The Assault Is A Protracted War. In The Busy Season, We Have To Enter The Off-Season Ahead Of Time. Textile Boss: We Have To Stay For Four Months.

In 2020, 1/3 had passed, and the new crown pneumonia epidemic that brought the global economy into a "dark period" has not stopped. According to the latest statistics released by Johns Hopkins University in May 1st, the total number of new crown pneumonia cases has been diagnosed in the world in 3271692 cases, and the number of confirmed cases in the United States has exceeded 1 million 60 thousand cases.

The impact of the black swan event on the industrial chain continues to ferment.

Influenced by the black swan event, both the upstream and downstream industries are affected.

1, "oil" but life! Another US oil related company filed for bankruptcy protection:

It is reported that the Diamond offshore drilling company, the latest company to declare bankruptcy protection, is a company mainly engaged in offshore drilling business. It has a large number of business in the Gulf of Mexico. According to relevant documents, the company's total revenue last year was 981 million yuan (about 6 billion 940 million yuan), about 2500 employees.

Affected by the price war and the outbreak of the new crown virus pneumonia, many oil producers closed the drilling in the Gulf of Mexico after the oil price plummeted, causing the company's demand to be nearly dry up. It became the second oil company that applied for bankruptcy protection after the whiting oil company.

2, business in Guangzhou is bleak and Hubei workers are coming back!

In Shahe, Guangzhou, the thirteen line is the upper reaches of the village garment factory. General traders pick the best clothes, and the clothing store owner makes cloth in the Zhongda cloth market. Most of the workers here are from Hubei.

After the outbreak of the Spring Festival this year, many workers in Hubei could not get to work on time. At the end of March, Zhongda sounded the clarion call for resumption of work. Because of the orders made before the year, the garment factory also had the illusion of prosperity. But by the year April, the volume of the market decreased significantly. Many of the owners of the spinning and weaving clothing indicated that the single quantity was less than 2-3 years old, and a large number of Hubei garment workers could not work and choose to return home.

As the new crown epidemic in overseas countries has changed from "assault warfare" to "long war", the negative impact on the entire industrial chain is also continuing to ferment. Although some countries in Europe and the United States said they planned to test the water in May, the fact is that the recovery of the economy, trade, transportation, retail business and so on will take a long time, which also leads to the recovery of the demand side of textile and clothing.

At present, a small number of foreign trade bosses say that there are already American, Japanese and Korean customers extending their olive branches recently, indicating that there is an order, but the epidemic is not going away. "Now orders for countries with relatively serious outbreaks are still afraid to take orders, and they are cancelled after they are taken." Traders General Chen said.

Clothing entered the off-season ahead of time, simulation silk unmarketable! Textile man: four more months?

For fabric traders, the most recent complaint is that customers have no orders. The reason for this is the off-season.

A clothing boss said that business before the May 1 was not lively enough to show that the clothing industry had already entered the off-season ahead of schedule. "In the first half of last year, the first half of the year except the most prosperous stage of the year, but this year quietly entered the May 1 Labor Day. This off-season is a long time. From May to August, such a long time, the heart of the textile people is worried."

It is reported that this year's Shahe business district may day has also been released for three days, and the market has been comprehensively adjusted and sterilized. The textile and garment industry has always been "one glory, one glory, one damage". Nowadays, the downstream garment industry is not performing well, and it also inhibits the improvement of the fabric industry, especially in spring and summer.

In April, as the main product of the spring and summer clothing fabrics, the simulation silk has been on the rocks. Many silk manufacturers are faced with the problem of "high inventory, low production and marketing".

A textile mill owner who produced Chiffon confessed that he had not received orders for silk imitations for nearly half a month, and that the machine in the factory could not be completely stopped because the cost of the whole shutdown was not too small, and the workers would also run away, which led to the fact that the inventory had been in the tired inventory recently. "It's a lot of pressure now, but there's no order for our customers to respond to clothing, so we can only wait."

Because of the sudden drop in market demand and the imbalance of market supply and demand, the price of imitation silk has also suffered the "lowest price in history" this year. At present, the price of the common Chiffon 75D 24T market is roughly 2.20-2.40 yuan / m, while last year's price basically maintained at 3.10 yuan / meter, and the price dropped by nearly 30%.

afterword

According to the traditional sales calendar of textile people, the traditional peak season in the first half of the year is 3-5 months and the 6-8 month is the off-season, but this year the situation is special, and it skips the peak season directly, resulting in the market has been in the off-season.

Entering the market in May, the market is still not optimistic, export orders have not yet been recovered, the order suspension has not been alleviated, the delivery period of the cancelled orders has been generally postponed, the domestic market has improved, mainly concentrated in the autumn and winter clothing fabrics, and some domestic sales and medical and health fabrics demand is acceptable, but the transaction price is still low.

In the face of today's extended May Day holiday, many textile workers are also looking forward to filling in the late peak season.