Intensification Of The Contradiction Between The Rising Cost Of Raw Material Market Cost And The Pmission Of Terminal Demand

As far as Shengze is concerned, in October and November this year, the dyeing factory business has been busy, the fabric orders have been concentrated, the operating rate has been running at a high level, and the demand for polyester filament has been continuously improving.

"Since September, the chemical fiber industry has been in a better position."

Sheng Hong group responsible person told reporters that this year's downstream consumption, sports and leisure brand sales are very gratifying, in the past few years, inventory accelerated digestion, terminal brand sales increased by 5%-10%.

At the same time, foreign consumption also showed a synchronous growth, directly driving the domestic market.

The promotion of consumption capacity.

Why does polyester terminal concentrate on explosive growth at this stage? On the one hand, the rise of raw materials is unexpected, and domestic commodity prices are rising and freight rates are rising.

In this environment of rising costs, orders were released in advance in the second, third quarter.

In addition, the polyester Market in previous years showed a situation of oversupply. After the competition was eliminated, supply and demand were gradually balanced.

In this survey, the leaders of polyester production enterprises in the Yangtze River Delta region are generally cautiously optimistic about the market outlook. This year, the production and operation situation has obviously improved.

It is worth noting that although the production and operation of chips, staple fiber and filament in polyester are stable, there are certain divisions in the subdivision area.

For example, short staple enterprises are affected by factors such as weak cotton prices, reduced orders for textile enterprises, and Spring Festival holidays.

Due to the extremely low inventory level at present, some of them are oversold, and the orders in hand are acceptable.

downstream

The production is still profitable, and the load of start-up is higher than that of previous years. The stocking of polyester and polyester raw materials is enough, but we worry about whether the foreign trade orders after the Spring Festival can bear the pressure of substantial increase in raw material prices.

As the printing and dyeing enterprises are close to the terminal, the current order can be produced for about 1 weeks, and the new order is better.

Reporters learned that the current polyester industry slicing, bottle flakes, filament and short fiber are facing the same problem, that is, the rising cost of crude oil price increases pressure and the contradiction between terminal demand conduction.

"Although the price of polyester has been strong since September, it is caused by factors such as rising costs, insufficient stage supply, and capital push.

With the arrival of the low consumption season, the problem of over supply of polyester will gradually appear, and the terminal consumption of some subdivision products is not ideal, and the downward conduction of prices is smooth, which is the main concern of polyester industry.

Huang Liqiang said.

It is worth mentioning that, from the results of this survey feedback, the price of raw materials for PTA and MEG has risen sharply this year. Polyester enterprises not only completely pform the cost, but also get excess profits in the case of the first improvement of their supply and demand pattern.

"Due to the release of orders after the G20 summit, backward production capacity has been achieved in the past few years.

The post industry is also in a state of good supply and demand, and the ability of terminal weaving enterprises to improve their cost pfer ability, plus their own profits, can also digest some of their costs.

Wang Guangqian said that in the face of the rising price of raw materials, the cost pfer of terminal enterprises is relatively smooth.

According to the relevant person in charge of a company, raw material inventory and hand order arrangement are all about 1 months, and there is little pressure on production and marketing in the short term.

"Basically there are orders for stockpiling, not for raw materials to increase raw material stocks."

The person in charge thinks that the current FDY price is still profitable, but the problem is that the new order is not ideal.

Foreign customers will not add orders because of the rising price of raw materials in China.

Since the depreciation rate of other currencies other than the US dollar is greater than that of RMB, that is to say, the import cost of non US currencies will increase correspondingly with the depreciation of the renminbi.

The price of raw materials and other accessories in China's chemical fiber industry has risen sharply, and the cost pfer ability of foreign trade orders will be weakened after the Spring Festival.

In addition, staff stability and recruitment problems also worry the weaving enterprises.

There are also concerns about the stability of employees.

A printing and dyeing company in Shengze told reporters that the company is currently operating mode of earning processing fees, but faced with increasing pressure on environmental costs, employee stability is also uncertain.

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