Polyester Filament Has Dropped 300 Yuan In Recent Weeks, Polyester Market In The Spring Season Or Restricted.
Recently, the good news of the market is frequent: substantial progress has been made in Sino US trade negotiations, and the United States will postpone the original measures to impose tariffs on Chinese products in March 1st.
At the same time, the financial market took a turn for the worse. The turnover of Shanghai and Shenzhen two cities exceeded 1 trillion yuan. In this week of "happy" market, polyester is another scene. At present, PTA is not warm. The polyester filament products have dropped more than 300 in recent weeks, and production and marketing have not recovered well.
Many questions emerge: why haven't we launched the downstream yet?
Next, it is the traditional peak season of "gold four silver" in the textile market. Opinions vary. Some market participants believe that the market is time to rise. So, can the traditional "gold three silver four" be the price as everyone wishes?
The order is limited, and the order is still to be answered.
Judging from the recent feedback from Shengze's weaving Market, the market has basically returned to normal.
After the Spring Festival, the start-up rate of major manufacturers is gradually restored. At present, most of the factories have returned to 7-8, but there are still gaps in some jobs.
Most enterprises say that the order is good after the Spring Festival. Lu manager of Wujiang Yun Jie Textile Co. Ltd. says that the list can be finished by the end of March, most of which are wide family textile fabrics.
The manager of Suzhou Mi pin textile Co., Ltd. disclosed to the author that the order was good, and the list of analog wires was more, which could reach the end of March.
Liu Chang, Wujiang hengxiu Weaving Co., Ltd. also said that the list has always been based on T400, broken card and polyester taff.
However, some enterprises have not yet received the list after the Spring Festival. At present, the list left behind is mainly completed.
"After the holidays, we haven't received the list yet. The list on hand can probably be done at the end of the month. Basically, it is now being done now. It is mainly made of some outdoor fabrics.
Zhang Shuhua, Suzhou zhe Chun Textile Co., Ltd., said that there was also no new receipt for Wujiang's "Tan Qiu Yuan Feng Textile Mill". The company also said that it was basically ordered by years ago, and new orders had not yet been placed. It was mainly conventional products such as high velvet and baby cashmere.
On the whole, the order after the holiday is relatively good, but most of them are concentrated on small orders. After all, the market is not completely normal. After the sample is sent out, it is waiting for the buyer to give feedback to the order.
Most of the stock of "new year" stock is sufficient, and the purchase of raw materials needs to wait.
On the eve of the Spring Festival every year, the downstream weaving mills will buy materials more or less to make up their stocks after the withdrawal of funds.
In addition to the production of part of the actual orders, these stockings reflect more managers' expectations for the future market.
Some people joked that this is the boss of a weaving factory deliberately storing goods in factories in order to stabilize people's hearts, so that workers can rest assured that there will be work to do next year.
Personally, I think this is not unreasonable. After all, the most troublesome problem for factories is not the high cost of manpower, but the instability of manpower.
After the impact of the PTA extreme market in the second half of 18 years, crude oil prices fell sharply in Waterloo, plus the expected downward trend in the macro-economic situation and the repeated return of Sino US trade frictions, resulting in a more pessimistic mentality among the middle and lower reaches of manufacturers in the coming year.
Less preparation before the festival, late commencement of work after the holidays and early leave are the general expectations of the Spring Festival.
"The raw materials are basically bought and used. The goods we prepared last year have not yet been fully digested, and we are not prepared for raw materials in the near future.
Mr. Chen of the Suzhou cluster brocade textile import and export company said that Zou Xiansheng, who also used the strategy of buying and using, and Shanghai's cotton textile company, now basically does not stock up the raw materials and how much to weave.
"
According to the survey, some manufacturers have prepared raw materials before the year. Now, raw materials are stored in a month or so. Whether to store raw materials depends on the prices of raw materials and orders.
"The stock of raw materials has been prepared in a month or so, because it was predicted that it would not rise in the coming year, so there was not much preparation.
Mr. Qian of the Yuan Feng Textile Mill in Tan Qiu also said that the raw material inventory in the factory is about 15-25 days away.
Yun Jie Textile Co., Ltd. Lv Hongguang said that raw material inventory in 2 months or so.
When asked whether the prices of their raw materials are in a reasonable position, Lv Hongguang, the Wujiang cloud Jie Textile Co., Ltd. and Zhang Shu Hua of Suzhou zhe Chun Textile Co., Ltd., said that the price stability of raw materials is the most reasonable. It can not rise and fall like last year, disrupt the rhythm of the market, and also dilute the profits. The most important thing is stability.
Judging from the purchase of raw materials by the weaving masters, this year's operations are much more cautious than before. It is not very enthusiastic about stockpiling raw materials, and most of them adopt the strategy of buying and using. However, at present, most stockpiles of raw materials are adequate and most of them wait and see.
Polyester market "gold three silver four" is expected to rise, but may be limited.
At the end of February, the market of polyester market would be warmer and warmer. The statement of "gold and silver four" was not white. In the 3-4 month, the demand for spring was very high.
But there are no exceptions. For example, in 2015 and 2018, because of the market overdraft, the market economy continued to slump in the second half of the year, and the market also appeared in the peak season.
This year, the international crude oil price shocks upward, a slight boost to the chemical fiber market.
In addition, there is still hope for the "golden three silver four".
Lv Hongguang of Wujiang Yun Jie Textile Co., Ltd. said that the company's overall orders and operations were relatively stable this year. The market outlook should not be worse than last year. On the one hand, the volume of the foreign trade volume of the company is relatively large. With the advance of Sino US trade negotiations, the market is developing well, and it is a great advantage for foreign trade to take orders.
The manager of Suzhou Mi pin textile Co., Ltd. also believes that the market will not be very bad. When gold three silver four, silk imitation is just needed, and there are old customers who have been working together for many years.
But at the same time, there are variables in upstream raw materials. In addition, polyester enterprises are also in high position due to start-up and pre demand inventory, which may have a greater impact on the latter stage. Therefore, on the basis of fundamentals, the peak season for polyester market will come, but it may be limited.
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