Cotton Pulp And Viscose Fell Before Cotton.
Since mid July, cotton pulp and viscose have stabilized before cotton.
In July, domestic cotton fell by 328 in 17% months, and is still in a downward trend. It has fallen below 2011-12 years. The price of international cotton is 19800 yuan / ton, but since mid July, cotton pulp has been reduced.
Viscose staple fiber
The price rebounded slightly, and the negative price difference between viscose staple fiber and cotton continued to narrow, narrowing from the bottom -5000 yuan / ton to the current -1500 yuan / ton.
The profitability of the viscose industry has stabilized, reflecting the good expectations of the industry for replenishment of stocks near the downstream of the peak season, but it is still not enough to judge the reversal of industry profitability.
Viscose industry after 6-7 months two months high price
raw material
The digestion of stock (cotton lint and cotton pulp) has increased since mid July, and the price difference of viscose staple has been stabilized.
With the current viscose staple fiber 18000 yuan / ton, cotton pulp 11000 yuan / ton price, the industry began to turn losses into profits.
Starting from the end of July, the resumption of leading manufacturers and the gradual delivery of new capacity also basically confirmed the trend of losses.
Viscose manufacturers in the early stages of production have begun to recover. Sanyou, Sai Li, Xiangsheng, Longda, Funing Australia and Gaomi Ying hawk are all in the process of resuming production.
In terms of new capacity, Xinjiang has started to invest in Yali Da Li, and a Yami production line is also planned to go ahead.
Domestic dissolving pulp has been put into operation step by step.
At the beginning of August, the construction of the new wood dissolving pulp production line of 4.40,0.15,3.53% was coming to an end. It is expected to go into operation at the end of September.
With the gradual production of wood dissolving pulp in China, the bottleneck of raw materials in viscose staple fiber industry has been gradually broken.
The peak season is approaching.
Viscose
Profits will gradually improve.
With the advent of new cotton in 9-10 months, the coming of the peak season and the improvement of operating rate, the profitability of viscose staple fiber industry will gradually increase.
We will pay close attention to the order of textile industry in mid 8 months.
In the short term, the resumption of production capacity and the new launch capacity may still take time to digest. The recovery of demand for textile and clothing needs to be observed, maintaining the "neutral" rating of the industry, and recommending 7.34,0.26,3.67%.
The viscose staple tap is mainly made up of richda, Australia ocean technology, Shandong Hailong (4.97, -0.01, -0.20%), Sanyou chemical (9.52, -0.03, -0.31%). The largest elasticity of Australian technology is listed companies, the gross profit of viscose is 1000 yuan per ton, and EPS is thickened by 0.32 yuan.
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