Upstream Raw Materials, Weaving, Printing And Dyeing Showed Continuous Pressure, And Downstream Trade Harvested Profits In The Off-Season.

The overall situation of the textile industry this year is: "Wang" is short and "light" is relatively long. First of all, there is a problem in the downstream demand side. The loss of customers and the decline in orders are already the consensus of all textile people. However, the situation at the supply side is no longer less than demand side, and the new capacity and start-up rate often rise to stir up the market.


Raw material ends are strong enough, but rising is not enough.


In November 1st, crude oil prices in New York rose nearly 4%, followed by two days, and PTA futures prices were only in a shock adjustment, and failed to hit bottom. Even at the end of the price of crude oil, the price of PTA began to decline for 4 consecutive days.


Of course, within a few days, the price of PTA futures fell from 4700 above 4800 to 4700, and the main reason is the huge drop in the capacity of the company. A new PTA device was put into operation. After that, a number of maintenance units such as southwest and East China were put into operation again, involving about 4000000 tons of capacity. But the price of PTA is strong and its strength is obviously insufficient.


In November 13th, one day, three sets of PTA installations in East China were overhauled, involving 3 million 500 thousand tons of production capacity. Under such good news, PTA prices were "steady". Futures prices rose only 0.6% in November 14th and 4700 in November 14th. In November 15th, PTA futures prices dropped 4700 points again.


The demand side state is: terminal clothing sales growth slowed down, the textile market began to decline as the end of the year approached looms. The price of polyester products in the upstream shows a downward trend. Although there are frequent sales promotions, production and marketing are still not optimistic. And since October, the polyester operating rate has dropped for 5 weeks in a row, and is currently maintained at around 88%.


PTA prices appear to be good for the supply side, "immune", all rising opportunities are not sure, and every bad market, but used "too much." In the final analysis, the upstream supply side is overcapacity, the influence is weakening, the demand side is shrinking, the situation of "oversupply" has already formed, and the influence of the demand side has far exceeded the supply side.


The printing and dyeing factory quotes reversed, weaving factories made their own way.


At present, the entire textile market is once again enveloped in the off-season atmosphere, especially the printing and dyeing factory that has been storming the warehouse by market fabrics for a while.


In the Jiangsu and Zhejiang area, a professional four side dyeing and printing factory staff feedback to us, the factory is doing market goods for a while, especially the amazing amount of T400. Every day, except for T400 or T400, the daily storage of the grey fabric is very slow. Now many empty barrels of cars in the factory have been erected to avoid fouling up. Only when they prepare for the lunar new year will they be normal. But the market is too bad this year, and it is estimated that this is a good condition.


The bitterness of weaving Market is earlier than that of printing and dyeing, and the duration is longer. The head of a weaving factory in Wujiang, which owns more than 300 looms, tells us that the sales of polyester taffeta, spring Asian spinning, imitation silk and so on this year are very not optimistic.


When they realized that the weaving machine would only occupy funds and backlog stocks, they began to turn to the popular and popular recycled fabrics. Then they applied for the GRS certificate. At present, the production and sale situation in the factory has greatly improved, and orders for related products have been received for years.


But transformation is always accompanied by "labor pains". In Nantong, a weaving factory has gone the same way, starting to reduce the traditional fabric production, and increase the investment of recycled fabrics. But all kinds of knowledge about recycled fabric need to start again, and there are only one or two customers in it. They still have a long way to go to achieve success in the new field.


Trade ends harvest in a bleak atmosphere.


The plight of upstream raw materials, weaving, printing and dyeing is a breathing space for downstream textile trade.


This year's NEISSE market is no match for previous years, but a fabric trader in Kunshan recently received an order of more than 500 thousand meters of nylon spinning. According to the person in charge of the company, China's winter is basically warm winter this year, and there is no market for Down garments. But the orders they received were exported, and the impact was not great. And because their order quantity is OK, they have a great say in the price of grey cloth. The dyeing factory also actively strives for them, and the service attitude is very good. In the case of weaving and dyeing, the profit of each rice cloth is close to two yuan per meter.


There is a similar situation for a four faced bullet trader in Wujiang. They are working on four rounds of foreign trade orders, all over 600 thousand meters. Due to the large number of orders, and now many of the four rounds of dyeing factory orders are very few, they have been competing for several dyeing factories. The biggest advantage for them is a sharp drop in the cost of dyeing. The dyeing cost they are doing now has dropped by 0.7 yuan / meter compared to the original dye factory. The drop is amazing, and it also shows the embarrassment of dyeing plant.


Textile traders at this time, as long as there are orders in hand, gray cloth prices and dyeing fees basically have room for negotiation, they are also a relatively relaxed group on the entire textile industry chain.


During this period of time ago, all the textile people were considering a question: whether to spend the stock in the new year, or to stop production and rest for the new year? For production enterprises, inventory is the biggest problem at present. After all, the fabric can not be paid or rent; and the processing enterprises continue to produce two years ago, but there is no order, but the two month labor, rent and depreciation are all gone.