Xinjiang cotton: Recently, the cotton price still keeps rising. The panel price of Zhengzhou cotton cf2201 contract rebounded from 17105 yuan / ton and broke through 17700 yuan / ton round mark again. The public weight quotation of Xinjiang machine picked cotton in "double 28" is concentrated in 18200-18500 yuan / ton. Textile enterprises are not willing to replenish the warehouse, so they mainly participate in the bidding of reserved cotton. Domestic new cotton will be listed soon, and the cotton processing capacity will be surplus. If the cotton enterprises rush to collect, the cotton price will rise rapidly. The cotton price in the upstream will rise rapidly, and the gauze price in the downstream will be difficult to follow. The expectation of peak season is slightly insufficient.
Jiangsu polyester staple fiber: Affected by the decline of polyester chip price, staple fiber price continues to be low. At present, the price of polyester staple fiber is 6900-7000 yuan / ton. The production load of the enterprise is still kept at a low level, and the start-up rate is about 85%. Affected by the "double control", the start-up rate of high energy consumption textile enterprises in Jiangsu may decrease in September. Staple fiber production and sales are weak, downstream just need to purchase, deal according to the order to negotiate. Recently, the China Cotton Textile Industry Association conducted a large-scale research on the major cotton textile related markets in China for the 23rd time. The following are the reflections of the local markets, cotton textiles and related enterprises:
Jiangsu vortex spinning yarn: The price of vortex spinning yarn rose slightly after falling in the early stage, the peak season was not brisk, the sales continued to slow, the downstream purchase intention was not high, and the enterprise started normal. In the case of downstream recession, yarn sales are expected to continue at the current state for some time.
Shandong cluster cotton low count yarn: All the enterprises have started operation. Recently, the cotton price remains around 18000 yuan / ton, and the cotton yarn price and profit are basically stable. The demand of downstream customers is lower than that of the previous period, and the order is slow. At present, the inventory is about one month. If the order is insufficient, the inventory will rise. At present, the export trade of downstream customers is declining, the cost is rising, and the situation is not optimistic. Therefore, it is necessary to keep a wait-and-see view on the later market enterprises. Jiangsu high count yarn: Recently, the price of raw materials fluctuated, and the demand for receiving orders was not as strong as that in the earlier period. At present, the enterprise start-up, profit is fair, inventory is low. Keep a wait-and-see attitude towards the downstream market, hoping that the raw material market can remain stable and the product profit space will not be compressed. Shandong differential yarn: At present, the order delivery time of enterprises is 1-3 months. As a traditional peak season, the market in September this year is obviously much colder. Affected by the fluctuation of raw material prices, the prices of enterprise products have been adjusted. At present, the inventory of enterprise products is low, and the purchase of raw materials is mainly based on orders. Affected by shipping time and freight, downstream enterprises' export orders are blocked, which will have an impact on the industrial chain. At the same time, the domestic double 11 market, which should have been launched, has not improved at present, expressing concern for future enterprises. Peixian viscose yarn: In recent years, the viscose yarn market is weak, all kinds of yarns are falling down, the enterprise's preferential policies are increased, and the purchase and sales are weak. At present, the enterprise is in normal production and the inventory is increased, but it is still controlled within one month. The profits of enterprises decreased, and some enterprises producing rotor spinning lost money. There are few new orders in grey fabric market, and the price is falling. The market is worried that the price will continue to go down, the purchasing is not active, and the inventory is rising. The "gold nine silver ten" has not improved significantly. The downstream expectation is bearish and the wait-and-see mood is strong. Henan pure cotton yarn: Pure cotton yarn market orders are basically stable, prices of some yarn varieties are stable, and the overall turnover is down. Downstream demand is still weak, the opening rate of the mill is about 60%, and the product inventory remains low. The market is generally concerned about the listing price of new cotton and the recovery of downstream orders. It is expected that the market is good, but it is cautious. Jiangsu color spinning yarn: Recently, affected by the price of raw materials, market cycle, foreign epidemic situation and other factors, the color spinning market has become weak. At present, the domestic market is OK, but the export market has a great influence. The consumer's consumption desire is insufficient, and the downstream inventory is increased. In terms of varieties, pure cotton color spinning is relatively good, and the market of differential color spinning has fallen down. Enterprise full load production, orders scheduled to October, the enterprise is cautious and optimistic about the future market. Fujian non cotton yarn: The start-up situation of the enterprise is good, the production and operation are carried out orderly, the price of non cotton fiber decreases slightly, and the yarn price is relatively stable. In the peak season, the trend is weak, the production and sales are slightly unbalanced, and the difficulties in export and transportation have become the main problems. Enterprises are on the wait-and-see state of the future, looking forward to recovery. Xinjiang pure cotton yarn: At present, the operation of the factory is normal, cotton futures hit the bottom and rebound, and the prices of pure cotton yarn and vortex spinning viscose yarn have also increased, but downstream customers generally reflect that the market situation is poor, and the number of new orders is small. The enterprise will continue to maintain normal production in the future, but at present, the price transmission of downstream customers' products is blocked, and it is difficult to raise the yarn price. The spinning factory can only try to reduce the cost and reduce the profit level. The key to the future market trend is to see the new cotton price.
