Market Recovery Of All Kinds Of Chemical Fiber Products Is Good. 17 Years, How To Market Textile Raw Materials?

According to the current indications, some of the raw material prices in 2017 are climbing again, and some encouraging changes have taken place in the price. Meanwhile, with the overall rebound of the commodities, some of the changes have taken place.

There is also a touch of the bottom. Combined with the market recovery of all kinds of chemical fiber products in the past year, Xiaobian is going to anticipate the products of big market in 2017.

From the polyester point of view, the industry has obvious signs of warming, polyester demand side generally maintained a steady growth at low speed, but the supply side capacity growth slowed down further, the overall supply and demand pattern gradually changed.

In addition, since 2016, with the gradual rebound of crude oil and commodities, the fluctuation of product prices has shifted upward, and the operation of enterprises has also improved under the stock and asset appreciation.

Because of the rising price of raw materials and the increasing pressure of funds, the number of printing and dyeing enterprises has been shut down. The shortage of terminal demand has become a pain spot in the industry.

Therefore, for the relevant listed companies of polyester block, the stock price will also benefit significantly as the industry boom rises.

Starting from the second half of 16 years, with the substantial improvement in the efficiency, the share price of the listed companies in the polyester industry has also gradually increased. Taking the Tong Kun stock as an example, as the largest supplier of polyester filament in the country, the profit situation in the second half of this year has been greatly improved. At present, the stock price increase has been around 50% from the low point, while other related listed companies such as Rongsheng petrochemical and Hengyi Petrochemical share price also rose to 40-60%.

We believe that the boom of polyester industry in 2017 is expected to further improve.

The main points are as follows:

According to the projects under construction and construction, the growth rate of China's polyester production capacity will increase to 6%-7% in the next year, and about 3 million tons of -350 capacity will be put into the market.

It is estimated that polyester production will increase by about 6% in 2017.

On the one hand, influenced by the G20 summit in Hangzhou and other reasons, the polyester production base in 2016 was low; on the other hand, the expansion of polyester in 2017 increased, and the profitability of the industry tended to be good to prompt the operating rate to pick up.

Domestic sales: in 1-11 months of 2016, the retail sales of clothing, shoes and hats and needle textiles reached 12772 billion yuan, up 6.9% from the same period last year.

Estimated 2017

Retail sales will increase to 8%-10%.

Main reason: the latest survey data of ECA International predict that the average wage growth of Chinese enterprises is expected to reach 7% in 2017.

This will undoubtedly increase the consumption expenditure of Chinese residents.

In addition, the second child policy has been completely liberalized and the mother and baby textile and garment industry has been fully liberalized. Meanwhile, a record high real estate sales in 2016 will lead to the release of consumer demand such as home textiles.

Export: in 1-11 months of 2016, China's textile and apparel exports totaled 239 billion 557 million US dollars, down 6.73% from the same period last year.

It is estimated that the export of textile and garment will narrow in 2017, and it may be further improved.

First of all, the global economy will further recover, and more countries will have economic growth and promote the substantial growth of demand for terminal products.

Secondly, the depreciation of the RMB exchange rate is conducive to the enhancement of textile and clothing products.

Competitiveness promotes export orders.

1, PX-PTA- polyester filament price rebound is near.

2, PTA-PX spreads at the absolute bottom of history, with minimal downward space and great upward elasticity.

3, cotton prices continue to rebound, and PTA prices bottomed out over a long period of time, the spread of price difference to promote the upgrading of polyester industry chain.

At the beginning of 2017, we should pay attention to the bad news from the empty space of the Spring Festival and the national cotton reserves. There was a slight room for callback in cotton prices. By March, cotton prices would have stabilized and cotton prices would have stabilized.

For more information, please pay attention to the world clothing shoes and hats net report.