The Price Of Raw Materials Is Stable, Polyester Yarn Is Rising, And Cotton Yarn Is Rising; Can Vortex Spinning Yarn Bring Rhythm?

Market brief

Zheng cotton low open down, the end of the small decline, the industrial chain recovery slow, short-term Zheng cotton maintain a volatile trend. In the spot market, there is a lack of guidance information, cotton companies maintain stable offer, point price resources offer is high, downstream inquiry enthusiasm is general, downstream part of pure cotton yarn prices still fall, in the case of relatively strong raw materials and weak products, most yarn enterprises have increased pressure and low enthusiasm for purchasing cotton flower. At present, the lint inventory of downstream spinning enterprises remains at a low level, and they still purchase on demand Mainly, the short-term supply of cotton is sufficient, imported cotton, reserve cotton, real-estate cotton, etc., enterprises can choose more resources, plus the upstream and downstream cotton mills and cloth factories' own finished product inventory remains high, it is difficult to find a good short-term profit, cotton prices are still difficult to break through the current narrow range volatility pattern, and the spot cotton prices continue to be stable.

On August 19, the sales resources of reserved cotton were 9031.758 tons, and the actual turnover was 9031.758 tons, with a transaction rate of 100%. Compared with the previous day, the average price was RMB 11758 / ton, down RMB 1.758/ton. The average transaction price of Xinjiang cotton was 12102 yuan / ton, which was 34 yuan / ton higher than the previous day. The price of Xinjiang cotton converted to 3128 yuan / ton was 13054 yuan / ton, 48 yuan / ton higher than that of the previous day, and the price increase of Xinjiang cotton was 1044 yuan / ton. The average transaction price of real estate cotton was 11342 yuan / ton, which was 66 yuan / ton higher than that of the previous day. The price of 3128 yuan / ton of real estate cotton was 12800 yuan / ton, which was 198 yuan / ton lower than that of the previous day. The price increase of real estate cotton was 790 yuan / ton. From July 1 to August 19, the total transaction volume was 306122.0437 tons, with a turnover rate of 100%.

The price of acrylonitrile market is relatively stable. Manufacturers maintain the rhythm of limiting production and raising prices. The offers of middlemen are also close to the high-end market. There is a certain bullish expectation for the future market. However, the supply and demand side is still weak, and downstream purchasing maintains on-demand operation. However, there is generally bullish expectation on the market in September. On the one hand, the downstream demand increases, on the other hand, under the cost pressure, the acrylonitrile plant will Maintain production restriction rhythm, pay attention to the end of the month settlement information guidance, it is expected that the acrylonitrile price will maintain stability in recent days. The market situation of acrylic staple fiber continues to be stable, the downstream demand is weak, and the shipment is slow. Some acrylic fiber manufacturers have higher inventory and lower operating load. At present, the operating rate of the industry is reduced to less than 70%, and there is still a negative expectation in the future. On the other hand, the price of raw material acrylonitrile is too strong, and the profit space of nitrile fiber production is compressed, which also affects the enthusiasm of the factory to start work. It is not ruled out that the monthly settlement price is small Follow up expectations, pay attention to acrylic fiber factory monthly settlement news.

According to the feedback from the cotton regulatory libraries in many places, the recent cotton road shipment volume in Xinjiang has rebounded slightly, mainly from the cotton trade enterprises and cotton textile mills in the mainland, mainly to Jiangsu, Shandong and Henan provinces, and the road transportation demand in Hubei and Hebei provinces has recovered. Traders and cotton mills in Henan, Shandong and other places have reported that Urumqi Railway Administration has strengthened coordination on cotton transportation in Xinjiang recently (the number of empty box cars allocated by some supervision warehouses in southern Xinjiang has increased compared with that in the last ten days of July). The roads in Xinjiang are basically open, and there are almost no obstacles for the automobile transportation of cotton from warehouses. However, the rising trend of highway transportation costs is still continuing, which makes some cotton enterprises in urgent need of shipment but. According to the industry analysis, firstly, a large number of fruits and vegetables were listed in Xinjiang from August to September, and there were many short-term vehicles; secondly, since the late July of Urumqi, Xinjiang, the epidemic situation broke out, and the levels of epidemic prevention and control were correspondingly raised in all prefectures, and the number of "return vehicles" in the mainland was greatly reduced; thirdly, the drivers were worried that the detection of Xinguan antibody during transportation could be effective for 7 days due to rain, road control, detour and other reasons After returning to Xinjiang, they were isolated and re tested.

