Cotton Yarn "Roller Coaster" &Nbsp, "Wake Up" After The "Desolate".

November,

Shengze Market: Shengze Jingying cotton yarn supermarket is a large cotton yarn in Shengze area.

Shaoxing Market: the whole cotton yarn Market in Shaoxing also staged a wave of roller coaster. At the beginning of the month, because of the rapid rise of cotton prices, the whole cotton yarn market also continued the good momentum in October. In addition, the market bullish sentiment led to a good performance in all kinds of yarn market. Some conventional yarns, such as 16S, 21S cotton spinning, 32S, 40S all cotton and high count yarn, 32S, 40S cotton combed yarn and other conventional yarns are still in the awkward situation of paying first and then queuing up for goods.

Subsequently, a cotton diving also angered the downstream buyers, the market procurement basically stagnation, retaliatory decline market came.

First of all, all kinds of combed ring spinning are the first ones. The price of 32S combed yarn is high up to 48000 yuan / ton from the beginning of the month, and the price of the finished yarn is directly reduced to 40000 yuan at the end of the month. 39500 tons per month.

However, even with the price cut, the price of all cotton yarn is 100% higher than that of last year.

Changyi Market: this month, the Changyi Shandong market cotton yarn has also experienced a steep decline.

Among them, Shandong Guan Xing's quotation changed to dozens of times in November, setting a change in recent years.

From the rapid rise of the beginning of the month to the end of the month, the sales of cotton yarn salesmen of Guan Xing group went through the test of "ice and fire".

From the chart below, we can see that the quotation of Guan Xing group is almost universal, with 32S combed yarn rising from 42100 yuan at the beginning of the month to 49100 yuan, up 7000 yuan, the lowest dropping to 41100 yuan, and 1000 yuan / ton lower than the beginning of the month.

According to the company's salesperson, even if all cotton yarn quotations have been substantially reduced, the market's pessimistic mood is still serious, enquiries and implementation of the inquiry are few.

{page_break}

Gaoyang Market: Henan Gaoyang area is mainly made up of household products such as towels and blankets. The product grades are mainly medium and low grade. The yarn quality of market demand is not good. At present, the demand for multi 14S twists and 10S is higher. The market mainstream quotation is 28000 yuan / ton, 27000 yuan / ton, and local sales are better in color and low-grade cotton yarn market.

The products of some export enterprises are located in medium and high grade. The products mainly adopt 32S combed cotton yarn, and most of them are selected from Shandong big bridge, such as Guanxian Wei Qiao and Guan Xing Guanxian. At present, the quotations of big factories of Wei Qiao Wacom star continue to mention. Among them, the price of the 32S combed yarn varies according to the cotton blending ratio, and the price is 36000-38000 yuan / ton respectively.

The sharp rise and fall of cotton yarn is a test of ice and fire for the cotton mill. But for the downstream small weaving mill, its worry and panic are even more serious. At present, the situation of default in Gaoyang area is continuous, and many weaving factories stop the new year ahead of schedule.

Foshan and Zhangcha markets: Guangdong Foshan and Fujian Zhangcha yarn market is the most famous and large volume yarn Market in China.

Because of the large volume, the local quotation has always been able to lead the market trend of the whole country. In addition, there are many small cotton yarn traders in the region. When the price goes up, traders are hoarding goods to go up, and after the market slipped, traders are also the first group to "open the warehouse and put yarn", so the local quotation has been more chaotic.

This month, the price of 32S combed yarn full cotton yarn market has been rapidly rushed to 54000 yuan / ton at the beginning of the month, rising by 12000 yuan, or about 30%. Subsequently, the failure of the cotton futures market also stimulated the follow up of all cotton yarns. As of the end of this month, the price of all cotton yarn quoted in these 42000 places was all low, and the lowest market price of 32S cotton combed yarn was heard to reach 37000 yuan / ton (bringing the ticket to factory price).

In addition, because of the many ports near the Guangdong market and the Fujian market, the yarn export is more favorable than other regions. The local exports are mostly accepted by high-end markets such as Hongkong, Taiwan, Europe and the United States. The main products are long staple cotton yarn and combed cotton yarn, and the market paction is better than other yarn factories.

Two, upstream raw material market performance

This month, domestic prices of seed cotton, lint, cotton seed and cotton yarn first rose and then fell, and the purchase and sale basically stagnated.

In early November, the purchase price of seed cotton continued to rise last month. As of November 10th, the purchase price of the four grade seed cotton rose rapidly from 6.30 yuan / jin to 7.20 yuan / kg, which rose 3 yuan / Jin, or 71%, up 100% from the same period last year.

Cotton prices are rising fast and high for decades.

However, inflation is bound to plummet. From November 11th, cotton prices continued to decline sharply. At the end of November, the purchase price of four grade seed cotton dropped to 5.30 yuan / kg, down 1.90 yuan / Jin compared with November 10th.

It is understood that with the sharp decline in cotton prices, cotton growers and processing plants have begun to wait and see, the whole cotton purchase market is basically at a standstill, and most enterprises stop and receive holidays.

Lint prices continued to be crazy this month, with the price of lint rising by 1000 yuan at the beginning of the month, reaching the peak on the 10 day. The selling price of grade four lint was about 32000 yuan / ton, up 14000 yuan / ton from the beginning of September, or 78%, an increase of 128% yuan or 18000 yuan over the same period last year.

