A "Skipping" Word, The Enterprise A Few Families To Worry About A Few Worries
"Exchange rate fluctuations increase by 30%, the cost of cotton inflation increases by 60%, and the cost of labor increases by 15%." In December 22nd, Xu Weimin, chairman of Jiangsu Dong Du Textile Group, regrets his achievements this year. "It is not easy to run an enterprise, but also run into raw materials, which is" Cheng Jin Jin ".
In fact, Xu Weimin is not the only one who sighs.
Since the beginning of this year, the prices of raw materials, which are represented by cotton, have been jumping all the way.
Close to the year, reporters visited some enterprises.
The ten largest buyers of cotton futures are non textile enterprises.
"It has not seen such a rise for decades, and a ton of rice has gone up a few hundred yuan."
Changzhou
Dong Jun
Textile General Manager Zhang Yuchen made an analogy: "watching cotton prices every day is like watching magic tricks!"
This year's cotton price chart shows that this curve is breathtaking: after the start of 14879 yuan / ton in January 4th, with the growth of textile and clothing exports, cotton supply and demand tightened, and in March, it increased by 1100 yuan / ton. In May, the country increased the quota of 800 thousand tons of imported cotton, but affected by the cotton embargo in India, the supply became tighter and intensified, rising by 1000 yuan / ton; in September, it suddenly started to exert its strength to the highest level of 22684 yuan / ton, or more than 4600 yuan / ton; October fluctuated violently, and rushed to 30 thousand yuan / ton at the end of the month; and it rebounded to 28 thousand yuan / ton in December.
In a short span of 100%, there are both rationality and blindness.
"Tight supply and demand is a direct cause."
Yueda
Chen Chunyi, vice chairman of the textile group, said: "the global cotton planting area and output have been shrinking year by year. The output has dropped by 10% this year, and the reserve volume has dropped to the lowest in 1993, while the cotton consumption has doubled, and the domestic cotton gap has exceeded 4 million tons. The contradiction between supply and demand is outstanding."
In addition, fertilizer and other agricultural materials have risen in price, and the cost of seed cotton has increased.
Cao Zhimei, chairman of Yancheng printing and dyeing Co., Ltd. disclosed that the top ten buyers of cotton futures market are not textile enterprises. The speculation factors of hot money are very prominent. At the same time, excess liquidity in the world has also pushed up the price of commodities such as cotton.
For the first time in late 11, Ma Xiaoping, director of the Bureau of economic operation of the provincial Commission for economic and Trade Commission, explained that the state sold cotton reserves and increased Sinop cotton pportation to ease the contradiction between supply and demand.
Skyrocketing and plummeting, industrial chain before the road after Huan worry
Cotton prices are up and down.
industry chain
All the "Heroes" on the road failed to retreat.
Now, the textile and garment industry is popular: "spinning and weaving better than clothing". The more difficult it is, the harder the price pressure is. The greater the pressure, the lower the efficiency, so that the industry chain will be unhappy after the road.
Reporter survey found that this year, the higher the price of raw materials is to master the upstream resources, earn more bowl full, but these enterprises are also happy to worry.
A senior manager of a cotton yarn business in Yancheng is worried: "the price of raw materials has really increased this year, but the price has gone up and down. We can not afford it. If there is a long time slump, we dare not eat in, and some orders are afraid to pick up."
"After the price reduction in November, the cotton is still in pportation, and the cost has not dropped."
Xu Weimin said that the price increase from cotton to fabric reached 60%, and many orders were discussed at the beginning of the year. Now customers are reluctant to raise prices, but in order to gain credibility, they have to lose money. "Orders for September and October, losses exceed 20%."
"This year is very difficult, raw materials rise, exchange rate changes, lose money to do, even worse than the beginning of the international financial crisis."
A chief executive of a textile enterprise in South of Jiangsu said that at this year's fair, more than 20% of the price increase was generally unacceptable, and some European and American customers began to reduce the volume of purchases.
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Ma Xiaoping introduced that in the first 11 months of this year, the price of raw fuel power in the whole province increased by 12.9% over the same period last year, while the factory price of industrial products increased by only 7.2% during the same period, and the factors such as financing and labor cost increased.
High volatility, continuous testing of cost control capability
Cotton futures prices rebounded in November 26th after falling to 24460 yuan / ton, and recently returned to 28000 yuan / ton and fluctuated frequently every day.
What is the market price of cotton after market?
Jiangsu Hongye futures director Zhao Weixiong analysis, although the macro-control has allowed cotton prices to fall, but the contradiction between supply and demand has not changed completely, it is unlikely to fall before the September inflation. At the same time, if liquidity is not controlled, the prices of cotton and other commodity prices will not be rationally returned in the short term.
Based on the analysis of supply and demand fundamentals, it is not only cotton, copper, rubber, sugar, soybeans, palm oil and so on next year bullish probability.
In this regard, Chen Zhenning, director of the provincial Commission of letters and commissions, said that Jiangsu is a big province of economy and a small province of resources. The price of raw materials is rising frequently. For enterprises, it is urgent to raise the cost control ability through various means.
Reporters learned that after a series of technical pformation and management optimization, Yueda Textile Group's power consumption per ton of yarn was 3879 degrees, down 142 degrees compared to the same period, saving 83.78 yuan, and the ton yarn was 1291 yuan, down 592 yuan compared with the same period last year, and the depreciation of the ton yarn was 1361 yuan, down 562 yuan compared with the same period last year.
At the same time, we should seize the opportunity to purchase and properly reserve raw materials to achieve an increase of 26 million yuan.
To control costs, Huafang group and Luen FA group of our province have invested in new cotton spinning projects in Xinjiang, making full use of local cotton resources.
With the integrated chain of spinning, weaving and shirt production, lufa Group invested 200 thousand new cotton spinning projects in Akesu textile industry park in Xinjiang last month, and 80% of the products were matched by the company.
Readjustment of product mix is also the choice for many enterprises to cope with fluctuations in raw materials.
Yueda textile registered the clothing brand, introduced 13 designers, and designed more than 400 spring and summer clothing for men and women in 2011.
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