Daily Consumer Goods Began To Quietly Increase The Price Of &Nbsp, Milk Powder, Toilet Paper And So On.
Editor's note: "beans you play", "garlic you ruthless" let garlic, mung beans, corn, vegetables and other agricultural products due to short-term price increases too high attention, in fact, more than these agricultural products, recently, there are also many consumer goods, including household paper, milk powder, cotton cloth, tea and so on have varying degrees of increase, and related industries and companies have brought different effects.
Unlike the prices of agricultural products such as mung bean and garlic, the prices of daily necessities in recent days are somewhat "silent". In order to find out the reasons, the first Financial Daily reporters chose several industries to conduct in-depth interviews.
Cotton price crazy clothing export enterprises under pressure
Cotton prices continue to rise, the biggest impact is not cotton mill, but downstream clothing enterprises, because overseas buyers can not accept price increases, the current cost pressures are borne by domestic garment enterprises.
"Cotton prices are crazy."
Xu Yanjun, head of Zhenjiang VICCO cotton spinning Co., told the first Financial Daily yesterday that part of the cotton price has approached 18 thousand yuan / ton, up nearly 20% compared with the beginning of the year.
China's cotton price index shows that the price of standard cotton has risen from less than 15 thousand yuan / ton in February to 17289 yuan / ton in May, while the price of standard cotton was only 10966 yuan / ton at the beginning of last year, and the cumulative increase has approached 60% since the beginning of last year.
When cotton prices have risen to more than 14 thousand yuan per ton, many cotton textile enterprises have claimed that it is difficult to sustain.
"However, the situation is not as bad as expected. In the past few months, we have continuously raised the price of cotton yarn according to the increase in cotton prices, and this year has also risen by nearly 20%.
Domestic and foreign customers are basically acceptable, plus some of our cotton is purchased last year, and we can still maintain a certain profit.
Xu Yanjun said.
This year, yarn, fabric and so on follow the price of cotton all the way up.
Zhou Xiaonan, deputy general manager of Huamei line Co., Ltd., said that the price of raw materials such as polyester and chemical fiber has increased by about 10% this year, not only because of the rising cotton prices, but also the price of the yarn has risen according to the rising price of raw materials.
Zhu Sujun, assistant president of Ningbo Shanshan Limited by Share Ltd (hereinafter referred to as "Shanshan"), told reporters yesterday that at the present stage is entering the peak production period, some fabric suppliers even appeared in short supply. This is not a strong rebound in the export market, but the peak season for the production of both domestic and overseas clothing.
"Relatively speaking, domestic sales are more optimistic than exports. Many domestic brand clothing prices have risen to varying degrees this year, while export orders are more difficult to raise prices. At present, garment exporters are under great pressure on cost, basically negotiating prices once a month with customers, making it difficult to raise prices in a timely manner."
Zhu Sujun said.
In April, domestic apparel retail sales increased by 14.6% over the same period last year.
According to our understanding, the price of clothing brands in the domestic market has generally risen by 10%~15% this year, while many export garment enterprises only adjust the price of orders 3%~5%, which is far below the increase in the cost of raw materials.
Although the domestic and foreign textile and garment markets are recovering, there are still many uncertainties in the export market compared with the steady growth of the domestic market.
According to the retail statistics released by the statistical bureau of the United States in May, the apparel retail industry in the United States declined slightly in April compared with March.
In April, sales of clothing and clothing stores in the United States amounted to $18 billion 260 million, down 1%, up 5.7% from the same period last year.
The Munich's May business climate index, which was released recently by the Economic Research Institute of Iraq, also dropped to 101.5 points from 101.6 last month.
In Europe and the United States and other consumer markets have not yet fully recovered in the case of raising prices, overseas customers are likely to pfer orders to other countries or regions.
