Apparel / Textiles & Accessories

The power limit has changed again, and the order is difficult to ship! Raw materials have risen sharply, and when the power limit is superimposed, they will be loose and tight. At the end of the year, there will be a wave of falling prices! This market directly drives downstream manufacturers crazy!

u3000u3000 Polyester filament yarn welcomes another big promotion: a sharp drop of 200-600 yuan/ton

u3000u3000 "Limiting electricity and production" caught the entire textile industry chain by surprise, and the phenomena of reduced production capacity, rising raw material prices, and out of stock were reflected from the raw material end to the demand end. Entering November, although some conditions have improved, the textile market seems to be more entangled than in October. Recently, the prices of textile commodities have fluctuated. Fluctuations in the price of raw materials spread downward, and major polyester manufacturers once again ushered in a big promotion on the 15th, with a sharp drop of 200-600 yuan/ton. As of November 15th, the price of polyester filament products compared with the previous month is the highest value of this year. Polyester filament FDY150D has dropped by RMB 1,250/ton to RMB 7,950/ton, POY150D has dropped by RMB 1,350/ton to RMB 7,750/ton, and DTY150D has dropped by RMB 1,350/ton. Ton to 9450 yuan/ton.

However, what is even more confusing is that after the power rationing was released, the operating rate of the polyester link did not rebound as quickly as expected. According to data, it remained at about 85% as of November 11, and the low point has not risen. 4%. The start of major textile bases in Jiangsu and Zhejiang is still around 70%, and the start of polyester and weaving is still at a low level compared to the first half of the year.

u3000u3000The price of grey cloth has fallen, and nylon spinning is even more heartbeat

u3000u3000According to research, the prices of grey fabrics on the market have fallen to varying degrees. Conventionally, they are basically 0.02-0.05 yuan per meter, and some varieties have fallen sharply. Although in terms of the decline, the decline of conventional varieties is not much, and polyester filaments have also declined, it seems that there is still room for profit. But the actual situation is not. Due to the large increase in the previous period, weaving manufacturers have regained the "buy up" mentality, hoarding a lot of raw materials when the polyester yarn just rose in October. As a result, the price of grey fabrics has fallen since the high-priced raw materials in the early stage have not been consumed, so profits are affected.

u3000u3000Nice spinning is naturally the grey fabric with the greatest fluctuation. Take 380T nylon spinning as an example, it rose to 5.2 yuan/meter at the highest in October, and now it has fallen only 3.8 yuan/meter. Some textile netizens joked that those with a bad heart should never do nylon spinning. It's really not fake at all.

u3000u3000 On the other hand, currently, electricity curtailment measures vary from place to place. And this week, what made polyester circles and textile people "fry the pot" also came from the "tension and tension" on the power rationing news. The escalation of power rationing puts great pressure on textile people who are rushing for goods at the end of the year. In the short term, it will intensify production pressure and delay delivery. On November 12th, Nantong, Jiangsu announced a new plan for energy consumption and dual-control power consumption! The textile bosses of many factories in Nantong cried and complained that they have restricted production again, and they are the leading areas. The production restriction period is the longest in Jiangsu. "Finally returned to normal. The output just came up, and the production limit began again. The production plan was disrupted again, and the order just received was delayed again."

u3000u3000 From the current point of view, the power gap still has a greater impact on downstream companies. Many fabric companies have reported that business has not been doing well recently, and production costs have been too high. Some grey fabrics are produced with high-priced raw materials in the early stage. If the prices of raw materials continue to fall, their inventory will depreciate. Coupled with the fact that the market is coming and going very fast, the price of grey cloth may continue to depreciate. The downstream sees that raw materials continue to fall in price and the bargaining scale is getting larger and larger, resulting in less and less profits for fabric companies. In addition, it is difficult to grasp the prices of raw materials and dyeing fees in the later period, and the production cycle of fabrics is not easy to grasp. With the gradual reduction of raw material inventory, the issue of order delivery for fabric companies has become increasingly serious.

u3000u3000 went to the library to be blocked, and weaving finally could not escape the fate of lowering prices and throwing goods!

u3000u3000 The "Double Eleven" e-commerce season has ended, and there are currently two months left before the Spring Festival. As usual, there will be a wave of orders placed before the Spring Festival, especially the foreign trade market will usher in a small climax. However, in the past two years, affected by the epidemic, the foreign trade market has been slow for a long time, and it is still unknown whether it will recover this year. According to the data, the current stock of grey fabrics is around 28.8 days, a slight increase from the previous period. In fact, textile people know very well that if a large number of orders are not ushered in before the Spring Festival, the stock of grey fabrics will continue to rise. Inventory has always been the weakness of weaving manufacturers. Once the inventory is high, they will eventually be unable to escape the fate of lowering prices and selling goods.