The Decline Of Raw Materials Will Change The Existing Supply And Demand Pattern Of The Yarn Industry.

"Sunshine will always be good after wind and rain." Such a heavy talk, endless innocence and all kinds of helplessness, the textile industry's boundless sense of seniors, the yarn industry, where is the way?

The textile industry is in the wind and rain, before there is interception, after the pursuit of soldiers, how to face. On the road of internal and external troubles, we are exposed to the risks of economic downturns and consumer demotion. At present, the trade war has lasted for more than a year, and the Southeast Asian countries led by Vietnam continue to erode the international market share. Public health incidents are more intrusive, and the slowdown in export growth is inevitable. Near crude oil price war opened, plunged 30% to add color to the industry, adding congestion to market participants. This time and again, we are beating the textile industry in silence.

It can be seen that since the return of the festival, the price of double goods has been dropping all the way. Until now, the short price will soon fall below the 2016 low price, hitting the low strength of 10 years. The price of the semi gloss white 1.4D*38mm is down to 6200, which is 10.47% lower than that before the festival, and there is already a 6000 tier price in the market. In addition, the multi factor fermentation, ICE plunging, Zheng cotton touched the limit, the spot market price is about to return to the end of October last year and the beginning of November, although there is still a distance from the price depression at the beginning of 2016, but the supply is wide and the demand for the latter cannot be effectively followed up. The average price of 3128B cotton in the whole country dropped to 12723, down 8.02% from the pre holiday period. (unit: yuan / ton)

After February 10th, yarn companies resumed work in succession, and even some enterprises just returned to work in the past two days. We feel that the cost of protection is higher and the inventory of products is lower. In the situation of raw materials falling, enterprises in Shandong, Hebei, Jiangsu and other places in the end of February have been quoted by 200-300, but the difficulty of actual transaction can be imagined. With PTA downhill and MEG downhill, cotton hit the limit. The downward trend of raw materials made the price of the lower prices more prominent. Dan Zengduo was asked at a low price, but the high cost of the company was locked up, and the window of the yarn price callback was opened.

Inventory: conscious control, inventory control and rationality.

In the early days of reemployment, yarn enterprises only started a few parts of the workshop, and logistics and trading constraints, inventory digestion did not accelerate. With the gradual recovery of the industrial chain, the orders in advance are implemented one after another. After a short period of storage, the social inventory is controlled at a relatively controllable level. As of now, yarn stock is kept at around 20 days.

Weaving: Light Textile City opens slowly, orders exist in empty window period.

Keqiao textile printing and dyeing industry is famous for its advantages of "Textile City + printing and dyeing". However, under the influence of public health events, the opening of the textile city will be postponed, and Guangzhou International Textile City will be opened on the 10 th. In the past, the traditional peak season has vanished, and the new order has been slow down. The foreign trade orders are under the pressure of shrinking or even cancelling orders due to the upgrading of overseas health events. At the same time, the policy of zero tariff in Southeast Asia has seized more overseas market share for it. The difficulties and pain points of weaving enterprises are not hard to see. Although orders have been placed, most of them are not ordered before the festival, and the new window period still exists.

Textile and clothing exports: 1-2, down 21.77%

Exports of the three carriages that drive economic growth occupy an indispensable position. However, there was a wave of unrest. It was also expected that the export decline of the disaster was expected. According to customs statistics, in 2020 1-2, China's textile and clothing exports were US $29 billion 834 million 800 thousand, up -21.77%. Textile yarn, fabrics and products were exported to US $13 billion 772 million 500 thousand, up -19.9%. Clothing and accessories export $16 billion 62 million 300 thousand, up -20.0%.

On the whole, the development trend of trade war and the regulation of public health events basically determine the difficulty of the follow-up operation of the textile industry. Returning to the present, the difficulties still exist. The decline of raw materials will change the existing supply and demand pattern of the yarn industry gradually, and the spinning enterprises will continue to operate on demand and operate in a single way, so as to avoid falling into a deep loss of competition and cooperation pressure.