Recently, haze in the north has once again become a hot topic, and northern cities such as Hebei, Shandong and Henan have become the top priority, with PM2.5 repeatedly hitting the charts. Affected by the haze, transportation in the north has been affected to a certain extent. The state has stepped up rectification efforts, and companies have increased their production reductions and suspensions. According to reports, 1,767 companies in Shandong have suspended production and restricted production at 1,399 companies in response to the haze; and Hebei, as the hardest hit area by haze, has a large number of companies that have reduced production and suspended production. This article mainly summarizes the impact of haze in northern China on major textile raw materials and downstream, as follows surface.
Shandong, Hebei and Henan have strict regulations on the printing and dyeing industry. In particular, Hebei has been carrying out special regulations recently, and the sizing process has also been affected, which in turn affects yarn shipments. Smog has a great impact on transportation in the north, which in turn affects the textile market.
In addition, the specific impact on polyester staple fiber is summarized as follows:
1. Supply link: Polyester staple production: direct-spun polyester staple. There are only two direct-spun polyester staple factories in the two provinces, Tianjin Petrochemical and Shandong Wanjie, accounting for 4% of the country’s total production capacity. What we have learned so far is that the production operations of the two manufacturing companies have not been affected, and both have maintained their previous load production. However, the impact on recycled polyester staple fiber manufacturers is greater, but it is mainly concentrated in Hebei Province. Since mid-to-late November, air pollution control work has been launched in Hebei, resulting in most recycled polyester staple factories in Hebei being forced to shut down. , according to CCF statistics, the production capacity involved is about 500,000 tons, accounting for nearly 5% of the total domestic recycled polyester staple fiber production capacity. The decline in supply has led to an improvement in the sales of polyester shorts in Jiangsu and an increase in prices.
2. Demand link: Judging from direct feedback from spinning mills, since spinning mills rarely burn coal in actual production, the production of spinning mills has been almost unaffected during this environmental protection process. Polyester yarn factories in Hebei area The load is basically maintained at around 50~70%. However, because the sizing links downstream of the spinning mills have been shut down, the sales of the spinning mills have been affected. According to statistics, the inventory of some factories has increased compared with before the environmental protection control. The increase so far is about 5-7 days. Of course, some The main sales market is usually the cotton mills in the south, and there is basically no increase in inventory.
3. In terms of price impact: Whether it is virgin polyester shorts or recycled polyester shorts, they are currently unable to completely dominate the domestic polyester shorts price. Therefore, this environmental protection control will have some impact on the price of polyester shorts, but it is very limited. For example, the price of direct-spun polyester shorts has continued to rise sharply since December, driven by costs. However, the market in Hebei and Shandong has continued its original competitive incentive situation, making it relatively difficult for prices to rise. The increase in the price of recycled polyester shorts has been driven more by rising costs and the increase in virgin polyester shorts. However, due to the reduction in supply in Hebei, demand still exists, which to a certain extent has stimulated a significant improvement in the sales of recycled staple fiber in the Jiangsu market.
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