Raw materials continue to rise, dyeing factories keep rushing orders, and traders are busy delivering goods… If we judge based on the current scene, I believe most people Everyone feels that the textile market this year is very good.
But as we all know, the textile market this year can be said to be the worst in recent years, and many textile people are complaining. But at the end of the year, the market seemed to “get better” all of a sudden. What exactly is going on?
Raw material prices increase, orders are made Not over, the textile market is ushering in a “closed business”
From Beginning on December 11, polyester raw materials started a wave of gains. As of December 19, polyester FDY, which had the largest increase, had risen by 400 yuan/ton in nearly a week.
Printing and dyeing companies also showed a A busy scene. As the Chinese New Year approaches, printing and dyeing companies have issued holiday notices, but in the holiday notices, we can find something different from the past. From the notices below, we can see that some printing and dyeing companies have begun to require payment to pick up the goods. The dyeing factory’s warehouse explosion, queuing up, and taking payment to pick up the goods are things that only happened during the peak season in the past. Although there is a reason for the end of the year, the popularity of the dyeing factory can be seen.
The same is true for some traders, such as imitation silk, imitation memory, four-sided elastic and other products have recently Very clear signs of recovery. Since some orders were due just a year ago, and as the holidays are getting closer, it has become the busiest time of the year for some textile workers. In particular, imitation silk occupies the “C position” in the market trend at the end of the year. Mr. Wu, the person in charge of an old imitation silk production company, said that their orders may not be completed this year, and have even been scheduled for next year.
When the holiday meets the production limit, the end of the year Concentrated demand outbreak
China-US trade is good span>
Last Friday, the 13th, through the joint efforts of the economic and trade teams of China and the United States, the two sides reached an agreement on the principles of equality and mutual respect. The United States has reached agreement on the text of the first phase of the economic and trade agreement. On the evening of the 20th, the heads of state of China and the United States exchanged phone calls in an effort to reduce differences.
Textile people generally believe that Sino-US trade friction is the main reason for the downturn in the textile market this year. This trade friction has been eased, although it cannot be done immediately in a short time. Bringing new orders, but definitely a huge boost to confidence in the textile market next year. Affected by this, textile workers have become more decisive when placing orders at the end of the year.
Dyeing factories encountered production restrictions early in the new year
On the morning of the 17th, the Wujiang District Government held a “Ten Sprint Sprint” During the five-day deployment meeting of the special action “Strive for a Blue Sky”, the production of finalized machines in the Shengze area was restricted by more than 50%. Judging from past experience, unless urgent delivery of orders is required, short-term production restrictions will not have a great impact on textile companies. But unfortunately, because the Chinese New Year falls early this year, the “dead line” for the year-end holiday is more than half a month earlier than in previous years. When these two things come together, the originally tight printing and dyeing delivery time becomes even more tight. , it is understandable that the dyeing factory has a “liquidation” situation.
Demand has always existed, but it exploded at the end of the year
In fact, the demand for conventional products in the market The demand has always existed, but it has been masked by excess production capacity in the past two years. It was originally a “routine operation” for textile companies to stock up for the market in the coming year at the end of the year. However, after these orders burst out at the end of the year, it had a huge impact on people.
In addition, there is also a certain psychological impact. After all, the current market situation is actually not much improved compared to previous years, but compared with the very poor market conditions during the rest of this year, it seems to be “outstanding”.”Well, I can only say that there is no harm without comparison.
” There is a bit of “virtual” behind the “closed door”
Through market visits, we found that the superficially prosperous market is still a bit “virtual” inside. There are quite a lot of hidden dangers.
Downstream companies are not buying into the price increase
From a market survey, we found that some weaving companies are not very receptive to raw material price increases. Such weaving companies generally produce conventional products such as pongee and polyester taffeta, and lack stable customers to absorb production capacity. When the market is not good, inventory will accumulate very quickly.
There are not many such companies in the textile market, and they are also the main force in purchasing raw materials. . For this type of weaving enterprises, financial pressure and pessimistic judgments about next year’s market have made them unwilling to buy the price increase of polyester raw materials.
This is indeed the case. In terms of production and sales, according to the data monitoring of China Silk City Network, the price increase of polyester yarn on December 11 drove a wave of production and sales. However, since then, polyester production and sales have fallen into a relatively sluggish situation again, with only one day exceeding the price. Hundreds of quotes.
In terms of price, by December 20 At the beginning of the day, the rise in polyester filament stopped and prices began to stabilize, while raw materials such as PTA and ethylene glycol even began to fall.
Inventory is still a big problem
In terms of polyester yarn inventory, although polyester factories have recently increased their efforts to reduce production, polyester factory inventory has decreased slightly compared with the previous period, but it still exceeds 20 days. According to the survey, weaving companies this year The holiday time is generally around New Year’s Day. As the holiday time gets closer and closer, the end-of-year stockings of weaving companies have been completed one after another. The production and sales of polyester factories may have a sharp decline in the short term in the future, and they will also return to tiredness. Inventory stage.
Weaving factories have obvious problems polarized situation. Orders picked up slightly at the end of the year. Although it led weaving companies to remove part of their inventory, it was only limited to some products such as imitation silk and imitation memory. For products such as pongee and polyester taffeta, inventory problems are still serious due to overcapacity. Excessive inventory will have an adverse impact on the production and sales of weaving enterprises in the coming spring. It will take longer for the textile market to truly pick up.
</p
