The Central Bank Has Completely Reduced Its Trade Disputes And Eased Its Trade Disputes. Textile Market To "Strong Stimulation", In September, There Are Traces To Follow.

When the time axis was put back to last Thursday (September 5th), the market also broke the news of telephone calls from China and the United States. The Ministry of Commerce said that the two sides will hold consultations in mid September. The thirteenth round of Sino US economic and trade consultations will strive for substantial progress. For the time being, I am not sure whether this is a wolf or not, but to a certain extent, it can always alleviate the mood of macro deviation.

In September 6th, the central bank said that the people's Bank of China decided to support the development of the real economy and reduce the actual cost of social financing. In September 16, 2019, the deposit reserve ratio of financial institutions was reduced by 0.5 percentage points. The release of long term capital is about to be released. 900 billion yuan Among them, a comprehensive reduction of the funds will be released. 800 billion yuan , directional reduction, release of funds. 100 billion yuan 。

Macro market continues to release good news, can it drive the current textile market? In the first week of September, the whole industry chain also showed signs of rebound.

Zero One

A good start came in September, and raw material prices rebounded.

This year, the raw material end can be said to be an example. Mainstream products such as DTY, FDY, POY and so on show different degrees of decline, even the oligopoly PTA is also in the low position this year. At present, the PTA processing difference is about 900-1000 yuan / ton, constant power 2 million 200 thousand tons repair and demand side production and sales back to warm, supporting PTA price rise.

Polyester filament, after a long period of low production and marketing operation, this week downstream raw material procurement has improved, the average production and sales can exceed 100, production and sales on Thursday surged to 270%, the market trading atmosphere is better than the early stage, especially the FDY transaction performance is more prominent, the price is also steadily rising, which opened a good start for September.

As of Friday, the price of mainstream manufacturers of POY 150D/144F rose to 8000 yuan / ton, while the price of FDY75D/36F products rose slightly to 8600 yuan / ton, compared with last week, the price rose 100-200 yuan / ton.

Zero Two

Dye giant pull up quotes, dyeing factory orders are increasing

After six months of silence in the dye market, the news of price rise has also been reported this week: since September 3rd, the enforcement price of conventional dyes has been raised by 2000 yuan per ton, and the implementation price of reactive dyes has been raised by 1000 yuan / ton. It is understood that dyestuff has broken through the lowest price of dyestuff in recent two years. In 7 and August, the price of disperse dye black was 28-30 yuan / kg, and the price of reactive dye black was 23-24 yuan / kg.

The increase in dye prices in addition to environmental protection, resulting in a reduction in market supply, the 9 and October market expectations also contributed to the dye giants to increase their quotations. 。 It is understood that Xiaoshao and Wujiang's dyeing factory entered the warehouse order better than that in 7 and August, and the market is better than the same period last year. According to a dyed factory salesman, "at present, the quantity of the factory is increasing, but at present, the dye vat in the factory is not fully open, and the delivery period is normal. I hope the next order can continue to enlarge."

Zero Three

There are traces to follow, and the textile boss receives 600 thousand meters.

For textile bosses, the most direct feeling of terminal demand should be fabric traders. Recently, Xiaobian found that unlike most of the weaving factories, most of the traders' orders on hand showed different degrees of improvement, and traders even received the 600 thousand meters list this week.

Once upon a time, we always complained that there was no big order in the market, but it proved that as long as the products were worth buying by customers, there were still traces to follow. At present, the market is in a period of seasonal transformation, the order of thin and light products is not good, and the middle thick fabric has been enlarged in the market. For example, high density cold resistant fabrics such as Gaomi taffeta and Gaomi Chun Ya spinning, such as 320T, are better than before. Although the transaction price is relatively low, at least the market is still moving. In addition, the blended silk, silk, CEY and SSY products in the imitation silk series also perform well in the market.

This shows that we have been guessing this year's Kim Gu's success, but at least the needs of the recent stage is magnified. In addition, it is reported that many garment factories are starting to move, preparing for the arrival of double 11.

Zero Four

The Sino US deficit has risen, and the order has been issued.

Many textile bosses this year worry that orders may be transferred or cancelled in Sino US trade. Indeed, this year's foreign trade market "Black Swans" frequent flying, the market volume decreased. but yes Entering the late August, some enterprises' foreign trade orders are still increasing. 。

According to a feedback from a Shengze foreign trade enterprise, the company's receipt is indeed increasing, and it looks more sustainable. Shen Zong, the head of the company, said: "this Sino US trade war has been too long. Some American clothing companies have almost the same stock of raw materials, and the demand for the Christmas season can still be released. Most people spend a lot of time negotiating the price, and the order will be issued."

Recently, the US Department of Commerce announced the US import and export data on goods and services in July. Data show that China is still the largest source of US trade deficit in July. On the basis of the unadjusted basis, the trade deficit in the trade affected by the trade situation increased by 9.4% to 32 billion 800 million US dollars, the highest level since January. It can be seen that the United States still can not do without Chinese products, and the market demand still exists.

Summary

After the off-season of 7 and August, the market began to pick up and the market orders improved. Although some textile mills continue to deliberately control inventories, the stock market is generally larger than in previous years, but the downstream has also returned to normal pace of purchase, and the whole industry chain is still improving in a bump. Xiaobian wants to say, the market is still there, do not lose confidence, let the rebound continue to fly for a while!