ebet

7YUE，GUOMINJINGJIJIXUWENDINGHUIFU，MIANHUAMIANJISUIYOUSUOXIAJIANG，DANCHANLIANGWENZHONGYOUZENG。JUZHONGGUOMIANHUAXIEHUIDIAOCHA，2020/21NIANDUQUANGUOZHIMIANMIANJIWEI4596.95WANMU，TONGBIXIAJIANG4.5%，YUJIZONGCHANLIANGWEI591.9WANDUN，TONGBIZENGZHANG0.2%。CHUBEIMIANSHIYINGSHICHANGXUQIU，LUNCHUQUANBUCHENGJIAO，XINJIANGYIQINGYINGXIANGJIANGMIANWAIYUN，GUONEIXIANHUOJIAGESHANGZHANG。FANGZHISHICHANGCHUZAIDANJI，YUANLIAOWEICHIDIKUCUN，MIANHUASHANGYEKUCUNJIANGFUSHOUZHAI。MIANHUAJINKOUCHIXUZENGZHANG，MEIMIANZHANBIDASANFENZHIER。JUZHONGGUOMIANHUAXIEHUIYUCE，2019NIANDUebetGUOMIANHUAJINKOULIANGWEI158WANDUN，JIAOSHANGQIXIADIAO4WANDUN，QIMOKUCUNDIAOZHENGWEI788WANDUN

一、全国棉花面积下降、产量稳中略增

7YUE，QUANGUODABUMIANQUQIXIANGTIAOJIANJIAOSHIYIMIANHUASHENGZHANG，BINGCHONGHAIFASHENGCHENGDUJIAOQING，XINJIANGHEHUANGHELIUYUMIANHUAZHANGSHIJIBENWENDING，DANCHANJUNYOUSUOZENGJIA，ZHANGJIANGLIUYUSHOUYANZHONGZILAOZAIHAIYINGXIANG，ZHIMIANMIANJI、CHANLIANGJUNJIANSHAO。JUZHONGGUOMIANHUAXIEHUIYUCE，XINJIANGMIANHUAMIANJIWEI3665.5WANMU，TONGBIXIAJIANG0.59%，CHANLIANGWEI524WANDUN，TONGBIZENGZHANG4.1%；HUANGHELIUYUMIANHUAMIANJIWEI496.87WANMU，TONGBIXIAJIANG16%，CHANLIANGWEI40WANDUN，TONGBIXIAJIANG13.6%;ZHANGJIANGLIUYUMIANJIWEI398WANMU，CHANLIANGJINWEI24WANDUN，TONGBIXIAJIANG35%。

二、国内棉价上涨 国外波动频繁

ebet7YUE，CHUBEIMIANLUNCHUQUANBUCHENGJIAO，XINJIANGYIQINGYINGXIANGJIANGMIANWAIYUN，GUONEIMIANJIAJIXUSHANGZHANG；GUOWAIYIQINGCHIXU，MEIGUOMIANQUHANQINGYOUSUOFAZHAN，ZHONGMEIMAODUNZAIDUSHENGJI，SHOUDUOZHONGYINSUYINGXIANG，GUOJIMIANJIABODONGPINFAN。YUEMO，ZHONGGUOMIANHUAJIAGEZHISHU（CCIndex3128B）12319YUAN/DUN，JIAOSHANGYUEMOSHANGZHANG453YUAN；YUEJUNJIAWEI12156YUAN/DUN，HUANBISHANGZHANG198YUAN，TONGBIXIADIE1994YUAN。ZHONGGUOJINKOUMIANJIAGEZHISHUFC Index MYUEJUNWEI69.6MEIFEN/BANG，HUANBIZHANG1.29MEIFEN。YUEMOWEI69.62MEIFEN/BANG，GAOYUQIANYIYUEMO1.87MEIFEN/BANG，1%GUANSHUIXIAZHERENMINBI12176YUAN/DUN，DIYUTONGQIGUONEIXIANHUO143YUAN，NEIWAIMIANJIACHAJIAOSHANGYUEMOKUODA145YUAN。

