At the opening of "Gold Three Silver Four", some textile trade centers in Dongguan, Hangzhou and Zhili were closed again due to the epidemic. Dongguan Dalang Wool Trading Center was closed, Hangzhou Sijiqing Clothing Street was closed, and Zhili Children's Clothing Market was closed. Coupled with the multi-point fermentation of the domestic epidemic, the textile trade centers in many places were temporarily closed, resulting in a continuous shrinking of domestic textile market demand and a delay in the recovery period.

The price of raw materials "falls in the dark", and the downstream replenishment is pushed again and again

The price of textile raw materials continued to rise, but the downstream "buy up" mentality did not show, the market sentiment became more and more intense, the downstream replenishment enthusiasm was sluggish, the spot sales in the textile market were still slow, and the inventory base was high. Currently, the gray fabric inventory in Jiangsu and Zhejiang is 33.2 days. about.

According to feedback from some weaving enterprises and traders in Jiangsu, Zhejiang, Guangdong and other places, the market prices of cotton fabrics and cotton grey fabrics have declined slightly since the beginning of March, and the replenishment of cotton yarns has also been adjusted to purchase as soon as needed, as much as possible. Reduce raw materials and finished products occupying working capital, and the pressure of terminal consumption will be reversed to cotton yarn and cotton. However, in Henan, Shandong and other small and medium-sized cotton spinning mills, cotton yarn inquiries and shipments are not smooth, and the phenomenon of accumulating stocks is becoming more and more obvious. , increase the bargaining space and other operations.

A medium-sized textile company in Henan said that after the Spring Festival, considering that the company's orders for 40S and above high-count yarns were lower than expected, the spinning profits continued to be compressed or even suffered losses, and the operating funds were tight, so the procurement of cotton raw materials will be reduced from 2021. /The 22nd year Xinjiang cotton, port customs clearance US cotton / Brazil cotton was adjusted to state-stored Xinjiang commercial cotton, high-quality and high-index real estate cotton in the Yellow River Basin, and medium and low-quality foreign cotton in the port, and the competitive products were also adjusted from high-quality package drift 40S to high-quality package drift 32S, and appropriately expanded the production and order-taking of T/C 65/32 32S and T/C 65/35 45S yarns, reducing costs, improving efficiency and ensuring profits have become the top priority. The company reported that in the past week, the demand for C32 high-profile and C40S high-profile yarns in Guangdong, Zhejiang, Fujian and other markets has warmed up, and customers are mainly short orders and urgent orders.

Judging from the survey, due to the continuous rise of crude oil, natural gas, chemicals, heavy metals, agricultural products and other commodity futures, coupled with the recent trend of domestic epidemics showing multiple blooms and rapid spread, various regions have upgraded epidemic prevention and control measures and internal The prosperity of new orders for export textiles and clothing is not high, so the confidence of some textile enterprises has dropped significantly compared with the smugness before the Spring Festival, and the replenishment of raw materials has been pushed again and again.

An export company in Jiangsu stated that due to the increasing impact of the Russian-Ukrainian war on the global economy, transportation, and trade, the second phase of the Sino-US trade agreement has not yet been negotiated, and the USTR released its annual trade policy report saying that it is readjusting its trade policy towards China. , to study all the existing tools and possible new tools to fight against China, coupled with uncertain factors such as rising freight rates in Shanghai again, Chinese companies are also very cautious in taking export orders.

Hangzhou Sijiqing clothing market is recovering in an orderly manner except for the new Hangzhou style:

Merchants can enter with green code and three negative nucleic acid certificates

On the morning of March 12, Shangcheng District, Hangzhou adjusted the scope of the closed control area, control area, and prevention area. The original prevention area except the Xinhangpai Leisure Clothing City resumed normal epidemic prevention and control. This means that markets other than the Xinhangpai clothing market can be reopened.

The epidemic has caused obstacles to terminal clothing retailing

At risk of order cancellation or delay

From the perspective of the downstream textile market, the main textile markets of several terminal clothing retails that are currently restricted by the epidemic will hinder the placement of fabric orders in the first half of the year or encounter obstacles. The editor thinks that there are three main impacts:

First, the window period for spring clothing sales is shortened, and it is difficult to chase orders, which leads to a backlog of spring clothing for some wholesalers.

The second is: summer clothing orders also need further observation. Due to the problem of inventory crowding out capital flow, wholesalers dare not stock up in large quantities, and it is difficult to see explosive fabric orders growth.

The third is: some Spring Festival orders may be temporarily cancelled, which will have a greater impact on the production side.

However, due to the further compression of textile profits, the textile industry maintains the purchase-as-you-use model of raw materials, and the industrial inventory has dropped to a relatively low level. Recently, the terminal clothing industry is holding a spring ordering meeting. Although overseas consumption has peaked, there is still momentum to place orders to replenish the warehouse. The "Gold Three Silver Four" market is expected to open slowly, which may lead to a round of warehouse replenishment market in the short term. Raw material prices formed support.

Everyone knows that the epidemic is normalized, and everything is testing our ability to face difficulties, but we believe that this time it will be quickly suppressed. But in the past few years, it has been too difficult for textile and clothing people, and various situations have emerged one after another. In this case, you can only say: "The costume man, hold on!