English Views: 1 Author: Site Editor Publish Time: 2022-03-16 Origin: Site
The "market whirlwind" of the Russia-Ukraine conflict is still raging, sending oil prices sky-high. Affected by this, domestic energy and chemical futures market heat is not reduced, downstream market and what is the impact?
After the Spring Festival, after a small episode of the epidemic, most of the cotton poplin fabric have been fully operational, back to normal, and the opening rate is gradually increasing. Entering the traditional peak season in March, the orders received by trading enterprises are gradually recovering and steadily rising. Through in-depth enterprise investigation, we found that most manufacturers currently receive orders with small orders in the majority, large orders are still lacking. Although the lack of large orders, the overall executable orders can be maintained until the end of March.
"Orders are being delivered recently and the market has returned to normal," said Hu, a silk trader. Can also receive orders, is still imitation silk-based. However, some dyeing factories still have a lot of goods and need to queue up, leading to a longer delivery time, anyway, by the end of March."
Wang, manager of a trading company that sells raw materials, said, "Orders have been delivered recently, and orders are ok. Elastic fiber is the main material, such as T400 and SPH are the most popular. In terms of downstream weaving enterprises, knitted fabrics are better, and most manufacturers will be rushing orders before May Day."
After the Spring Festival, Russia-Ukraine relations once became the focus of the market and became the dominant factor of crude oil, raw materials, and so on. The relationship between Russia and Ukraine is tense, and its influence on the textile market has become the focus of much attention.
It is understood that the current situation of foreign trade orders in the market in general, is weaker than domestic orders. As we all know, before the Spring Festival, foreign trade orders have improved significantly, and once became a hot market. But after the opening of the year, the upward momentum weakened and seemed to return to last year's calm.
Wang, the manager of raw material sales, said, Most of the foreign trade orders are made of recycled fiber, which has become a hot spot in recent years. But the current order situation is not very ideal, worse than last year. Due to the Russia-Ukraine war, crude oil prices rose, costs rose and profits fell. Foreign customers felt the situation was unstable and stayed on the sidelines."
The current global pattern is tight, due to the demand landing being full of variables superimposed on the impact of peripheral energy prices, the uncertainty and volatility of the operation of the textile industry may intensify. Affected by this, clothing sellers have no orders, in the long - term wait-and-see, has become a normal phenomenon. Therefore, downstream fabric trade enterprises reduce the number of orders, orders to weaken the atmosphere.
Of course, there are also some enterprises that the situation between Russia and Ukraine has little impact on the single. The most important reason is that its foreign trade orders are not many, naturally, there is not much impact. Foreign trade orders are low, still affected by the reduction of terminal demand, the environment is still not limited to improve, the foreign trade market is difficult to improve.
Imitation silk trader Hu also said that foreign trade orders did not end last year, a drop in volume. Mainly due to the sea freight is continuing to rise, the price is outrageous, most overseas customers can not afford this cost. In addition, overseas demand has a greater impact on the foreign trade market.
Sea freight prices since the outbreak of the epidemic rise, "fever does not return", the impact on foreign trade enterprises is very big. It is understood that sea freight has been rising globally, China and the United States, Central Europe routes have grown nearly 10 times, the global scope is also increased to more than 3 times. Such crazy sea freight became a big mountain in the foreign trade market.
Close to Jinsan, downstream whether there is a spring single issued and whether the grey fabric can increase the price has become a more eye-catching thing. Enterprises said that the order quantity is small, the price of conventional products is difficult to raise, spring and summer fabrics rise range of 2-3 wool in general within the interval.
Raw material trader Wang Zong said: "The recent increase in yarn prices, mainly differentiated products, the routine can not rise. Now the market is more small single, less large single, a lot of inventory pressure. Many of this year's spring and summer fabrics were consumed from last year and the year before, so demand is still difficult to improve."
Tang, who is specializing in elastic fabrics, told Xiaobing that with the rising price of raw materials and grey cloth, the price of fabric has also been increased, 0.1-0.2 yuan/meter, but the profit margin is still not large.
"The price of grey cloth has risen, 0.1-0.2 yuan/meter, but the price of fabric has not risen." Imitation silk trader Hu always expressed helplessness.
Price rises for downstream enterprises, it seems more difficult than heaven. That's an exaggeration, but it's difficult. Upstream raw materials, strongly supported by the cost end of crude oil, are beginning to rise, but downstream demand is weak, and weaving companies are selling gray cloth at low prices. The current mismatch between upstream and downstream will continue, and the price gap between upstream and downstream raw materials will only widen under the control of big Brother crude oil.
Conclusion
Afternoon market, enterprise opinion is not much, mainly pessimistic. Whether foreign trade can improve is still an important factor affecting the market.
Women's fabric trader Zhang predicted: "Now are small orders, are mainly proofing, the terminal is still digesting last year's clothing inventory, not too optimistic about Gold SAN."
Tang zong of elastic fabrics also expects that the traditional peak season will not be as hot as imagined, but there will still be a part of the order release, there will be a little better.
