Australia's "High Price" Exports Do Not Worry About Sales. China's Round Of Storage Does Not Affect Imports.
It is understood that in May, Australia signed 49 thousand tons of lint and shipped 102285 tons, and the main contracted imports were as follows: China (36 thousand and 800 tons), Vietnam (3 thousand and 400 tons), Thailand (2 thousand and 300 tons), Indonesia (2 thousand and 200 tons) and so on, and China accounted for 75%. From the feedback of China's main ports in 6 and July, Australia cotton's contract signing, shipment and arrival delivery reached a climax period. Although Chinese buyers were affected by the high price of Australian cotton and the lack of cotton import quotas, the quality of Australian cotton ranks high in the 2015 year, the fiber length was good (1 5/32 and above proportion), and the characteristics of high consistency of lint cotton were very prominent. Spun 40, 50s cotton yarn or substitution. SJV Alaca, SJV Pima sg blended cotton spinning high count combed yarn It has great attraction for Chinese textile enterprises.
Australia Cotton ginning factory In the case of GM 1-5/32, the price of Australian cotton is RMB 17000-17200 yuan / ton, and the price of emot SM 1-1/8 is only 14800-15200 yuan / ton, and the price difference is about 2000 yuan / ton. In July 10th, the price of GM 1-7/32, SM, SM, and GM in the bonded area is 97.8 cents / pound, 94.85 cents / pound, 91.8 cents / pound, 92.8 cents / pound, higher than the 10 cents / pound of cotton and cotton, but the space of Australia cotton short cut is relatively narrow. On the one hand, the Australian cotton output in 2015 year is expected to be only 48-50 million tons, less than that in the 2014 year, and the pressure on Australian cotton exports is not large; on the other hand, the cost of Australian cotton is strong. The exporter said that in early July, Qingdao, Zhangjiagang, Guangzhou and other ports cleared SM 1-5/32. Lint quality, grade and length And other indicators are relatively high, suitable for spinning 40s and above cotton yarn, not only in China, Southeast Asia, South America and other countries, cotton mills inquiry is also very active.
Since July 10th, China's relevant departments will have 1 million tonnes of reserves. Cotton storage In 2011, 330 thousand tons of domestic cotton, 470 thousand tons of state cotton and 2012 tons of cotton in 2012 were imported, and 200 thousand tons of imported cotton were transferred into the country in 2012. Although the 2012 national cotton reserves were re tested after public inspection, the 3128 starting price was 15500 yuan / ton, of which a small amount of cotton and West African cotton (most of them were cotton) were relatively obvious in comparison with the price of cotton in the port and Australia. Some textile enterprises in Shandong, Henan and Jiangsu indicated that although the grade of the national reserve cotton and American cotton inspection did not decline significantly, the strength of the fibers decreased greatly, and they could not spin over 40s yarn. In 7-9 months, Xinjiang's high-grade hand picked cotton was also basically consumed. The cotton enterprises could only choose port cotton, cotton and Brazil cotton. The choice of raw materials for spinning low 40s yarn was quite large. Not only 1 million tons of national cotton, but also West African cotton, Central Asia cotton and India cotton.
"(October Xinjiang cotton supply to the mainland cotton mills in a relatively limited number), the major cotton textile mills will mainly use the Australian cotton, the national cotton store or the Australian cotton, the United States cotton and the national cotton store to spin the high count yarn, Gao Peisha and jc40s, jc50s yarn; port bonded cotton, Ukrainian cotton and West Africa cotton are in a more awkward situation. On the 2015 annual cotton and Brazil cotton" top ", there are 1 million tons of national storage imports and domestic cotton" bottom ", with the remaining 60-70 million tons of 2014/15 Xinjiang cotton transverse stamping, so Australia cotton although" high price ", but not worry about sales, India cotton S-6 price is low, but it is difficult. I believe that in 2015, more than 70% of Australian cotton exports will be exported to the Chinese market and effective consumption (about 30-35 tons). In the 7-10 month, Australia cotton will sign, load or suddenly rush to China.
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