according to

Cotton Traders in Zhejiang and Shandong showed that domestic cotton yarn prices were relatively weak in late October, and the cotton spot market was depressed. The price of CIF, CNF and the RMB quotas after customs clearance remained stable.

Traders and importers are relatively calm, and wait-and-see sentiment is the main body.

一方面受印度CCI在各產(chǎn)區(qū)展開大規(guī)模棉花收儲(chǔ)，且MSP價(jià)格較2014年度上漲50盧比/公擔(dān)(按當(dāng)前盧比匯率，MSP收購價(jià)為64.5美分/磅左右)，加上美國主產(chǎn)區(qū)遭遇降雨、棉花采摘進(jìn)度減緩以及中國新疆棉區(qū)不僅總產(chǎn)大幅下滑，高品質(zhì)皮棉的供應(yīng)量至少減少30%以上，引發(fā)ICE持續(xù)在61-64美分/磅廂體內(nèi)盤整;另一方面受巴基斯坦30%紗廠倒閉及企業(yè)罷工的影響(巴基斯坦政府對(duì)進(jìn)口棉紗稅收上調(diào)10%，印度紗廠和出口商欲上調(diào)棉紗出口價(jià)格導(dǎo)致一些提前訂單面臨執(zhí)行困難，而TPP協(xié)議的達(dá)成，使越南企業(yè)獲得同日本、新加破等國一樣待遇，出口美國的障礙被掃清，因此越南紗廠、布廠和服裝廠開始布一個(gè)更大的“局”，一些中國貿(mào)易商預(yù)測(cè)12月份以后外紗的“寄售量”將呈逐漸回落態(tài)勢(shì)。

The price of cotton yarn is better than that of India and Pakistan for 200-300 yuan / ton, while the price of domestic cotton yarn is adjusted by 100-200 yuan / ton, while the price difference between domestic and foreign cotton yarn is about 800-1000 yuan / ton. The whole market has two obvious characteristics: first, the arrival rate of JC21, JC26, JC30 and JC32S yarn is more obvious than that of earlier growth; however, the delivery volume of cotton yarn arriving in Pakistan, Thailand, Indonesia and other places is lower; secondly, the willingness of Chinese importers and middlemen to clean their cotton yarn is not strong, and the quantity of cotton yarn quoted by the renminbi is reduced. The main reason is that the RMB exchange rate fluctuates more frequently and buyers and sellers' "no tickets" pactions increase. In late October, China's main ports, India, Pakistan, C21S and C32S prices were stable at 17200-17500 yuan / ton, 18800-19200 yuan / ton; Vietnam origin C21S, C32

On 25 and 26 October, CIF quotations from OE10S, C21S, C32S and JC32S in India port of Qingdao concentrated on 1.53-1.55 dollars / kg, 2.12-2.15 dollars / kg, 2.42-2.45 dollars / kg, 2.68-2.72 dollars / kg, the quotation was relatively strong, and the enthusiasm of the mills and exporters to adjust prices was not high.

Analysis of an importer in Guangzhou, the current yarn market is also the same.

The market has the same pattern of "external strength and internal weakness". The price of cotton and cotton yarns in India and CCI cotton enterprises is stable, but ultimately depends on the trend of cotton prices in China and the affordability of the Chinese buyers.

It is understood that as of the end of October, the number of bonded yarn outside China's main ports will exceed 100 thousand tons, and some foreign businessmen and middlemen will estimate 10.2-10.5 million tons.

At present, 32S, 40S, 50S Combed Yarns and high spun yarns in port or spot shipment are still mainly products of Chinese enterprises set up in Southeast Asian countries. The proportion of foreign cotton mills without Chinese background is not high. According to statistics, the quality, CV value and various indexes of combed and carded yarns under 40S and below are not lower than those of domestic yarns. According to statistics, the quality of cotton and yarn such as India and Pakistan and other cotton yarns are relatively easy to dye and strong, so the cotton yarn position less than 40S will be totally occupied for 50% years.