In the last survey before the National Day, we found that due to the downturn in the general environment this year, a large number of textile companies chose to take a holiday during the National Day, which is very rare in the peak season of the “Golden Nine and Silver Ten”.
During the National Day, two things happened that had a greater impact on the textile market. First, the cold wave hit and the domestic temperature dropped sharply; second, oil-producing countries joined forces to reduce production capacity, and international crude oil prices rose by more than 15 in a week. %.
After returning from the National Day holiday, faced with a sudden drop in temperature and a surge in raw materials, how will textile companies react?
Polyester prices rise for five consecutive years
Affected by the increase in crude oil prices, the price of raw materials after the National Day (10month8 day)There has been a sharp increase compared with before the holidayPX(Taiwan) price has increased70USD/ tons, an increase of 6%; PTA The internal market rose170yuan/ tons, an increase of 3% span>；MEGThe internal market rose200yuan/tons, an increase of 5%.
Affected by this, polyester filament has experienced a rare “five consecutive rises”, with various products accumulatively rising by 150-300yuan/ tons, if discounts are included, some products have increased by more than 400yuan/tons .
The upstream raw materials of nylon CPL and nylon chips have also experienced significant price increases.
This has also led to price increases for some products.
Mr. Wang, the person in charge of a textile company that specializes in nylon spinning, said: “The price of nylon has increased significantly, and down jacket fabrics are also selling well. The price of nylon spinning has increased 0.1-0.2 yuan/meter.”
However, not all fabric prices can follow the price increase of raw materials. Mr. Zhang, the person in charge of a textile company mainly engaged in pongee spinning, said: “Although the price of polyester yarn has increased, downstream customers do not accept the price increase. Profits can only be further compressed.”
It can be seen that whether the price of fabrics increases or not is closely related to the sales of fabrics on the market, and the sales of fabrics this year are more closely related to the weather than in previous years.
Cold winter drives goods sales
Textile is an industry that “depends on the weather”, especially this year. Affected by the market environment, both upstream and downstream are extremely cautious when placing orders, and have begun to live within their means. This will make the market in September and October This traditional peak season is not as popular as in previous years.
Affected by the rare “Three Peaks“ La Niña, many places in our country have experienced extreme high temperatures this summer. On the contrary, After winter comes, our country is very likely to experience more severe extreme cold weather.
Cooling temperatures have driven the sales of autumn and winter textiles.E-commerce platform data shows that during the National Day, sales of autumn clothes and trousers increased by 125.64% month-on-month. The sales of pants and woolen hats both exceeded 100% month-on-month, and the sales of down jackets increased by more than 140% month-on-month. Have these demands been passed on to the fabric side?
Mr. Li, who specializes in Tekuan home textile fabrics, said: “The order volume of Tekuan home textiles in 10 months is the same as that in 9 months Basically the same, but the dyeing factory’s incoming warehouse volume has increased, and the delivery time is also higher than 9The month has been extended by a few days. ”
Mr. Wang, who is mainly engaged in the nylon fabric business, said: “The recent sales of 20D nylon fabrics are relatively good, and the sales situation is better than 9 span>The month has gotten better.”
The business of pongee fabric manufacturer Mr. Zhang is relatively bleak. He said: “At this stage, the sales of pongee fabrics are not even as good as in 9 months, and the company’s inventory has appeared A slight increase.”
Overall, the shipment of consumer textiles has indeed driven the fabric market to a certain extent, but this part of the demand is only reflected in a small number of products and cannot satisfy most textile companies in the market. .
Textile companies find new ways
The market environment this year is just like that, and the global economic expectations for the next are also pessimistic. No one has long-term worries but short-term worries. In order to deal with this situation, various textile companies have adopted their own response methods.
said: “This year, companies have begun to focus on children’s clothing. Because children’s clothing is updated quickly and has strong demand, the market potential is relatively large. In addition, the company is also engaged in e-commerce and live broadcasting. However, now more and more companies are focusing on this track, and the competition is also very fierce.”
said: “In recent years, we have focused on improving our development capabilities, and we can basically produce jacquard fabrics based on samples 7. In addition, we also focus on cooperating with clothing brands and designers. , closer to consumers. In addition, the popularity of Hanfu has increased visibly in the past two years, and people wearing Hanfu can often be seen on the street. This was a situation that was difficult to imagine a few years ago. We have also recognized the potential of this market. We are working hard to develop such products.”
Editor’s note: The rise in crude oil prices a few days after the National Day has led to an increase in the price of upstream polyester raw materials. Recently, the price of crude oil has begun to fall, which has also caused a decline in polyester prices. However, for textile companies, after experiencing After the sharp rise and fall of crude oil in the past two years, we have become accustomed to small fluctuations in polyester yarn in a short period of time. The current headache is mainly to deal with the sluggish market. Generally speaking, textile companies still use “cultivating internal strength” as the main response method.
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