The Market Entered The "Spring Festival" Rhythm, India, Pakistan And Other Imported Yarn "Take Advantage Of It".

Recently, downstream foreign trade companies, garment enterprises and weaving enterprises are gradually stepping into the rhythm of the Spring Festival. To reduce liquidity, the cotton mill has adopted the "double down" measures of inventory, namely, the purchase of cotton and the production of cotton yarn are all down, and imported yarns such as India and Pakistan are "coming in at the right time".

According to Guangzhou, Qingdao, Ningbo and other port cotton yarn traders, enquiries and counter offers for importing India, Pakistan and Vietnam C32S in early January were much more active than in late 12, especially for C32S with air bleached air jet looms and rapier looms, and traders' shipments rose slightly by 50-150 yuan / ton.

Recently, due to the bonded warehouse and the recent arrival in Pakistan C8S-C16S

Supply is not enough, some denim in Guangdong, Jiangsu, Zhejiang and other places are eager to rush orders before the Spring Festival, and enquiries and pactions have also been briefly recovered. Some middlemen in Shandong, Zibo, Weifang, Henan and Zhengzhou indicated that the demand for imports of JC21S, JC32S and JC32S/2 also increased.

The price of factory cotton, FOB, CNF and CIF in India cotton mill has been increasing by 5-6 cents / pound in the past month. The futures yarn of India and Pakistan has been on the rise, while the port's bonded spot and the clearance yarn are lagging behind. Some weaving factories and middlemen have "foresight" to try to accumulate some raw materials. On the other hand, since mid December, because the spot price of Xinjiang cotton and real cotton keeps at a high level, the adjustment range is much lower than that of Zhengzhou, and the small and medium sized textile enterprises with medium and low cotton blended yarn have little profit or even loss of 300-500 yuan / ton, so the reduction rate of the production of combed yarn and low count combed yarn is increasing. "1" industry analysis, on the one hand, nearly 1 more.

Some large and medium-sized traders estimated that by the middle of January, the inventory of imported yarn had reached 9.8-10 million tons in the main ports of China, and the import volume of imported yarn was expected to exceed 199 thousand tons in December alone. The growth rate will exceed 11% in the same period last year. The cotton yarn in Vietnam, India and Pakistan still occupy the former "three armour", and it is worth noting that the Pakistan yarn "lagging behind" signs are becoming more and more obvious, while Vietnamese yarn is "shifting and speeding up" continuously.

First, as India cotton yarn export price and export price "sesame blossom high", and Vietnam, Uzbekistan and other origin C21S-C40S CNF and CIF quotations remained relatively stable, C32S India, Pakistan yarn and Vietnamese yarn difference from 11-12 0.08-0.10 dollars / kg to 0.02-0.04 dollars / kg, Vietnam yarn competitiveness continues to grow.

Second, China

In Vietnam, the scale of investment and new spinning mills is increasing, and the products are mainly C21S and above. The yarn quality, consistency and other batches have been significantly improved. In addition, the proportion of cotton blending with cotton, West African cotton and Central Asia cotton is relatively high, so at least 80% products are sold back to China.

Third, because of the high domestic cotton prices and the issuance of import licenses to India cotton, Pakistan's domestic energy costs remain high. Therefore, the start-up rate of the cotton mill has dropped considerably. The capacity of siro spinning and C32S's production and export is seriously insufficient, and some orders have been postponed or destroyed by the order.

Fourth, the abolition of the TPP agreement on Vietnam's cotton mill can be ignored, but it will speed up the export of yarn.

According to the "origin" requirement of TPP export, Chinese textile and garment enterprises in Vietnam must abide by the regulations on exports to Europe, America and Japan, otherwise the Vietnamese enterprises can not benefit from TPP; however, the Trump administration has explicitly rejected TPP, Vietnam's cotton mill, weaving,

Such enterprises are no longer subject to the "origin" restrictions. They can be described as "lost in the East", and the export of non terminal products such as yarns and grey fabrics will usher in an outbreak.

　　据调查，1月9-10日青岛、广州港OE21S、C32S高配、C32S包漂白、JC32S越南2/3月“期货纱”报价分别1.99-2.01美元/公斤、2.74-2.75美元/公斤、2.79-2.81美元/公斤、3.05-3.06美元/公斤(均为CNF报价，因1月船期越南纱已无现货可售)，较12月下旬普涨0.02-0.03美元/公斤;而目前江苏、浙江地区巴基斯坦C16S赛络纺、越南C21S针织和C32针织的人民币报价分别19500元/吨、20500元/吨、22000元/吨，大厂、品牌印度纱与越南纱的报价已完全一致，如印度DCM32S针织、SEL32S针织的报价也22000元/吨，但部分织布厂、中间商表示，因越南C21S-C40S配棉以美棉、西非棉及少量中亚棉、印度棉为主，纱线的强力、毛羽、CV值等指标较印度、巴基斯坦纱稍好，且越南品牌纱大多包漂白，因此在二者差价不大情况下倾向于选择越南纱。

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