Every change in the textile industry may lead to the butterfly effect. This week, there has been a series of changes in the market of dyes and raw materials. Is there any change in the downstream printing and dyeing and textile market?
Since September 16th, the price of dyestuffs has increased again, the disperse dye series has been raised by 10%, and the whole range of reactive dyes has been raised by 5%. Meta benzene two amine: GAS108-45-2 up to 100 thousand / ton!
As a matter of fact, as early as September 3rd, the price of dyestuff had been raised by the company. The implementation price of conventional disperse dyes was raised by 2000 yuan / ton, and the total amount of reactive dyes was raised by 1000 yuan / ton.
The two increase of dyes can become the "string" of the textile market?
The biggest reason for this dye price increase is environmental protection. National Day is approaching. All production enterprises north of the Yellow River will stop production and reduce emissions from September 1st. During the past 10.1 years, dyeing and chemical enterprises will stop working and have holidays, chemical transportation and so on. It is understood that the limited production news crazy pass, 28 cities, more than 20000 chemical enterprises or will stop production!
Environmental protection has not stopped. With the arrival of the national day, many chemical enterprises stop production and reduce emissions, and dye raw materials will cause a shortage of supply. Moreover, the "Kim Gu" is still lacking, but the basic seasonal demand still exists. This is also one of the reasons for the price rise of dyes.
But ask the traders and dyeing workers whether the dye fee will go up or not, most of them say that many dyeing factories are not full now. "Now it is better for the elastic fabric, and the market will soon come to an end, so the dyeing rate will not rise." The proportion of dyestuff cost in dyeing mill as a heavy asset operation is not large. As in the first half of the year, the impact of dye inflation on the dyeing plant is enormous. The dye has risen by about 10%, and the impact is not great.
Polyester raw material rises fast and falls fast. Is cloth boss happy or worried?
In addition to dyestuff, the raw material market of the first two days also opened up a wave of price surges. On the evening of 17, the market received news that Saudi oil production will recover faster than expected, and is close to restoring 70% of 5 million 700 thousand barrels / day loss, and will fully recover in the next 2-3 weeks. Late Brent crude oil and US crude oil futures plummeted sharply, expanding to 6%. PTA futures also fell, while the 2001 contract fell 82 points to 5280, or 1.53%.
Polyester filament, which is most closely related to our textile people, also stopped rising pace on the 18 day and began to stabilize.
Tongxiang direction: a mainstream factory in Tongxiang, POY is reported to be stable.
Jiangsu direction: Wujiang Xinmin FDY is stable.
Xiaoshan direction: Zhejiang Rongsheng silk price is stable today.
For the first two days of price increases, cloth boss most expected is raw material rise, cloth price can follow up. Although the rise of cloth price has a high correlation with the price rise of raw materials, generally speaking, the rise of cloth price has a certain lag. From the past experience, it can be seen that, moreover, the market is dragged down, the demand for terminal is insufficient, and the order is reduced.
In the area of Ping Wang, a grey fabric manufacturer who made peaches and linen yarns said: "at this time, the order was 1 million or 500 thousand meters. This year only 50 thousand or 100 thousand meters are small. Although the list is coming down, the quantity of the cloth has reached a historical high. Many products can only be guaranteed capital and the profit is about 3%. Under such circumstances, we definitely want to raise the cloth price slightly by raising the price of raw materials.
But there are a number of other people on the market who do not want the raw materials to go up and the price of raw materials stabilizes. In July, the price of cloth was difficult to keep up with the increase of raw materials because of the excessive price rise of raw materials.
A manufacturer who made Oxford cloth in Li Li District revealed: "the next market quotation is also like this. If the price of raw materials rises, the grey cloth will increase, and the stock cloth in our factory can also appreciate. This is a good thing, but judging from this market, the cloth price estimate is also not up. And raw materials are generally cash transactions, the cloth sold is arrears, 50 machines a day, raw material consumption will probably need ten thousand yuan, if the raw material fluctuation is too big in the short term, the profit will not be locked. Therefore, most of the wishes of the boss or the price of raw materials can be stable.
This wave of price rises is fast and fast. In the final analysis, there is no support for downstream orders, no price rises. The downstream textile industry is weakening. The shipment of grey fabrics is slow and the volume is small, and the inventory pressure of grey fabric is large. Therefore, for the future market, cloth boss also has different opinions. But it turns out that September and October is the time when orders are the most in a year. This year, too, there will be some improvement but only limited influence. Textile people can no longer have too much hope for "golden nine silver ten"!