随着新年度的脚步越来越近,国内棉纱的疲弱行情也是愈演愈烈。并且有很多棉纺厂老板认为,下年度市场价格重心仍会有较大幅度下滑。8月下旬之后,纺企观望情绪更浓了,大家都在等,一是等直补细则落地,二是等行情“落停”。
国产纱走货迟滞,价格续跌。8月26日,山东某企业普梳32S价格24900元/吨,40S价格26200元/吨,分别较25日下跌100元/吨、300元/吨。负责人介绍,为留住老客户,价格仍有200元/吨商谈余地。“订单太少了,看着库存**天上涨,心里压力很大。”这位负责人正在为他即将“爆仓”的库存担忧,只能通过不断降价吸引客户采购。8月份以来,他们企业已下调了两次报价,下调幅度在400-600元/吨,但订单未见明显增加。据企业反映,近期除少数低支气流纺销售尚可之外,其它棉纱的销售情况都不好。
进口纱出货不易,贸易商打起价格战。据贸易商介绍,截至8月26日,宁波港A级印巴纱报价24100元/吨,实际成交价23900元/吨,越南纱23600元/吨,实际成交价23400元/吨,个别成交价23200元/吨,大家为去库存已争得“头破血流”,但销售仍然滞缓。市场估计,目前青岛港、上海港、宁波港、广州等港口进口纱库存已达7.5-8.0万吨,较上月增加1.0-1.5万吨。
目前直补细则未公布,但这限制不了业界的丰富想象,他们一致认为:新棉价格肯定比抛储价格低,质量肯定比储备棉好。8月中下旬,湖北、
原料成本价格下滑,棉纱价格继续下滑几乎板上钉钉。由于国家连续三年收储,目前国内市场除国储棉外几乎没有可用之棉,加之今年内地
综上所述,下年度市场利空因素较多,好在目前棉纱市场一直在提前消化利空,因此下年度棉纱价格下行或将是“软着陆”,但企业应警惕“温水煮青蛙”,提前做好准备工作。
With the new year is approaching, the market is also increasingly weak domestic cotton yarn. And there are a lot of cotton spinning factory boss thinks, next year the market price was still there will be a big drop. In late August, textile enterprises wait-and-see sentiment strong, everyone is waiting, a direct subsidy rules landing, two is the market "or stopped".
Domestic yarn shipment delay, prices continued to fall. In August 26th, a Shandong enterprise carding 32S price 24900 yuan / ton, 40S price 26200 yuan / ton, compared to the 25 day down 100 yuan / ton, 300 yuan / ton. The person in charge, to retain old customers, the price is still 200 yuan / ton about. "The order is too small, watching the stock rise day by day, feel great pressure." The responsible person is worried about his upcoming "critical" inventory, only through the continuous price to attract customers purchasing. Since August, they have cut the enterprises offer two times, down in the range of 400-600 yuan / ton, but no significant increase in orders. According to reflect recent enterprises, except for a few low air spinning sales, sales of other cotton yarn are not good.
Import yarn shipment is not easy, traders playing the price war. According to traders, as of August 26th, Ningbo port a Pakistan yarn price 24100 yuan / ton, the actual transaction price of 23900 yuan / ton, Vietnam yarn 23600 yuan / ton, the actual transaction price of 23400 yuan / ton, individual transaction price of 23200 yuan / ton, we go to the inventory has been for "head broken and bleeding", but sales are still slow. Market estimates, at present Qingdao port, Shanghai port, Ningbo port, Guangzhou Port imported yarn inventory has reached 7.5-8.0 million tons, an increase from the previous month 1.0-1.5 million tons.
The direct subsidy rules not released, but the rich imagination which do not limit the industry, they agreed that: cotton price is more than the cast store the price is low, quality is certainly better than cotton reserves. 8 months late, Hubei, Xinjiang region has cotton enterprises balance, seed cotton price in 3.50 yuan / jins, folded cotton cost in 152 0173 3840-14700 yuan / ton, expected sales prices in the 15200-15500 yuan / ton, this is before the industry forecast price difference. The new cotton this price listed, should say to see next year cotton spinning enterprises "".
The cost of raw materials prices decline, cotton prices continued to decline almost That's final. Because the country for three consecutive years of storage, the current domestic market in addition to cotton storage has almost no usable cotton, cotton or mainland and this year will be significantly reduced, and Xinjiang may to the end of 10 to transport out of Xinjiang at inland textile factory, if required by public inspection report in judiciary after an exhausted, then need to delay 15 days. That is to say, from August 31st until the end of 10 at the end of throwing storage 50-60 days, the cotton market in the "vacuum", this time prices or slightly less than 17250 yuan / ton cast store the price and above showed a large number of listed after the 15000 yuan / ton price, cotton prices dropped or a buffer period, perhaps this is a good opportunity to go to the textile enterprise high cost of inventory.
To sum up, more the next year the market bad factors, at present the cotton market has been ahead of time to digest the bad, so the next year cotton prices down or will be "soft landing", but the enterprise should guard against the "warm boiled frog", prepared in advance.