The growth of outer yarn imports in the first quarter of 2017汹汹

According to customs statistics, in March 2017 I was abroad yarn imports about 182,500 tons, an increase of 5.18%, although less than in March 2016 190,500 tons of imports, but continued in India, Pakistan, Indonesia and other cotton yarn and domestic yarn prices upside down (spread RMB 1000-1500 yuan / ton), March 6, 2017 started selling cotton reserves to round out the case of lowering the cost of cotton mill, cotton yarn imports in March was still significantly above the industry expected.

From the data point of view, in March China's imports of Vietnamese cotton yarn increased, the focus of growth is JC21S/JC20S, JC32S/JC30S and JC21S/2, JC32S/2 and other combed knitting yarn and C8S-C16S ring spinning, Guangdong, Jiangsu, Zhejiang, Shanghai and other areas of the knitting industry concentrated in strong import performance, especially Ningbo Port imported combed yarn arrival, warehousing and customs clearance growth is far ahead. In addition, in addition to Vietnamese yarn, the number of Central Asian yarns imported from Xinjiang by land transport also thrived (mainly in Uzbekistan, Turkmenistan and Azerbaijan), becoming a Chinese weaving factory and trader after Vietnam, India and Pakistan. Another fulcrum for imports. So what is the reason for the continued recovery of imported cotton yarn in January-March 2017? The author summarizes as follows:

1. The quality requirements for fabrics, garments and grey fabrics are getting higher and higher in domestic and foreign sales orders. The cotton grade and quality of textile enterprises must be upgraded simultaneously. Most of China's small and medium-sized spinning mills C8S-C21S cotton yarns are made of combed cotton, car belly cotton and even a short pile, etc., and then added with real cotton or reserve cotton as raw materials. There are uneven CV values, insufficient strength, excessive hairiness and color difference. Slightly large and many other problems, while Vietnam yarn is affected by factors such as equipment level, spindle size and worker technology level, and imported cotton price. C21, C32, JC21, JC32, etc. mainly use American cotton, Indian cotton or West African cotton (a small amount of Central Asian cotton). , the proportion of Australian cotton is not high) with cotton, C40S and the following counts of cotton yarn quality is higher than the India and Pakistan yarn, but also higher than the domestic small and medium mill products, although the price after customs clearance is higher than the same count of domestic yarn 500-800 yuan / Tons, but due to the bag bleaching and dyeing, it solved the worries of the yarn mill delivery and recycling of goods. Several weaving factories in Shandong, Jiangsu and Zhejiang said that in some orders in February and March, customers clearly needed to use Vietnamese yarn. The domestic and international markets recognized the quality of Vietnamese yarn, Indonesian yarn, Thai yarn and Malaysian yarn quickly.

Second, imports are mostly delivered in 12/1 months, and the increase in cotton yarn bonded is not obvious. Judging from the survey, it is generally necessary to confirm the order and pay the deposit 45-60 days in advance with the India-Pakistan yarn factory. Most of the Vietnamese yarn mills only need 20-30 days to arrange the order, and the operation is more flexible. On the one hand, in December and January, the ICE main contract low fell below 70 cents/lb (70.10 cents/lb, July contract), and the 3/4/5 month sailing period 2016/17 US cotton, Central Asian cotton Spot prices such as African cotton also fell sharply. The prices of cotton yarns FOB and CNF in Vietnam, Indonesia, Bangladesh and other places were low to the surface. Chinese traders and weaving factories took large orders. On the other hand, the price of Indian futures yarns was high. cold, external disk almost deserted, Vietnam, India yarn yarn less than US $ 0.07-0.10 / kg in the price, but also to achieve beyond in terms of quality and attractiveness of the domestic tariff import cloth factory, brokers is quite substantial.

Third, China's cotton yarns in Southeast Asia, Central Asia, Africa, South America and other factories have been sold back to China. It is understood that there are more and more Chinese companies investing in foreign factories and foreign yarn mills. With the overall improvement of equipment, technology and cotton, the products are also from the initial 32S carding yarn, OE yarn, etc. to JC21. , JC32, C40S yarn and even 40S direction adjustment, Southeast Asia and other regions have high demand for high-grade combed yarn, high-supported carded yarn, and the price of accepting and digesting is low, so returning to the country is both profit The need for sales is also the main way to maintain production in the past two years.