The raw material rises hot, but the downstream demand is always weak.
On the occasion of the opening of "Golden San Silver Four", Dongguan and Hangzhou, some Textile Trade Centers in the Wendry are in a closed state due to the epidemic. Dongguan Dalang Wool Trading Center closed, Hangzhou four seasons green clothing neighborhood closed, the woven children's clothing market closed. In addition, the multi-point fermentation of the domestic epidemic, the multi-textile trade center is temporarily closed, resulting in the continuous shrinkage of domestic textile market, recovery.
Raw material offer "Ming Ping Dark", downstream reservoir
The price of textile raw materials is continuously up-regulated, but the downstream "buy" mentality has not been shown, the market is too strong, the downstream completion is warm and sluggish, the spot sales in the textile market are still slow, the inventory is high, the current Jiangsu, Zhejiang area, the billet cloth is 33.2 days about.
According to some weaving companies in Jiangsu, Zhejiang, Guangdong and other places, the merchants feedback, the cotton fabric, the market price of cotton fabric in March, the price of cotton baffles has fallen slightly, and the cotton yarn is also adjusted to just need to purchase, with the purchase, as much as possible Reduce the raw material, the finished product occupation flow funds, the terminal consumption pressure is transferred to the cotton yarn, cotton reverse. And Henan, Shandong and other places, cotton query, the goods are not smooth, the phenomenon of tired reservoir is increasingly obvious, some of the yarn factory "Ming Ping Dark" --- to the old customers, the big order adopts the expansion Increase the operation of bargaining.
A medium-sized textile enterprise in Henan Province said that the company's considering 40s and above high-graphic gaunts were lower than expected. The spinning profits continued to be compressed and even lost, and the operation fund is tightened, so the cotton raw material purchase is 2021. / 22 years Xinjiang cotton, port customs clearance / Brazilian cotton is adjusted to national storage Xinjiang commercial cotton, the high-quality high-index real estate cotton and port of the Yellow River Basin and the low quality cotton in the port, fist products are also adjusted from high-facing bag 40s to high 32S, and appropriately expanded the production and orders of T / C 65/32 32S, T / C 65/35 45S yarns, cost reduction, and benefits, and profit becomes a top priority. The company reflects that in the past week, Guangdong, Zhejiang, Fujian and other markets C32 high matching, C40s high-baking donor is warm, and customers are in short, urgent.
From the investigation, due to the rising rose of crude oil, natural gas, chemical, heavy metals, agricultural products and other big commodities, plus the recent domestic epidemic present, rapid spread, and upgraded the epidemic prevention and control measures and Export textiles, the new single scene of clothing is not high, so some textile enterprise confidence has dropped significantly from the fullness of the Spring Festival, and the raw material makeup is pushed.
Some Exports in Jiangsu said that due to the impact of the Russian War for global economic, transportation, trade, China and the United States, the second phase of the trade agreement has not yet launched consultations and USTR release annual trade policy reports, namely, it is re-adjusting China's trade policy. To study all existing tools and possible new tools against China, plus the uncertainty factors such as sea freight again, and the Chinese enterprises have also been cautious.
Hangzhou four seasons Qingyi new Hangzhou-style clothing market is in order to recover:
Merchants can enter the field with green codes and three nucleic acid negative certificates
On the morning of March 12th, Hangzhou Shangcheng District adjusts the sealing area, control area, defense zone, and the regional resumption of normalized epidemic prevention and control in addition to the new Hangfa casual clothing city. This means that the market except the new Hang Pai clothing market can be restored to open.
The epidemic causes the retail of the terminal clothing to hinder
Face orders cancel or postpone risk
From the downstream textile market, there are currently three main textile markets for several terminal clothing retail, and the next half of the fabric order is blocked, and Xiaobian feels that there is 3 points:
First, the window-selling window is shortened, and it is difficult to have a list of chase, which leads to some wholesalers in spring costumes or therefore backlog.
Second, the order in summer clothing also needs further observation. Due to the problem of inventory crowd, wholesalers do not dare to stock up, it is difficult to show the growth of explosive fabric orders.
The third is that some Spring orders face the possibility of temporary cancellation, thereby greater impact on the production end.
However, due to further compression of textile profits, the textile industry's procurement of raw materials is used to maintain the model, and industrial inventory is reduced to relatively low. The recent terminal apparel industry is holding a spring order meeting, although overseas consumption is seen, but there is still a sustained billing power, "Golden San Silver Four" market is expected to slowly open, or cause a round of replenishment market, short-term The raw material price is supported.
Everyone knows the normalization of the epidemic, everything is tested in the ability to face difficulties, but we believe that this will be able to get rapid inhibition. However, the textile and garment in these years is too difficult, and all situations are endless. In this case, you can only say: "The clothing is very living!