'A big wave' of imported yarn is coming, weaving manufacturers are really under great pressure

Recently, the commodity market is turbulent, and the upstream raw materials of textiles are unwilling to be lonely. This is a hard time for the spinning mills and cloth mills in the middle. Due to the rise in raw materials, on the one hand, the production cost of the yarns of the textile mills has been increased, and the sales profits of the spinning mills are constantly being compressed. On the other hand, imported yarns are on the side. 'A tiger is watching,' and market share is constantly being eroded. It is really a situation of 'wolves before and tigers behind'.　　 It is understood that since the beginning of November, the number of cotton yarns and polyester-cotton yarns from India, Pakistan, Vietnam, Uzbekistan and other producing areas that have arrived in Hong Kong and entered the bonded warehouse has gradually increased. The varieties are mainly C20-32S and Pakistan Siro spinning C10-16S. The shipment and delivery volume of OE yarn has declined. India's C21S, C32S jet and rapier pre-sales have been active. Some traders' ports have just entered the ship, and domestic contracts have been signed for short sales. The reason is that the domestic cotton price has risen at a high level, especially when the Zheng Cotton CF1701 contract broke through 16,000 yuan/ton and 17,000 yuan/ton on November 10-11, which caused cotton enterprises and traders to have an 'appetite' for the spot price. The prices of 'Double 29, Double 30' machine-picking cotton and 'Double 28, Double 29' hand-picking cotton in Xinjiang supervision library are all above 15,800 yuan/ton (gross weight). Due to cost pressure and market trends, the spinning mills The quotations of cotton yarns have been raised by 200-300 yuan/ton one after another, and the price difference between the inner and outer yarns has widened.　　As soon as the price difference between the inner and outer yarns widens, the market will naturally become more influx into the cheaper side. In this regard, the spinning mill also expressed helplessness. It was clearly his home field, but he could only watch this part of the order being snatched by the outer yarn, because the raw material cost was there, so he couldn't 'lost money to grab the order'. So far, the stock of imported yarn has increased to 85,000 tons, an increase of 10,000 tons from the first half of October.　　 Qingdao Port imports about 25,000 tons of yarn, an increase of 5,000 tons from half a month ago. The main source countries are India, Pakistan, and Vietnam.　　 Zhangjiagang imported about 21,000 tons of yarn, an increase of 3,000 tons from half a month ago. The main source countries are India, Pakistan, Indonesia, Vietnam, and Uzbekistan.　　 Guangzhou Port imported about 16,000 tons of yarn, an increase of 10,000 tons from half a month ago. The main source countries and regions are India, Indonesia, Vietnam, Pakistan, Uzbekistan, Taiwan, and the United States.　　 Ningbo Port imports about 11,000 tons of yarn, which has little change from half a month ago. The main source countries are India, Pakistan, Vietnam and other places.　　 Shanghai Port imports about 11,000 tons of yarn, an increase of 10,000 tons from half a month ago, and the main source countries are India, Pakistan, and the United States.　　Tianjin Port imports about 10,000 tons of yarn, which has not changed much from half a month ago. The main source countries are Basstan and Vietnam. In mid-November, the quotations of C21S, C32S and JC32S arriving in Hong Kong from India were 2.43-2.45 US dollars/kg, 2.55-2.60 US dollars/kg, 2.85-2.90 US dollars/kg (CNF quotation), and the price difference between inner and outer yarns increased to 1000-1200 yuan/ Tons, attracting Chinese buyers to place orders. It is expected that the number of yarns outside the port will continue to increase from November to December, which is distressing for domestic yarn mills. The raw material companies that are 'high above the top' may really stop and wait for the downstream to listen to the voices of the weaving companies. After all, the savage price increase of raw materials will only reduce the enthusiasm of downstream production, but will adversely affect the later market in the long run. , Is definitely not a long-term solution for sustainable development! Article keywords: 　Imported yarn textile materials