Many jeans manufacturers told our correspondent that raw cotton is the main raw material for denim production. In recent months, the price of jeans has increased by more than 10%. The cost of a pair of jeans has increased by several yuan on average, as the price of fabrics has increased. The cost of rising jeans is mainly dependent on self digestion, and buyers will not easily accept the price increase.
Assistant Zhong Hao Sen, general manager of Guangdong textiles import and export Limited by Share Ltd, explains why many retail brands in many foreign countries have fixed retail prices for some styles, and even discount sales after the financial crisis. Under the circumstances of no obvious improvement in European and American terminal consumption market, buyers will certainly control the cost of orders, unless some new designs or fabrics can attract their eyeballs.
In the 1~4 months of this year, the export growth of Chinese textiles was much higher than that of clothing exports. Some enterprises reflected that the increase in garment orders with neighboring countries also had a certain relationship with the demand for raw materials in China.
Wang Qian analysis, the first textile network president and senior textile analyst, due to multiple reasons for cotton production, cotton demand and India's restrictions on cotton exports in the past year, there is a limited space for cotton prices to fall in the second half of the year.
Raw materials pportation and other aspects of milk prices rose again.
Soon after the price rise of the last round of milk powder, mothers are also worried about the baby's rations.
News from Shang Chao said that the price increase of Abbott and Dumex milk had been raised by about 10%, but the retail terminal has not yet been priced.
Yesterday, Dumex product consultant told the first financial daily that the raw materials of milk powder came from New Zealand and Australia, and were processed in Shanghai.
Due to the rising global raw material prices, Dumex products will go up in recent years, and its golden shield series will raise its prices in June, and may be notified gradually.
Abbott's product consultant also made it clear that Abbott's milk powder will also have a price rise in recent years because of the rising prices of raw materials such as DHA, soybean oil and coconut oil, but she also said that the prices of goods sold by dealers everywhere are different, and the price embodied in the commercial super terminal will also be different.
But Yang Yun, Minister of foreign affairs of Mead Johnson, said in an interview that there was no price adjustment plan.
She said that the global prices of raw milk rose sharply from the second half of last year to the beginning of last year.
In February 10th this year, the price of products has been raised accordingly.
Most of the domestic milk powder industry has no notice of price adjustment in recent years, but enterprises have expressed the pressure of rising costs.
Gong Yanqi, manager of Guangming dairy's public relations department, told reporters that the company had not received notice of the company's price rise. However, she said that the price of raw materials in the country is indeed rising, not only raw materials, but also the price of the whole industrial chain, such as energy prices, pportation prices and so on.
Erie, three yuan and other companies also said that there was no notice of price rise in the near future.
Some analysts have taken the lead in raising prices of foreign milk powder, which is interpreted as an increasingly powerful voice in the domestic market.
According to the relevant market statistics, since last year, some foreign milk powder brands have been upgraded or upgraded, and the sales volume of products has not been significantly affected.
With melamine incident, consumers' confidence in domestic milk powder has not yet fully recovered, and the consumption group of foreign milk powder is more consolidated, which will increase the bottom of the price increase.
In fact, this is the third round of price increases this year.
Around February this year, Chinese and foreign brands of milk powder sold in the mainland have launched a wave of price rises.
The price of milk powder, including Mead Johnson, Nestle, An Yi and Annan, has been raised by an average price of about 10%.
In April, Abbott announced in Hongkong that its 1~4 infant milk powder price increased by 5%~10%, but there was no price increase plan in the mainland.
Erie, who issued a notice of price rise in mid April, has completed the price increase in mid May, or 5%~8%.
In May this year, the price of single products was also increased by about 5% of domestic milk powder, Ashley and Shi en.
According to the monitoring report released by the Ministry of Commerce's market operation and regulation department at the end of March, the factors affecting the price rise of dairy products are: first, the supply of raw milk is tight; two, the consumption of milk powder has increased rapidly; three, the cost has gone up, and the price of corn and alfalfa has increased, and the production cost of raw milk has been increased.
