It'S Really A Problem If The Outer Yarn Is Not Replenished.

According to the survey, with the gradual decline of Zheng's disk,

Round the auction day paction price and paction rate "double drop" and domestic

Spot "price no market" phenomenon warming, high and medium cotton yarn quotation first "can not support" down 300-500 yuan / ton (Henan, Shandong and Jiangsu and Zhejiang, and other parts of the spinning price of textile enterprises only one week was forced to "turn around"), at present

In addition to C21S and OE yarn quotations and relatively stable goods, other yarn fatigue.

Some textile enterprises said that according to the 10-20 days' raw material stocking period, the cost of raw materials sold at present is at the top of 15000 yuan / ton of the national cotton storage price, and the textile enterprises are unwilling to reduce the price and run the goods.

However, if the paction price of Zhengzhou and national cotton store is not effectively rebounded in the middle and August, cotton yarn price will have a sharp pullback.

Compared with domestic cotton yarns, the obvious contrast is that imported yarns such as India, Pakistan and Vietnam still maintain high oscillations, and there is a strong trend of "no bow at the bow", especially the difference between India cotton yarn and Pakistan, Thailand, Malaysia and other producing yarns.

From the survey point of view, at present, the price of foreign yarn of port traders is lower than that of India, Vietnam and Pakistan cotton mills CNF and CIF quoted 0.05-0.10 dollars / kg.

On the one hand, traders in 5 and June ordered the price of India Pakistan yarn to be relatively low, and the selling profits were relatively high. On the other hand, the shipment of bonded yarn was slow, traders were eager to cash in and eager to recover the payment.

On 7 and 8 August, China's main port OE10S, C21S, C32S and JC32S brand A+ India yarn quoted price is 1.55-1.58 dollars / kg, 2.66-2.70 dollar / kg, 2.83-2.86 dollar / kg, 3.0-3.03 dollar / kg (CNF), up 0.02 US dollars / kg again last week, and the C21S and hedge yarn are higher than the same number of Pakistan cotton yarn US dollars / kg. The price of India yarn is almost the same as that of Uzbekistan yarn.

　　一些贸易商、机构认为，印度纱持续报涨的主要因素包括：一、印度国内S-6、J34等棉花出厂价虽然较前期高点回落4-5美分/磅，但这两日S-6再次冲上90美分/磅关口，纱厂“卖涨不卖跌”的心态突出;二、由于很大一部分印度纱厂加大混纺纱生产力度或减产、停产，全棉纱的供应量较大幅度下滑，内销和出口订单的完成面临压力，纱价上涨短期并不缺少客户;三、7月下旬以来，由于美国非农数据反弹预期升温，ADP就业数据较好，印度卢比对美元持续转弱，跌幅扩大，印度棉花、棉纱、坯布和服装等以美元计算的出口价格被动上涨;四、6-7月份印度纱厂的全棉纱、混纺纱库存普遍不大，原料占压资金不突出，纱厂挺价情绪浓。

　　国内外棉纱走势“相背”令棉纱贸易商在是否补货、何时补货问题上“纠结”，一方面目前进口印度、越南、乌兹别克斯坦C21、C32S A+纱与国产纱的价格持平甚至“倒挂”500-600元/吨，如果国产纱价再度下滑，一些采购进口纱的布厂和中间商将“转向”，如果订购8/9月船期的外纱有被“套住”的风险;另一方面2016/17印度新棉要到11、12月份才能上市，11月份前可供采购的美棉、澳棉都寥寥无几，因此印度棉花供应缺口问题并非“一朝一夕”能解决，纺企业转产、减产或停产的比例将越来越大，可供出口棉纱、愿意接出口订单的纱厂也在下滑，不提前1-2个月下单难以采购到棉纱;加上从各方反馈来看，中国国储棉轮出政策再次调整的希望不大，即使增加60多万吨轮出量，预计10月下旬新棉大量上市前棉花供应仍偏紧，国内棉价或在资金、贸易商的参与下有再度涨回的可

Yes, cotton yarn will start a new round of rise. Therefore, we should consider the value of replenishment at present.