Recently, Sino-US trade relations have eased, and the polyester industry chain has experienced a surge. On June 19, the production and sales of polyester factories reached around 240%-270%, and the production and sales of some factories even reached 400%. % or more!
The hot raw material market does not mean that downstream orders will Be prosperous!
Faced with such high production and sales, many cloth bosses have this question. Is it because the orders in the downstream weaving market have begun to improve? To this end, the editor visited several cloth bosses in the Shengze area to hear their opinions. Manager Chen of Huiye Textile said: “The order situation in June is not very good. It will probably be able to reach the end of this month. No new orders have been received for the time being. In previous years, June was the worst, and it may get better in July.” , but the overall environment this year is not good. Even if the raw materials have increased, we will not buy more raw materials. We usually buy them as needed and purchase them as needed.” Ms. Lu from Wangduo Textile also said: “The raw material market is hot. It does not mean that the downstream weaving market will get better. The key depends on the mentality of customers and whether the orders that were suppressed in the early stage can be released smoothly. The number of orders has not increased since June, which is similar to that in May. They are all sporadic small orders. , to be able to do it by the end of this month, we have purchased some raw materials this time, mainly because the replenishment cycle has arrived, and the current inventory in the factory is about one month.” In addition, the manager of Hemao Weaving believes that the production and sales are so high this time , it is likely that there are factors of hype. “This wave of production and sales may only last a few days and will not last long. Referring to the previous two situations, we did not import raw materials this time. We still have inventory in the factory, so there is no rush to import.”
After visiting, the editor found that due to the poor market environment this year, the off-season has been brought forward, orders have decreased, and profits have decreased. Cloth bosses are very cautious and generally adopt a buy-and-use strategy for raw materials. Or there is a certain purchase cycle. Besides, a small increase in raw materials will not have much impact on the cloth boss. It still depends on how the market outlook will evolve.
The market is unevenly hot and cold
Since the beginning of this year, the textile market has released mostly negative news. For example, the boss is preparing to go on summer vacation in July, and people in the market are panicking, entering the “no order” mode.. ….
But some cloth bosses also revealed to the editor that their company has orders throughout the year, and its customers are mainly outdoor sports brands such as Li Ning, Anta, and Xtep. Therefore, the poor market environment this year will have an impact on them. It’s not big, mainly manufacturers that make market products may be affected. Market products do not have high quality requirements and are easily replaced. Coupled with the explosion of peripheral production capacity, market products have overcapacity and their price advantage no longer exists. Manufacturers of polyester taffeta and pongee are all talking about selling. Not moving, the warehouse is full of inventory. For example, the current price of 210T polyester taffeta is 1.4 yuan/meter, which basically can only maintain capital. In the same period last year, the price was 1.8-1.9 yuan/meter, and during the peak period, the price reached 2.0-2.1 yuan/meter. It fell by about 26%.
The market is unevenly hot and cold and polarized. This may be a reminder to the bosses that the market is constantly changing and developing. In the case of overcapacity, it is important to sell goods for the general public and for the market. The road is no longer feasible. Only by being more refined and deeper in a segmented field can we win the favor of the market!
Editor’s Note
On June 20 and 21, the fourth production and sales only maintained around 80%. From this point of view, the recovery in production and sales only lasted for a day or two, and could not lead to an improvement in orders in the weaving market. Manufacturers’ inventories are still at a high level. At present, the situation of selling goods in the market has converged, and the inventory of gray fabrics in Shengze area is now about 42 days, which is slightly lower than last week. Next, we will wait for the meeting between Chinese and American leaders. If an agreement can be reached, market confidence is expected to increase significantly! Furthermore, judging from Tmall 618 sales, the number has once again reached a new height, indicating that the demand for domestic sales still exists.of. “The road is tortuous, but the future is bright!” I believe that as long as enterprises develop their own internal skills, they will not be eliminated by the market! </p
