According to customs statistics, in April 2015, my country imported 215,600 tons of cotton yarn, an increase of 18.49% year-on-year. From January to April 2015, my country imported a total of 806,100 tons of cotton yarn, a slight increase of 16.11% year-on-year. In 2014/15 In the year, my country imported a total of 1.523 million tons of cotton yarn, a year-on-year increase of 6.78%. Since 2015, imported cotton yarn has continued to grow at a high level (except for the Spring Festival factors). Cotton yarn has rich origins and almost all cotton yarn varieties have been covered from OE7S-80S. Traders at Qingdao, Zhangjiagang, Guangzhou, Ningbo and other ports reported that cotton yarn importers adjusted their strategies in April and May – reducing the purchase of cotton yarn with count C21S and below, and increasing inquiries and orders for cotton yarn with count C40S and above. . Therefore, since the first and middle of May, the arrival volume of 40S-80S pure cotton yarn and blended yarn from India, Pakistan, Vietnam, Taiwan and Indonesia has shown a rapid upward trend, especially JC40, JC50, JC60S India “including bleaching and dyeing” The quality and stability of the yarn have gradually been recognized by domestic cloth and garment factories, and domestic cotton yarn has been gradually replaced. According to industry analysis, the competitiveness of imported cotton yarn has increased towards medium and high count pure cotton and blended yarn, which also means that the demand for long-staple cotton, medium-long staple cotton, and high-quality Australian cotton and American cotton in Southeast Asian countries will grow rapidly. Chinese textile companies’ competition for raw materials has expanded to the international market, which must arouse great concern from export companies.
1. The number of domestic spinning spindles in India exceeds 50 million, and the equipment is relatively advanced. As a large number of skilled workers are trained and mature, it is an inevitable trend to upgrade to high-count yarns, high-matching yarns, and high-count and high-density gray fabrics and fabrics. In recent years, India and Pakistan accounted for almost half of the “Textile, Yarn and Fabric Exhibition”. In addition to high-count combed yarn, the products on display also include compact spinning, turbine spinning, siro spinning and new fiber yarns. Southeast Asia The national spinning technology level, supply capacity and equipment update speed are significantly higher than outside expectations. A large factory in India with 100,000 spindles has upgraded its leading products to C32-C50S and combed 32S-80S. Its flagship products are combed 40S and combed 60S cotton yarn;
2. The cost of purchasing cotton raw materials for Indian and Pakistani companies is relatively low, and there are no import quotas, tariffs and other restrictions. Since 2014/15, some international cotton merchants have said that although Chinese companies have been “tepid” in purchasing SJVPIMA, SJVACLCA and Egypt’s Giza 86 and Giza 88, countries including India, Vietnam, Taiwan, and Turkey Buyers are more active. From May 15th to 22nd, the domestic CIF quotations of SJVPIMAGC1-1-48 and SJVPIMAGC2-2-48 were 168 cents/pound and 167 cents/pound (shipping schedule in May/June), which are equivalent to RMB 22,950/pound respectively. tons, 22,800 yuan/ton, while the spot quotation of the second-level SJVPIMA after domestic customs clearance is as high as 29,000-29,500 yuan/ton, and the price difference between domestic and foreign long-staple cotton is 3,000-5,000 yuan/ton;
Third, labor costs in Southeast Asian countries such as India and Pakistan are also rising rapidly, and profits from the production of low-count yarns are being swallowed up. The base of cotton yarns of 21S and below is gradually transferred to African countries, and excess cotton spinning production capacity can only be transferred to high-count and high-quality products. , differentiation and new fiber direction adjustment. It is understood that as a large number of European, American and East Asian orders are transferred to India, Pakistan, Vietnam, Indonesia, Thailand and other countries, the entire textile and garment industry has ushered in a “golden” development period, but workers’ wages, various costs and expenses, and taxes have risen rapidly accordingly. The survival pressure of textile enterprises is increasing day by day. At present, the wages of Vietnamese workers are about 250-300 US dollars/month, equivalent to 50%-60% of domestic spinning factory employees. The wages of Indian workers are 300-350 US dollars/month, equivalent to about 70% of Chinese workers. The prices in Southeast Asian countries are low. Labor costs continue to disappear, forcing spinning mills to transform and upgrade.