Guangdong cotton yarn: Enterprises reflect that the recent textile foreign trade order backflow has decreased, yarn demand has also declined, the industry's traditional peak season characteristics have not yet appeared, production and sales are weak, and they are cautious and wait-and-see attitude towards the future market.
Recently, the China Cotton Textile Industry Association conducted a large-scale research on the major cotton textile related markets in China for the 23rd time. The following are the reflections of the local markets, cotton textiles and related enterprises:
Jiangsu grey fabric: At present, the opening rate is over 95%. Recent cotton price oscillation, cotton yarn price is flat, product profit is fair. The production of enterprises with good orders can be maintained until mid November, and some enterprises can maintain production for a week. Recently, the number of new orders is less, and the product inventory is increased compared with the previous period. The market of downstream knitted fabrics and home textiles is better than that of shuttle fabrics. With the control of epidemic situation in Southeast Asian countries in place, the trend of order backflow remains to be seen.
Guangdong denim: Recently, cotton prices have shown an upward trend. Denim yarn prices are running at a high level. The price of pure cotton OEC 10s yarn to the factory is about 15400 yuan / ton. The operating rate of the enterprise is high, which is maintained at more than 95%. Compared with the same period last year, the orders have slightly decreased. The conduction of fabric prices has always been blocked, resulting in thin profits. The arrival of the "gold, silver and ten" and the epidemic situation led to the backflow of foreign orders. The production orders were full, and the operating rate remained at a high level, but the profit was low. The uncertainty of cotton price in the later stage became the focus of attention of enterprises and was the key factor affecting profits. Lanxi grey cloth: Yarn price slightly callback, downstream orders are scarce, turnover light, inventory increase. Combined with the impact of "double control" power rationing and weak production demand, some enterprises actively control the capacity utilization rate. The downstream market is not prosperous in peak season, sales are weak, and the first half of "golden nine silver ten" has fallen through, and enterprises are slightly pessimistic about the future market. Jiangsu colored fabric: The market remained stable, the follow-up orders of enterprises were weak, the sales were weak, and the product prices were basically stable. In the past half a month, the price of upstream yarn dropped slightly, but due to the poor order receiving situation of enterprises, the willingness of yarn preparation is not strong, and most of them are just needed procurement. At present, the market has not reached the enterprise's expectation, and enterprises hold a cautious wait-and-see attitude for the future market. Hubei cotton: In the near future, cotton prices have returned to the rising channel, but the prices of yarn and cloth products have not been able to keep pace with the rising trend. The downstream companies are cautious and wait-and-see, and there are not many single products. At present, the opening rate maintains the previous level, mainly to ensure production, and product inventory is still increasing. Now it is September, but the atmosphere of the peak season has not arrived yet. New cotton is about to be listed. At present, the market is bullish. If the cotton price rises further, the cost pressure of textile enterprises will continue to increase, but the demand support is weak. It is unknown whether the downstream will pay the bill.
