Summary:

Seeing that in July, the market has said that there is a “seven deaths and eight lives”, that is, July is the off-season in the off-season, and the textile industry is dying. However, the recent understanding of the three major markets in Anhui, Henan and Henan Provinces has revealed that there are many misunderstandings in various regions and three points are summarized.

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Misunderstanding 1: Cotton yarn single reduction, price drop, between companies dead.

企业日子蛮滋润 纺织行业何来“死生之间”之说

It is undeniable that domestic orders for cotton yarns have remained small, scattered, and small since June, and prices have also declined weakly. Business operations have indeed faced many challenges. But in fact, the situation is as follows: First, most companies maintain orders and are still running at full capacity. Researched Shandong Dezhou, Binzhou, Jining and other places and found that most of the textile companies are roaring machines, companies are working overtime to make orders, not the state of depression and discontinued production; Second, the price is weak, but the decline is not. Since June, pure cotton yarns have been generally weak, but the cumulative decline in only one month has only been in the 200-300 yuan/ton line. This is far from the large drop in upstream raw materials, indicating the resilience of cotton yarns. Third, the profit margin is squashed. It can be considered as a simple account: Since the end of May, the reserves reserve price has been reduced by 748 yuan/ton, while the cotton yarn price has been reduced by 300 yuan/ton, indicating that the profit margin of cotton yarn is not reduced but Increased.

Therefore, we see that although there are few orders for cotton yarns, but enough companies to maintain production, the price of cotton yarns has fallen, but raw materials have fallen even more fiercely, and companies have been very moist. How do we say "between death and death?" However, there are indeed a few companies who have had a hard time and have closed their doors quickly, but this is not the mainstream.

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Misunderstanding 2: The off-season is approaching, companies are rushing to take refuge.

Recently, quite a few textile companies have indicated that they have temporarily shut down some production lines in the near future or let workers leave in batches. On the 30th, a certain 100,000 ingot factory in Henan Province took turns to arrange for the holiday, but asked the reason for the company. The person in charge said: First, the hot summer season is approaching, and giving workers vacations is due to summer considerations. Due to summer production, various safety accidents occur frequently and the production efficiency is not high. Workers take turns to rest in order to increase production efficiency. The second is that the success of downstream credit is growing. Companies do not really want to sign too many orders, maintain the normal operation of the company, spend the summer heat, and start production in August and September.

It is understood that the textile and textile enterprises in Luluyu will shut down part of their production capacity during the summer and give workers rest and rest. This year is no exception. Some regular manufacturers are arranging vacation time. It is expected that the cotton yarn production capacity will decline in July.

Myth 3: In the later years of the year, there may be tension in the supply and demand of raw materials.

The 2016/17 high-quality Xinjiang cotton has always been more sought after, and one of the big speculations is “Structured Supply and Demand Strain.” If so, or is it so severe that such structural supply and demand are tight? For example: Recent Reserves The cotton from which cotton came out fell to about 10,000 tons per day. How about the transaction? Still 100%. However, there is a phenomenon: that is, there has been no snap shots, and the increase has not increased much. It is still about 1,000 yuan/ton.

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What does this mean? In fact, the demand for cotton in Xinjiang by textile companies is not as intense as market speculation. Recently, many large-scale textile enterprises have stated that they can basically use cotton. This year, “Luoyang Paper expensive” may not appear. Therefore, it is the right path to remind everyone not to be fooled, to treat the real market rationally, to be down-to-earth, and to be good at themselves.

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