Describe The Changes That Will Occur In Printing And Dyeing And Dyestuff And Production Industries.

CEO pointed out that the consumption season is now low. clothing The terminal demand for brand is not fully realized, but there are still procurement needs in the later stage.

B2B vertical electronic business platform CEO introduced the current yarn market situation.

Since the two quarter, domestic cotton The price has changed and the bottom has rebounded. Spot price CCINDEX (328) increased from 11678 yuan / ton in March 31st to 13075 yuan / ton in June 30th, or 11.95%. market It started earlier and the momentum was stronger. The futures main force zhengmian 1609 surged to 43.99% yuan from the low point of 9990 yuan / ton in February 29th to 14385 yuan / ton in June 30th.

Changzhou clothing retail brand terminal stores have yet to usher in the peak season of consumption.

Today, when we visited the Jiangsu Hutang raw material market and clothing brand retail terminal, we also learned that although the price of raw materials has increased considerably, the market quotation is chaotic. At present, what price is the newspaper? What price can be concluded? Textile enterprises and traders are in a wait-and-see manner. B2B vertical electric business platform CEO Dong Dong introduced this afternoon in an interview with reporters. This year's national cotton throwing time is late, and it has been waiting until May 3rd. It has not yet been solved until May 3rd, and the problem of throwing up reserves is not solved. Now the throwing and storing rhythm is obviously guaranteed by the weekend test, but it is promised to throw reserves on Tuesday, but the less it is put in the back, the state store is actually implementing a hunger marketing.

Mr. Dong asked rhetorical questions. With such throwing and throwing, the market is still tight. Then, in August, when the spinning enterprises should prepare the cotton from September to the middle of October, if we have to stock up for a month and a half, where shall we find the stocks?

Senior industry analyst Wang Qian said in an interview today that there are no negative factors in the recent internal and external environment. With the continuous improvement of the bottom, the current cotton price in the new year is up to 16000 yuan / ton.

It is noted that for the textile and garment industry, the impact of rising cotton prices on enterprises is only one aspect. What makes the enterprises "uncomfortable" is that with the approaching of the G20 summit, environmental protection policies are becoming more and more high-pressure, which makes the small and medium printing and dyeing industry unprepared. Especially the price of dyestuffs began to rise in March this year, although it has been temporarily down after May, but has experienced another round of price rise since June.

It is learned that the price of conventional black ECO300% of the company is 33 thousand yuan / ton, up 94.12% from the beginning of March, and the price of conventional reactive black WNN200% is 30 thousand yuan / ton, or 66.67%. The price of dye market is still strong. From the actual spanaction price, the price rise in 3~4 months, the closing price is close to the market quotation, and there is still a gap between the actual price and the quoted price of the scattered black ECO300%2.2 to 25 thousand yuan / ton.

Researcher Luo Ting said here that the volume of dyestuff market is weak during the off-season demand, which is a feature of the industry's peak season. The increase in the price of dye enterprises is an indication that the attitude has not yet been fully implemented. The real price rises must wait until the G20 summit. Before the closure of the printing and dyeing enterprises, the printing and dyeing enterprises rush to work and the resumption of production will bring strong dyestuff demand, resulting in the rise in real prices.

It is understood that since 2011, the dyestuff industry has opened up a way to eliminate backward production capacity, adjust the structure and spanform green development, and the number of dyestuff production enterprises in China has been decreasing. As of October 2015, the number of enterprises in China's dyestuff manufacturing industry was 325. At the same time, the distribution of dyestuff industry in China is obvious. The domestic dyestuff producers are mainly distributed in Jiangsu and Zhejiang provinces, especially in the Xiaoshan District of Hangzhou and Shaoxing Keqiao. The output accounts for 60%, and the majority of SMEs are oversized and dispersed. Among them, Shaoxing printing and dyeing capacity accounts for more than 1/3 of the total.

With the increase of environmental protection efforts and the continuous promotion of G20 summit, the printing and dyeing industry will change as follows:

1, the supply contraction caused by environmental high pressure policy and the premature release of demand resulting from the shutdown during the G20 summit will support the rising price of dyes.

2, the recovery of demand after the closure of the summit will bring a concentrated release of dye demand, combined with the arrival of the peak season of downstream industries.

It is learned that with the increase of environmental protection efforts and the continuous promotion of G20 summit, the printing and dyeing industry will change as follows:

1, the impact of environmental protection on downstream printing and dyeing needs and the impact on dye supply are the same. Printing and dyeing demand is coming in the peak season, and the processing capacity of printing and dyeing factories is in short supply. 9, October is the peak demand for printing and dyeing industry, coupled with the recent closure of a large number of intermediates and dyestuffs, will bring about a concentrated outbreak of dye demand.

2, the G20 summit made the printing and dyeing industry production demand ahead of schedule, and at the same time, the demand for dyestuffs will focus again after resuming work. Since the G20 summit will close for nearly a month in Hangzhou, production will be concentrated before and after the summit. These are the time windows for rising prices of dyes in the second half of the year.

3, the integration of dyes and printing and dyeing industry has accelerated, and the monopoly pattern has gradually emerged. Because the environment is not up to standard, a large number of small enterprises are dyed out or banned by dyestuff production and printing and dyeing, making the leading enterprises with better environmental governance occupy more market share, which helps enterprises to enhance bargaining power and appropriately increase product profits. In the long run, the requirements of industrial upgrading and industry standardization will make the dyestuff and printing and dyeing industry barriers gradually increase, and the monopoly pattern of large enterprises will gradually appear.

Luo Ting, a researcher at CITIC construction and investment bank, said: with the G20 summit as an opportunity to speed up the integration of printing and dyeing industry, eliminate backward production capacity and promote the improvement of dye price, big enterprises will benefit. Luo Ting also said that in the cost composition of printing and dyeing, dye accounted for about 10% of the cost of printing and dyeing, so the downstream printing and dyeing enterprises have strong acceptance of dye price increases. Since the beginning of this year, the Shaoxing region has started to focus on the rectification of the printing and dyeing industry, accelerating the spanformation of the printing and dyeing industry from the middle to the low end, resulting in the closure of a large number of small and medium-sized printing and dyeing enterprises, resulting in a change in the market demand pattern. The printing and dyeing orders have been concentrated on large enterprises, making large enterprises begin to run at full capacity.

According to Luo Ting, the 9 and October is the traditional peak season for printing and dyeing industry in the second half of the year. The inventory of textile and clothing industry is not high. Therefore, further demand will be released before and after the G20 summit.

CEO also pointed out that now is the consumption off-season, the clothing brand end demand has not completely risen, but later period still has the purchase demand. But in the long run, the supply pressure is reduced, and the substitution of yarn and chemical fiber is also weakening. The negative factors have been gradually reduced, and the basic pattern has changed. Therefore, in the long run, there is limited space for cotton prices. In the short term, the factors restricting the space above the price should depend on the purchasing strength of the textile enterprises to the national cotton store.

In the interview, Wang Qian also said that because cotton has the most weight in the consumption of cotton spinning enterprises, the fluctuation of cotton price is easier to pass to staple fiber, but this is not a necessary condition for price increase. Conversely, the change of short fiber price will hardly have a significant impact on cotton. With the rapid expansion of the chemical fiber production capacity, the textile material market has shifted from the original cost driven to the demand driven type. The main factor that determines the staple price is not the price difference with the cotton, but depends on the smooth sales of the yarn products produced by the short fiber instead of cotton. After all, the demand is the main factor to determine the price.