Since February, the domestic epidemic situation has been characterized by many points, wide areas and frequent occurrences, and the epidemic prevention and control work is facing severe challenges. Guangzhou, Foshan, Hangzhou, Shaoxing, Suzhou, Changzhou, Nantong, Xuzhou, Weifang and other chemical fiber textile distribution cities involve chemical fibers, yarns, fabrics, clothing, home textiles, trade, consumption and other links and regions. Due to the obstruction of transportation, the raw and auxiliary materials and finished products of the enterprise are difficult to circulate, and the entire industry has entered a state of "slow operation". Some areas need to implement static management due to epidemic prevention and control, and logistics are blocked, resulting in the inability of raw materials and finished products. predicament.

The logistics obstruction has also had an adverse impact on the textile professional market. According to the prosperity monitoring results of the China Textile Federation Circulation Branch, in March 2022, the national textile and apparel professional market manager prosperity index was 45.75, down 4.20 from 49.95 in January-February. 58.06% of the total business volume in the selected market, an increase of 48.38 percentage points from January to February, and 61.29% of the selected market with a decrease in logistics shipments, an increase of 54.84 percentage points from January to February. Passenger flow in the selected market The proportion of volume reduction was 64.52%, an increase of 51.62 percentage points from January to February. The overall market operation index, logistics shipment volume, and passenger flow index declined as a whole, indicating that the sales of the textile and apparel professional market were relatively cold.

On the one hand, the delivery of goods in many provinces has been blocked! On the other hand, the cost of catalyzing raw materials for oil prices has risen! There is a big problem in the price transmission of the whole industry chain!

Through the observation of different links of the three industrial chains of "cotton-cotton yarn", "dissolving pulp-viscose staple fiber-rayon yarn", "PTA-polyester staple fiber-polyester yarn", it is not difficult to find that, except for the price of each link in the polyester staple fiber industry chain In the cotton and viscose staple fiber industry chain, the price of raw materials has risen, while the price of yarn has been reduced.

Raw material prices rise, downstream product prices fall

The lack of profit has also become the heart disease of textile enterprises

According to feedback from some small and medium-sized textile enterprises in Hebei, Henan, Shandong and other places, the number of new orders received after the Spring Festival was relatively small, and the profit of spinning was greatly reduced. Even some orders lost more than 1,000 yuan / ton, and the accumulation of cotton yarn and grey fabrics was also increasing. Many companies are out of breath.

On the other hand, the failure of price transmission creates risks for downstream exports of cotton, textiles, and apparel production. At present, the price of some raw materials has far exceeded the affordability of textile enterprises, and the transmission of raw material costs to the downstream of the industrial chain is not smooth, resulting in slow sales progress of enterprises.

Since March, the purchase and sales of chemical fiber and cotton textile enterprises have been slow, and the backlog of finished products has been around for a month. The operating rate of various industries in the industry has also declined to varying degrees. Spinning mills and grey fabric factories are expected to reduce or even stop production in the short term. The main reasons are as follows: First, the domestic epidemic has spread in a large area, and the prevention and control efforts in various places have continued to upgrade. Logistics in some areas have been suspended, which has made the operation of textile enterprises even worse. , Hebei, Henan and other places are facing the dilemma that cotton and viscose staple fiber storage warehouses are restricted, the yarn delivery and transportation are not smooth, and the freight is constantly rising; second, due to the wide fluctuation of the RMB exchange rate, my country's textile and garment foreign trade Enterprises generally face problems such as order cancellations in spring, summer and early autumn, delays in delivery, and difficulties in signing new orders. In particular, small and medium-sized textile and garment foreign trade enterprises and textile and garment foreign trade enterprises that focus on overseas processing trade and whose clients and suppliers are both overseas are more directly affected.

During May Day

The operating rate of textile enterprises may continue to decline sharply

At present, the products of yarn enterprises in Shandong and Jiangsu are mainly sold to Shanghai, South Jiangsu, Hangzhou, Shaoxing, Guangzhou, Foshan and other places. Affected by the epidemic control, the company's operating rate has dropped to 60% to 70%. Some employees have implemented "3+14" epidemic prevention management at home and in factories. At the same time, the transportation of raw materials and products has been slow, and the company has been forced to reduce the operating rate. Although the company is currently in the period of replenishment of raw materials for production and sales after the holiday, under the severe epidemic prevention and control situation, the company has to overcome temporary difficulties by reducing the operating rate. It is expected that during the May 1st period, the operating rate of textile enterprises in some areas with greater pressure on epidemic prevention and control may continue to drop significantly.