After entering December, the cold air seems to be a bit “hard-working”. The second wave of cold air this winter just passed last week, and two more waves of cold air will be brewing this week…
Looking back at the same period last year, due to the mild winter, winter clothing was once in a difficult situation of slow sales. Since the beginning of this year, with the arrival of cold air one after another, the cold winter expected by textile people is about to become a reality. Large-scale cooling will lay a good foundation for winter clothing sales. With this benefit, winter clothing sales may increase again.
Cold-proof products are on sale, and related fabrics are also selling well.
The large-scale cooling brought by cold air has surged consumers’ demand for warmth. At the same time, the sales of warm clothing, warm bedding and other cold-proof products have increased simultaneously, and related fabrics will also usher in a short-term pulsating order replenishment boom.
According to monitoring data from Silkdu.com, since December 7, the epidemic prevention and control policy has been optimized again. With the gradual recovery of logistics, stimulated by cold air, terminal demand for thermal insulation has picked up again, further increasing the domestic winter cold-proof fabric replenishment demand. Improved, the overall trading volume showed an upward trend. Affected by this, fabric companies in Jiangsu and Zhejiang have loosened their gray fabric inventories, started direct reduction mode, and experienced significant destocking.
A fabric dealer said that as the temperature drops, the market sales of spray-woven velvet fabrics have improved, especially the transaction volume of peach skin velvet gray fabrics has gradually increased. A few days ago, we received an order for 90 grams of flat peach fabric from a merchant in Shaoxing. The quantity is about 20,000 meters. The customer requested delivery as soon as possible. The fabric has been sanded at the finishing plant and is expected to be delivered within two days. . As for prices, compared with the previous period, they basically maintained a stable trend and profits were so-so. Those who place orders are all old customers, and maintaining relationships is more important.
A trader revealed that in the past two days, there has been strong demand for down jackets, outdoor functional clothing and other warm clothing fabrics. 400 nylon, 420 nylon, and polyester fabrics sell very well. Even large orders of 200,000 meters and 500,000 meters have appeared on the market.
Once the cold winter is expected to be confirmed, it will undoubtedly be a major benefit to textile people. As the weather gets colder, some domestic winter replenishment orders will also rise.
Although it is necessary to stock up on goods, don’t be greedy
The emergence of large orders in the market is partly due to the boosting effect brought by the expected cold winter, and partly due to the gradual restoration of downstream confidence.
With the re-optimization of epidemic prevention and control, the lockdown areas in various places are gradually unblocked, and logistics has begun to enter the recovery stage. Not only did the previous backlog of orders begin to circulate normally, but new orders are also being placed one after another. Facing the arrival of actual orders, many fabric merchants are increasingly willing to stock up on goods at a low level before the year. However, the end of the year is getting closer and closer, and this wave of market conditions may not be sustainable due to the rush of time.
According to monitoring data from Silkdu.com, last week (12.12-12.16), the weaving start-up rate in Jiangsu and Zhejiang markets showed a slight increase. Driven by the market, some weaving companies appropriately postponed the Spring Festival holiday and postponed the holiday to late December or even New Year’s Day. back. After this wave of short-term boost, entering this week, weaving companies failed to continue the good trend, and the operating rate gradually began to decline.
From this point of view, once the orders on hand are delivered, more and more weaving companies will start the annual holiday mode and suspend production without sufficient support from new orders. Therefore, it is still necessary for some fabric manufacturers to stock up appropriately. After all, after the large-scale shutdown of important production links such as weaving companies and dyeing plants, if their own supply of goods is not sufficient, then when orders arrive, they will face the embarrassment of “it is difficult for a clever woman to make a meal without rice.” situation.
But we must also realize that the release of the epidemic has brought about many uncertainties. It will take time for the demand side to fully recover. The subsequent market trend is still unclear. The quantity of goods to be stocked needs to be carefully judged and carefully considered by fabric manufacturers.
Postscript:
Taken together, boosted by the cold winter, the market is still experiencing a wave of recovery. Whether it is the short-term improvement in orders, the slight recovery in the operating rate, or the significant clearing of gray fabric inventory, all these may lay a good foundation for the start of next year. After all, 2023 will be an important turning point for the textile market and even the national economic market.
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