"Big Wave" Imported Yarn Is Coming. Weaving Factory Is Really Pressure Mountain.
Recently, the bulk commodities market is in turmoil and the raw materials of the textile industry are also unwilling to be lonely.
It is hard for the middle spinning mills and cloth factories to increase the cost of yarn production on the one hand because of the rising raw materials. The sales profits of the mills are being continuously compressed, and on the other hand, the imported yarns are "eyeing" on the side.
market share
They are constantly being eaten up, and there are a few cases of "wolf before and tiger behind".
It is understood that since the beginning of November, the number of cotton yarn and polyester cotton yarn from India, Pakistan, Vietnam, Uzbekistan and other places that have arrived in Hong Kong and bonded warehouses has gradually increased. The varieties are mainly C20-32S and siro spinning C10-16S in Pakistan.
OE yarn shipment and delivery volume has declined. India's C21S, C32S jet and rapier sales are more active. Some traders' ports have just been on board, and domestic sales have been sold.
The reason for this is that domestic cotton prices are rising at a high level, especially in November, 10-11, when Zheng cotton CF1701 contract broke through 16000 yuan / ton and 17000 yuan / ton, which led Cotton Traders and traders to have a big appetite for the spot price, and the quotations of "double 29, double 30" machine picked cotton and "double 28, double 29" hand picked cotton were quoted at 15800 yuan / ton (gross weight).
Cotton yarn
The price is 200-300 yuan / ton, and the difference between inside and outside yarn is widened.
The difference between internal and external yarns has been enlarged, and market orientation has naturally poured into cheaper parties.
In this regard, the mills also expressed their reluctantly, obviously their own home, but can only watch this part of the order being stolen by the outer yarn, because the cost of raw materials there, can not "lose money to grab orders".
Up to now, the import yarn stock has increased to 85 thousand tons, an increase of 10 thousand tons compared with the first half of October.
The quantity of imported yarn in Qingdao port is about 25 thousand tons, up 5 thousand tons from half a month ago, and the main source countries are India, Pakistan and Vietnam.
The quantity of imported yarn in Zhangjiagang is about 21 thousand tons, up 3 thousand tons from half a month ago, and the main source countries are India, Pakistan, Indonesia, Vietnam and Uzbekistan.
The number of imported yarn in Guangzhou port is about 16 thousand tons, up 1 thousand tons from half a month ago. The main source countries and regions are India, Indonesia, Vietnam, Pakistan, Uzbekistan, China Taiwan, the United States and so on.
The quantity of imported yarn in Ningbo port was about 11 thousand tons, which changed little compared with half a month ago, and the main source countries were India, Pakistan, Vietnam and so on.
The quantity of imported yarn in Shanghai port is about 11 thousand tons, up 1 thousand tons from half a month ago, and the main source countries are India, Pakistan and the United States.
The quantity of imported yarn in Tianjin port was about 1 thousand tons, which changed little than half a month ago.
Arriving in mid November
India
The quotations for C21S, C32S and JC32S are respectively 2.43-2.45 USD / kg, 2.55-2.60 USD / kg, 2.85-2.90 USD / kg (CNF quote), and the price difference between internal and external yarn has increased to 1000-1200 yuan / ton, attracting Chinese buyers to place the order.
It is estimated that the number of external yarn will continue to increase in 11-12 months, which will distressed the domestic cotton mill.
The raw material enterprise of "high and high" may really stop and wait for the downstream, listen to the voice of the weaving enterprise. After all, the barbarous price rise of raw materials will only reduce the production enthusiasm of the downstream. In the long run, it will have adverse effects on the later market, and it is absolutely not a long way to develop the long term.
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