Affected by domestic new coronal pneumonia, the current cotton and yarn transportation is blocked, and the spinning mills in many areas can only reduce the operating rate or shut down due to epidemic control. The textile industry often says "Golden San Silver Four", but under the current situation, the "Golden San Silver Four" has not arrived. The spinning company has been emotion: the product profit space is compressed, and the company's operation is high.

Raw materials and product transportation is slow

Enterprises are forced to reduce the boot rate

The repetition of the national epidemic, so that cotton shipments from all over the country have affected, which makes many spinning companies produce short-term reduction or even discontinuation.

Hebei, a medium-sized textile factory, said that the reason why the company has short-term production or even discontinued, one is because the domestic epidemic is widely spread, and the prevention and control is continuously upgraded. Some regional logistics is caught in the state of landscaping. Enterprises in Shandong, Hebei, Jiangsu, facing the warehousing of cotton warehousing is restricted, the cotton yarn is not smooth, and the freight is rising. Second, due to the wide varnish fluctuations in the RMB exchange rate increase the difficulty of export orders. The multi-uncertainty factors such as Russian, domestic epidemic and Fed raising interest rate hikes make market transactions to be cautious.

It is understood that according to the prevention and control requirements of the epidemic situation, there are many high-speed exports in Shanghai, Suzhou, Wuxi, Nanjing and other places to close, and the cargo circulation is suspended. In the region, large and medium-sized cotton trade, textile, clothing and other enterprises Transaction circulation is affected from varying degrees.

According to the person in charge of a cotton-cotton, Jiangsu Yancheng said that after the Spring Festival, the purchase and sales of enterprises in the Spring Festival are slow, the original cotton stock is reduced to about half a month, and the complementary product backlog is about a month. Although the problem of cotton procurement reservoir is not large after the market circulation is restored, the current situation is still unclear, bringing large pressure to the company.

A yarn enterprise in Jiangsu is currently exported to Shanghai, Fujian, Zhejiang and Guangzhou, Shenzhen and other places. Affected by the epidemic management, the company's boot rate is reduced to 60% to 70%, some employees, and the residence of "3 + 11" epidemic prevention management, and the raw materials and product transportation are slow, and the company is forced to reduce the boot rate. According to the relevant person, the current epidemic prevention and control of most regions implement "3 + 11" control measures, once a certain wind control level rises, its closed strict management is at least 14 days. Despite the current production of raw materials and sales starting period after the quilt day, severe epidemic prevention and control situations, enterprises have to overcome temporary difficulties by reducing the opening rate. It is expected that some epidemic prevention and control stress is expected to rise or will continue to decline. Enterprise holiday is difficult to avoid.

The person in charge of a textile enterprise in Hubei Province said that the current business is not affected by orders, and the operating pressure is large. The main reason for the lack of orders, one is that the price of cotton cotton has increased the cost of cotton yarn, and the downstream customers cannot accept; the second is that there is a sign of rebound in the domestic epidemic, and the road control measures will be introduced.

It is understood that the company's raw material inventory is around a month, 32S yarn price is 29,000 yuan / ton to 30000 yuan / ton, combed 40s yarn offer at 33,300 yuan / ton to 33,500 yuan / ton. With the consumption of raw materials, enterprises gradually enter the retention period, due to few orders, the enterprises are cautious. In addition, the person in charge of the local small textile enterprises said that if the post-enterprise order is still unable to improve, the company plans to stop the holiday in early April.

Industry experts believe that although this round of epidemics, the national prevention and control mechanism and related policies are gradually improved, and the nucleic acid testing, safety inspection, traffic control and other measures will have a greater impact on textile raw materials transportation, textile circulation, etc. In the future, as the epidemic situation improved, it is expected to return to normal.

The cotton yarn price reduction is still difficult

Differentiated yarn demand is better

At present, the average price of 328 cotton is around 22,500 yuan / ton, 32 cotton yarn sales prices are around 28,900 yuan, most of the cotton mills are in a balance or slight loss, purchase cotton basically take advantage of the purchase, cotton yarn stocks more than 23 Days, only a small number of cotton texture keeps profit.

According to some of Hebei, Henan, Shandong and other places feedback, recent new orders are relatively small, spinning profits are largely compressed, even partial orders have over 1,000 yuan / ton, cotton yarn, gray cloth curable library is increasing, recent The willingness of spinning production production continues to increase.

Multi-regional spinning mills are controlled by the epidemic control, the market is caught in a closed state, and the overall market is poor. Many cotton mills said that if the price of cotton continues to rise, it can only reduce the operating rate or shut down. The person in charge of a primary cotton yarn said that due to the increase in cotton yarns, the order cost increases, the profit space is compressed, and the new order is not dare to pick up, and half of the plant is discontinued. At present, the company is currently Processing to maintain production, take a wait-and-see attitude towards the market raw materials.

In addition, there are insiders that even if the yarn has lowered the product, it is still difficult to improve, and the terminal demand follows, and some areas such as Guangdong, and the construction rate of the textile plant in Jiangsu is insufficient. It is very resistant to high-priced cotton yarns. Low-cost cotton yarn maintains orders, at the same time, due to India, Vietnam and other countries have a low advantage of cotton costs, attracting overseas orders, which is also an important reason for the lack of domestic textile orders, so the "Golden San Silver Four" has not arrived.

However, unlike the cotton yarn market, some differentiated yarn demands are relatively good. According to industry insiders, the current linen, piped cotton blended product orders are relatively sufficient, differentiated fiber yarns are popular, such as silky silky yarn, etc. Very distinctive product market market quotes. The market quotes of Tianshi yarns are slightly improved.