However, in November 11th, lint prices continued to plummet. By the end of the month, the price of grade four lint fell to 26000 yuan / ton per ton, down by more than 6000 yuan per ton.

Textile enterprises are waiting to wait and see, procurement is not active.

This month, China's cotton price index has brought the diving opportunity directly from the boom in early April.

Among them, the 328, 527 and 229 cotton price index rose rapidly to 27066 yuan / ton, 25249 yuan / ton and 27654 yuan / ton from the beginning of the month to 31302 yuan / ton, 28733 yuan / ton, 32046 yuan / ton, and the lint price of all specifications increased by 3500 yuan / ton. Then, the air raid came and the diving market came.

As of November 30th, the 328, 527 and 229 cotton price index closed at 26248 yuan / ton, 24482 yuan / ton, 27022 yuan / ton, up 818 yuan, 767 yuan, 632 yuan respectively from the beginning of the month.

And when the average monthly price is divided into cents, not 28541, 26560, 29253 yuan / first year, up 3914 yuan, 3737 yuan, 3914 yuan / ton respectively.

China's anti inflation combination led to a drop in US cotton prices.

Cotlook A A (equivalent to domestic grade 328 cotton, the same below) cotton monthly market rose all the way, the highest breaking 170 cents mark to 172.4 cents / pound, then all the way down, the end of the month closed at 146.75 cents, up 3.75 cents higher than the beginning of the month.

In November, the average monthly price of the Cotlook index was 155.47 cents / pound, the tariff discount of 1% yuan was 26312 yuan / ton, and the discount price was 26697 yuan / ton.

Despite the tightening of global cotton supply and demand and the increase in China's demand, the US cotton has continued to rise under the impetus of the investment fund, which has been refreshed for more than 100 years. However, due to the tightening monetary policy of the Chinese government and a series of combating cotton speculation, the United States cotton fell back.

At the beginning of December, the state will hold an economic work conference to set the macroeconomic policy for next year.

In addition, in order to ease the tight supply and demand situation of cotton in the mainland, the Xinjiang Railway Administration has increased its capacity since September.

So far, 370 thousand tons of cotton have been shipped to Xinjiang, and cotton has been pported not less than 13 thousand and 900 tons per day since December.

Nearly 1 million tons of cotton can be exported by the end of the year.

Besides Xinjiang cotton, the cotton in the United States and India will also be concentrated in December.

At the same time, the NDRC is likely to announce the new year's quota of cotton import quotas in December.

Three, downstream textile market performance

This month, the market for all cotton fabrics also follows the trend of cotton yarn.

Earlier this month, due to the drop in temperature and the rising cost of cotton yarn, shipments of all kinds of fabrics showed an upward trend, and prices were rising all the way.

However, the beautiful dream always has a sober day. The whereabouts of cotton drive the cotton yarn to follow, and let the cotton cloth fall from the top of the top.

At present, the fabric market is also weakening, and the new orders are not prosperous. Only some of them are scattered.

The price of a cotton producer in Shengze has also continued to fall, and a good trend in the early spring has been achieved. The current sales are not satisfactory. It uses 200D polyester FDY on the warp line, and 10S air jet spinning on the warp. The density is 104*54, and the width of the blank door is 63 inches. At present, the price has dropped to 11.7 yuan / meter.

Another kind of polyester cotton, the warp line is 160D polyester / nylon composite yarn, the weft is 32S combed whole cotton yarn, the density is 130*70, the blank door width is still 63 inches, the current price falls to 10 yuan / meter.

Customers are few, and Shandong, Liaocheng, Henan, Xinye and other areas are facing the situation of arrears and defaults. In addition, the market is waiting for a lot of atmosphere. Many small factories have begun to shut down and wait for the plan in the future, and the textile factories above Designated Size in Shandong Binzhou, Hebei Handan and Zhejiang Zhili still have a basic start up. The main reason is that the initial orders are still maintained, but the shipment has obviously dropped. The number of customers in the lower reaches has been greatly reduced, and some of the manufacturers have not even received orders. The shipments of the market are becoming more serious. In addition, the market is waiting for a passive situation in the face of weakening demand, lack of orders and price callbacks. At present, a weak environment is flooding the whole market.

And the feedback from dyeing factories also shows the existence of a weak market. All cotton knitted cotton knitted cotton knitted cotton fabrics, such as cotton c/c clothing and accessories, have been lowered in price, whether they are finished or finished products, and the market turnover is hardly optimistic.

Four. Outlook for future market

The cotton market is currently facing the dual game of rigid gap and policy regulation, and the sentiment of the market has also driven many followers.

According to the tradition of cotton over the years, 30% of cotton growers usually hoarded cotton for sale in March or so, while the impact of the rigid gap, the increase in the number of cotton planting areas in Brazil and the high yield of cotton in India, and the upcoming convening of the central economic work conference, will not lead to a drop in cotton in the short term.

However, the situation of the whole cotton yarn market is hard to say, stock is increasing, production and sales rate is less than 5. Now the domestic market is almost stagnant. With the cost decline and the retaliatory suppression of the upstream and downstream markets, the market is hard to say. At the same time, December is the traditional textile off-season, and the market demand is even more sluggish. It is estimated that the drop of all cotton yarn has just begun.