According to monitoring, in mid March, the market price of corn and soybean meal increased by 21% and 2.4% respectively over the same period.
The report also pointed out that the price of dairy products will continue to rise in the short term.
According to the report, "in May and June, with the increase of raw milk output and price reduction, the price of dairy products is expected to stabilize. However, due to the rising cost of dairy farming, dairy products packaging and pportation and the rising price of imported milk powder, the domestic dairy products prices will decline significantly, especially in the middle and high grade liquid milk, health yogurt and infant milk powder prices."
The price of bagasse is tripled in one year, and the price of gold leaf paper increases by 10%.
Recently, Guangzhou, Kunming, Chengdu, Changsha and other places have increased the price of rolled paper and boxed paper, which is related to the rising prices of raw materials such as pulp and bagasse.
In addition to raising prices, paper merchants are also gradually using environmentally-friendly raw materials and increasing product lines with high gross margin to ease cost pressures.
Jin Hongye Paper Co., Ltd., which owns "Qingfeng" and "Jie Jie" brand, is a subsidiary of Indonesia's golden light paper company, hereinafter referred to as "Jin Hongye".
Jin Hongye occupies 15% of the domestic market, and its price increase is 10%.
Yang Xing sales manager of a large paper industry Co., Ltd. in Yunnan also told the newspaper: "in the early May, our main brands such as Vinda, Qingfeng, and Jie Rou had already raised their prices.
Yunnan's collective price rises range from 10% to 20%, which is the first time since the financial crisis.
"Some brands will go up by 3% every month after the Spring Festival, and the total has increased by 20% now."
Mr. Yang said that some individual brands did not go up.
Many people believe that the general price increase of raw materials such as pulp and bagasse is the main driver of the price increase of terminal paper products.
"Living paper is divided into two kinds of raw materials: one is broad-leaved pulp (that is, raw wood pulp), the other is two kinds of pulp, which can be made from bagasse and wood pulp."
Mr. Yang said that if the original wood pulp accounted for about 60% of the total cost.
Wang Xudong, a researcher at China Merchants Securities, said that the price of broadleaf and goldfish's broadleaf pulp is 6900 yuan and 5900 yuan per ton, up 57% and 77% from last year, and 35% and 34% respectively compared with the end of last year. Two.
Most pulp from China's paper mill comes from overseas.
Among them, Chile accounted for 8% of pulp output this year, a major earthquake occurred, resulting in 2 pulp mills running abnormal; Finland, North America and other pulp mills encountered workers strike, bad weather and other factors, all of which made pulp prices strong in the past year.
The increase in bagasse is unexpected.
Guangxi sugarcane fiber (also known as "bagasse") is commonly used in paper mills such as Yunnan, Guizhou and Sichuan. However, due to the drought in Guangxi, bagasse output has fallen sharply. "Now the price is 400 yuan / ton. I remember that at the end of 2008, it was only 90 yuan / ton."
The price of bagasse has tripled in the past year, Mr. Yang said.
In fact, many enterprises are prepared for the price increase of pulp.
Heng an international began to increase its stock of wood pulp in the first half of 2008 and the first half of 2009, in order to reduce the impact of wood pulp prices on enterprises.
At the end of 2009, Heng An group had 200 thousand tons of stock stock (including on the way), enough to use until the end of June 2010.
This is why Heng Heng International has no price rise.
Whether it is Heng an international or Vinda international, it is using carton napkins, handkerchiefs and wet paper towels as key products, because the gross profit margin of these products is higher.
According to our understanding, the gross profit margin of individual wet napkins can reach 50%.
Mr. Liang, a sales manager of Vinda international southern region, also said that despite the popularity of first-line brands, some cheap raw materials should be selected to reduce production costs.
Vinda international has recently introduced the new brand of "green living", which is made of raw materials for sugarcane fiber, and changed the practice of Vinda International's respect for raw wood pulp.
Relevant information shows that the cost of sugarcane fiber is about 30% less than that of wood pulp.
