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Today'S Newsletter, Boston 1 Billion, Leads Eleven Double Sales. In Autumn And Winter, It Will Start An Environmental Storm.

2019/11/13 11:43:00 0

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Bosideng Double Eleven Environmental Protection

Industry observation

[Ministry of Commerce] In 1-10 months, China's total import and export volume was 25 trillion and 630 billion yuan, an increase of 2.4%. Among them, exports were 13 trillion and 990 billion yuan, an increase of 4.9%; imports of 11 trillion and 640 billion yuan, a slight decrease of 0.4%; trade surplus of 2 trillion and 350 billion yuan, an expansion of 42.3%. In the first 8 months, the growth rate of imports and exports was higher than that of the world's major economies.

Ministry of ecology and environment Issued the "Yangtze River Delta region 2019-2020 autumn and winter air pollution comprehensive harnessing action plan". During the autumn and winter (October 1, 2019 -2020 March 31st), the average concentration of PM2.5 decreased by 2% compared to the same period last year, and the number of days of heavy pollution and above pollution decreased by 2% compared with the same period. At the same time, issued "Fenwei plain 2019-2020 years autumn and winter air pollution comprehensive harnessing action plan". During the autumn and winter, the average concentration of PM2.5 decreased by 3% compared with that of the same period, and the number of heavy days and above pollution decreased by 3% compared with the same period.

[Ministry of industry and Commerce] In November 11th, the Department of consumer goods industry of the Ministry of industry and information technology released the list of the fourth pilot parks and platforms for the creative design of textiles and clothing announced by the public notice, and the list of the first batch of textile and garment creative design pilot parks (platforms) to be reviewed. It is required that the voluntary declaration of the park (platform), the recommendation of the provincial industrial and information administration department and the expert demonstration, and the announcement of the list of the textile and clothing creative design pilot parks (platform fourth) and the list of the first batch of textile and garment creative design pilot parks (platforms) to be announced will be publicized.

Ministry of agriculture and rural areas The Ministry of agriculture and rural market early warning Expert Committee: Cotton: this month, cotton export volume in 2018/19 is estimated to be 50 thousand tons, an increase of 10 thousand tons from last month's estimate. The total domestic consumption of cotton is 8 million 240 thousand tons, down 10 thousand tons from last month's estimated value. Other estimates this month coincide with last month. Affected by the fall in pre cotton prices and the downturn in consumption, the progress of lint processing and sales fell behind last year. Cotton production is forecast to be 5 million 800 thousand tons this month, unchanged from last month's forecast. In October, the climate suitability of cotton in China was lower than that of last year and nearly 5 years, or had adverse effects on cotton production in the new year. However, the cotton sale has not been completed this year, and the extent of its impact still needs to be observed. The sale price of seed cotton fell year by year in 2019/20, which is in line with expectations, and cotton price forecast remains unchanged.

[Ministry of Commerce's market operation and consumption promotion division] From October 28th to November 3rd, Keqiao textile price index was 105.22 points, a decrease of 0.4%. Among them, the price index of grey fabrics, clothing fabrics, raw materials and home textiles decreased by 0.9%, 0.5%, 0.3% and 0.1%, respectively, and clothing accessories prices index rose 0.6%. Recently, the downstream clothing enterprises have limited procurement volume, and the market turnover scale is decreasing. It is expected that the textile price index of Keqiao will still decrease slightly in the late stage.

[ Zhengzhou commodity exchange In November 12th, a notice was issued to solicit public opinions and suggestions on PTA, methanol and rapeseed meal option contracts, with a deadline of November 18, 2019. Futures contracts facilitate investors to hedge futures risk. The minimum change price of PTA, methanol and rapeseed meal options is set at 0.5 yuan / ton, which is consistent with the sugar option and is convenient for investors to grasp. The last trading day of PTA, methanol and rapeseed meal options (maturity date) is the third trading day of the first month before the delivery date of the target futures contract, which is consistent with the listed sugar and cotton options, so as to meet the needs of the industrial customers' hedging period and avoid the risk of delivery month operation. Referring to the international commodity option market practices and the market experience of the sugar and cotton options, the option of PTA, methanol and rapeseed meal options is set to be American, and the option buyers can exercise their rights on the expiry date and the previous trading day. According to the draft of this announcement, PTA, methanol and rapeseed meal options trading units are 1 hand PTA, methanol and rapeseed meal.

Textile market

[cold exchange downstream, viscose continued to fall] As of November 11th, the average price of 1.2D*38mm viscose staple fiber in the domestic market was 10971 yuan / ton, down 0.71%, or 79 yuan / ton. Compared with the same period, it fell 26.98%, or 4044 yuan / ton. The price of the middle end factory is 10500-10900 yuan / ton, Tangshan leads the highest price in the country, the price is 11500 yuan / ton, and the actual transaction is 200-300 yuan / ton. At present, the main influencing factors of viscose price are the trend of cotton and downstream cotton yarn. The upstream cotton short staple is suppressed by the price of imported cotton lint, and the domestic cotton staple is almost stable. The cotton yarn of downstream people is affected by cotton, the price increase is limited, and the profit is compressed. 1.2D viscose staple fiber prices are expected to continue to fall.

