Try To Stimulate Shipment, Middlemen'S Different Mentality, Yarn Market Production And Marketing Differentiation Will Intensify?

Market description

Zheng cotton low open shock, slightly closed up, recently Zheng cotton is still mainly volatile market, focus on performance around 12500. The lint spot market continues to be calm. The startup load of downstream yarn enterprises is still declining, the inventory of finished products is high, and the demand for lint is low. Therefore, the overall trading atmosphere of lint has not improved. At present, some yarn enterprises tend to reduce costs to lock in profits. Reserve cotton and imported cotton occupy a part of the demand share. After the main month change, the middlemen adjust the basis offer, but the point price offer is still high, It also affects the actual transaction. At present, the market environment is still not optimistic, and cotton participants are still cautious. The new cotton listing is approaching, and the ginning plants are preparing for the purchase of new cotton. However, due to the slow economic recovery, it is difficult for the demand to rise significantly. In the short term, lint will still rise moderately with narrow range fluctuations, and the trading volume is still difficult to significantly increase.

On August 14, 9051.67 tons of sales resources were sold by the reserved cotton wheel, and the actual transaction volume was 9051.67 tons, with a transaction rate of 100%. The average transaction price was 11735 yuan / ton, 50 yuan / ton higher than the previous day, or 12970 yuan / ton at 3128 yuan / ton, which was 71 yuan / ton higher than the previous day. The average transaction price of Xinjiang cotton was 11968 yuan / ton, which was 20 yuan / ton lower than the previous day. The price of Xinjiang cotton was 3128 yuan / ton, which was 21 yuan / ton higher than that of the previous day. The price of Xinjiang cotton was increased by 881 yuan / ton. The average transaction price of real estate cotton was 11430 yuan / ton, which was 28 yuan / ton higher than the previous day. The price of 3128 yuan / ton of real estate cotton was 12921 yuan / ton, 105 yuan / ton higher than that of the previous day. The price increase of real estate cotton was 794 yuan / ton. From February 27 to July 27, the total turnover rate was 100%. In the eighth week (August 17 - August 21), the bottom price of sales was 12010 yuan / ton (equivalent to standard 3128b), which was 117 yuan / ton lower than the previous week.

The price of acrylonitrile market remains stable, downstream purchasing maintains rigid demand, and the future demand growth space is limited. Under the background of industry oversupply, acrylonitrile manufacturers will still maintain the status of production restriction and price protection for a period of time. The spot market mentality is cautious, the market trading atmosphere is weak, the acrylonitrile quotation continues to push up, the raw materials are still firm, and the losses of acrylonitrile enterprises continue, It is expected that prices will continue to remain stable in the near future, focusing on the price trend of manufacturers. The market of acrylic staple fiber is stable, the price of raw material acrylonitrile is stable, and the production of acrylic fiber is still profitable. The operating rate of the industry is still around 75%, which is 5% higher than that of the same period of last year. With the approach of Jinjiu Yinshi, some yarn enterprises in the downstream are still in production and inventory, waiting for the market to start, the sales of acrylic fiber manufacturers are fair, the inventory is not under pressure, and the price of raw material acrylonitrile is still expected to weaken In the short term, the quotation of acrylic fiber manufacturers is still stable.

According to the feedback from Xinjiang cotton regulatory depots in many places, with the positive changes in the epidemic prevention and control in Urumqi, the truck transportation from Xinjiang to the warehouse has basically recovered (some warehouses are still unable to be shipped by road due to the epidemic prevention and control), and the truck drivers are required to submit the nucleic acid detection report within 7 days and the pass issued by the quarantine departments of various regions and prefectures can be loaded into the warehouse. On the whole, the impact on Xinjiang cotton highway and railway shipment has continued since the first ten days of August. In mid August, it was only more than a month before the new cotton was put on the market, and some cotton regulatory warehouses (especially the Zheng cotton delivery warehouse) in Xinjiang were worried gradually. First, in September and October, cotton lint sales in southern Xinjiang were mainly transported by truck, and the epidemic prevention and control measures might have an impact; second, it was more difficult for the delivery warehouse to put new cotton into storage and generate warehouse receipts than in 2019 / 20; third, the transaction of reserved cotton ship continued to boom, In addition, the active trading of foreign cotton in Port Bonded and customs clearance and the sufficient supply of Xinjiang cotton in the mainland warehouse will greatly delay the time for the mainland textile enterprises to enter the market for purchasing and shipping, and the pressure of warehousing, loading and unloading and shipping will increase in the later stage of the specialized supervision warehouse.

According to statistics, the cotton planting area in Xinjiang this year is about 37.09 million mu. Due to the impact of the Sino US trade war on textile exports and the global epidemic of new crown pneumonia, the cotton market is in a downturn, the industrial chain is blocked, and the global demand for textiles has dropped sharply. The price of cotton futures once fell below 10000 yuan, an unprecedented low in nearly ten years. In the early stage, Xinjiang Branch calculated the purchase fund demand in full according to the cotton planting area, estimated output and estimated market price, and prepared enough cotton purchase fund of 50 billion yuan in advance, which was specially used to serve Xinjiang cotton acquisition and ensure that cotton farmers "sell cotton and get money". At present, 95 cotton enterprises have been qualified for acquisition, and 86 of them have been reported to the examination link or have been approved. At present, 95 cotton enterprises have been qualified for acquisition, and 86 of them have been reported to the examination link or have been approved. In addition, Xinjiang branch has continuously innovated and promoted the combination mode of "futures + insurance + options" through comprehensive use of spot trading, electronic matchmaking trading, point price trading and futures delivery, so as to improve the enterprise's market risk prevention and control ability.