And paper mills are also actively expanding their production to form a scale effect, thereby gaining greater purchasing power and getting cheap pulp.
The total capacity of Vinda's international paper mills is 320 thousand tons. At present, it is expanding substantially in Hubei, central China and Liaoning, so as to achieve the same point expansion and multi layout strategy.
The Hunan plant of Heng an international has been put into operation at the end of last year, and its total capacity has reached 420 thousand tons.
Pressure on raw materials to increase pressure on Chinese medicine enterprises to call for price linkage
Achieving price linkage in the oil industry has always been the dream of Chinese medicine manufacturers.
"We are trying to reflect the upward trend of prices, hoping that the control of pricing departments can be loosened."
Yesterday, Fang Guanghong, deputy general manager of Guangzhou Baiyun Mountain and Hutchison Whampoa Chinese Medicine Co., Ltd., told the first financial daily.
Due to soaring prices of 37 major raw materials and Banlangen, Fang Guang Hong admitted that Baiyun Mountain is now approaching the edge of "dead shoulder".
But the long-standing policy of the price linkage of the NDRC has yet to have any signs of clarity.
Since last year, the continuous drought in the southwest began to show the impact of 37. In March this year, the 37 per kilogram of less than 100 yuan began to rise rapidly to a unit price of 500 yuan. Then, the hoarding in some areas even made this figure to 700 yuan per kilogram.
Although the national development and Reform Commission (NDRC) had dedicated the investigation group to Guangdong, Yunnan and other main producing areas, the 37 price is still maintained at 500 yuan from the market.
This means that compared with the wholesale price at the beginning of the year, the price of 37 has increased 10 times.
More than that, in this round of price rise of 37 Chinese herbal medicines, more than 30 kinds of Chinese herbal medicines, such as honeysuckle, Banlangen, mulberry, and even Cordyceps sinensis, which are highly used in the market, are also rising.
Taking Baiyun Mountain and Huang's two main products, Compound Salvia Tablet and Banlangen Granules as an example, the annual sales of the two varieties are over 500 million yuan. Among them, only 371 items of Compound Salvia Tablet are added up, and the cost is increased by about 100 million yuan. In the Banlangen Granule, the main raw material is removed from the root of Isatis indigotica, and the sugar added to increase the oral comfort is also obvious. The unit price per ton has even risen from the original 3000 yuan to 6000 yuan.
As a result, Chinese medicine manufacturers highly dependent on Chinese herbal medicines unanimously hope that the price linkage of Chinese herbal medicines that have been mentioned several times can be established.
"Some time ago, the enterprises concentrated on the cost pressure problem caused by the rising of raw materials," Wang Guihua, Secretary General of the Chinese Medicine Association, said yesterday in an interview with the newspaper. Many Chinese medicine enterprises are now facing enormous cost pressures. "The pressure of big enterprises is particularly great."
She told reporters that last year, before some Chinese herbal medicines began to fluctuate, there was a joint venture that they hoped to learn from the ideas of price management in petroleum, civil aviation and other industries.
An interview with a company said: "the highest retail price limit of the NDRC is a high voltage line. It is impossible to raise the price without authorization. Now it is only a dead line. If there is no change in policy for a long time, if the enterprise can not bear the cost pressure, it may only reduce production or temporarily produce no production."
"Under the pressure of rising raw materials, the bidding of essential drugs can be exacerbated."
During the interview, the person in charge of the production of Chinese medicine injections, who did not want to be named, told reporters.
And the person in charge is more worried that the original Chinese medicine injections on the existence of "controversial" varieties, after two consecutive years of pesticide poisoning incidents, the industry has been a great blow, if the cost continues to rise, and enterprises can not get the corresponding adjustment in pricing, I am afraid some enterprises will have to take the risk, then the consequences will be even more disastrous.
