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.

　　據(jù)調(diào)查，1月9-10日青島、廣州港OE21S、C32S高配、C32S包漂白、JC32S越南2/3月“期貨紗”報(bào)價(jià)分別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(均為CNF報(bào)價(jià)，因1月船期越南紗已無(wú)現(xiàn)貨可售)，較12月下旬普漲0.02-0.03美元/公斤;而目前江蘇、浙江地區(qū)巴基斯坦C16S賽絡(luò)紡、越南C21S針織和C32針織的人民幣報(bào)價(jià)分別19500元/噸、20500元/噸、22000元/噸，大廠、品牌印度紗與越南紗的報(bào)價(jià)已完全一致，如印度DCM32S針織、SEL32S針織的報(bào)價(jià)也22000元/噸，但部分織布廠、中間商表示，因越南C21S-C40S配棉以美棉、西非棉及少量中亞棉、印度棉為主，紗線的強(qiáng)力、毛羽、CV值等指標(biāo)較印度、巴基斯坦紗稍好，且越南品牌紗大多包漂白，因此在二者差價(jià)不大情況下傾向于選擇越南紗。

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