纺织行业进入淡季 国内棉价稳中略涨——中国棉花价格指数(CC Index)月度报告(2020年11月)
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。