Bonded Yarn Rising, Restrained Futures Yarn Rising Crazy

According to the survey, compared with the current "port bound yarn" and "spot shipment" of imported yarn, the "futures yarn" of India, Pakistan and Vietnam rose more crazily. In early August, the CNF quotations of C21SA+, C32SA+ and C40SA+ of the India cotton mill as a whole broke through 2.70 US dollars / kg, 2.90 US dollars / kg, and 3.10 US dollars / kg respectively, higher than that of the same number of bonded yarn US $0.05-0.10 / kg.

According to statistics, since June, the export of India's cotton yarn is now on the "precipice" style. Not only Chinese buyers, Bangladesh and other buyers are postponed due to "no need to eat", but also the "wait-and-see" sentiment of the factories and traders in Egypt, Turkey, Iran and Tunisia is also rising.

In sharp contrast, the export of India chemical fiber yarn increased 35.9% in June.

Since the high price of cotton yarn has led to a sharp decrease in orders from China, Southeast Asia and Europe and the United States, the export of textile and clothing in Vietnam has also slowed down in July.

The impact and impact of high price cotton and cotton yarn on the whole consumer market are increasing, although there is a large proportion of India and Pakistan.

and

Cut production and stop production, but the shrinkage of the consumer market seems to be more prominent.

　　那么為什么中國各主港保稅庫紗線報價低于印度、巴基斯坦紗廠、出口商報價近0.10美元/公斤呢?具體分析如下：一、目前港口在庫棉紗大多是織布廠、貿易商在2016年4、5月訂的貨，當時印度棉S-6軋花廠出廠價和C32SA+的CNF報價分別65-70美分/磅、2.38-2.45美元/公斤，進口企業和貿易商的利潤已非常可觀，扣除倉儲、保險及財務費用(棉紗進口一般100%信用證)，進口棉紗凈利潤普遍在0.25-0.35美元/公斤;二、國內外棉紗“倒掛”從100-200元/噸逐漸擴大到400-500元/噸，而在“國儲棉輪出延期至9月30日”的消息出臺后，國產棉花、棉紗出現較明顯的“掉頭”下行趨勢，進口棉紗詢價、出貨較5、6月大幅收窄，很多貿易商、中間商一周只能出一個柜或幾個柜，為抓緊回收資金，落袋為安，貿易商讓利現象較普遍;三、考慮到北半球的新花將在9月前后陸續上市，而中國國儲棉輪出又延

For 1 months, in the middle of 8 months, the ICE and Zhengzheng's speculation on the main cotton producing areas in the world is coming to an end. Once the price of cotton goes up and down, the reduction of domestic and imported cotton yarn is likely to come from behind. Many traders who have hoarded cotton yarn and cotton can not afford to "clear up the warehouse and run the goods".

According to some traders, by the middle of August, the number of bonded cotton yarn in main ports in China was about 80 thousand tons (including contract yarn for port of entry). Vietnam, India, Pakistan, Uzbekistan and Indonesia were the main producers of cotton yarn. Due to the slow delivery of imported yarn in mid and late 7 months, although the quantity of yarn imported from India, Pakistan and Vietnam was not large, the warehousing was significantly higher than that of the outbound stock. Therefore, the bonded inventory increased by 0.3-0.5 million tons in the middle of July.

Some traders believe that the import of cotton yarn has encountered prominent bottlenecks, and enquiries and volume can not be followed up. Once the national cotton spinning control policy is "overweight", imported cotton yarn is likely to be attacked by domestic cotton yarn and buyers.

An import company in Qingdao said that unlike the 5-7 month traders who hoarded the imported cotton yarns, the supply and quotation of yarn on the market increased significantly since late July, but the paction needed to be replaced by "time for space".