Fried Cotton Yarn: The Industry Has Been In An Unprecedented State Of Malformation.
The difference between a ton of cotton and cotton yarn may be around 1000 yuan a day. A yard cloth can raise a few cents a day, and a piece of clothing will rise a few dollars a day. The textile and garment industry is in a strange circle.
"A friend bought an order not long ago, and bought less than half a month's cotton yarn. The cotton yarn only increased by about 1000000 yuan, but he did not earn a cent when he made the product and made it into a garment. From cotton, cotton yarn, fabric to clothing, all quotes a day. Wang Yisheng, who has made many years of clothing business, told me that the whole textile industry is crazy now, which is more stimulating than the stock market. How can traditional industries suffer such a mess?
It takes at least one or two months for a garment order to be shipped from order to shipment. During this period, no one can predict what will happen. The life of the garment enterprises at the end of the industry is the most difficult day. Some of Wang Yisheng's peers are putting their business on the line of hoarding, hoarding and hoarding.
In September each year, snow-white new cotton is on the market, which tends to pull cotton prices slightly lower than usual. Many cotton mills usually purchase cotton replenishment stocks from September to November.
But since September this year, cotton grades of different grades have risen 60%~70% in just over two months. domestic 328 grade cotton spot rose from 18000 yuan / ton in September to 31000 yuan / ton. Xu Yanjun, who is responsible for the Zhenjiang VICCO Cotton Textile Co. Ltd., seems to be more difficult to pick up the cotton now. He has suspended procurement in a wait-and-see way. There are still some stocks of cotton in the factory to maintain production. Some of them are replaced by chemical fibers, and the enthusiasm of downstream clothing enterprises to cotton yarn is also significantly weakened.
In the whole industry chain of textile and clothing, the situation of various enterprises is different. Compared with the downstream garment enterprises, the cotton and textile factories in the middle link are still moist. In an interview with this newspaper, Xu Yanjun said that some time ago, the cost of cotton price increase could be lowered. Pass on But now it's not possible to digest itself. Another large textile and textile company in Jiangsu and Zhejiang revealed that the sales profit of cotton yarn was several times higher than that of last year, which is a high return that did not happen in ten years.
At present, the price of ordinary cotton yarn has risen from 26000 yuan / ton in September to nearly 48000 yuan / ton in November 11th, while the price of combed 40 cotton yarns has risen to 50000 yuan / ton, which is not inferior to cotton. Cotton, cotton yarn and fabric can be hoarded to fry high, only clothes can not. At present, the pressure of clothing traders is the biggest. The cost of raw materials has led to a sharp rise in operating costs. Once they can not increase their prices to customers or overstock, they are as anxious as ants on a hot pot. The price of clothing will definitely drop over the quarter.
Wang Yisheng told me that as early as many months ago, the industry basically decided that the price of cotton yarn and cloth would continue to rise. Everyone bought yarn and bought cloth. This year, people who made more clothing orders earn less or even lose money. And some of the friends who did not have many orders had to withdraw funds to speculation. Stock speculation Now, instead of hoarding cotton and cloth, a small quantity is used to produce, and most of the turnover, tens of millions of yuan of funds can earn millions in two or three months, and the industry is in an unprecedented state of malformation.
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