Enterprise Life Moistens Textile Industry, "How To Die"?

In July, the market went to the "seven dead and alive" theory, that is, July is the off-season in the off-season, and the textile industry is withering away.

But recently, we know about the three major markets of Hebei, Shandong and Henan. We find that there are many misconceptions in every place, and summarize three points.

One misunderstanding: cotton yarn reduction, price drop, between enterprises.

It is undeniable that since June

Orders are still small, scattered and small, and prices are also weak. Business operations are indeed facing many challenges.

But in fact, the situation is as follows: first, most enterprises maintain their orders at full load.

Research in Shandong, Dezhou, Binzhou, Jining and other places, found that most of the textile enterprises are roaring machines, enterprises are working overtime to make orders, not slump state; second, the price is weak, but the decline is not big.

Since June, the pure cotton yarn is generally weak, but the cumulative decline in the past 1 months is only 200-300 yuan / ton line, far from the decline of upstream raw materials, indicating the resilience of cotton yarn.

Third, the profit space is thin? It can be regarded as a simple account: since the end of May, the reserve price of cotton reserves has been reduced by 748 yuan / ton, while the cotton yarn price has been reduced by 300 yuan / ton, indicating that the profit margin of cotton yarn is not narrowed but increased.

So we see

Although not many orders, but enough enterprises to maintain production, cotton yarn prices fell, but raw materials fell more fiercely, enterprise days moist, how to "between life and death".

However, a few companies are having a hard time, but they are already closing down, but they are not the mainstream.

Myth two: when the off-season comes, businesses rush to take refuge.

Recently, many textile enterprises have said that they will temporarily close some production lines in the near future or leave workers in batches.

On the 30 day, a certain 100 thousand ingot manufacturer in Henan took out a turn off arrangement, but asked about the reason for the business. The official said: first, the summer is coming.

Because of summer production, various safety accidents occur frequently, and the production efficiency is not high. Let workers take turns to rest because of improving production efficiency.

Two, the wind of the downstream credit is booming. The enterprises do not really want to sign too many orders, maintain the normal operation of the enterprise, pass through the hot summer, and make full force production in 8 and September.

It is understood that Ji Lu Yu textile enterprises will shut down part of their production capacity in summer and give workers a break.

This year is no exception, some regular manufacturers are arranging holiday time.

Cotton production is expected to decline in July.

The quality of Xinjiang cotton in 2016/17 has always been more sought after. A big gimmick of speculation is "structural supply and demand tension". Is that really true? Or is such a tight structural supply and demand really serious? Let's take an example: the new cotton in the recent cotton reserve has dropped to about 10 thousand tons per day. What is the deal? It's still 100%.

But there is a phenomenon: that is, there has been no robbery, and the increase has not been increased. It is still about 1000 yuan / ton.

What does this mean? In fact, textile enterprises' demand for Xinjiang cotton is not as intense as market speculation.

Recently, quite a few large scale textile enterprises have said that cotton is basically enough for enterprises. This year, "Luoyang paper expensive" will not appear.

Therefore, we should remind you not to be fooled, to treat the real market rationally, to be down-to-earth and to be good at yourself.

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