Recently, the overall terminal market has shown a booming scene. There are more cold-proof fabrics in winter. The corresponding increase in demand for winter fabrics has driven a certain amount of sales of corresponding upstream raw materials, resulting in some models Polyester filament specifications are out of stock, and downstream weaving factories are also increasing their horsepower near the Double Eleven node and making every effort to stock up day and night.
At present, factory orders are mostly maintained until around early November, and the large-scale winter stocking of terminal clothing has promoted the rising prices of upstream raw materials. This week, 76.76% of the major domestic weaving production bases were switched on, a month-on-month increase of 10.39 percentage points.
Shaoxing, Guangdong: Circular knitting machines are booming, and orders for cold-proof clothing fabrics continue to be hot!
The average startup rate is 71.81%. The operating rate of circular knitting machines in Shaoxing is 72.36%, which is an increase of 19.62% compared to the pre-holiday period and a year-on-year increase of 25.36%. At present, 70% of factories are operating at more than 80%, and a small number are lower. The operating rate of circular knitting machines in Guangdong has increased to around 70% month-on-month, and the mainstream operating rate is around 60-80%.
Near the Double Festival, circular knitting machines are booming, and orders for cold-proof clothing fabrics (German fleece fabrics, polar fleece, milk silk, etc.) are booming, mainly due to two reasons:
1. This winter is likely to be cold, and conventional cold-proof fabrics are in short supply.
2. Double 11 is coming soon. In previous years, Double 11 orders must be better than Double 12, especially for cold-proof clothing.
In the past two years, not only shopping software such as Taobao and JD.com have been promoting sales, but social software such as “Kuaishou” and “Douyin” have also set off a sales craze. This is the key to promoting fabric orders. the elements of.
Most factories are still confident that orders will last until mid-November. In particular, downstream orders are mostly settled in cash. There is relatively ample funds for purchasing raw materials such as polyester filament and cotton yarn, but there is a shortage of raw materials such as cationic yarn and low elastic yarn. This makes factories relatively cautious in signing orders and continues to push up polyester prices. It is expected that the start-up of circular knitting machines in Shaoxing will be difficult to decline in the near future and will still remain at a relatively high level.
Shengze, Changxing, and Northern Jiangsu: The air-jet loom delivery deadline is urgent, and the water-jet gray fabric “rising tide lifts all boats”
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The average operating rate of air-jet looms is 71.52%. According to market research, market demand has continued to improve since the Golden Age, and both domestic and foreign orders have increased. In addition, cotton spinning raw materials have been rising in tandem recently, and their rapid rise has driven the replenishment mood of weaving mills and middlemen, and companies that are in a hurry to meet delivery deadlines are even more urgent. Taking into account the skyrocketing costs, in order to avoid aggravating the unprofitable situation of having orders, enterprises in various places have raised their quotations for gray fabrics accordingly, and inventory has been digested quickly.
The average operating rate of water-jet looms is 76.51%. Since the holiday, the water spraying industry in Shengze area has improved moderately, which is mainly reflected in cold-proof clothing fabrics, such as gallbladder fabric, T400, pongee, etc., which are relatively popular. On the basis of the continuous increase in polyester yarn, gray fabrics are also “rising.” Market consultation The shopping atmosphere is better than before the holiday. However, local factories are skeptical about the sustainability of orders in the future, and some factory inventories are still in a backlog, making it difficult to digest.
Looking specifically at each region, the average operating rate of water-jet looms in Shengze area is 76.81%, and the mainstream operating rate is around 70%, with some as high as 90-100% and some as low as less than 50%.
The average operating rate of water-jet looms in Changxing area is 81.50%, the mainstream operating rate is around 70-90%, and a few are operating at full load.
The average operating rate in northern Jiangsu is 71.21%, with the mainstream operating rate at 60-80%, some as high as 90-100%, and as low as around 50%.
Haining, Changshu, Changle: Orders increased by 50% compared with September, and the schedule can be as early as early November
The average startup rate of warp knitting is 87.83%. The average operating rate of warp knitting enterprises in Changshu area is 90.36%. The operating load of mainstream enterprises is around 90-100%, and the lowest is still around 80%. Since August this year, warp knitting orders have been rising slowly, and since early September, orders have grown rapidly.
