Textile Kim Gu: People Are Happy And Sad.

Looking forward to the "traditional textile peak season" in September, but in September this year, we can still have a gleaming golden color, which needs to be verified. At least three days before the production and sale of polyester in September, we can not feel the popularity of traditional Kim Gu.

September 1st coincided with Sunday, and two days in August 31st, the average production and sales of Jiangsu and Zhejiang provinces were only about 4. In September 2nd, the average production and sale of polyester and silk products in Jiangsu and Zhejiang provinces were only 4. In September 3rd, the average production and sales of polyester and silk in Jiangsu and Zhejiang provinces rose and reached 120%~130% at three p.m.

In the first three days of September, the production and sale of polyester appeared to be very mild, but the textile bosses of the upstream and downstream of the textile industry chain felt quite differently. During the recent visit to Shengze, Changshu, Changxin, Keqiao and other industrial gathering places, Xiao Tong meat heard different voices. Some people called it too hard this year to make a day's loss, and also the textile boss said that Libby's paper was thin and day by day. But at the same time, there were also some weaving enterprises expanding their factories.

"Kim Gu, all sentient beings", how are all of Kim Gu in the upper and lower reaches of the textile industry chain?

Boss: I am too hard!

In the process of visiting and investigating, we found that adding bombs might be the worst part of the textile industry chain at present. A weekly bomb charging company in Taicang said: "at present, excluding workers' wages, electricity charges, and some miscellaneous expenses in factories, they basically do not make money, sometimes they even lose points."

　　 POY and DTY price chart

We can see from the price trend of the conventional specifications of POY and DTY above that there is not much room for the processing of elastic wire, and the cost of production is very limited. Even in the course of our visit, some bosses say that they are at a loss.

Last week, the average boot rate in the Jiangsu and Zhejiang provinces slipped to 76%, down 7 percentage points from the previous period, at a relatively low level. At the time of Kim Gu's arrival, the boot rate did not rise or fall, and the boss was very tired.

Weaving: some people eat meat and drink, others eat the earth and drink the west wind.

The overall situation of weaving end is slightly better than that of bomb adding enterprises, but the polarization is obvious. According to the boss of weaving enterprises in Shengze area, the order of weaving enterprises has started to pick up since the end of August, but the profit is very low. Many weaving enterprises focus on reducing the pressure of inventory, and the "price war" often occurs at the beginning of weaving.

In addition, different from the horror of the collective buying of the northwest wind, the weaving enterprises are highly polarised. Some weaving enterprises have a steady stream of orders, while some weaving enterprises are hard to place orders. On the whole, the weaving enterprises that make big staple goods this year are getting very "tight", and some other weaving enterprises that make differentiated and functional products are relatively prosperous.

Polyester factory: profit margins, poor production and marketing burst watch!

Since the first half of July, PTA profits began to shift gradually to polyester links, and the processing error of PTA has slipped from the highest processing error of about 2200 yuan to about 800 yuan.

　　 Polyester cash flow chart

At present, the profit margins of polyester factories are considerable. However, influenced by the market, the enthusiasm of purchasing and weaving is not high, and the production and marketing of polyester has been at a low level. The big guys in polyester factories are also looking forward to it. With a wave of market prices, they are pleased with the golden nine, and profits are already heavy.

PTA: the thin camel is bigger than the horse.

Although PTA's profit has shifted to the downstream, PTA is still the most profitable link from the perspective of the textile industry chain. For a long time, PTA has often acted as a "pioneer of price rise" and has taken a lot of accusation. But now it is in the middle of September. The whole industry chain needs a stimulant. Will PTA take another lead?