In the middle of August, some summer textile products in the second and third tier cities of Jiangsu Province began to sell at reduced prices. On August 11, in a RT Mart supermarket in a district of Yancheng, Jiangsu Province, you can buy three pieces of pure cotton short sleeves for 100 yuan, and the textile related products for export to domestic sales also have a large discount, in order to attract customers and stimulate consumption. In addition, some bedding products with a cotton content of more than 50% have not yet reached the peak sales season, and the momentum of price reduction and promotion has already appeared. The person in charge of a color textile company in Yancheng believes that the current price reduction and promotion of textile products are completely expected, and it is also one of the strategies for businesses to respond to the market and seek promotion, especially when the export products are transferred to domestic sales and the price reduction promotion is more so. Only the quantity of market sales can form the circulation power of upstream production and supply. The person in charge told me that at present, many domestic textile enterprises are organizing commodity promotion activities, the discount rate of summer products is high, and the ex factory prices of some products without sales advantages are close to the production cost. Enterprises hope to seize the opportunity of late summer and early autumn to take measures to reduce the inventory of finished products as much as possible, reduce the pressure, speed up the capital turnover, and look forward to the coming year with light equipment.

On August 6, Jiangsu Provincial Consumer Protection Commission, together with the provincial intangible cultural heritage protection association and the provincial time honored brand enterprise association, launched the on-the-spot evaluation activity of "Jiangsu Haoli Shuxin companion" in 2020. In this event, 458 enterprises, 644 products, including 140 time-honored enterprises, 177 inheritors of intangible cultural heritage and intangible cultural heritage projects, applied to participate in the event. After the preliminary evaluation and selection, experts reevaluated, a total of 90 unique hand gift products stand out and participate in this evaluation meeting. Based on the online voting and on-the-spot scores of products, 61 products were finally shortlisted in the list of "Jiangsu Haoli Shuxin companion" in 2020. Among them, four Suzhou embroidery products were successfully shortlisted: do not listen, don't look, don't say Suzhou embroidery series jewelry (Suzhou Museum); "Su embroidery butterfly dress" wrist watch (Yao embroidery); Song Jin anti-theft card bag + Song Jin pendant Suzhou bridge (shangjiukai); needle fun DIY embroidery card (Yao embroidery).

On August 13, Yiren textile (871957) released its semi annual report for 2020. As of June 30, 2020, the company's operating income in the first half of 2020 was 102851096.45 yuan, a year-on-year decrease of 31.86%; the net profit attributable to shareholders of the listed company was -1455216.10 yuan, from profit to loss over the same period of last year. It is understood that the company's operating revenue during the reporting period was 102851096.45 yuan, a decrease of 48088416.10 yuan, or 31.86%, compared with the same period of last year; the net profit was -1455216.10 yuan, a decrease of 3475262.84 yuan or 172.04% compared with the same period of last year, which was mainly due to the impact of the new crown pneumonia epidemic in this year, which delayed the resumption of production in the reporting period, resulting in the decrease of sales volume. Data show that Yiren textile is mainly engaged in the production and sales of yarn and cloth. The company takes the market as the guidance, has established the marketing, the quality craft, the production, the purchase four big core departments.

The General Administration of Customs will further implement the "six tasks" of the State Council to further implement the "six tasks" of the State Council to further implement the "six tasks" of the State Council to further implement the "six tasks" of the State Council to ensure the smooth development of cross-border e-commerce enterprises. The relevant matters are hereby announced as follows: on the basis of the existing pilot customs, 12 customs directly under Shanghai, Fuzhou, Qingdao, Jinan, Wuhan, Changsha, Gongbei, Zhanjiang, Nanning, Chongqing, Chengdu and Xi'an will be added to carry out the pilot project of B2B export supervision of cross-border e-commerce. Matters related to the pilot work shall be implemented in accordance with the Announcement No. 75 of the General Administration of Customs in 2020. This announcement shall come into force on September 1, 2020.

Dushanbe, a Tajik news agency, reported on August 10 that according to the data of Tajikistan customs, the export volume of Tajikistan's textile materials and products in the first half of this year was 74.5 million US dollars, a year-on-year decrease of 14.7%. Among them, the export volume of main export commodity lint was 33100 tons, a year-on-year decrease of 6.4%, and the export value of US $46.31200, a year-on-year decrease of 17.5%. In the past, Tajik lint was mainly exported to Russia, China, Turkey and Baltic countries, but now it has been extended to some Asian countries.

Uzbekistan's textile industry achieved export of US $1 billion and a year-on-year increase of 112% from January to July this year by opening up new paths and new markets and constantly developing new products. Ukraine's textile products are exported to 57 countries and regions in the world, with Russia (394 million US dollars, accounting for 39% of the total textile exports in Uzbekistan), China (188 million US dollars, accounting for 18%), Kyrgyzstan (139 million US dollars, accounting for 13%) and Turkey (123 million US dollars, accounting for 12%). In addition to traditional markets such as CIS countries, Ukraine's textile export markets also include Hungary, Slovakia and Greece. In addition, with the support of the Ukrainian Embassy in Kuwait, Uzbekistan exported to Kuwait for the first time this year. At the same time, the export commodity structure of Ukraine's textile industry was further optimized, and the proportion of knitwear, ready-made clothes and other products with added value increased to 51%. New products such as protective masks and protective clothing also began to be exported. It is reported that at present, Ukraine's textile enterprises have a daily output of 6 million masks and 10000 sets of protective clothing, which are exported to Russia, Kuwait, Ukraine, Belarus and Georgia.

Market curve