Recent Hot And Cold Market, Or Weaving Enterprises Face The Cost Of War.

Since May, with the promotion of crude oil, the polyester industry chain has finally come to a long time. The production and marketing of polyester factories are even broken. The production and sales of some factories have even reached over 200%. Many manufacturers believe that the upward channel of polyester has been formed, and enterprises with just needs have already done replenishment and stockpiling operations. ? This has also led to the strengthening of polyester prices. From the beginning of May to now, some specifications of polyester have gained nearly thousand yuan.

However, as the price of polyester increases, the downstream weaving mills dare not increase the price of fabrics easily. As a result, weaving manufacturers are faced with the cost of costs.

On the hot and cold market, weaving enterprises are facing the cost of death.

This year, under the influence of the epidemic, the textile enterprises are short of orders, manufacturers are short of bargaining power, and prices are falling all the time. Many textile owners have to sell stocks and even sell at a loss at the expense of inventory. As a result, the price of the whole market has been chaotic, and the price of grey fabric has dropped to the lowest price in recent years. The price of 75D Chiffon is 2.2 yuan / m, compared with 2.8 yuan / M last year. The price dropped by 21.4%, and the price of 210T polyester taffeta was 0.9 yuan / m, compared with 1.2-1.3 yuan / m in the same period last year. Down about 25%.

Raw materials have risen, cloth prices have been low in recent years. In the face of the hot and cold "inequity" market, cloth boss can not sit still, collective voice: raw material prices continue to rise, resulting in too high production cost of gray cloth, has lost money.

Then, can fabric get along with the raw materials as the boss wishes? Let's analyze the terminal order, weaving machine start-up rate, inventory and so on.

The start-up rate and inventory are better than before, but stocks are still at a high level.

First of all, let's take a look at the downstream orders. Since May, the market has changed significantly. Cloth boss generally reflects that domestic orders have begun to increase, but foreign trade orders are still very few. ? Although the overall situation is not ideal, compared with 3 and April, it is already a big improvement. 。 Affected by this, At present, the loom's starting rate is about 75% in Shengze, which has increased slightly since the beginning.

From the inventory situation of weaving enterprises, it has declined compared with the previous stage. But it remains at a high level for about 41 days.

In view of this, the problem of oversupply on the market is still very serious, and the pressure on the inventory of the grey fabric manufacturers is very large. As a cloth boss said, " Now there are a little bit of hot selling products on the market, everyone will do it on a nest of peaks, and the heat will come down in ten and a half months. If we continue to make this product, we will also face the situation of overcapacity. "As before, the thermal protective clothing fabric polyester taffeta, spring Asian spinning, now the heat has slowly come down, SPH card breaking heat has lasted for only 1 weeks or so. Then, with the deepening of the 6, 7 and August hot season, The start of weaving factories is likely to slide again, and stocks will continue to rise.

Difficulties in improving foreign trade and insufficient domestic sales

From the point of view of terminal orders, the recent Sino US trade relations once again fell into an awkward situation. First, HUAWEI was banned. After that, the world's largest color textile enterprise, Hua Fu Zi, was listed in the entity list. In short, the "entity list" is a "blacklist". Once entering the list, it actually deprives the relevant enterprises of their trade opportunities in the US.

The relationship between China and the United States is changing, and the market mentality is affected. What we did before was the US market. Last year, because of the Sino US trade war, we were forced to cancel the order of 500 thousand meters because of the price negotiation. This year, the US dollar is suspended, and we will transfer to the Russian and domestic orders. Next, even if the United States returns to the list, we also need to make a selective purchase. Last year's lesson was enough. A trader reluctantly said.

In addition to the US side, Europe, Southeast Asia and other countries have been unsealed, but The return of clothing consumption needs some time, which leads to a small number of manufacturers receiving orders, and the improvement is limited.

In the early May, the improvement of domestic trade documents was very obvious. After visiting, most of the cloth owners received were spring and summer fabrics. But some of them are fabrics in autumn and winter, that is to say, some garment factories begin to produce autumn and winter clothes, and overdraw orders in 9 and October. 。

And from the relevant data, under the epidemic, consumer income has generally declined sharply, and the effect of mortgage loan on textile and clothing consumption has become increasingly evident. In 1-4, domestic sales of China's textile and garment industry dropped 29%, and in April, there was still a 18% decline. ? Terminal demand has not improved significantly, and the domestic market will also become weak with the deepening of the off-season.

afterword

Generally speaking, the downstream orders haven't improved significantly, and the inventory of weaving factories is still at a high level. And the international crude oil fell on the 22 day, the cost of the polyester support is insufficient, and the support is limited. Even if hundreds of enterprises are holding up the price, the fabric price is difficult to follow. Moreover, with the deepening of the off-season market, it is estimated that many textile owners will choose to cut production in 7 and August to ease their pressure. At present, cloth bosses can only hope to bring about a substantial order in the second half of 9 and October.