This year's "Golden September and Silver 10" became the "Copper, Nine and Ten Irons", which made many textile people feel "winter". In November, the market sentiment seemed to be even lighter. The prices of the three major raw materials, cotton, viscose staple fiber and polyester staple fiber, all showed a downward trend. Although the downward trend was not large, it also drove the downstream yarn market price. The pressure is lower.
It is understood that the current new orders in the downstream of the market are insufficient. Many enterprises rely on pre-orders to maintain production. Therefore, the operating rate of the yarn mills continues to decline, which inhibits the enthusiasm for purchasing raw materials. The mills and raw materials factories have formed a vicious circle. On the one hand, the stocks of raw materials factories are high, and they are eager to ship. On the other hand, the yarn mills are slow to go, lack of funds, and the market is increasingly sluggish.
Cotton: Zheng cotton fell below the 15,000 yuan mark!
At the end of October, Zheng cotton fell below 15,000 yuan / ton. On November 7, Zheng cotton's main contract 1901 closed at 14,865 yuan / ton, Zheng cotton continued to oscillate at a low level, the market's hearts and minds were discrete, although the price of 1901 contract fell to 14,800 yuan near the strong cost support, the price rebounded, but the market The overall transaction was greatly reduced, Zheng cotton warehouse receipts pressure is relatively large, compared with the same period last month, down 4.65%. At the same time, Xinjiang cotton is close to cost. Nowadays, during the season when a large number of new flowers are on the market, the ginning factory is processing at full capacity, and the purchase price of cottonseed has lowered the cost of lint after the downward adjustment. The current production cost of machine cotton in northern Xinjiang is 14500-15000 yuan/ton, but downstream. The current stock of raw materials in textile mills is not low, so the willingness to purchase a large amount in the short term is not large, and the market as a whole is in a weak market.
Last week, the spot price of the double 28 machine in northern Xinjiang was 15500-15700 yuan/ton, and the mainstream price of Aksu double 28 hand picking cotton was 15900-16000 yuan/ton (gross weight settlement, horse value 5.0, miscellaneous 1.3%) , the same below), "Double 29" hand pick cotton mainstream offer 16100-16200 yuan / ton, and the same period last month, Xinjiang cotton warehouse from the price of 16300-16500 yuan / ton up and down, the price fell significantly.
Polyester staple fiber: 1500 yuan a month! Break the 10,000 mark!
Since September, polyester staple fiber has followed the prices of various products in the polyester market. In October, crude oil, PTA, MEG and other raw materials fell sharply. Polyester staple fiber fell sharply. In the mid-term, the US stock market plummeted, A-shares fell, and commodity futures floated across the green. In the 10,000-yuan mark, in addition to the centralized maintenance of the previous maintenance equipment, the market supply increased again, and the market sentiment increased.
As of November 9, the mainstream price of 1.4D straight-spun polyester staple fiber in Jiangsu and Zhejiang provinces was 9200-9600 yuan / ton, the actual concentration of negotiations was 9200-9300 yuan / ton; Fujian polyester staple fiber high-end quotation continued to be lowered, 1.4D straight The price of spun polyester staple fiber is 9300-9500 yuan/ton, and the actual transaction is still a single talk. Although some factories are locking in cash flow, actively shipping, and the market price competition is severe, coupled with the weak decline in raw materials, polyester staple fiber confidence is scattered, and market expectations are continuing to fall.
Viscose staple fiber: fell nearly a thousand dollars a month, fell below the 14500 yuan mark!
In the past two months, the viscose staple fiber market has been in a short position. The market production and sales continued to be sluggish. The industry's inventory increased slightly. The market mentality changed from the previous calm to the panic. Whether it is the manufacturer's price reduction promotion or equipment maintenance, the downstream chasing mood is not Positive, many mainstream manufacturers have been in stock for more than half a month. As of November 12, the market price of viscose staple fiber was chaotic. The major manufacturers planned to sell at a low price of 14000-14200 yuan/ton. Many factories in the market did not have a clear offer, and implemented a single talk operation. From the perspective of the viscose staple fiber fundamentals, many mid-end manufacturers introduced maintenance policies in November, and the industry load will drop from 90% to 80%. The market supply is favorable and supportable; but the overall market demand is not optimistic. The yarn mills and weaving mills have more feedback on the early holidays since December this year, which will further suppress the purchasing enthusiasm of raw materials. Some people in the industry said that this year and even next year, the entire economic environment is expected to be empty, and viscose staple fiber is also difficult to be independent.
fall! fall! fall! The main raw materials of the three staple fiber markets of cotton, polyester staple fiber and viscose staple fiber can be said to be "difficult brothers and sisters". Under the influence of the same year last year, some companies said that this year's textile business is more difficult to do. In early November, it was still a foreign Christmas purchase season or the "Double 11" e-commerce shopping festival could promote a wave of goods, but This year is obviously not as good as it used to be: in the domestic trade, or because there are more textile factories and garment factories due to environmental protection or production suspension due to capital, foreign trade, the current pre-holiday stocking is basically coming to an end. It is expected that the entire textile market will lack good support and the market will encounter The test of "lack of singles". |