According to feedback from cotton textile enterprises in Jiangsu, Shandong and other places, the quotations of Egyptian Giza cotton (Giza 88, Giza 86, etc.) for the November/December shipping date and the US SJV PIMA for the December/January/March shipping date have been rising. , cotton-using enterprises have a serious lack of acceptance and digestion capabilities, so inquiries and purchases of imported long-staple cotton have been significantly reduced, and high-priced SJV PIMA cotton is even available but not available; with the processing and listing volume of Xinjiang long-staple cotton in 2021/22 Continued growth, large and medium-sized textile enterprises have turned their focus to domestically produced long-staple cotton when replenishing their inventories, and the supervision warehouses in Xinjiang have seen goods and the transaction boom has rebounded.
A long-staple cotton processing factory in Avati said that in the past half month, it has received several groups of mainland cotton textile enterprise customers. The expectations of buyers and sellers on the price of long-staple cotton The gap has narrowed, and a preliminary cooperation intention has been reached; a few mainland textile companies that are “waiting for rice to be ready” have begun to purchase 1-2 batches of goods to meet their urgent needs.
From the quotations of long-staple cotton ginners in the Aksu region, 3136 (breaking specific strength 39-40CN/TEX) and 3137 (breaking specific strength 41-42CN/TEX) are officially The quotations are generally between 38,500-39,000 yuan/ton and 39,800-40,000 yuan/ton (due to the large difference in impurities and different specific indicators, the price difference between long-staple cotton quotations is large, and quotations above 40,500 yuan/ton also exist); but international cotton prices The spot quotations of US cotton SJV 21-2 46/48 (strong 46-50GPT, 2020/21 old cotton) from merchants and import companies for the December/January shipping date are as high as 330-340 cents/pound, under 1% tariff. The direct import cost is about 51,300-52,800 yuan/ton; even the spot quotation of Israeli PIMA SM 1-1/2 reaches 322-325 cents/pound, and the direct cost under 1% tariff exceeds 50,000 yuan/ton. Obviously, the price difference between domestic long-staple cotton and SJV PIMA is far beyond the affordability of cotton textile companies.
A textile company in Jiangsu stated that the color grades of domestic long-staple cotton in 2021/22 are mainly 31 and 41, with a very low proportion of 21 and above; the fiber length is 36 -38mm is the majority, 39mm and above are rare, and the breaking strength is generally above 39CN/TEX. Therefore, it is not a big problem to use cotton for spinning 50S-80S carded/combed yarn; but if the order requirements are relatively high or spinning 80S and For cotton yarns with the above counts, a certain proportion of SJV PIMA or Egyptian Giza cotton needs to be purchased to meet the contract specifications. </p
