Raw material procurement

Compared with March, the raw material procurement, consumption, inventory and yarn, cloth product production and sales of cotton textile enterprises have increased, yarn and cloth product inventories increased.

In April, the company's raw material procurement decreased by 6.49%, and the raw material Central Cotton purchase decreased by 5.63%, of which imported cotton purchases decreased by 34.3% from the quarter; non-cotton fiber purchases decreased by 8.18%. The wispens of material procurement of spinning enterprises is low, and the spot market is in low purchase and sales. At the end of the month, some textile enterprises have just needed stock before the "May 1" festival, and the purchase has increased slightly.

From the price of raw materials, the international cotton prices rose, and the superimposed Indian epidemic has led to the increase in the return of orders, and the market confidence has been repaired, and the domestic cotton prices have risen. On April 30th, Zheng cotton futures main contract is 15410 yuan / ton, up 695 yuan / ton of the year; the domestic standard cotton price is 15875 yuan / ton, up 645 yuan / ton, increased, increased by 4.2%; international cotton price A index 91.90 cents / Pounds, up 4.5 cents / lbs, 4693 yuan / ton price, 4,82,82 yuan / ton, the spread is about 142 yuan / ton, 482 yuan / ton of internal and outer cotton.

Product sales and inventory

Tracking data shows that in April yarn, the cloth sales volume decreased by 5.91% and 2.71% respectively, and the market demand was weakened, and the downstream watched atmosphere was strong. From the price, the price of cotton prices is not smooth, the price of cotton and cotton, the cotton yarn price will be departed. On April 30, the 32 pure cotton priest price rose 340 yuan / ton, 30 pure viscose yarns and 32 pure polyester yarns fell 1000 yuan / ton and 80 yuan / ton, respectively. The price of the gray cloth fell, and the cotton cloth 32 * 32 130 * 70 2/1 47 "twill is 5.88 yuan / m, which fell 0.12 yuan / m.

In the inventory, as of the end of March, the yarn storage increased by 1.91%, and the cloth storage increased by 0.67%. April woven enterprise overall order is reduced in March, to maintain the production of routine varieties in maintenance workers, while decline in sales, inventory rise.

Economic indicators

Tracking data shows that the total income of Cotton Textile Enterprises in January-April 2021 increased by 27.5% year-on-year, and the growth rate slowed by 3.8 percentage points from 1 to March. From January-April, the cost of main business in cotton textile enterprises increased by 28.4% year-on-year, and the growth rate was 4.8 percentage points from 1 to March, and the growth rate was higher than that of the main business income, corporate profit space compression; main business costs The proportion of business income is 91.3%, down 0.8 percentage points from 1 to March.

1 - April The income of the co-enterprise owner's income increased by 18.5% year-on-year, and the growth rate fell by 3.3 percentage points from 1 to March; the cost of the main business increased by 22.1% year-on-year, and the growth rate decreased by 8.7% from 1 to March. The growth rate of the main business cost is significantly higher than that of the main business income, and the growth rate is less than the tracking key enterprise, and the production and operation of cluster enterprises is relatively large.

In April, costumes increased by 15.0% from 19 years. In April 2021, my country's textile exports were 12.2 billion yuan, a year-on-year decrease of 16.8%, increased by 24.2% in the same period in 2019, and we believe that the textile contains epidemic prevention products, 21 years with epidemic, epidemic commodity export price return, export The amount decreased in the same period of 20 years. The export of clothing in April is 11.1 billion yuan, an increase of 65% year-on-year, an increase of 15.0% in the same period of 2019, and the growth rate of 13.1% increased by 21Q1, we believe that the market demand with overseas consumer goods market Increase, the costume export will continue to improve.

The market's profit was split

China Customs Express Data shows that in the first quarter of 2021, my country's textile costume exports were 65.1 billion US dollars, an increase of 44% year-on-year, an increase of 15.6% over the same period in 2019, an average annual increase of 7.5% in two years. Since this year, the exports have been so hot, and market feedback has made us see the bleak! On the side of the popular foreign trade, one side is a non-optimistic textile and apparel market, who is the profit of the textile and apparel market?

Recently, the annual report of listed companies is basically released. According to statistics, the 192 main textile and apparel of Shanghai and Shenzhen has achieved net profit for 75.422 billion yuan in 2020, which has increased by 20.01% compared with the previous year. The net profit of 2020 is more than 2020 The 1 billion leader of the leader is very bright, and the average net profit has increased by 51.61% year-on-year, and the profit accounts for 98.33% of the total net profit of the entire textile listed company. The remaining less than 2% profit is from 89.58% textile small and medium-sized companies. It can also be seen that although the 2020 is affected by the unfavorable factors such as Sino-US trade games and new crown epidemics, the industry leading large enterprises have benefited from their own capital scale, technological innovation capabilities, market and brand influence, government support, etc. The average annual income increased by more than 50%. At the same time, in the context of the stable growth of the leading big business in these industries, many small and medium-sized enterprises are likely to be difficult, and the performance is not satisfactory.

How should small and medium-sized enterprises respond?

With the promotion of industry concentration, leading companies that occupy the head resource are undoubtedly more advantageous. This is the wrass period of the chemical fiber industry, and it is also the road to the transformation and upgrading of the industry, and it is a life and death of the medium and medium-sized fiber. Leaders are more standardized, introduced more advanced equipment, more research and development, have huge capital help ... make them awarded in this arms race. Some leaders have mastered textile capacity and resources, and will form a large interest group. From then on, small and medium-sized enterprises should choose to join in these sectors, otherwise it is difficult to have market space. Small chemical fiber companies with low competitiveness, facing the dangers of "big fish", so, for small and medium-sized chemical fiber companies, adapt to the big trend of industrial transformation and upgrading, rapidly enhance the core competitiveness of enterprises It is the key.

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