项目承担：北京棉花展望信息咨询有限责任网信快三彩票网

监测对象：18个主要棉花生产、消费省的100家棉纺织企业

11YUE，GUONEIMIANHUASHOUGOUHEJIAGONGJIXUJINXINGZHONG，XINMIANJIAGONGLIANGDAFUSHANGSHENG，SHICHANGZIYUANLIANGCHONGYU，GUONEIMIANHUAJIAGEWENZHONGLVEZHANG。FANGZHIXINGYEJINRUDANJI，GUONEIWAIDINGDANJUNCHUXIANDAFUJIANSHAO，CHENGPINSHAXIANYIJIZHANJIAOHEHUAXIANDENGWANGXINKUAISANCAIPIAOWANGJIAGEYEJUNYOUBUTONGCHENGDUXIADIE。TONGQI，GUOJIMIANJIAZHENDANGSHANGZHANG，DANZHANGFUDIYUGUONEIMIANHUAXIANHUO，1%GUANSHUIXIAWAIMIANXIANHUOJIAGERENGDIYUGUONEIMIANHUAXIANHUOJIAGE。

一、国内外现货价格变化情况

1、国内现货价格延续上涨                      

11YUE，GUONEIXINMIANSHOUGOUYIJIJIAGONGJIXUKAIZHAN，SHOUGOUJIAGEZHUJIANHUILUO，SHOUGOUCHENGBENXIAOFUZOUDI，XINMIANJIAGONGLIANGDAFUZENGJIA，XINMIANLUXUSHANGSHI，GUONEIMIANHUASHICHANGZIYUANCHONGYU，GUONEIMIANHUAXIANHUOJIAGEJIXUSHANGZHANGDANYUEJUNZHANGFUDIYUSHANGYUE。YUEMO，ZHONGGUOMIANHUAJIAGEZHISHU（CCIndex3128B）14651YUAN/DUN，JIAOSHANGYUEMOSHANGZHANG52YUAN；YUEJUNJIAWEI14533YUAN/DUN，HUANBISHANGZHANG580YUAN，TONGBISHANGZHANG1473YUAN。

2、长绒棉价格小幅下跌

11YUE，FANGZHIXINGYEZHUJIANJINRUDANJI，DUIYUZHANGRONGMIANMIANXUQIULVEJIAN，ZHANGRONGMIANJIAGEZHENDANGXIAOFUXIADIE。YUEMO137JICHENGJIAOJIA21600YUAN/DUN，JIAOSHANGYUEXIADIE100YUAN/DUN，GAOYUTONGQIZHONGGUOMIANHUAJIAGEZHISHU（CCIndex3128B）6949YUAN/DUN，JIACHAJIAOQIANYIYUEMOSUOXIAO152YUAN。

3、国际棉价冲高回落 

11 YUEZHONGSHANGXUN，XINGUANYIMIAOYIJIMEIGUODAXUANDENGYINSUSHIDEGUOJIMIANJIAZHENDANGZOUGAO，YUEMOYINJINGWAIXINGUANYIQINGCHIXUJIZENG，GUOJIMIANHUAXUQIUFUSUFANGHUAN，GUOJIMIANJIAYOUSUOHUILUO。ZHONGGUOJINKOUMIANJIAGEZHISHUFC Index MYUEJUNWEI79.17MEIFEN/BANG，HUANBIZHANG2.7MEIFEN。YUEMOWEI81.76MEIFEN/BANG，GAOYUQIANYIYUEMO4.81MEIFEN/BANG，1%GUANSHUIXIAZHERENMINBI13452YUAN/DUN，DIYUTONGQIGUONEIXIANHUO1199YUAN/DUN，NEIWAIMIANJIACHAJIAOSHANGYUEMOSUOXIAO524YUAN。

4、棉纱等价格下跌

11YUE，FANGZHISHICHANGJINRUDANJI，SHICHANGXINGQINGJIAOSHANGYUEDAFUHUILUO，MIANFANGCHANYEDANJITEZHENGMINGXIAN，XIAOFEISHICHANGCHIXUDIMI。YUENEIDINGDANDAFUJIANSHAO，FANGZHICHENGPINJIAGEXIADIE，XIAOSHOUSHOUZU。JUTIKAN，CHUNMIANSHAKC32SHEJINGSHUJC40SYUEMOCHENGJIAOJIAWEI21050YUAN/DUNHE24250YUAN/DUN，JIAOSHANGYUEMOFENBIEXIADIE1350YUAN/DUNHE1450YUAN/DUN；DILUNDUANXIANYUEMOWEI5520YUAN/DUN，JIAOSHANGYUEMOXIADIE130YUAN，ZHANJIAODUANXIANYUEMOWEI10400YUAN/DUN，YUSHANGYUEMOCHIPING。

二、影响国内外价格变化的要素分析

1、储备棉轮入暂未启动

11YUE27RI，2020NIANDUXINJIANGMIANLUNRUGONGZHENGJIANYANSHISHIXIZEYIJIJINGJIAJIAOYIBANFAXIANGJIFABU。GENJU《2020NIANDUXINJIANGMIANLUNRUJINGJIAJIAOYIBANFA》DISANTIAO、DISHISANTIAOGUIDING，2020NIAN11YUE26RIZHI11YUE30RI，NEIWAIMIANJIACHALIANXUSANGEGONGZUORICHAOGUO800YUAN/DUNSHI，HUILUOHOUDIYIGEGONGZUORIZHONGXINQIDONGJIAOYI。

2、郑期月末收涨，注册仓单大幅增加

11YUE,ZHENGMIANQIHUOYUEMOSHOUZHANG，ZHULIHEYUECF101YUEMOJIESUANJIA14535YUAN/DUN，JIAOSHANGMODE14455YUAN/DUNSHANGZHANG80YUAN/DUN，ZHANGFU0.55%。YUEMOZHUCANGDAN7410ZHANG，ZHE29.64WANDUN，JIAOSHANGYUEMOZENGJIA11.88WANDUN。

3、新疆棉加工进度快于去年

JIEZHIDAO2020NIAN11YUE30RI，XINJIANGDIQUPIMIANLEIJIJIAGONGZONGLIANG368.93WANDUN，TONGBIZENGJIA7.3%。QIZHONG，ZIZHIQUPIMIANLEIJIJIAGONGLIANG225.04WANDUN，BINGTUANPIMIANLEIJIJIAGONGLIANG143.89WANDUN，TONGBIZENGJIA13.2%。XINJIANGZIYUANLIANGZENGJIABINGLIUXIANGSHICHANG，SHICHANGGONGYINGCHONGSHI。　　

4、纺织行业进入淡季

SHIYIYUEFENFANGZHISHICHANGZOUXIANGDANJI，XIAYOUXUQIUZHENGTIZOURUO，HOUQIDINGDANYOUSUOJIANSHAO。YUENEIMIANSHAJIAGEZHENDANGXIADIE，YUEDIZHUJIANQIWEN，FANGZHIQIYEXIAOSHOULIRUNKONGJIANSUOXIAO，DUIYUMIANHUAYUANLIAOCAIGOUYUJIAJINSHEN。