According to the statistics of the clothing industry association of Henan Province, there are 167000 companies, factories, institutions and merchants engaged in clothing production, design and trade, with 4.8 million employees. The annual output of various kinds of clothing is 3.5 billion, and the annual sales volume is 330 billion yuan. The clothing output value accounts for more than 7% of the country, ranking the sixth in the country. Xinmi City, Taikang County, Xiayi County, Longdong town and Baizhuang town were selected as the national excellent industrial cluster of textile industry. The textile and garment creative design Park of Zhengzhou Jinrong industrial new city and the comprehensive service platform of banner textile and garment original design were listed in the national textile and clothing creative design pilot park (platform). Zhengzhou women's trousers are the most well-known brands in the clothing industry, with eight well-known trademarks in China. Mengshuya, Yalida and Yiyang are well-known brands in the industry. Among them, Yiyang women's pants have ranked first in the category of e-commerce women's trousers for many years, and mengshuya has become the national standard setter of woven elastic pants.

Zhejiang China Light and Textile City Group Co., Ltd., the largest textile wholesale market in China, released its 2020 semi annual report on August 18. During the reporting period, the company realized a revenue of 406 million yuan, a year-on-year decrease of 17.53%; and the net profit attributable to shareholders of listed companies was 231 million yuan, up 38.77% year-on-year. 16 yuan per share. The change of operating income was mainly caused by the decrease of rent in beilian market, which was caused by the reduction of property fee due to the epidemic; the change of operating cost was mainly caused by the reduction of water and electricity charges in various markets and the cost of e-commerce e-textile business; the change of net profit was mainly caused by the joint influence of Zhejiang Merchants Bank's dividend and market rent reduction. According to the plan of light and Textile City, the company will achieve a revenue of 854 million yuan and a total profit of 425 million yuan in 2020.

Wangjiang County, Anhui Province, plays a good combination of boxing to expand the textile and clothing industry cluster. The first industrial development investment fund with a total scale of 315 million yuan was set up to guide and support the development of textile and clothing industry. In 2019, the output value of Shenzhou knitting reached 9.43 billion yuan, the number of employees was 11000, and the tax revenue was 127 million yuan. The county leaders led the team to carry out the first industry investment promotion, fully introduced textile and clothing industry projects, and initially formed a textile and clothing industry chain integrating ginning, viscose, white factory silk, spinning, weaving, printing and dyeing, printing, clothing, washing and packaging. Up to now, there are 430 textile enterprises in the county. We should encourage the textile enterprises to develop and cooperate with each other in the development of advanced technology and equipment, and encourage the textile enterprises to cooperate with each other in the development of advanced technology and equipment.

On August 14, Li Ning announced its first half results. Affected by the new crown pneumonia epidemic, Li Ning's business performance was negatively affected, and its overall sales revenue did not reach the expected target. Among them, the sales of offline retail terminals were greatly impacted, and the sales revenue of direct operation recorded a decrease of 24%; the performance of e-commerce channels was significantly better than that of offline channels, with an increase of 23%; the revenue of franchised dealers recorded a small increase compared with the same period of last year. According to the data, during the period, the total operating revenue of Li Ning reached 6.181 billion yuan, a slight decrease of 1.2% compared with the same period in 2019, but the net profit of core business increased by 21.7% against the trend. The net profit decreased by 83% to RMB 605 million. In terms of regions, Li Ning's sales still focus on China, with a total revenue of 6.113 billion yuan in the first half of this year, accounting for more than 98%, while the total revenue of other regions was 680000 yuan. In the Chinese market, the northern region is the most important region, accounting for 52.6% of the total revenue, while the southern and southern China account for 34.5% and 11.8% respectively.