[ Zheng cotton shock consolidation, bulls reduced significantly When the off-season is coming, the downstream demand will weaken. Zheng cotton will continue to shake up the market. Spot cotton quotes continue to be stable, market wakeup sentiment is heating up, lint buying and selling are not warm, the seed cotton market in North Xinjiang is basically over, the seed cotton sale volume is stable in recent years, and the price of seed cotton is slowing down. With the weakening of Xinjiang cotton, some areas began to fall slightly. The cotton harvest in Northern Xinjiang has ended, and the harvest of machine harvested cotton in southern Xinjiang has also been completed by more than 80%. The harvest peak period of Xinjiang cotton seed will slowly retreat, because the price of seed cotton scale is much lower than that of last year, and the cost of cotton growers will not decrease. Therefore, the Cotton Subsidy in Xinjiang will have an important impact on cotton farmers' income this year. Zheng cotton continued to fall, the purchase of cotton textile enterprises in the lower reaches decreased, and the sale and sale of lint were weak. Cotton prices continued to rise without effective support, and short-term cotton prices tended to be stable. In the medium term, cotton prices still had pressure to cut prices.

[ Acrylonitrile prices remain weak and acrylic prices remain stable. Acrylonitrile prices remain weak, the spot retail mainstream quotation is 10500 yuan / ton and below the location. There is no lack of low price offer in the market. The market turnover atmosphere is generally low. The downstream factories are not enthusiastic about taking the goods, and wait for the guidance of the new factory news. In the near future, the basic changes are limited, and the traders are cautious in their trading positions. The short term expectation is that the price of acrylonitrile will remain weak, and the manufacturers will be concerned about the trend. Acrylic fiber prices remain stable, upstream raw material prices weaken, acrylic fiber cost support is insufficient, the market looks at the air atmosphere, the terminal orders are less, and the downstream users reduce the purchase volume. At present, the acrylic fiber manufacturers continue to limit production and stabilize prices, and production and marketing basically maintain a balance.

[ Polyester filament is facing pressure from all sides and weak demand side. As the downstream main force of polyester raw material PTA and ethylene glycol, polyester filament has been under pressure from all sides recently. The market is mostly weak adjustment, and the quotations of mainstream products are declining continuously, and the new low position in the new year is coming. Since the recent stage, it is not only the weakness of price, but also the loss and high inventory. This year, high storage has been around polyester manufacturers. From the statistical data, the overall stock market of polyester market has increased to 16-25 days now. In terms of specific products, POY stocks to 7-11 days, FDY stocks to 14-19 days, and DTY stocks to 22-27 days. In addition, FDY and POY manufacturers are facing losses, which, to a certain extent, restrict the demand for upstream raw materials.

Enterprise trend

Boston 7 minutes break 100 million, 1 billion sales lead double eleven. According to official data, the sales volume of Tmall flagship store exceeded 650 million yuan on the day of double eleven, an increase of 58% over the same period last year. Bosideng Tmall flagship store double eleven only used 7 minutes to break 100 million, with only 78 minutes sales to break through 414 million yuan, surpassing the whole day last year. Bosideng Tmall flagship store sells the first place in the Chinese clothing brand.

Anoits: block chain technology can help companies push big digital strategy layout. A few days ago, anoits received the enquiry letter of the Shenzhen stock exchange for its investment in the chain of color chain (engaged in block chain related business), and made a detailed reply to the matter in November 2nd. This partner Hangzhou color business has the relevant technical reserves, personnel reserves, equipment and capital of the block chain business. Hangzhou color merchants, founded in April 2016, is committed to the research and development of the third generation color image 3D matrix and entry block chain. The combination of block chain and color chain can effectively solve the problem of "entry encryption". That is, through the block color chain technology, each product is given a unique identity card, to achieve a chain of objects, through color code scanning to verify authenticity and information verification, effectively prevent counterfeit goods circulation, maintain brand product market economic order, and protect consumers' rights and interests.

[ Adidas will shut down two robot factories Adidas Adidas, a German sportswear group, said recently that the "SpeedFactory" project cost a lot and some products were not successful. It will close the high-tech robot factory in the United States and Germany before April 2020. The goal of the group is to increase the delivery speed of the products. The original plan is to produce 1 million pairs of shoes by robots every year.

[ Andemar signed China's three basketball national team. Recently, Andrew signed a cooperation agreement with China's three basketball national team. The two sides will deepen cooperation in order to further improve the competitive level of the three national basketball team. As an official strategic partner, Andrea will also be the only designated sports equipment supplier of the three basketball national team. In addition, Andemar will also help the national team to do well in Olympic fitness and technology reserves by inviting the national team to overseas training.

[ Men's clothing brand Cerruti 1881 was greatly reduced after Ruyi holdings in Shandong. The luxury men's clothing brand Cerruti 1881 is being reorganized in Shandong, China's textile and garment giant, Ruyi group. After being absent from the Paris fashion week in June 2019, Cerruti 1881 will not take part in the January 2020 Paris fashion week. Shandong Ruyi held a 2 billion 215 million Hong Kong dollar holding group in November 2017 and streamlined its overall business. In addition to Cerruti 1881, its brands such as K & amp; Ke Wen and G & S and wake are also in the process of restructuring.

[ Analysts say Canadian goose sales or retail stocks were down, and shares fell by nearly 5%. As the performance of US retail department continues to deteriorate, or it will reduce the order quantity, this is bad news for the Canada Goose Canada goose with a large wholesale network, and the brand performance will suffer. D.A.Davidson analyst John Morris will reduce the target price of the geese from US $48 to US $42. As of Thursday's closing, Canadian geese shares plunged 4.68% to 38.46 dollars, with a market capitalization of about 4 billion 193 million dollars.