On May 5, international oil prices surged, followed by a general rise in polyester filament yarns. On the 5th, polyester yarns generally rose by 50-10 yuan/ton; on the 6th, polyester yarns generally rose by 100-300 yuan/ton.
For the textile market that has been silent for so long, there is indeed a lack of good news to inspire confidence. The surge in crude oil and the explosion of a 700,000-ton PTA device have undoubtedly become the best triggers for exciting the market. Of course, the chemical fiber tycoons cannot sit still. It is imperative for polyester prices to rise. In addition to the pressure of increased costs, it is also due to the hype factors brought about by the news. But in any case, the expected effect has been achieved.
Not only the upstream chemical fiber raw material market, but also the downstream gray fabric market also has a good atmosphere and a busy scene. And this “busy” does not entirely refer to the busy delivery of gray fabrics, but also many other operations. Next, we will take a closer look at these downstream operations one by one.
A new round of stocking has begun, and weaving companies are stocking up more
First of all, polyester yarn The price of raw materials has increased, and production and sales are good. Weaving companies must buy raw materials and stock up. On the 6th, the polyester yarn trading atmosphere in Jiangsu and Zhejiang continued to be hot, with production and sales at 60%, 200%, 250%, 150%, 200%, and 300%. On the 7th, the transaction atmosphere of polyester yarn in Jiangsu and Zhejiang dropped significantly. The production and sales of mainstream large manufacturers were mostly at 30-50%, while some better factories were around 80%, and some could reach 150%.
According to a survey by China Silk City Network, most weaving manufacturers had about 10 days of raw material inventory in late April. This low number not only indicates that weaving manufacturers will not have many orders in the near future. , which also indicates the status quo of buying and using at any time. Most of the data on production and sales are due to manufacturers “buying up” to stock up, and a small part is due to the urgent need to restock. Now, after a long period of buying and using at will, the inventory of raw materials has been almost exhausted, and a new round of stocking has begun. However, it can be seen from the production and sales data in the past two days that weaving manufacturers’ stocking up is temporary, and the popularity has not continued.
A weaving company owner with 300 water-jet looms revealed: “We have indeed prepared a lot of polyester yarn in the past two days, about 2 million yuan. In April Starting from the second half of the year, all stocks of polyester taffeta and pongee have been cleared. Now the machines are mainly producing these two kinds of gray fabrics. Polyester raw materials are in short supply, and prices have been rising recently, so we have to prepare more to cope with the sudden price increase. ”
Grey fabrics are weak with the rise, but manufacturers are selling more goods
Every polyester yarn When news of the price increase spread, the market paid special attention to changes in downstream gray fabric prices. However, the polyester price increase this time still lacks sufficient power to drive gray fabrics. Weaving companies have not increased prices on a large scale, and a few manufacturers have only partially increased prices. Most manufacturers publish quotations for gray fabrics with a timeliness of only one week. In fact, today’s price increases are mostly due to manufacturers digesting them themselves, and will not immediately increase prices for buyers to bear.
Some manufacturers, instead of raising prices due to rising raw materials, sell goods at low prices. This is mainly because the inventory of most varieties of gray fabrics is still high, and the market demand for gray fabrics has not changed much. Faced with such a dilemma, price increases are not the focus, and destocking is the primary task. Therefore, selling goods when raw material prices rise and market confidence recovers will achieve a better destocking effect.
Demand has not improved yet, perhaps a short-term recovery
Polyester raw material prices have increased , when the price of gray cloth remains unchanged, it is a good time for gray cloth traders to stock up. Recently, there have been signs of an increase in gray fabric shipments in some areas, but according to the editor’s investigation, most of the large orders are caused by traders purchasing and hoarding goods. A person in charge of a conventional weaving company said that recently many middlemen often come to inquire and want to purchase large quantities of gray fabrics. Several trucks of goods are shipped every day. They kept the prices low, but the raw materials kept rising, and the price of gray fabrics also changed every day. It was impossible to get the same low prices as before.
Polyester production and sales have seen another “unexpected trend”To put it bluntly, the market situation of “tourism” is naked hype, but it is a way that the entire industry chain needs to activate the market atmosphere, which will drive demand in every link to some extent. But if you want to use such news to There still seems to be a lack of enthusiasm to stimulate end-use clothing manufacturers. Moreover, according to previous years’ experience, good news such as price increases for chemical fiber raw materials and gray fabrics have not had a great impact on clothing manufacturers. And this year is in such a special period, and there is no actual demand. The price increase speculation is all “hooliganism”!
But the editor has to say that the sluggish textile market is in great need of such “chicken blood”, especially in the global market. The successive resumption of work in various countries will have a non-negligible impact on the textile market in Jiangsu and Zhejiang. While preparing and hoarding goods in an appropriate amount, more attention will be paid to the trends of crude oil, polyester yarn and the recovery of foreign trade in the later period.
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