The peak season has entered the Silver Ten from the Golden Nine. Previously, the editor predicted that the Golden Nine may not be so prosperous. The real peak season may be delayed due to the market recovery. Now that the Silver Ten has arrived, the market conditions are Didn’t reveal any signs of recovery?
In the opinion of the editor, the market is indeed improving now. Although September is not as expected as the traditional peak season, orders have still increased compared with the first half of this year. The editor visited a textile boss and he said Said: “We mainly make men’s and women’s clothing fabrics. Although this year is indeed difficult, our orders have been scheduled until the end of the year.”
And when the editor asked whether we were making spring and summer fabrics or autumn and winter fabrics, the boss gave me an answer that I couldn’t refute – in the current market, there is no distinction between spring and summer or autumn and winter!
Order seasonality has been disrupted
The meaning behind the market orders regardless of spring, summer or autumn and winter is self-evident, that is, the current market situation has been completely disrupted. As long as you can receive orders, you will be the winner. In the past, the market would be before the arrival of a specific season. Stocking is carried out to cope with the next orders, but now, the market conditions have been disrupted, and the orders received no longer have specific attributes, which will disrupt the stocking rhythm of textile enterprises.
However, even if the season is disrupted, as long as the orders come in, the market should still be energetic, but why is there always no feeling? Because it is not only the season that is disrupted, but also the distribution of orders. To put it simply, the situation of companies receiving orders has become more and more polarized. Some companies said that orders are being placed one after another and the order situation has improved, while some companies said that orders are gradually being placed. Fewer and fewer. And since this year, it is rare to hear large-volume orders being placed, and most of them are small orders.
Enterprises usher in the longest holiday
Now the National Day holiday has passed for a long time, but it can be observed that many textile companies and trade departments have ushered in the longest National Day holiday in recent years. Many companies have 5-7 days of holidays. Take the editor during the National Day holiday For the textile industrial park I visited, there are four textile companies in the industrial park. The company’s trade department has a 7-day holiday. According to previous years, since the textile industry is in the peak season during this period, the holiday time is usually about 2-3 days. , but the holiday time has doubled this year.
Moreover, the operating rate of textile enterprises has generally not shown that it has been in the peak season for a month. According to the data monitoring of Silk City.com, the current operating rate of weaving in Jiangsu and Zhejiang is around 69.3%. The current room for improvement is limited. Basic weaving enterprises At present, production is based on sales. The person in charge of a weaving factory with 500 looms told the editor: “The 500 looms in the factory are basically ordered by weaving customers, and the operating rate is also controlled according to the order situation. , so the room for increase in the operating rate is very limited.”
Ginju fired the first shot
During the National Day holiday, Silver Ten hit the ground running from the polyester end, and polyester prices rose for four consecutive years. Although the price has dropped slightly now, the editor still remembers that last year, the market also continued to rise during the National Day period at the polyester end. After that, the whole market seemed to have been pumped with blood, and warehouses kept going away. The cloth bosses were confident enough to raise prices. At that time, the price of polyester filament rose, and the most direct impact was to drive up the price of gray fabrics.
Therefore, the increase in polyester yarn some time ago is definitely a big plus for textile bosses. The strangest cycle in the market now is that the price of fabrics cannot rise no matter what, and many bosses with good orders cannot make any money. The fundamental reason is that fabric prices are not rising, raw material costs are jumping wildly, and profits are shrinking. Therefore, polyester prices are now experiencing a vigorous price increase at the beginning of the second phase of the peak season, which may lead to higher downstream prices. a signal.
There is a lyric that says “the mountain is still the same mountain”, but the market is no longer the same market. Sticking to the old rules is no longer suitable for the current market. Nowadays, timely change is the general trend of the textile market.
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