Every summer, environmental protection and production restrictions generally occur in the textile industry. Textile companies with orders in hand must also consider this aspect when determining delivery dates. factor. But in summer, there are not only environmental protection and production restrictions, but also power and production restrictions. In the hot summer, the electricity usage of the entire society will reach a high level, and industrial electricity consumption has to give way to domestic electricity consumption to a certain extent. As early as early July, as the temperature across the country continued to rise, air-conditioning power consumption increased rapidly, and the national electricity load and daily power generation continued to rise. Both had exceeded last summer’s peak, and supply and demand were tight during peak hours in some areas.
Power rationing occurred in some areas of Jiangsu and Zhejiang in early June, and power rationing has occurred again recently. Hangzhou has formulated different power restriction measures based on the electricity consumption in different regions. But generally speaking, the power limit is 10%-20%, and the impact time is about 15 days.
Concentration of chemical fiber companies and power rationing Affecting the production of raw materials
Hangzhou is an important production center for chemical fiber raw materials in China. This power restriction and production restriction surrounding Hangzhou enterprises will inevitably affect the production of raw materials. It affects the production of chemical fiber raw materials to a certain extent.
At present, the polyester raw material factories in Hangzhou mainly include 8 well-known companies such as Rongsheng and Hengyi. Their total production capacity is about 6.86 million tons, accounting for It accounts for about 10% of the country’s polyester production capacity, of which polyester filament is the main production. FDY accounts for 29% of the total production capacity, and POY accounts for 57% of the total production capacity, totaling 86%. In terms of nylon, Hangzhou’s production capacity accounts for 8.5% of the country’s total, and the production capacity of nylon manufacturers that have clearly received notices of power cuts accounts for 2.8% of the country’s. In addition, spandex, the recent focus product in the raw material market, also has certain production capacity in Hangzhou. The current total production capacity is about 56,000 tons, accounting for about 6.6% of the country’s more than 800,000 tons of production capacity.
Although the policy of power restriction and production restriction At present, it only appears in Hangzhou area, but judging from the proportion of textile raw materials in Hangzhou area in the country, the impact is definitely there. Although the textile market is still in the traditional off-season, the chemical fiber raw material market does not feel off-season at all, with various raw materials taking turns to increase prices. During the peak season for raw materials, production may be put on the brakes, which may be something that no manufacturer wants to see, especially the spandex factory.
The supply of raw materials is reduced, and price increases are the only way out
Recently, the weaving operation rate in the entire Jiangsu and Zhejiang regions has been at a high level, reaching more than 76%, which is not lower than in normal years. The operation rate of some textile clusters has even exceeded 90%. Such a high start-up rate in Jiangsu and Zhejiang will inevitably put forward higher requirements for the supply of raw materials. In addition, the wait-and-see and waiting mood in the early polyester promotions is fading, and the willingness of weaving manufacturers to actively purchase and stock up is gradually increasing.
In the case of changes in supply and demand, raw materials Factories have gradually gained the say in price increases, and the prices of various specifications of polyester filament have increased by more than 10% compared with the prices that were still in the promotion cycle on June 22. The prices of spandex have been subject to various price increase notices. Compared with the prices of 20D and 40D spandex commonly used in the market in January, one has increased by 106% and the other has increased by 97%. Both specifications have almost doubled.
Of course, the increase in these raw materials is still under the situation that the production of raw material factories is not restricted, and now the raw material factories in Hangzhou will be subject to power restrictions to a certain extent. The impact is that the reduction in production capacity is only a matter of degree. Even if the power cuts are not severe enough to affect the supply of raw material plants, manufacturers will most likely take this opportunity to raise prices. In particular, the production capacity of spandex is already in short supply, and the price increases are usually several times a week, starting from a few thousand. The extent and frequency of subsequent price increases may be even more alarming.
Although the weaving industry in Hangzhou will also be affected The impact of power restrictions and production restrictions reduces the demand for raw materials. However, since the current weaving operation rate in Xiaoshao area is less than 60%, the impact of power cuts is limited. At the same time, the demand for raw materials is mediocre, making it difficult to balance the impact of reduced raw material production capacity. In the future, as the textile off-season gradually ends, there may be endless price increases for raw materials.
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