On August 18, the third expansion meeting of the Sixth Council of China printing and dyeing industry association and the fifth meeting of the Sixth Executive Council were held in the Hilton Hotel in Jiaxing. At the meeting, the list of "top 30 printing and dyeing enterprises in China in 2020" was released: Shenghong Group Co., Ltd., Qingdao Fenghuang printing and dyeing Co., Ltd., Sanyuan Holding Group Co., Ltd., joy Home Textile Co., Ltd., Lutai Textile Co., Ltd Ltd., Huafang Co., Ltd., Yixing Leqi Textile Group Co., Ltd., Zhejiang Baofang printing and dyeing Co., Ltd., Mianyang Jialian printing and dyeing Co., Ltd., Zhejiang Hangmin Co., Ltd., Fujian Fengzhu Textile Technology Co., Ltd., Hangzhou Fulida dyeing and finishing Management Co., Ltd., Shaoxing Feiya printing and dyeing Co., Ltd., Shandong Ruyi digital technology printing and dyeing Co., Ltd , Changzhou xurong knitting and Printing Co., Ltd., Zhejiang Tonghui Textile Co., Ltd., Zhejiang Haoyu Technology Co., Ltd., Sichuan yilongke Textile Group Co., Ltd., Zhejiang Furun printing and dyeing Co., Ltd., Zhejiang honglvlan textile printing and dyeing Co., Ltd., Hebei Ningfang Group Co., Ltd., Wuhu Fuchun dyeing and Weaving Co., Ltd., Zhejiang Yingfeng Technology Co., Ltd., Zhejiang Jiangshengfa textile printing and dyeing Co., Ltd., Zhejiang Huafu color textile Co., Ltd., Dongguan deyongjia textile and Garment Co., Ltd., Liaoning Huafu Industrial Co., Ltd., Zhejiang meixinda textile printing and Dyeing Technology Co., Ltd., Fujian Honggang Textile Technology Co., Ltd., Jiangsu shayin Group Co., Ltd.

According to the statistics of Japan's Ministry of economy, industry and industry, Japan's retail sales fell by 1.2% year-on-year in June and increased by 13.1% month on month. It rebounded for two consecutive months, and the decline rate was significantly reduced, and the retail industry recovered momentum. In June, Japan's textile and clothing retail sales increased by 38.8% month on month and decreased by 6.7% year-on-year, significantly slowing down compared with the same period in May. Textile and clothing retail sales recovered to more than 90% of the epidemic situation. In June, clothing retail sales in department stores and supermarkets fell 14.1% year-on-year, including a 12.5% year-on-year decline in men's wear, 15.6% in women's / children's wear, 4.1% in other clothing and 14.4% in clothing. In July, UNIQLO's sales in Japan increased by 4.7% year-on-year, and the same store sales increased by 4.4%. Consumer demand for home clothing is strong, driving the growth of sales in the same store.

According to foreign news on August 17, Rabobank recently announced the 10-year prospect of cotton, saying that the Australian cotton industry is still suffering from drought and new crown pneumonia, but the opportunity is waiting ahead, and the global export share of Australian cotton may be greatly increased in the next 10 years. According to the report, the growing cotton production potential of Australia will be tapped in the north. Textile mills in Vietnam, Bangladesh and Indonesia will have the strongest cotton consumption in the future. Southeast Asia is expected to account for 55% of the global demand growth in the next 10 years, which means there will be an additional export opportunity of 7.5 million bales.

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