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.

　　一些貿(mào)易商、機(jī)構(gòu)認(rèn)為，印度紗持續(xù)報(bào)漲的主要因素包括：一、印度國(guó)內(nèi)S-6、J34等棉花出廠價(jià)雖然較前期高點(diǎn)回落4-5美分/磅，但這兩日S-6再次沖上90美分/磅關(guān)口，紗廠“賣漲不賣跌”的心態(tài)突出;二、由于很大一部分印度紗廠加大混紡紗生產(chǎn)力度或減產(chǎn)、停產(chǎn)，全棉紗的供應(yīng)量較大幅度下滑，內(nèi)銷和出口訂單的完成面臨壓力，紗價(jià)上漲短期并不缺少客戶;三、7月下旬以來(lái)，由于美國(guó)非農(nóng)數(shù)據(jù)反彈預(yù)期升溫，ADP就業(yè)數(shù)據(jù)較好，印度盧比對(duì)美元持續(xù)轉(zhuǎn)弱，跌幅擴(kuò)大，印度棉花、棉紗、坯布和服裝等以美元計(jì)算的出口價(jià)格被動(dòng)上漲;四、6-7月份印度紗廠的全棉紗、混紡紗庫(kù)存普遍不大，原料占?jí)嘿Y金不突出，紗廠挺價(jià)情緒濃。

　　國(guó)內(nèi)外棉紗走勢(shì)“相背”令棉紗貿(mào)易商在是否補(bǔ)貨、何時(shí)補(bǔ)貨問(wèn)題上“糾結(jié)”，一方面目前進(jìn)口印度、越南、烏茲別克斯坦C21、C32S A+紗與國(guó)產(chǎn)紗的價(jià)格持平甚至“倒掛”500-600元/噸，如果國(guó)產(chǎn)紗價(jià)再度下滑，一些采購(gòu)進(jìn)口紗的布廠和中間商將“轉(zhuǎn)向”，如果訂購(gòu)8/9月船期的外紗有被“套住”的風(fēng)險(xiǎn);另一方面2016/17印度新棉要到11、12月份才能上市，11月份前可供采購(gòu)的美棉、澳棉都寥寥無(wú)幾，因此印度棉花供應(yīng)缺口問(wèn)題并非“一朝一夕”能解決，紡企業(yè)轉(zhuǎn)產(chǎn)、減產(chǎn)或停產(chǎn)的比例將越來(lái)越大，可供出口棉紗、愿意接出口訂單的紗廠也在下滑，不提前1-2個(gè)月下單難以采購(gòu)到棉紗;加上從各方反饋來(lái)看，中國(guó)國(guó)儲(chǔ)棉輪出政策再次調(diào)整的希望不大，即使增加60多萬(wàn)噸輪出量，預(yù)計(jì)10月下旬新棉大量上市前棉花供應(yīng)仍偏緊，國(guó)內(nèi)棉價(jià)或在資金、貿(mào)易商的參與下有再度漲回的可

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