Textile Industry Analysis: Narrow And Deep, Too Confused.

When hope is lost one by one, it is not only a loss, but a big problem related to survival. The moment, Spinning enterprises Faced with such a situation. These days, journalists are deeply aware of their hardship, loss and confusion in communication with some enterprises. Asking where to go before, the road is too deep and too vague.

"The most important thing is raw material." Li, general manager of a textile enterprise in Dezhou, Shandong, said he had just returned from Xinjiang and felt the pressure of raw material supply this year. First, the price of New Territories cotton rose rapidly. On the 15-22 day of October, Li was in Xinjiang for days, and he watched the price of lint "sesame blossom high." As of 22 days, the 3128 class price pick up at Akesu platform was 15100 yuan / ton, the lowest was 14700 yuan / ton, and the steam transportation to the factory was conservatively estimated at 15900-16300 yuan / ton. Second, it seems that good cotton is not much. Li said that the reason why he traveled far away to Xinjiang was to purchase. Xinjiang cotton Quality advantages. But after turning around, I was disappointed. "The horse is not good, and there are three silk." He said that in many places, the cotton production value of cotton mill was only C2, cotton growers and cotton ginning plants did not pay much attention to "three silk". After the factory, they had to arrange for staff selection.

A market person in Shijiazhuang, Hebei, made a comparison between Xinjiang cotton and the cotton outside the port. He said that as of 23 days, the SM grade quality cotton in Qingdao port was quoted at 16000-16700 yuan / ton. In terms of quality, the United States cotton and Xinjiang cotton are the same. At present, the price of quality cotton is basically the same as Xinjiang cotton, but because of the "three silk" of American cotton, it is more willing to use it. "Now many enterprises turn their attention to the cotton outside the port." The market participants said that in recent days, several ports such as Qingdao, Zhangjiagang, Ningbo and other ports in the United States, cotton, cotton and India cotton have been doing a good job. The fundamental reason is that domestic cotton prices are rising too fast.

The price of raw materials has gone up, pushing the business to a precipice. A textile manufacturer in Binzhou, Shandong, told reporters that they produced 21-60 main spinning lines, namely, combing, air spinning and compact spinning. The main competitor was imported yarn. On the 23 day, the price of the 32 carpets produced by their factory was 23100 yuan / ton, which was 200 yuan / ton lower than 17. However, at present, the 32 price of India Pakistan yarn is only about 22100 yuan / ton, and the difference between them is 1000 yuan / ton. It is worth noting that the price of foreign yarn has dropped sharply in recent years, which has a strong impact on domestic yarn. Port traders feedback that due to the widening of the price difference between domestic and foreign yarn, since the end of October, the main yarn of the main port has "entered less and more", and port inventory has dropped from 75 thousand tons last week to the current 6.9-7.1 million tons. In sharp contrast, the domestic yarn is better than 60 or more, but other yarn is still unsalable.

"Accounting is losing money again." Many textile enterprises boss regrets. Because of the recent rise in cotton prices and the continuous reduction of yarn prices, many enterprises are in a state of cost inversion. In addition to 894 thousand tonnes of 1% tariff quotas this year, the state will no longer issue quotas to encourage enterprises to use domestic cotton, but the import of foreign yarn does not require quotas. The price of foreign cotton will drop sharply due to China's policy of blocking cotton from outside the country. According to China's cotton net data, on the 22 day, the international cotton index (SM) 77.37 cents / pound, the average trade port delivery price of 14191 yuan / ton (calculated by sliding tax), lower than the current Xinjiang cotton price 15100 (Akesu platform delivery price) -14191=909 yuan / ton. In terms of the factory price, the difference between them is 1400-1500 yuan / ton. If calculated according to the 1% tariff, the price of RMB will be RMB 12160 yuan / ton, the difference between cotton price and Xinjiang cotton price is 15100-12160=2940 yuan / ton, and the price difference to factory price is 3500 yuan / ton.

Therefore, many textile enterprises believe that this year's domestic cotton prices will definitely have a downward process, under the target price mechanism, the internal and external cotton will certainly be integrated. However, due to the convergence of policies and the strict control of quotas by the state, this has led to the "cross the river and remote view" of domestic and foreign cotton. "If domestic and foreign cotton prices are too large to solve the problem, enterprises will still have no way to live." A market person said that for a company, a fair competition environment is the fundamental. Policy must do everything possible to create such an environment for enterprises, especially today's competition is global competition, and the separation of any region or industry is against the trend and will not last long.

"Now domestic cotton How bad it is to go up and how miserable it will be to fall. " The market has shown concern for the future. Today, spinning enterprises are sitting at the bridge watching the current. The "monologue" that rises in cotton prices may soon be closed. This year's cotton price is over 14000 yuan / ton, which is a risk. Let's wait and see.