On June 26, the domestic polyester production and sales rate was as high as194.7%, and even the production and sales rate of factories As high as 2000%, and not long ago 6 months14On Japan, polyester production and sales reached as high as386.5%.
In the middle and end of the month, two rounds of promotions in the polyester market resulted in two outbreaks of production and sales. It stands to reason that textile companies have seen a lot of promotions in the past two years. Last year and the year before last, there were promotions for several months or even every week, but the cloth boss never bought it so much. Why are they starting to “really smell” now?
Why is the promotion suddenly effective?
After experiencing the ruthless “beating” of the market in the past few years, most textile companies now choose to purchase raw materials regularly and quantitatively. Therefore, the middle and end of the month are the times for many textile companies to replenish their inventories. It is understandable that production and sales are poor, but production and sales are so low. Well, even if it is in conjunction with promotions, there are deep-seated reasons behind it.
First, the price of polyester filament fluctuated too much before, and the cloth boss was not sure about the future price. Just like the 618 event that just passed, if there is a discounted price for today’s event, in two days the market will fluctuate and the price will drop even cheaper than the discounted price. Polyester yarn is not like buying on an e-commerce platform. You can still guarantee the price in the future, but naturally the effect of promotion will not be that good.
Looking at the price trend of polyester yarn this year, although there are fluctuations, the overall fluctuation is still incomparable with the price difference of thousands of raw materials in the past two years. A discount of several hundred yuan can basically guarantee that the price of buying yarn during the promotion will be higher. It will be the cheapest in the coming period.
Second, the market conditions at that time were indeed not good, and the cloth boss’s inventory pressure was already relatively high. Naturally, he felt that the cloth made from the silk he bought would become unsellable, which would waste his cash flow.
But recently, the editor has also asked many heads of weaving companies, and many of them said that it is not that there are no orders, but that there is no profit. Once a piece of cloth is made, as long as the quality is acceptable and it is matched with a very favorable price, there is no need to worry about selling it. Therefore, the looms in their factory are still fully operational, but even if the machines are fully operational, the profits earned Also very limited.
In this case, whose raw materials are cheaper means that they have the confidence to quote a lower price when quoting. Bu Yue does not have to worry about selling, even if the price is the same, a price discount of two to three hundred yuan per ton of raw materials It may not seem like much, but when compared with the current meager profits, it can make the profits much higher than before.
The “reservoir” capacity is limited
Of course, this is not without its hidden dangers. The current situation is that in the terminal consumer market, neither domestic demand nor external demand has actually picked up, and recovery seems far away.
Just looking at the output side and terminal consumption side, the output side is far larger than the terminal consumption side.
Who is buying cloth at this time? Not only some traders and fabric spot supermarkets, they also play the role of a reservoir. As loan interest rates are low, real estate is in recession, and there is a lack of investment channels in the country, cloth can be considered a daily necessity and an asset in a sense. But even so, the funds in their hands are not unlimited, and they cannot keep buying. If one day they feel that the quantity of goods in stock is almost reached and they start not to place orders, no matter how cheap the cloth is, they may not be able to buy it all the time. Someone came to buy it.
The capacity of the reservoir is also limited. If it is stored too much, there is a risk of becoming a “barrier lake”.
In recent years, the international economic situation has undergone drastic changes, and the domestic market environment has also changed very rapidly. 18 External expansion of production capacity has become the mainstream, and 19In the trade friction in 2020, everyone is talking about selling goods due to overcapacity.20In the first half of 2020, everyone is talking about resuming work and production, and in the second half of the year, they are paying attention to the increase in raw material prices.20 span>21The export situation is good in 22The annual profits are not high, but many textile companies have made a lot of money relying on the exchange rate. of.
Therefore, textile companies cannot completely use current thinking to predict the future market. This strategy may be a good strategy today, but it will not be appropriate after two months. Therefore, textile companies need to prepare for a rainy day and leave room for future changes. . Although the crisis is terrible, it is also the best opportunity for many companies to become bigger and stronger.
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