The opening of the domestic business district, the resumption of production and production abroad, and the price increase of polyester raw materials ... Since May 1st, polyester raw materials seem to have regained their vitality and began to surge.

In the short 10-day period from April 29 to May 8, the price of PX external disks increased by US $ 42 / ton, the price of PTA internal disks increased by 180 yuan / ton, and the price of ethylene glycol internal disks also increased by 85 yuan / ton. Ton.

The price of polyester filament also has a significant increase. The price of polyester FDY, POY, DTY has a price increase of 100-600 yuan / ton.

The surge in polyester raw materials is directly due to the rebound in international oil prices, but in the final analysis, it is because domestic and foreign demand expectations have rebounded, which has injected a lot of confidence into the market.

"Two blossoms" at home and abroad

Domestically, indoor closed entertainment venues are gradually opening up.

On May 8, the State Council responded to the new coronavirus infection pneumonia joint prevention and control mechanism and issued guidance on how to properly prevent and control the new coronary pneumonia epidemic.

According to the opinion, under the premise of implementing prevention and control measures, reservations, current restrictions, etc. can be used to open parks, tourist attractions, sports venues, indoor venues such as libraries, museums, art galleries, and closed entertainment such as theaters and entertainment halls. The venue can hold all kinds of necessary conferences, exhibitions, etc. The recovery of the domestic offline market can be foreseen.

Foreign countries, European and American countries have recently resumed production.

In late April, dozens of U.S. states have successively launched resumption plans. Georgia, South Carolina, Texas and others have taken the lead in allowing some non-essential stores to resume operations. For example, Georgia has recently announced that gyms, barber shops, bowling alleys, etc. can operate under the guidelines of maintaining social distance.

German government said that from April 20th, small shops, hardware stores, etc. are allowed to open, and on May 4, zoos, museums, hair salons and some schools will reopen. However, large-scale events still need to wait until August 31;

France will gradually lift the blockade restrictions from May 11th;

Italy announced that it will enter the second stage of the epidemic from May 4th, and began to relax some of its control measures.

Whether it is domestic or foreign, market demand seems to have produced signs of recovery, but can such demand be well transmitted to the textile market? The editor will talk about some of the things I learned recently.

Single Polarization

Foreign trade

Follow-up still need to wait and see

After the European and American countries have started to resume production one after another, there are indeed some bosses who are optimistic about the next market.

Mr. Gu, who specializes in gabardine and plain weave, said: "We mainly do some tooling fabrics. Recently, the number of foreign orders has indeed recovered. Recently, we have received continuous orders from Japan, Spain, Portugal and other countries. Several orders. I believe that with the increase in the reinstatement efforts abroad, the number of orders will become better and better. "

But the number of orders started to increase is only part of the feeling of the cloth boss, not all textile people think that the next market will recover.

A manager of a foreign trade textile company, Mr. Wang, said: "We all said that last year's market was not good, 50% worse than the previous year, then this year's market is worse than last year, and the number of orders is only 10% -20% .Although foreign countries said they would resume work during this time, the order hasn't improved. What happened before was still what it is now. "

Many cloth bosses pessimistically believe that although Europe and the United States have begun to unblock, but the demand for clothing is difficult to pick up. After all, clothes must be worn, but a piece of clothing can be worn for several years.

Online shop has a sudden rise

Domestic trade

Cautiously optimistic about price increase

Because the domestic epidemic situation is controlled much better than abroad, the domestic trade situation is better than abroad.

On the one hand, online apparel has become the main sales method of apparel at this stage. During the epidemic, the physical manufacturing industry was lonely, while the Internet industry was so brilliant that online shopping and live broadcasting became new choices for many people.

A trader Hong manager said: "From the resumption of work this year to the present, the number of traditional fabric orders has been sharply reduced, and the relative is the rise of online orders. Compared with traditional orders, online shop orders have small batches and multiple batches The characteristics of this time, the profit of each order is not high, relying on the accumulation of less. But in this year's market, it is good to have a list, and not so much. "

In addition, the release of a lot of good news, coupled with the increase in raw material prices, has also caused some traders to start to "restless", just because of the bad experience of "copying the bottom copy to the mountainside" before, so they are more cautious.

A trader always thought of hoarding grey cloths. He said: "The price of grey cloths in the market is already very low. Although there are no actual orders yet, there are indeed many inquiries. We will not rule out buying in the future. A batch of cloth was hoarded first. But before I thought the market was going better, I also hoarded a batch of cloth, which has not been sold yet, so I still need to consider it.

"Heart is moving but no action" is a common phenomenon in the market today, and this has led to the fact that the order situation in the market still has not improved fundamentally. After May 1st, the editor made a survey on the recent orders received by textile companies, and nearly 200 companies participated. The final result shows that only 16% of the companies feel that the recent market has improved, but 40% of the companies believe that the recent orders have been reduced, and 44% of the companies think that the order situation is similar to that of the previous period.