It'S Really A Problem If The Outer Yarn Is Not Replenished.

According to the survey, with the gradual decline of Zheng's disk,

Round the auction day paction price and paction rate "double drop" and domestic

Spot "price no market" phenomenon warming, high and medium cotton yarn quotation first "can not support" down 300-500 yuan / ton (Henan, Shandong and Jiangsu and Zhejiang, and other parts of the spinning price of textile enterprises only one week was forced to "turn around"), at present

In addition to C21S and OE yarn quotations and relatively stable goods, other yarn fatigue.

Some textile enterprises said that according to the 10-20 days' raw material stocking period, the cost of raw materials sold at present is at the top of 15000 yuan / ton of the national cotton storage price, and the textile enterprises are unwilling to reduce the price and run the goods.

However, if the paction price of Zhengzhou and national cotton store is not effectively rebounded in the middle and August, cotton yarn price will have a sharp pullback.

Compared with domestic cotton yarns, the obvious contrast is that imported yarns such as India, Pakistan and Vietnam still maintain high oscillations, and there is a strong trend of "no bow at the bow", especially the difference between India cotton yarn and Pakistan, Thailand, Malaysia and other producing yarns.

From the survey point of view, at present, the price of foreign yarn of port traders is lower than that of India, Vietnam and Pakistan cotton mills CNF and CIF quoted 0.05-0.10 dollars / kg.

On the one hand, traders in 5 and June ordered the price of India Pakistan yarn to be relatively low, and the selling profits were relatively high. On the other hand, the shipment of bonded yarn was slow, traders were eager to cash in and eager to recover the payment.

On 7 and 8 August, China's main port OE10S, C21S, C32S and JC32S brand A+ India yarn quoted price is 1.55-1.58 dollars / kg, 2.66-2.70 dollar / kg, 2.83-2.86 dollar / kg, 3.0-3.03 dollar / kg (CNF), up 0.02 US dollars / kg again last week, and the C21S and hedge yarn are higher than the same number of Pakistan cotton yarn US dollars / kg. The price of India yarn is almost the same as that of Uzbekistan yarn.

　　一些貿易商、機構認為，印度紗持續報漲的主要因素包括：一、印度國內S-6、J34等棉花出廠價雖然較前期高點回落4-5美分/磅，但這兩日S-6再次沖上90美分/磅關口，紗廠“賣漲不賣跌”的心態突出;二、由于很大一部分印度紗廠加大混紡紗生產力度或減產、停產，全棉紗的供應量較大幅度下滑，內銷和出口訂單的完成面臨壓力，紗價上漲短期并不缺少客戶;三、7月下旬以來，由于美國非農數據反彈預期升溫，ADP就業數據較好，印度盧比對美元持續轉弱，跌幅擴大，印度棉花、棉紗、坯布和服裝等以美元計算的出口價格被動上漲;四、6-7月份印度紗廠的全棉紗、混紡紗庫存普遍不大，原料占壓資金不突出，紗廠挺價情緒濃。

　　國內外棉紗走勢“相背”令棉紗貿易商在是否補貨、何時補貨問題上“糾結”，一方面目前進口印度、越南、烏茲別克斯坦C21、C32S A+紗與國產紗的價格持平甚至“倒掛”500-600元/噸，如果國產紗價再度下滑，一些采購進口紗的布廠和中間商將“轉向”，如果訂購8/9月船期的外紗有被“套住”的風險;另一方面2016/17印度新棉要到11、12月份才能上市，11月份前可供采購的美棉、澳棉都寥寥無幾，因此印度棉花供應缺口問題并非“一朝一夕”能解決，紡企業轉產、減產或停產的比例將越來越大，可供出口棉紗、愿意接出口訂單的紗廠也在下滑，不提前1-2個月下單難以采購到棉紗;加上從各方反饋來看，中國國儲棉輪出政策再次調整的希望不大，即使增加60多萬噸輪出量，預計10月下旬新棉大量上市前棉花供應仍偏緊，國內棉價或在資金、貿易商的參與下有再度漲回的可

Yes, cotton yarn will start a new round of rise. Therefore, we should consider the value of replenishment at present.