It is understood that velvet winter cold-proof fabrics are outselling the goods, market demand is highly increasing, domestic trade demand is rising linearly, downstream clothing terminals are very enthusiastic about stocking, and orders during the National Day holiday increased compared with September. About 50%, which greatly increases the confidence of the textile industry.
The average operating rate of warp knitting in Haining is 94.98%. The main reason for the increase in Haining’s warp knitting is that orders basically stagnated in the first half of the year, and orders were concentrated in the second half of the year. Compared with last year, last year’s market and orders It shows a slow and relaxed process. Autumn and winter fabrics are fully released in the second half of the year. In addition, during the Golden Week in October this year, domestic residents’ shopping for shoes and clothing in supermarkets showed a large consumption, which temporarily drove clothing sales in the second half of the year. In addition, this year’s cold winter trend surged As a result, downstream clothing terminals took advantage of the situation to stock up on contingencies.
At present, there are a lot of goods in the market, mostly coral velvet, velvet, short plush, flannel, ammonia super, short plush and other winter velvet warm fabrics; warp knitting in Changle area The average operating rate is 78.16%, and the operating rate of most companies is at 80%, some of which are higher than full load, and some of which are low. The delivery date of this order is relatively tight, and the ordering time can be as early as November. A few high-end products have relatively short order times. It is relatively long. This order is mainly domestic trade orders on Double Eleven. Most of the raw material inventories are more than 1 month old, and some are more than 5 months old. We still need to pay attention to the actual shipments of Double Eleven orders and foreign trade later. Increase the situation.
How sustainable are the textile industry orders in the fourth quarter? Be careful of the market “sudden braking”!
Recently, domestic textileThe operating rate of industrial clusters continues to rise for several reasons:
1. Crude oil production capacity has decreased and prices have increased, leading to an increase in the price of new materials;
Recently, affected by Hurricane Delta , 91.53% of the oil production capacity in the U.S. Gulf of Mexico will be shut down, and the United States may impose new sanctions on Iran. In addition, the strike of Norwegian oil workers may expand, and Saudi Arabia intends to postpone the OPEC production increase plan that was originally scheduled to be implemented early next year. Under the support of multiple positive factors, crude oil rebounded strongly, with gains both exceeding 3%! Support polyester spot and futures markets. Polyester filament, nylon, spandex, and cotton yarn prices have surged across the board! The rapid rise in raw material prices and the rise in gray cloth market prices have driven the market to a positive trend.
2. Double Eleven is approaching, and demand from all parties is increasing.
As Double Eleven approaches, the textile industry is booming, and the demand for home textiles and clothing fabrics such as cotton yarn and spandex has surged. In addition, Pakistan’s textile industry is gradually recovering and demand for raw materials has surged. As both major countries in the textile industry, it is particularly important for China and Pakistan to explore complementary relationships in the field of textile industry. According to a recent report by Pakistan’s “Express Forum”, as the country’s largest export-earning sector, Pakistan’s textile industry has gradually returned to full production levels before the outbreak, and some foreign buyers have transferred textile orders to Pakistan.
Due to the hot market, some manufacturers have closed the market and are not accepting orders for the time being. Nowadays, having goods means having money, and some manufacturers have accelerated their recovery to make up for their losses in the first three quarters. How long will this wave of price increases last? Will it still fall?
During the National Day, the overall increase in downstream market orders increased by about 50% compared with September. Although factory orders for clothing are mostly around early to mid-November, and home textile orders are around December, it remains to be seen whether subsequent spring orders will go as scheduled. So, you still need to pay attention to it. At the same time, affected by the epidemic in the first half of the year, the operating conditions of many companies were not very ideal, and many companies suffered serious losses. The risk of a break in the capital chain of some companies increased sharply, making the atmosphere in all walks of life very tense. If the epidemic strikes back at the end of the year, companies will face a new round of production and work suspensions, which will make things worse for them. Response measures should be prepared in advance!
There are currently two views on the market: on the one hand, the upstream stretch yarn factories have been selling goods very smoothly recently. The demand for winter fabrics has driven the sales of some specifications of polyester filament. Texturing factories have shown the market situation in the fourth quarter. Optimistic situation. On the other hand, downstream weaving factories are still worried about this wave of market conditions and are worried that there will be a “sudden braking” phenomenon. </p