Market leader of a famous Chinese medicine company also told reporters that the efficacy of Chinese medicine has always been dependent on the quality of raw materials. Sichuan Fritillaria, Yunnan's 37, Hangzhou's Chrysanthemum and so on all emphasized the best quality of genuine medicinal materials.
He is also worried that, in the case of rising raw materials, some enterprises will inevitably have insufficient supplies or more dangerous phenomena, which will cause great harm to the safety of the industry and the masses.
Earlier, the responsible person of the price bureau of the NDRC once said in public that due to weather factors and other factors gradually increased, they are also considering a floating price policy for Chinese herbal medicines, but how to draw the proportion in the pricing proportion still needs to be considered carefully.
Spring tea output fell 20%, average price rose 20% over the same period last year.
The research report released yesterday by the Chinese Tea Circulation Association shows that the output of spring tea in China is expected to be 600 thousand tons in 2010, a decrease of about 20% compared with that in 2009. Affected by factors such as tea yield reduction, the overall average price of spring tea in China is about 20% higher than that in 2009.
Puer tea, jasmine tea and other tea species showed strong upward trend.
A senior member of the tea industry in Yunnan told the first financial daily that the price of tea raw materials in Yunnan increased by about 60%. After processing, the price of general Puer tea increased by about 10%, and the rise of high-end tea was even greater.
Taiping monkey is one of the representative products of high-end tea in Anhui. A sales manager of Anhui Tea Import and Export Co., Ltd. told reporters that the price of ordinary Taiping monkey Kui was 500 yuan ~800 yuan per catty this year, or about 20%.
Jasmine is the main raw material of jasmine tea. Mei Yu, director of the Information Department of the Chinese Tea Circulation Association, said that the price of jasmine tea is expected to rise as the price of jasmine is soaring. He said Guangxi Hengxian is the largest Jasmine production base in the country. The latest jasmine flower price has reached 9 yuan per catty, which is 3~4 times the usual price in previous years. Therefore, the price rise of jasmine tea is inevitable.
Tea production in southwest and Southeast China is the main reason for price increase.
According to the survey of China Tea Circulation Association, most of the tea districts in China entered spring tea picking period when entering 2~3 month.
However, sudden low temperatures, snowfalls, frost, droughts, strong winds and other bad weather caused nearly 50% of the tea producing areas in the national tea production area to be hit, and the picking time was postponed.
The Tea Circulation Association of China believes that the output of spring tea in Yunnan, Guizhou and Guangxi provinces is reduced by about 50%. In the three seasons of autumn, winter and spring, there is a continuous drought. The emergence of tea buds, the death rate of tea seedlings in some tea plantations, and the occurrence of local tea gardens are all the same. Although there has been a certain amount of rainfall during the three seasons, there is little effort to alleviate the drought.
The Guangdong state guest group Co., Ltd., which produces Wuyi Dahongpao, told reporters that the cold air before the beginning of the year and the cold season before the Qingming Festival killed many Alpine tea trees, which resulted in a 60% increase in the cost of raw materials.
The tea producing areas affected by bad weather have adopted positive remedial measures to carry out pruning and topdressing for the affected tea gardens. With the warm weather in the middle and later stages of spring tea production and the production of new tea plantations, the production can compensate for some of the previous losses and alleviate the supply of spring tea to a certain extent.
According to the insiders, taking Yunnan as an example, since April this year, rainfall has gradually increased, and the output of spring tea has increased.
Coupled with the stable production of spring tea in Hunan, Sichuan, Shandong and Hainan, the output of Hainan's tea has even increased, which has set a certain buffer on the southwest and Zhejiang and Fujian. The Chinese Tea Circulation Association predicts that the total output of spring tea in 2010 will be 20% lower than that in 2009, and the price increase will be around 20%.
Despite the sharp rise in prices, the group did not join in the price hike. The director of the group, who was named Cheng, said: "our price has hardly changed this year. Only 5% of us have gone up slightly."
He said that the market competition is fierce. In order to keep sales, profits can only be sacrificed.
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