三、棉花进口持续增长，美棉占比最高

ebet7YUE，JUHAIGUANZONGSHUSHUJUXIANSHI，ebetGUOMIANHUAJINKOULIANGWEI14.83WANDUN，HUANBIZENGZHANG64.3%，TONGBIXIAJIANG9.4%。LAIYUANGUOZHONGMEIGUOZUIDUO，ZHANBIWEI66%，YINDU、BAXIHEAODALIYAFENBIEZHANBIWEI11%、7%HE6%。FENMAOYIFANGSHIKAN，YIBANMAOYIZUIDUO，CHAOGUOLIUCHENG，HAIGUANTESHUJIANGUANQUYUWULIUHUOWUJIEJINSANCHENG，BAOSHUIJIANGUANCHANGSUOJINCHUJINGHUOWUHEJINLIAOJIAGONGJUNBUZUYICHENG。2020NIANQIAN7GEYUEebetGUOGONGJINKOUMIANHUA104.66WANDUN，TONGBIXIAJIANG22.0%。

四、商业库存降幅减缓

FANGZHIXIAYOUSHICHANGXUQIUJIAORUO，FANGZHIYUANLIAOJIAGEYOUSUOSHANGZHANG，CHUBEIMIANSHOUFANGQIQINGLAI，MIANHUASHANGYEKUCUNXIAJIANGFUDUSHOUZHAI。YUEDI，QUANGUOMIANHUASHANGYEKUCUNZONGLIANGYUE286.41WANDUN，HUANBIXIAJIANG11.57%，TONGBIXIAJIANG0.83%。SHOUYIQINGYINGXIANG，CHUJIANGMIANFAYUNLIANGJIXUXIAJIANG，JUTONGJI，XINJIANGMIANHUAZHUANYECANGCHUKUCHUJIANGFAYUNLIANGWEI24.76WANDUN，HUANBIJIANSHAO6.28WANDUN，TONGBIJIANSHAO3.29WANDUN。

五、原料维持低库存，纺织品出口继续增长

FANGZHISHICHANGRENGCHUYUDANJI，SHAXIANXIAOSHOUHUANMAN，KAIJILVWEICHIDIWEI，FANGZHIPINCHANLIANGLVEYOUHUISHENG。SHAXIANCHANLIANGHUANBISHANGSHENG1.3%，TONGBIXIAJIANG8.1%；BUCHANLIANGHUANBISHANGSHENG1.2%，TONGBIXIAJIANG7.8%。FANGZHIQIYEZIJINYALIDA，XUQIUBUZHEN，YUANLIAOKUCUNWEICHIDIWEI，7YUEDI，FANGZHIQIYEMIANHUAKUCUNLIANGWEI62.95WANDUN，JIAOSHANGYUEDIXIAJIANG2.88WANDUN，TONGBIJIANSHAO7.6WANDUN。

ebet7YUE，GUONEIJINGJIWENDINGHUIFU，ebetGUOWAIMAOCHUKOUJIXUBAOCHIZHENGZENGZHANG。JUHAIGUANSHUJUXIANSHI: ebetGUOFANGZHIFUZHUANGCHUKOU312.9YIMEIYUAN，TONGBIZENGZHANG13.74%，QIZHONGFANGZHISHAXIAN、ZHIWUJIZHIPINCHUKOU159.8YIMEIYUAN，ZENGZHANG48.38%；FUZHUANGCHUKOU153.2YIMEIYUAN，XIAJIANG8.54%。1-7YUEFANGZHIPINFUZHUANGLEIJICHUKOU1564.8YIMEIYUAN，TONGBIZENGZHANG5.57%，JIAOSHANGQIHUISHENG2.4GEBAIFENDIAN，QIZHONGFANGZHISHAXIAN、ZHIWUJIZHIPINCHUKOU900.8YIMEIYUAN，TONGBIZENGZHANG31.3%，JIAOSHANGQIHUISHENG3.5GEBAIFENDIAN，FUZHUANGJIYIZHEFUJIANCHUKOU664YIMEIYUAN，TONGBIXIAJIANG16.6%，JIANGFUJIAOSHANGQISHOUZHAI2.8GEBAIFENDIAN。

中国棉花供求平衡表（2020年8月）

                                  DANWEI: WANDUN