Highlights: A number of textile and clothing towns affected by the outbreak issued a notice of closure! Around the boot rate fell sharply!
Release time:
2022-04-13
Recently, due to the logistics blocked by the epidemic, truck drivers have been greatly affected. Shanghai, Jiangsu, Shandong and other places have strictly controlled the logistics of other places, and truck drivers are under great pressure. For the textile industry, the epidemic repeatedly, directly affecting the recovery of downstream demand for textiles, superimposed on poor logistics, this year is really difficult!
The current is the textile industry "gold three silver four" traditional peak season, but Hebei, Jiangsu, Anhui, Guangdong, Fujian, Zhejiang, Shandong and other provinces of the epidemic again, especially in Jilin Province, Shanghai epidemic situation is worrying. From March 1 to April 11, more than 320000 cases of domestic infection spread to 30 provinces.
Recently, due to the logistics blocked by the epidemic, truck drivers have been greatly affected. Shanghai, Jiangsu, Shandong and other places have strictly controlled the logistics of other places, and truck drivers are under great pressure. For the textile industry, the epidemic repeatedly, directly affecting the recovery of downstream demand for textiles, superimposed on poor logistics, this year is really difficult!
Textile and clothing towns affected by the epidemic
Multiple markets issued a closed notice!
Affected by the epidemic is not only logistics, but also various clothing markets, various entities!
Since March and April, the epidemic has broken out at many points across the country, posing great challenges to factories everywhere. And due to the impact of the epidemic, not only some raw materials prices, logistics costs are also rising day by day, it is difficult to reach the factory on time. The cost is increasing day by day! The raw materials required for factory production cannot be purchased at normal schedule. There are also some factories where goods cannot be sent out, resulting in a mountain of warehouses in factories.
For the factory, if the goods cannot be delivered, there will be no payment, which may cause great difficulties to the working capital of the factory.
The saddest situation is that the factory did not dare to accept the orders and did not dare to do the orders!
The textile industry and the logistics industry are both caught in this "unprecedented super storm"!
In early March, the textile and clothing town of Jiangsu Wuxing District was affected by the epidemic! Before that, Dongguan Da Lang Wool Trading Center, Hangzhou Sijiqing Clothing District was closed, Huzhou Zhili China Children's Wear City and Zhili International Textile City were temporarily closed. The textile and clothing market ushered in the "cold spring" of the epidemic at the start of the "Golden Three". On April 11, 31 clothing markets in Tianhe District of Guangzhou were closed to carry out killing work; at the same time, Guangzhou's thirteen lines of clothing wholesale street affected by the epidemic "only in and out".
Around the boot rate fell sharply
The suffering of the textile industry may have just begun! Look at the following data:
The comprehensive start-up rate of chemical fiber weaving in Jiangsu and Zhejiang was 46.43, down 17.12 from the previous month. The operating rate of water jet looms in Huzhou area was 64.5 percent, down 3 percent from last week and 27.9 percent year-on-year. The start-up rate of water-jet looms in Shengze was 62.17 percent, down 3.74 percent from last week and 17.44 percent year-on-year. The operating rate of printing and dyeing factories in Shengze area is 63.68. Starts were down 0.79 percent month-on-month. The average start-up rate of warped enterprises in Changshu area was 40.00 percent, with construction starting at -21.44 percent month-on-month and -32.16 percent year-on-year. Shaoxing's big round machine startup rate was 44.83 percent, down 5.24 percent from last week and 16.88 percent year-on-year. Shaoxing area printing and dyeing factory operating rate of 65%, the start-up month-on-month-7%. Jiangsu and Zhejiang region printing and dyeing comprehensive start-up rate of 64.34, month-on-month -3.9. The operating rate of printing and dyeing factories in Shengze area is 63.68. Starts -0.79% month-on-month.
At present, the global economy is under pressure, the textile market is volatile, and the average start-up rate of gray cloth enterprises is gradually declining, less than 70%. According to relevant data monitoring, the textile town Shengze area nearly a week weaving enterprises start-up rate of 62%.
The reason for the decline in the start-up rate, first of all, under the impact of the epidemic, the number of orders to reduce the number of enterprises to start their own. Second, as the epidemic situation is tense, control efforts have increased. Weaving enterprises generally face the problem of transportation of raw materials and products, and the release of production capacity is insufficient.
Declining cotton consumption is a dangerous sign
High cotton prices have made the industrial chain unbearable, and changes in cotton fundamentals have caused market attention.
In the past month, ICE cotton futures prices have risen rapidly, while the downstream market has stagnated, yarn inventories have continued to rise, textile mills have fallen into a loss-making situation, and the phenomenon of downtime and production reduction has increased.
High cotton prices and the epidemic have put the textile industry in trouble, and with it, consumption has fallen. According to the USDA supply and demand forecast released last weekend, global and Chinese cotton consumption decreased by nearly 110000 tons, and the global ending inventory increased by 175000 tons month on month, changing the previous trend of increasing consumption. In the medium term, in the context of the Fed's continued interest rate hikes and reduced bond purchases, the impact of macro factors in the second quarter of this year may increase. If the decline in cotton consumption cannot be curbed, short-term price speculation will be a flash in the pan. Without the United States cotton exports to provide power, cotton supply speculation has become a source of water. Domestic fundamentals are weak, gauze enterprise production and sales are not prosperous, and some spinning enterprises yarn prices began to decline, superimposed on the external cotton phase down expectations, Zheng cotton is expected to usher in another round of downward impact.
Many provinces and cities across the country closed high-speed
Closed all day! After the Qingming holiday, Jiangsu, Zhejiang, Shandong, Shanghai, Anhui, Hebei, Liaoning, Shaanxi, Jilin, Guangdong, Fujian and other high-speed control was closed, some toll stations were temporarily closed, and some service areas were also announced to be closed!
