Textile industrial news

Gauze orders gradually warm, textile enterprises worry difficult to ease

According to the feedback from textile enterprises and middlemen in Henan, Zhejiang, Shandong and other places, since the first ten days of August, the market of cotton yarn, grey cloth and clothing shows more and more obvious signs, but the order receiving is still relatively slow, and the performance of gauze enterprises is also very cautious. Zhejiang Ningbo, Jiangsu Suzhou and other textile enterprises said that in the past half month, the inquiry and transaction of high count combed and combed yarn of c50s and above rebounded compared with the bottom in May and June. The quotation of large factories and brands of cotton yarn generally increased by 300-400 yuan / ton, and the reported increase of some "special spinning" or "fixed spinning" high count yarn even reached 700-800 yuan / ton.

In addition to the gradual recovery of terminal consumer demand, some large factories have increased their cotton yarn prices due to the following two reasons: first, since the end of July, the price of the main cf2101 contract of Zhengzhou cotton has risen from 12500 yuan / ton to about 13000 yuan / ton (the high point is 13140), and the spot basis quotation and "buy it now" price of Xinjiang cotton have increased; second, since the outbreak of Xinguan epidemic in late January, domestic cotton in February to July has suddenly broken out The prices of yarn and grey cloth have been in a downward channel. In addition, some cotton spinning mills have been purchasing cotton and other raw materials at high prices before the Spring Festival. Therefore, except for special yarn and organic cotton yarn, high count and low count conventional varieties are basically in a state of no profit or even loss. The rebound of yarn price is only the effective release of being suppressed and returning to market value.

According to the survey, some clothing enterprises in Jiangsu, Zhejiang, Guangdong and other places began to operate at full capacity, and a few of the brand agent processing factories even reappeared the situation of overtime work. The start-up rate of large and medium-sized cotton mills and weaving factories above the scale also rose compared with June and July (generally reaching 70% - 80%). However, it is still difficult for enterprises to judge whether the textile and clothing situation is a temporary rebound or a fundamental improvement. With the hard recovery of gauze production and sales, the concerns of production enterprises and foreign trade companies have been increasing.

Under the premise of the second outbreak of the epidemic and the swing of Sino US relations, not only textile and garment enterprises are more cautious in receiving domestic and foreign sales orders, but also traders and retailers in the Middle East, Europe, America, Japan and South Korea dare not put large and long orders. Therefore, "short, flat and fast" is still the main tone of orders. A large textile group in Ningbo said that at present, foreign trade orders with delivery time more than two months are relatively rare. The increase in production load of some textile mills and garment enterprises may be mainly due to the rush to complete "short, flat and fast" orders, rather than the large-scale recovery of domestic and export orders. Therefore, we have expectations for the coming textile industry peak season, but it should not be too high, because from the coastal areas According to the information from foreign trade companies, clothing and printing and dyeing enterprises, although orders have been confirmed in succession, there is still a significant gap compared with previous years.

At present, the degradation of downstream clothing, gauze and other consumer demand has not significantly improved. Under the premise of saturated domestic market, the price war will become more intense. What about profit and production enthusiasm? According to the cotton spinning mill, at present, the cotton yarn inquiry and transaction are still based on 21s-40s, while OE yarn and low count ring spinning yarn are in stock, and short-term de stocking is the main method. Although the inventory of high count combed and combed yarn is low, the orders are also small. Textile and clothing enterprises judge that under the situation that the recovery of foreign trade orders is much lower than expected, "internal circulation" national policy and the domestic economy and consumption return to the right track, export-oriented enterprises will accelerate the domestic market layout and seize the market share.

When will the market pick up and where is the hope of our textile enterprises?