The Policy Of Reserve Cotton Rotation Is On The Horizon.

Some textile enterprises began to fight for it. Cotton enterprises and cotton traders were in a wait-and-see view. The inquiry and transaction of lint spot were in a semi stagnant state. It is understood that the proportion of spinning enterprises and traders who plan to participate in the cotton auction is higher. For the cotton spinning wheel, more than 60% of the spinning enterprises and traders think that the cotton yarn of India and Pakistan and other countries will be blocked, which is conducive to the recovery of the domestic cotton yarn production capacity of C40S and below. In the near future, a large number of domestic and low-grade cotton products are consumed, and some small and medium-sized cotton mills in Shandong, Henan, Hebei and Jiangsu and Zhejiang provinces are all waiting for the policy of cotton reserve rotation. Can the reserve cotton wheel become a sharp weapon to resist the outer yarn? I don't think so.

According to the statistics of the General Administration of customs, the total import volume of China's cotton yarn in 2015 was 2 million 345 thousand tons, a record high, an increase of 16.6% over the same period last year. India, Pakistan, Vietnam, Indonesia and Uzbekistan are the main source countries of China's cotton yarn imports. Among them, the import of C31S-C47S cotton yarn from Uzbekistan, Vietnam, India and other places grew very fast.

　　综合考虑储备棉各项指标及轮出价格等因素，多数国内涉棉企业认为对纺C32S及以下棉纱有利，从适合纺纱的支数上来看与当前中国织布厂、贸易商进口的外纱几乎70%以上重合，但能否阻挡外纱入侵还要关注：1、印巴、越南等地C32S、C21S等低支纱在品质、交货稳定性等诸方面已与国产纱持平甚至略高，加上90-180天信用证支付等优势，国产纱能有多强竞争力?2、未来三年我国棉花价格同印度国内棉价接轨的可能性微乎其微(3月中旬，印度S-6轧花厂出厂价61.80美分/磅，折合人民币约8700元/吨)，印度纱厂在工人工资、税收及其它方面的支出仍大幅低于中国企业，就纺纱成本而言，我国棉纺织厂纺低支纱不具备竞争力。

It is understood that due to the narrowing of cotton prices at home and abroad since 2014, Central Asian cotton yarns such as Vietnam and Uzbekistan have sprung up. Trader The interest in purchasing low and medium India Pakistan cotton yarn is decreasing and more critical. In order to expand exports and recapture China's market share of about 30%, India cotton mill actively adjusts its product mix and improves the number of yarn exports. C21S-C60S has gradually become the main product, and the low yarn and low profit orders have been transferred to enterprises in Southeast Asia, Bangladesh and other countries.

Therefore, the author thinks that Reserve cotton Turn out can not be a good weapon to stop the invasion of yarn. Round out price Too low is not conducive to the upgrading of China's cotton textile industry. Now it is too early to judge the impact of cotton reserves on cotton and cotton textile industry in China.