The Printing And Dyeing Market Is Not Booming During The Peak Season: The Epidemic Situation Has Led To The Reduction Of Orders And The Expansion Of Deficit.

Under the impact of the new crown pneumonia epidemic, the export of foreign trade clothing decreased sharply for the first time seriously affecting the upstream printing and dyeing industry.

Since the outbreak of the printing and dyeing industry, the printing industry has not been greatly affected in the first quarter. However, the second quarter is the traditional peak season, but because of the serious epidemic situation overseas, the order of printing and dyeing export enterprises will be reduced, and the dye will be faced with the situation of volume and price down. 300067.SZ executives told the China business newspaper reporter.

Zhang Xing, a researcher at the China Research Institute, told reporters: "in 2020 2~3, affected by the epidemic, the dye, printing and dyeing, garment industry started to work at a low rate, resulting in a significant decline in output. In April, due to the reduction of overseas orders, the industry overcapacity, it is urgent to find new sales channels.

A good order is cancelled.

At present, many foreign trade printing and dyeing enterprises have reduced orders, suspended or cancelled orders.

A number of printing and dyeing enterprises told reporters that the domestic epidemic gradually stabilized, the factory capacity was restored, but with the continuous spread of foreign epidemic, many export products have been greatly affected.

A senior executive of Weifang Huabao textile company told reporters that the company's products were mainly exported. When the domestic epidemic was severe, the foreign trade of the company was relatively stable. Now the order is reduced by 3/4 due to the overseas epidemic. These orders were placed early, but they were cancelled in early April.

"Now customers' port transportation is closed, and customers do not know what to do. They are watching." Huachen textile printing and dyeing company also told reporters that the company's customers mainly came from African countries, and entered the April. The normal production of the company is no problem, but the overseas orders are reduced, and the products are changed into stock reserve.

According to the survey of China Household Textile Industry Association, since March 18th, many export enterprises have received notice of delayed shipment from European and American customers, and some overseas customers have cancelled orders for nearly two months. Downstream exporters are being heavily lifted, and upstream suppliers are also facing pressure to reduce orders.

Prior to this, affected by the new crown pneumonia epidemic, 1~2 printing and dyeing enterprises were postponed to a large area in 2020, and the production and operation of enterprises were affected. The output, main business income and profits dropped sharply compared with the same period last year, and the pressure increased further.

According to China's printing and dyeing industry association data, in 2020 1~2, 1560 printing and dyeing enterprises above Designated Size realized main business income of 24 billion 706 million yuan, a year-on-year decrease of 29.88%, and realized a total profit of -0.13 billion, down 101.80% compared to the same period last year. The value of export delivery was 4 billion 299 million yuan, down 23.90% from the same period last year.

In 2020 1~2, there were 760 losses in scale printing and dyeing enterprises, with a loss of 48.72%, an increase of 16.15 percentage points over the same period in 2019. The total loss was 1 billion 86 million yuan, an increase of 46.41% over the same period in 2019.

"No large quantity of stock."

In order to cope with the shortage of market demand, domestic dyestuff leader Zhejiang Longsheng (600352.SH), 002440.SZ and so on, timely adjust sales strategy according to market situation, and do well in production and marketing balance work. Besides basic products, special products are scheduled for production and will not be in stock.

In fact, the most direct impact of the epidemic is the middle and lower reaches of the garment printing and dyeing industry. As the most upstream dye plate, the impact of the industry cycle is not great in the first quarter.

Anuoqi told reporters that the impact of the epidemic on the clothing industry is the beginning of winter clothing and the spring clothes to be listed at this stage, which will cause a large number of inventory in the clothing industry. These are actually produced in 2019, and dyes have been used. In its view, the production of summer clothing is now affected, and if the epidemic is over in May, it will not be affected. At present, the preparation of the dyestuff industry is the source of this autumn clothing and winter clothing, so the transmission effect of the clothing industry is not very large.

In April 6th, anoits disclosed that the first quarter earnings forecast for 2020 showed that the net profit attributable to shareholders of Listed Companies in the first quarter was 49 million 40 thousand yuan ~5604 million, an increase of 5%~20% over the same period last year.

Anso said that the main reason for its growth was the company's continued efforts to enhance safety and environmental protection. It realized the safe and orderly production of Dongying anuoqi textile materials Co., Ltd. and Yantai anothem Fine Chemicals Co., Ltd. in accordance with the requirements of the local government during the epidemic period, and the production of disperse dyes increased over the same period last year, which correspondingly reduced production costs.

However, "in March 20th, with the severe epidemics abroad, many printing and dyeing enterprises reduced their foreign trade orders." Anothem told reporters that under the condition that domestic epidemic was not completely controlled and overseas epidemic continued serious, clothing consumption was reduced, which led to the reduction of orders in printing and dyeing enterprises. Printing and dyeing enterprises can only spend 2 months on the dye itself, but they may not be able to use it in 4 months.

The person said that printing and dyeing enterprises shut down in the second quarter, and may not need dyes in the first half of the year. However, there is no problem in the production of dyestuffs, and the factories are basically operating normally. But after the second quarter, the market may enter the situation of oversupply, and supply and demand in the market determine the price trend, which may lead to a drop in volume and price in the two quarter.

Zhejiang Longsheng people told reporters that the epidemic directly affects the garment printing and dyeing industry. In the case of reduced consumption of public clothing, the printing and dyeing enterprises will decide the production according to the number of customers' deposits, after all, the market can not be predicted. The second quarter is the peak demand period for dyestuff industry. Now it is also produced by orders, not large quantities of stock.

In this regard, Zhang told reporters that the new global crown pneumonia epidemic is still in the outbreak stage, and there is no significant decline in the number of new cases in some countries. The export of products will still be greatly restricted, and enterprises should focus on developing the domestic market.