March of this year can be said to be rare. No matter how bad it was in previous years, it is probably not as painful as this year. In the past, there was a “roller coaster” of raw materials suddenly rising, falling and rising again, and then the epidemic came fiercely, hindering transportation and affecting market flow. Any hot sales or big orders have long since slipped away.
Raw materials are temporarily at a high level, and the epidemic is worrying people’s hearts
Nowadays, the price of crude oil has begun to rise again due to the fluctuation of the international situation, so it has inevitably affected the price of PTA. Costs and mentality are supported by this, and PTA has shown a slight upward trend. However, PTA processing fees have not yet fully recovered. Although polyester maintains high load operation and the rigid demand support is obvious, the demand side is still weak. For polyester filament, it is also in a volatile situation at present. Although polyester filament manufacturers are rising openly and secretly, they cannot withstand the continuous flat production and sales, and the factory inventory will inevitably double the pressure. Moreover, the cost-side price has increased, and profits have also declined slightly, and some products have suffered losses; FDY150D profits have declined, and the current loss is 82 yuan/ton; POY 150D profits have dropped, and the current profit is 11 yuan/ton; DTY 150D profits have dropped, and the current profit is 395 yuan /Ton.
Nowadays, various places are affected by the epidemic, which is also causing people to complain endlessly. It is understood that a large textile company in Foshan has recently suffered a severe shrinkage in business due to the epidemic, and labor costs have become a huge gap in the few funds. In order to alleviate the company’s financial pressure, from this month to the end of May, some branches will A three-month rotational work system is implemented, and those who are not scheduled to work in the two months of April and May can only receive subsidies at the local minimum wage level!
Due to the impact of the epidemic, Haining and other places have also announced that companies have stopped operations, and some places have also implemented power rationing and other operations. Although it is understandable to effectively prevent and control the epidemic, it will inevitably make the situation of textile companies even more difficult.
There is no joy in the order cancellation market
Looking back at the time when the market just opened, gray fabrics and fabrics all experienced a small increase. However, the crazy price increase of raw materials that followed caught everyone off guard. Upstream costs changed so fast. If the terminal demand was normal, even if the upstream prices increased again, If the price is high, some people will pay for it, but the problem is that so far, terminal demand has become worse. The relief of upstream raw materials and the industrial chain can be said to have gone off the rails. Faced with high prices, everyone will no longer “buy up and not buy down”. They can only cover their money bags and tremble.
Without orders, everyone is not very optimistic about the rise or fall of raw materials. After all, the inventory on hand is still overwhelming. Many companies have been affected by the epidemic and environmental protection production restrictions, and their operating rates have dropped a lot. Therefore, the inventory Although there are many, the overall inventory remains at the level of the previous period. According to the Shengze Index of the Ministry of Commerce, gray fabric inventory remains at about 34 days.
Judging from the current market situation, there is a high probability that this peak season will be ruined. No matter how bad it was in previous years, most weaving companies still have some orders. Nowadays, companies with endless orders can be said to be very rare. And whether it is weaving or printing and dyeing, the cancellation of orders is not a small part. Manager Yao of a dyeing factory said: “Some orders have been cancelled.” Mr. Shi, who is mainly engaged in nylon spinning, said: “A small number of orders have been reduced. Peripheral Gray cloth flows slowly.”
Just like this, due to the impact of the epidemic, logistics has been greatly troubled. Some companies can produce normally but fail in logistics. Nowadays, high-speed toll gates in many places require 48-hour nucleic acid reporting. Many transport vehicles spend most of their time waiting, and entry and exit have become very slow. Especially the purchase of raw materials across provinces and cities or the sales of production products have been affected. , and even companies are forced to reduce production due to logistics obstruction.
It can be said that the epidemic has once again broken the original market appearance. Some companies have been overwhelmed in the turbulent textile market, and more companies are still holding on. No matter what, the storm will pass, and if you hold on, you will become stronger. !
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