Yarn: Look At The Raw Material, The Fairy Fight, The Sticky Sticky Enterprise Mentality Calm.

PTA The main contract fell sharply, this Monday and Tuesday were the two time limit. The fall in the price led to the decline of the industrial chain, and the spot price of polyester staple fell sharply. Last Friday, the main market was polyester staple fiber. Eight thousand and one hundred And so far, the market has actually traded prices to Seven thousand and seven hundred Left or right 4.94% 。 Raw materials are ups and downs, while downstream yarn enterprises are extremely calm, and their mentality is wait-and-see and low. The main reason is their inactivity in the downstream fabric. Yarn companies can only be more cautious between raw materials and cool terminals. (yuan / ton)

Figure 1

Downstream weaving comprehensive utilization rate, up to Seven month Twenty-five This week, the overall loom rate of looms nationwide. 52.73% The boot rate is rising. 0.33% It is still at a low level of operation. The comprehensive starting rate of air-jet looms is 57% Ring down 3% The average operating rate of water jet looms is 63.7% The ratio of ring to mobile phone has increased. 0.52% The average boot rate in Shengze is 82% It is basically the same as last week. The overall loom rate of loom looms is over. 37.5% Ring up 5.5% Among them, there is a big difference in the starting rate of the circular machines in Shaoxing area, and the mainstream rate of starting is 40% Slightly higher 50% The boot rate in Zhangcha 50% Mostly, slightly higher. 70% Slightly lower 20% 。 This week, as a whole, orders for knitted fabrics in winter increased slightly in some areas, and the rate of starting up slightly increased, leading to some coarse yarn trading. However, the orders for mainstream home textiles and clothing fabrics were still not showing signs of improvement.

Unit: yuan / ton

Disc processing fee data show that ring spinning this week T/R 65/35 32S Average disk processing fee Six thousand seven hundred and nineteen point five Ring up 2.29% However, the actual price of the new product is not good, the price of the polyester viscose yarn is extended, and the actual price of the disc processing is not optimistic. The profit margin of the company is limited, and there is a series of risks due to the large fluctuation of the raw polyester staple fiber. (yuan / ton)

In addition, the current high temperature and high humidity weather affect the processing of yarn enterprises, mainly affecting the region in the north, including Shandong, Henan, Hebei and other places. One Night production affects output. 50% Most of them remain Two Class status, but workers leave more, affecting output. 20% 。 The south area is not affected in this respect.

On the whole, many reasons lead to a slump in the yarn market. Eight In June, there was no obvious improvement in demand, and raw materials were not optimistic. Due to the end of the month PTA Dachang plant has a restart plan, liquidity is expected to be more abundant, short-term market is still not good, the cost side is expected to be difficult to improve, polyester staple market lacks support, downstream will still maintain the need for replenishment, under the pressure of competition, short staple price is still difficult to stop. Raw viscose staple fiber, enter Eight After the month, the industry is expected to have Forty-six point five Ten thousand tons of equipment were restarted, including Dafeng. Eight point five Ten thousand ton equipment and Anqing. Six Ten thousand tons and Funing. Thirty-two 000 tons, when the industry will increase the rate of start-up. 87% Nearby, the supply is on the increase and demand is difficult to improve. Eight Viscose staple fiber prices tend to fall easily. Polyester viscose yarn in the short and medium term market, it is difficult to find strong guidance message, the price is expected to show downward trend, downlink space need to focus on raw materials to adjust the space.