The Weaving Factory Is Going To Have A Summer Vacation. Raw Materials Rose In The Off-Season, And More Than 30 Textile Mills Planned To Stop Production.
"We are going to have a holiday!" Recently, the owner of the weaving factory said with pain and joyful tone, "next, we will take turns to take a vacation, and the production capacity will be reduced by half!"
Coincidentally, after a few days of chat between the boss and the editor, the circle of friends has also heard the news that the weaving factory is ready to make Baoding production and price protection.
Cut production and protect prices, weaving manufacturers should start "summer vacation"!
The same as last year's off-season raw material boom, which led to weaving companies' holiday, many enterprises are also starting to reduce production and leave this year. Last year, mainly due to soaring raw materials and soaring costs, this year, besides raw materials soaring, overcapacity and weak demand are the main reasons.
It is reported that the inventory of textile enterprises in Northern Jiangsu and the central and western regions is generally around 2 months. In July, the start-up rate dropped, and remained at 7-8. Among them, some manufacturers began to "summer vacation". In Jiangsu and Zhejiang, the opening rate of main clusters has also decreased. The starting rate of loom looms is about 8, and the warp knitting rate is above 5. The turning rate of circular machines has dropped to around 5. Compared with the previous month, the start-up load has decreased by 17 percentage points.
Next, many textile bosses say that they will adjust their starting rate according to their actual situation. For this reason, they still hold a positive attitude. As Wang Chung, a factory building in Northern Jiangsu, said, "holiday is not a loss of confidence in this industry, but rather a high cost of raw materials, and can not get rid of the stock of grey cloth. It will help to alleviate its pressure and cultivate itself when it starts to work at high temperatures."
They are full of routines, and prices rise when there is wind and rain.
This wave of raw materials skyrocketing, for textile manufacturers, is really "full of routines"!
The main culprit behind is PTA. In July, the main 1909 contract continued to go up and down. After rushing to 6612 Yuan line, ushered in the limit plate, the lowest dropped to 5802 Yuan line, and on the 10 day, the second time was once again "blockbuster", up to 3.17% to 6120 yuan / ton. In the PTA ups and downs, PTA production profit is also expanding rapidly, spot processing fees have exceeded 2400 yuan / ton, surpassing the high level in the three quarter of last year.
In this way, the polyester filament has been on the low side of its stock because of its low stock. After a month's rise of 1500 yuan, it was believed that the polyester filament had been in the end and could not rise. Who expected July 11th to be boosted by overnight oil and PTA futures? The price of polyester filament began to "stir again": Price rises 100 yuan / ton, reduction or cancellation of concessions. 。
In addition, since last week, pet factories have been releasing the news of production reduction, involving 3 million 316 thousand tons of overhaul capacity, and Huarun, new Feng Ming, Tiansheng and other devices are all in the reduction of production. Only when there is wind blowing, polyester filament will take advantage of it. Of course, how long it will take to rise or not will depend on the strength of the downstream.
Raw materials are up and the weaving factories can't buy them.
In fact, every time the raw material manufacturers pull up, they are playing games with weaving factories. 。 During the last wave of price increase, weaving factories carried out a large quantity of raw materials stocking, and raw material inventories were relatively high this year. Some manufacturers replenishment efforts were no less than the replenishment operation before the Spring Festival. However, with the decline of polyester filament heat, the market does not significantly increase the terminal consumption signs, weaving manufacturers continue to stock the ability to be limited.
Judging from the recent production and marketing,
Polyester production and marketing in July 8th 1-2 into ;
Polyester production and marketing in July 9th 2-3 into ;
Polyester production and marketing in July 10th 2-3 into ;
In July 11th, under the strong pull of international oil prices and PTA, polyester manufacturers Production and marketing just exceeded 100. When the market started, production and sales were easily broken or even higher.
Polyester production and marketing in July 12th 3-4 into ;
...
This series of figures shows the mentality of the weaving enterprises. If you go up, I will not follow suit. I will not cut down the production or stop production.
It is understood that most of the recent weaving manufacturers for raw materials up or down is still relatively indifferent, do not rush to sell, most of the early weaving manufacturers have hoarding goods for a month, in the early stage of not to start, weaving manufacturers at least half a month do not replenish the goods to maintain normal production.
High cost superimposed high inventory, weaving manufacturers fall into losses
In just half a month, the PTA disk has gone out of the trend of "Climbing" and "diving", and the polyester filament manufacturers are taking the opportunity to pull up. This makes it difficult for the weaving enterprises in the middle link to be hit. After all, grey cloth inventory is at a high level, the price is difficult to pull up, high cost superimposed on high inventory, making weaving factories operating pressure is quite large, many regular production of conventional products manufacturers lose one day a day!
As the beginning weaving manufacturer's chat record says, Stop for two months, rent only a few dollars! After the machine is finished, the material will be off.
With the downward pressure of the global economy increasing and terminal consumption slowing down, the replenishment period of the entire textile and garment enterprises has already ended in 2018. Under the background of the significant increase in terminal consumer demand and the large expansion of the capacity of the textile enterprises, Oversupply has become a platitude for textile enterprises since the second quarter. The competition among enterprises is also increasing.
We used to say, " Sales in the off-season and market in peak season "This has also become the operation rule of most spinning enterprises. This year's off-season feeling is longer than in previous years, so the problem of overcapacity. We will ferment in 7 and August. Although we have reservations about whether this textile mill will carry out production reduction, but this year's market, the enterprises that take the opportunity to leave will be more than before.
All in all, difficulties and opportunities coexist. In the off-season, there is no need to lose confidence and leave opportunities for those who are prepared.
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