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Standing At The Air Outlet Waiting For The Guidance Of The Yarn

2021/4/19 14:48:00 0

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As the saying goes, textile industry gold three silver four, may yellow June, seven dead eight alive nine turn back. The Chinese people are in a tight encirclement in the epidemic situation. From January to February, the yarn price continued to rise, but the potential of March was digested in advance, which directly lost the traditional peak season. In April, the border trade was heavily encircled, and the number of orders for continuous fermentation was significantly reduced. Many disharmonious and inappropriate factors made it difficult for the cotton textile industry chain.

Price: yarn continued to decline, but gradually slowed down

date	cotton	C32S	JC32S	Compact jc60s	T/C32S
two hundred and ten thousand three hundred and one	sixteen thousand eight hundred and fifty	twenty-five thousand and eight hundred	twenty-eight thousand and seven hundred	thirty-nine thousand	eighteen thousand
two hundred and ten thousand three hundred and fifteen	sixteen thousand three hundred and fifty	twenty-five thousand and five hundred	twenty-eight thousand and five hundred	thirty-nine thousand	seventeen thousand and nine hundred
two hundred and ten thousand four hundred and one	fifteen thousand and two hundred	twenty-four thousand and two hundred	twenty-seven thousand	thirty-seven thousand	seventeen thousand
two hundred and ten thousand four hundred and fifteen	fifteen thousand four hundred and fifty	twenty-four thousand and two hundred	twenty-six thousand and seven hundred	thirty-six thousand and two hundred	sixteen thousand and eight hundred
Up and down compared with the beginning of March	-1400	-1600	-2000	-2800	-1200
Up and down compared with early April	two hundred and fifty	zero	-300	-800	-200

If you want to add a crime, why have you no reason to be guilty? The hidden danger of "ban Jiang Ling" has not been solved yet, but the bad news has been gradually digested. In particular, recently, the Swiss good cotton Development Association (BCI) has put up a statement on "boycotting Xinjiang cotton" on its official website. Muji, a Japanese company, said that it would continue to use Xinjiang cotton, all of which indicated the false stigma that "they" had done. In addition, considering the gradual rebound of raw cotton and the deterioration of the epidemic situation in India and Bangladesh, the backflow of orders was delayed to a certain extent, and the decline of yarn Market slowed down significantly. By the end of the 15th day, the ring ingots were 32s24200, 32s26700 and 60s36200 respectively. On the whole, the decline of yarn is greater than that of raw materials, and the decline of high count yarn is higher than that of combed yarn. (unit: yuan / ton)

Load: yarn, printing and dyeing starts to decline, weaving starts to rebound

In March, the yarn and weaving market was cooling down, but printing and dyeing was a busy scene. By April, the decline of yarn and weaving market remained unchanged. However, with the support of early orders, the start-up of high-level yarn in light warehouse environment could be maintained. However, the mills that were short of orders and operated prudently reduced their load during the Qingming period to relieve pressure and wait for opportunities. However, the overseas boycott of Xinjiang cotton resulted in a significant reduction in foreign orders. The weaving mills and middlemen reduced the grey fabric by 0.2-0.3 yuan / m to recover funds, Although the end of the rest has made the load rise, it is still bearish on the long term; the number of orders and warehousing of dyeing plants has continued to decline, and the list of orders has decreased significantly, and the load has continued to decline. On the 15th, yarn production remained at 85.5%, weaving rose to 69.40%, and printing and dyeing enterprises in Jiangsu and Zhejiang decreased to 74.23%.

Export: textile and clothing export in the first quarter + 44% year-on-year, and the long-term pressure is still heavy

date	Textiles and clothing	Year on year	Textile yarns, fabrics and articles	Year on year 1	Clothing and accessories	Year on year 2
January February	four hundred and sixty-one point eight eight	54.81%	two hundred and twenty-one point three four	60.71%	two hundred and forty point five four	49.76%
March	one hundred and eighty-nine point two six	22.66%	ninety-six point seven four	8.42%	ninety-two point five three	42.18%
January March	six hundred and fifty-one point one five	43.85%	three hundred and eighteen point zero seven six	40.15%	three hundred and thirty-three point zero seven	47.57%

According to the customs data, in the first quarter of this year, China's textile and clothing exports reached US $65.115 billion, a year-on-year increase of + 43.85%, compared with the same period in 2018 / 2019 of + 13.02% / + 15.63%. Among them, textile export was $31.808 billion, + 40.15% year-on-year, + 22.88% / + 18.27% compared with the same period in 2018 / 2019; clothing export was $33.307 billion, with a year-on-year rate of + 47.57%, compared with the same period of 2018 / 2019 by + 4.95% / + 13.19%.

In the long run, whether the external environment can sweep the negative is particularly crucial. The epidemic situation, sea freight, Ramadan, exchange rate, Southeast Asian competitive environment, etc., have obvious constraints on the export of textile and clothing, and the expected wind direction is weak or gradually unfolding.

Existing variables:

Due to the tight situation of foreign trade is difficult to break, and the sentiment of the downstream delivery is not high, there will be more enterprises to make up new orders in the last ten days, and the inventory will gradually move up. However, there are variables in the return of overseas orders in autumn and winter from may to June. Due to the weak long-term demand situation, the pursuit of raw materials is stronger than the constraints from the demand side, and pay attention to the market traction of more and less cotton quota issuance.