Under the epidemic situation: How can the years be quiet, the polyester factory still needs to carry forward!

With the epidemic situation under control, the resumption of business in late February will be the new focus of work for governments at all levels. Many people in the market feel that the polyester industry chain has everything in place and only owes demand. At the same time, the terminal market has also received good news about new orders and rising prices!

But I still have to remind the market: currently, due to the abnormal influence of the market's production capacity, it can only be said to be "tentative", the market is not as optimistic as you think!

了 The market price of grey cloth has risen? Orders increased?

It is reported that the Wujiang area has just resumed the market, and some grey fabrics have started to rise. After a thorough understanding, most of the grey fabrics whose prices have risen are orders, and they have higher requirements on quality, so the manufacturers' inventory is not much.

A trader in Shengze area revealed: "Now many grey fabrics are up, the main reason is that the production capacity is low, basically only the inventory fabrics of the year before. For the selling gray fabrics, such as artificial silk, T400, etc., many traders have The idea of stockpiling has created a situation of oversupply. "

At present, traders are more cautious in stocking and will not hoard stocks. This also causes the inventory of weaving companies has not dropped very significantly. From the experience of last year, traders with large stocks can only face the problem during the low season. Awkward situation in the warehouse.

对于 For market goods with low quality requirements, most manufacturers said that they have no confidence in price increases. "We haven't increased the price, but it will not drop in the short term. Now I just want to reduce the inventory a little. The inventory was three months ago. Now there are customers who want to ship. We sent 40,000 yesterday. Meters, today sent 50,000 meters, lowering the inventory is the top priority. "A Chunya textile manufacturer said.

Coincidentally, a manufacturer specializing in peach skin also said: "Recently due to low production capacity, a lot of goods have been taken on the market, and many companies have taken the opportunity to remove a wave of inventory. But the market is ultimately determined by demand, and the epidemic affects consumers. Demand, when the later production capacity comes up, inventory pressure will reappear. "

The terminal has missed part of the spring clothing market, and the squeeze of spring clothing inventory will affect the later market

终端 The terminal textile factory resumed work in late February. However, due to the need for a certain amount of isolation time for the returning workers and the related supporting facilities to be restored, Zhongyu Information speculated that the start-up of the textile factory was slow and the full recovery of the textile market may take place from the end of February to early March. The epidemic caused the Spring Festival market to be closed for too long, especially when physical stores were closed, which caused apparel companies and distributors to miss some spring clothing quotes. The squeeze on spring clothing inventory will affect the capital turnover of enterprises in the later period.

And from February to March, apparel companies will begin to produce summer clothes. After missing the spring clothes market, the pressure on the apparel companies 'funds and the inventory of spring clothes will increase, which will affect the apparel companies' purchase demand for summer clothes and is not conducive to the destocking of grey fabrics in textile factories. Before the Spring Festival, the gray cloth inventory in Shengze area was at a high level of about 40 days. With the continued decline in the number of newly diagnosed epidemics, the market will gradually return to popularity, and the demand in the industrial chain will gradually resume. However, it is expected that the textile and apparel market that misses the spring clothing market will It was more difficult in previous years.

The epidemic is spreading globally, and trade may continue to be under pressure!

In addition, from Europe to the Americas, from the Far East to the Middle East, the epidemic has not become clear as China has improved. The closure of Italy and the restrictions on entry of 12 countries to South Korea have greatly hindered the pace of global economic recovery. With the deterioration of the epidemic outside China, global trade may continue to be under pressure! With the outbreak of Japan, South Korea and Italy, as the most active and largest foreign trade in China's textile and apparel exports, it is bound to bear the brunt. As a result, the pressure on the textile and apparel market, which missed the spring price of domestic trade, continued to increase.

The market situation can actually be seen from the production and sales of polyester filaments. At the end of February, the average daily production and sales of polyester filaments is still around 20% -30%. The market is in a light state, lacking demand support, polyester filament stocks continue to rise, but polyester filament The factory's promotion efforts are limited. According to the decline in raw materials after the holiday, if polyester filament is to be destocked, there is a certain expectation that the price of polyester filament will decline.

Wu Xiaobian believes that polyester inventories will continue to rise in late February, waiting for the rebound in demand to boost market confidence, and at the same time hope that major manufacturers will reduce production and support the market. The impact of the epidemic on the economy will gradually appear. You and I are in this disaster. I hope the epidemic will pass quickly.