The Textile Market Is Still Warm In The Local Textile Market!
How much is left in 2020? one-third! For the textile people who have gone through the "most slack season" for more than half a month, the painting style of the recent market is a bit elusive, but there is no doubt that part of the textile market is picking up!
Raw material end
Early bad smooth, polyester factory pressure delayed!
Entering the last week of July, the raw material market also showed some performance. In addition to the low-end production and sales of polyester manufacturers, the average rise from 8-5% to the end of 100% is the best.
According to the monitoring data of China silk capital network, as of July 31, the overall inventory of polyester market was concentrated in 30-39 days; in terms of specific products, POY inventory was up to 10-15 days, FDY inventory was around 21-28 days, and DTY inventory was about 29-39 days.
According to a person who is a bargain hunter, there will be a certain degree of promotion from the upstream and downstream industries. Since entering the off-season, the downstream weaving manufacturers have been cautious in purchasing raw materials, and dare not put funds into the raw materials end at will, and the raw materials purchased in the early stage are not used much, which also leads to this wave of market.
Whether it is the stimulation of "yangmou" of polyester manufacturers or the just need of weaving manufacturers, this wave of purchasing really makes polyester manufacturers with high inventory breathe a sigh of relief! "Polyester manufacturers in the early negative should be smoothed off, the next wave of polyester factory pressure may be delayed to the fourth quarter." One professional said.
Trade side
Domestic and foreign trade orders have been issued, elastic fabric performance eye-catching
In late July, the textile market broke the shackles of "off-season", and good news was once heard from the market. Many textile owners said: "This wave of market was caught off guard and finally let us take some goods! ”
According to the monitoring data of China silk capital network, the trading atmosphere of Jiangsu and Zhejiang markets has improved compared with the previous period, and most transactions are focused on autumn and winter fabrics. Both domestic and foreign trade markets have certain performance, especially the domestic market.
"From the end of the Dragon Boat Festival to last week, the market is really weak. Sometimes I sit in the sales department for an afternoon, and there won't be a call to purchase grey cloth," said Shen, who does the four side elastic fabric. "But this week is totally different. I have received calls for gray cloth in the early morning. Here it is 20000 meters, and there is 50000. Recently, there has been a wave of inventory in the warehouse, In addition, some orders need to be ordered and queued. "
In addition, it is also used for the production of regular fabric, such as suede, suede and so on 。
It can be seen that the market has indeed released a positive signal, whether it is the price of raw materials or orders issued in autumn and winter, at least the social inventory has been rising steadily in the early stage. In the interview and research of Xiaobian, the rise of grey fabric inventory of most weaving manufacturers began to slow down or the production and sales could be leveled off, and the inventory of a few manufacturers producing marketable products decreased slightly, which also boosted the confidence of market participants.
Overcapacity is still "stuck", textile market overall recovery is still worrying
For this wave of market, there are a few textile owners think: the market ahead of time, I do not know is good or bad!
According to the traditional practice, June and July belong to the traditional off-season of textile, and the phenomenon of load reduction and accumulated inventory in the market is also relatively common.
The difference between this year and previous years is that some enterprises have experienced the state of "low demand and high load" in the second quarter, and their own inventory has accumulated to a high level in recent years, and the pressure of capital is greater. Therefore, in the middle of June, the operation of rotation and holiday in the market is accelerated. The load of main clusters in Jiangsu and Zhejiang has been hovering around 60%, and the lower one is about 40%.
In the face of the current wave of market, the enterprises with better order receiving started to operate at full capacity, and the enterprises with general order receiving delayed the holiday plan to prepare for the market in August and September, resulting in a small increase in the market starting load.
According to the monitoring data of China silk capital network, the recent start-up of water jet looms has risen to about 70%, warp knitting has started at 70-80%, and the performance of circular knitting machines is slightly worse, at about 40%. Compared with last week, it has increased by 4 percentage points. Compared with the same period last year, the difference is not big.
It can be seen that this wave of market has driven manufacturers' enthusiasm for production. If the future market continues to improve, then the market inventory will slowly decline. If this wave of market is only temporary, it is likely to aggravate the overcapacity in August.
After all, today's environment is still deeply affected by the epidemic situation, and the textile industry is still facing the dilemma of slow recovery of terminal consumption, especially the weak foreign trade market, and the number of foreign unemployment and bankrupt enterprises is still rising due to the poor economy. It can be said that the impact of the development of overseas epidemic on the economy, even the impact on the textile industry, has not decreased with the passage of time, in case of the autumn epidemic If the situation is repeated, it is easy for foreign trade economic activities to "pause" again.
In contrast, after the "two sessions" in China, a new development strategy began to appear in everyone's view, that is, "to gradually form a new development pattern with the domestic big cycle as the main body and the domestic and international dual circulation promoting each other". It can be seen that China's economic structure will undergo a new round of great transformation. The domestic trade market with a huge consumer group of 1.4 billion has been mentioned frequently As far as the textile industry is concerned, it is beneficial to promote.
"At present, the volume and requirements of domestic first-line brands for fabric procurement have actually exceeded the orders of foreign countries. This year, it is better for us to receive orders in the domestic market, and it has not been reduced because of the epidemic situation. Therefore, I think the domestic market is still promising!" Zhao, a textile trader, said.
Generally speaking, today's textile market is standing at the crossroads. Whether the market is getting better to the left or weakening to the right is not predictable. In the current situation of coexistence of multiple spaces, textile enterprises need to reasonably arrange funds and inventory according to their own orders.
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