5millionbalesinthepreviousyear.ReadmoreNote(s):UnitedStates;1990to2023;*MarketingyearbeginningAugust1;measuredin480-poundbales.**ProjectionasofAugust2023.ReadmoreSource(s):USDepartmentofAgriculture;USDAForeignAgriculturalServiceCottonacreageinChinabetween2012and2022(inmillionhectares)CottonacreageinChina2012-20225.04.694.354.54.03.53.02.52.01.51.00.50.04.223.83.353.353.343.23.173.0332012201320142015201620172018201920202021202214Description:ThestatisticshowstheextentofcottonacreageinChinabetween2012and2022.In2022,thecottonacreageinChinaamountedtoaroundthreemillionhectares.ReadmoreNote(s):China;2012to2022Source(s):NationalBureauofStatisticsofChinaCottonproductionvolumeinChinafrom2000to2022(inmillionmetrictons)CottonproductioninChina2000-202276.616.526.286.296.15.985.915.895.915.7765432105.735.655.344.422000201020112012201320142015201620172018201920202021202215Description:ThestatisticshowsthecottonproductioninChinainselectedyearsfrom2000to2022.In2022,China'scottonproductionamountedtoabout5.98millionmetrictons.ReadmoreNote(s):China;2000to2022Source(s):NationalBureauofStatisticsofChinaCottonyieldinChinafrom2000to2021(inkilogramsperhectare)CottonyieldinChina2000-20212,0001,892.51,8651,8191,7691,7641,8001,6001,4001,2001,0008001,6711,5651,5161,5091,5081,4411,3221,1291,09360040020002000200520102011201220132014201520162017201820192020202116Description:ThisstatisticshowsthecottonyieldinChinainselectedyearsfrom2000to2021.In2021,China'scottonyieldamountedto1,892.5kilogramsperhectare.ReadmoreNote(s):China;2000to2021Source(s):NationalBureauofStatisticsofChinaCHAPTER

03PricesGlobalaveragepriceofcottonfrom1990to2022(inU.S.centsperpound)*Worldaveragepriceofcotton1990-202215513513611598.193.793.29585.683.682.7182.179.976.173.372.27567.465.664.664.363.462.863.46259.158.655.255354845.41990

1995

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202218Description:Inthe2020calendaryear,theglobalaveragepriceofcotton-fromaselectionoftheprincipaluplandcottons-stoodat64.3U.S.centsperpound.Theglobalpriceofcottonwasatitspeakinthe2011cropyear,withanaveragepriceof136centsperpound.ReadmoreNote(s):Worldwide;1990to2022;Closingprices;*ProjectionReadmoreSource(s):NationalCottonCouncil;TradingEconomics;USDepartmentofAgricultureCottonpricereceivedbyU.S.farmersfrom2007to2023(inU.S.centsperpound)*CottonpricereceivedbyU.S.farmers2007-20231009088.38581.57977.98075.872.570.368.6687065.162.961.361.259.359.260504047.820072008200920102011201220132014201520162017201820192020202120222023*19Description:ThisstatisticshowstheaveragecottonpriceperpoundasreceivedbyU.S.farmersfrom2007to2023.Inthe2022calendaryear,aU.S.cottonfarmerreceivedanaveragepriceof85centsperonepoundofuplandcotton.

ReadmoreNote(s):UnitedStates;2007-2023;*Cottonupland;*MarketingyearaverageismonthlypricesweightedbymonthlymarketingduringtheperiodAugustthroughthefollowingJuly,foruplandcotton.Farmpriceoraveragepricereceivedbyfarmers[...]

ReadmoreSource(s):NationalCottonCouncil;USDepartmentofAgricultureRetailpriceindexofcottonseedoilinIndiafromJanuary2021toDecember2022RetailpriceindexofcottonseedoilinIndia2021-2022260240220246.2244.9241.8235.6233.5225.4226.1

225.7222.6218.2218.5216.4215.6214.7214.3213.4210.6209.3207.5205.9196.5200180160140171.3159.2149.920Description:AsofDecember2022,theretailpriceindexofcottonseedoilinIndiawasapproximately223.Thismeant,theRPIofcottonseedoilhadincreasedby123percentcomparedtothebaseyearof2016.

ReadmoreNote(s):India;January2021toDecember2022;baseyear2016=100Source(s):LabourBureauIndiaWholesalePriceIndexofcottonyarnacrossIndiafromfinancialyear2013to2023WholesalePriceIndexofcottonyarninIndiaFY2013-2023160150140130149.4140.3120110100116.8116.8114.8114.6114.2113.3110.2106.7104.8FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202321Description:TheWholesalePriceIndexofcottonyarnacrossIndiaduringfinancialyear2023wasalmost149.5.Thepriceindexvalueincreasedbyabout49percentfromthebasefinancialyearof2012.Anoverallincreaseintheindexvaluewasseenovertheyearsfromfinancialyear2013inthesouthAsiancountry.ReadmoreNote(s):India;FY2013toFY2023;baseyearFY2012=100Source(s):OEA(India)CHAPTER

04CottonseedGlobalcottonseedproductionfrom2013/2014to2022/2023(inmillionmetrictons)Globalcottonseedproduction2013/14-2022/235045.0445.0644.4343.634540353025201510543.0842.1141.741.0138.9835.7602013/20142014/20152015/20162016/20172017/20182018/20192019/20202020/20212021/20222022/2023*23Description:Thisstatisticshowstheglobalcottonseedproductionfrom2013/2014to2022/2023inmillionmetrictons.In2015/2016,theworldwidecottonseedproductionamountedtoapproximately35.76millionmetrictons.By2022/2023,theglobalcottonseedproductionisforecasttoamounttoabout42.11millionmetrictons.ReadmoreNote(s):Worldwide;2013/2014to2022/2023;*ForecastFigurespriorto2018/2019weretakenfrompreviousreports.

ReadmoreSource(s):FAO;USDepartmentofAgricultureMarketvalueofcottonseedoilworldwidein2021and2028(inmillionU.S.dollars)Cottonseedoil:marketvalueworldwide2021&2028654.8454.694.544.44.264.134432102021202220232024202520262027202824Description:Thisstatisticshowstheestimatedmarketvalueofcottonseedoilworldwidein2021,andaforecastvaluefor2028.In2021,theglobalcottonseedoilmarketamountedtoavalueofaboutfourbillionU.S.dollars.

ReadmoreNote(s):Worldwide;2021;*FortheSource(s):FutureMarketInsights;estimateanexponentialdevelopmentofthevaluesbetween2021and2028wasassumedtoestimatetheannualvalues.Thevaluesfor2021and2028wereprovidedbythesource.

ReadmoreExportvolumeofcottonseedoilworldwidein2022/2023,bycountry(in1,000metrictons)*Cottonseedoilexportvolumeworldwide2022/23,bycountryOther*****UnitedStates****Turkey***China**EuropeanUnion**India**8070605040302010076493025202111102014/152022/2325Description:Thisstatisticshowstheexportvolumeofcottonseedoilworldwidein2022/2023,bycountry.Inthatyear,theUnitedStateswastheleadingcottonseedoilexportingcountryw