On April 9, the textile super towns of Hangzhou and Shaoxing also issued a notice to close some high-speed exits overnight! This has dropped another bomb on the already dire straits of the logistics industry. I believe that many people engaged in the logistics industry had a sleepless night last night! Confused, do not know what to do?
Following the Jiangsu high-speed "collapse", Zhejiang also announced the "fall"!
Now buy goods from suppliers don't ask if the price can be discounted, but ask if it has been sealed! Can normal delivery?
Don't ask the driver what price to deliver the goods, but ask if they can be delivered on schedule!
Hangzhou Announces Closure of 13 Expressway Toll Stations
1. Exit of Yuanpu Expressway around the city 2, Exit of Longwu Expressway around the city 3, Exit of Tower of Duplex Line around the city west 4, Exit of Fuyang South of Duplex Line around the city 5, Exit of Zhangjiafan (former) of Hangzhou-Jinqu Expressway 6, Exit of Huanghu Expressway 7, Exit of Hangzhou-Huizhou Expressway 8, Exit of Hangzhou-Huizhou Expressway 9, Exit of Meicheng 10, Exit of Hangzhou-Hangzhou-Xinjing Expressway Fuchun River 11, Exit of Hangzhou-Xinjing Expressway 12 high-speed Datong Exit 13, Qianhuang High-speed Songcun Exit
Several high-speed service areas and parking areas in Shaoxing are temporarily closed.
Henan Province Closed 7 Expressways, 15 Service Areas 1, Shanghai-Shaanxi Expressway: Zhenping Service Area, Xixia Service Area, Chongyang Service Area, Tanghe Service Area, Shangcheng Service Area, Biyang Service Area 2, Daguang Expressway (Zhoukou Section): Zhoukou Fugou Service Area 3, Lianhuo Expressway: Henan-Anhui Service Area, Shangqiu Service Area 4, Beijing-Hong Kong-Macao Expressway: henan-Hebei Boundary Service Area, Xuchang Service Area, Xinyang Service Area 5, Deshang Expressway (Shangqiu Section): Yongcheng Service Area 6, Yanluo Expressway (Shangqiu Section): Yongcheng South Service Area 7, Jiguang Expressway: Shangqiu East Service Area
Recently, some cities have also introduced closed-loop logistics management measures to prevent the spillover of the new crown epidemic. Through the investigation, the implementation of this measure deeply affects the purchase and sale operation of some cotton mills. It is understood that the so-called "logistics closed-loop management" means that all drivers and passengers of freight vehicles arriving from medium-high risk and epidemic-sensitive areas through high-speed and national and provincial trunk roads will be guided to the destination point-to-point by relevant enterprises after receiving antigen testing and nucleic acid sampling. After the loading and unloading of goods are completed, the relevant enterprises will guide the freight vehicles to the exit and implement closed-loop management in the whole process.
As far as cotton yarn transportation is concerned, there are several impacts: first, the control measures are strict, and drivers are unwilling to pull cotton and transport cotton yarn in cities that implement closed-loop management; Second, due to the continuous downturn in downstream demand, some cotton mills have to distribute a car of cotton yarn to a place for distribution, which is now blocked. Third, the failure to distribute will affect the return of payment. According to the person in charge of a cotton spinning factory, the closed-loop logistics management of the main selling place of cotton yarn in their factory has a great impact on the operation of the factory, the sales volume of cotton yarn has decreased, and the accumulated cotton yarn warehouse in the factory has increased rapidly. What is more serious is that the return of payment for goods has slowed down, which has a direct impact on the purchase and sale of production.
More and more enterprises choose to stop production and have a holiday in the market.
As of mid-April, for the textile industry, the market's desire to usher in the "Golden Three Silver Four" production and sales peak season has completely failed.
On April 12, Lei Zhenglong, deputy director of the Disease Control Bureau of the National Health Commission and a first-level inspector, said that Shanghai reported more than 10000 new infections for 8 consecutive days. The epidemic is in a period of rapid increase, and community transmission has not been effectively curbed., And spilled over many provinces and cities, it is expected that the number of new infections will remain high in the next few days.
As the national economic center, Shanghai is connected to the economic and trade exchanges between Jiangsu and Zhejiang, so this round of epidemic in Shanghai will bring great losses to the domestic economic development. The textile industry has two most important production and marketing seasons in a year. Once one of them is lost, it will have a great impact on market demand. Moreover, the continued high prices of raw materials have dampened some of the demand.
It is reported that the current market or passive or active choice to stop production holiday business has been more and more. It turns out that there is no holiday or a long holiday during Qingming Festival. Now many factories are actually arranging long holidays!
"Originally, after the Qingming Festival holiday will rush orders, now on hand orders are pitiful, even if the boot there is nothing to produce, rather than weaving inventory is better then the Qingming Festival holiday, see early April can not receive orders, if you can start production, if not continue to put, anyway, now the epidemic is not a moment to solve, stop production is not in the way..." Textile boss said.
In fact, for the textile boss who does not have many orders on hand, the holiday is the most appropriate choice at present, start-up production not only to pay high production costs, but also labor costs, coupled with many local enterprises in Jiangsu and Zhejiang to buy and sell blocked epidemic road blockade, most of the spring and summer fabrics, now is not the best time to produce.
This year's "gold, three silver and four" is considered by many textile bosses to be the worst year. Originally, most spring and summer fabric orders could be received in March and April. In May, some supplementary orders would be received. In June and July, the market would rest and start to prepare autumn and winter fabric orders in August. Now it has completely disrupted the traditional order taking rule of the market and the peak season is not busy, at the same time, the shortage of production resources, poor logistics and transportation, shrinking market demand and other problems caused by the epidemic need to be solved urgently.
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