In May, market conditions began to have a different voice. Although most companies still report that orders have shrunk year-on-year and production and sales are still difficult to level, some companies have begun to slowly get on track.

Some time ago, after the U.S. acted as the ultimate killer for the Huawei incident, the trend of Sino-U.S. Trade relations began to be included as one of the events of concern to textile people. However, the recovery of terminal demand was slow and the order placement of foreign trade remained sluggish. The industry's impact is not great. Not only that, but recently, demand in the US market has slowly recovered.

Recently, Mr. Zhang, a weaving company that specializes in home textile products, told the editor: "We have had better orders recently, and the products in the factory are too late to make, mainly to make home textile products, which are supplied to Wal-Mart in the United States. Recently, there is basically no inventory. Other customers have not picked up, and now only this one customer, the order volume is relatively large. "

At the same time, another trader doing home textiles and apparel fabrics also said, "Recently, I have received orders for home textiles sold to the United States. Although the volume is not large, it is still larger than the previous volume. This is a slow recovery of foreign trade. A signal. "

Due to the commercial shutdown of major export markets such as the United States and Europe, consumer demand has been weak. Since late March, my country's textile enterprises' export orders have dropped sharply, overseas customers have cancelled orders, and delayed receipts have continued to increase. The industry's export situation is more severe.

According to customs data, my country's textile and apparel exports totaled US $ 47.88 billion in the first quarter, a year-on-year decrease of 17.8%. Among them, textile exports were US $ 24.04 billion, down 15.3% year-on-year; clothing exports were US $ 23.84 billion, down 20.2% year-on-year. In the first quarter, my country's textile and apparel exports to the United States, Japan and the EU decreased by 29.2%, 16.8% and 14.3% respectively year-on-year.

Entering May, the market has picked up slightly, and the goods have also improved from the previous period. According to the statistics of China Silk Capital, the current inventory of grey cloths in Jiangsu and Zhejiang has decreased compared with the previous period, and the inventory of grey cloths is now concentrated around 41 days.

As a part of conventional textile products, home textile products have recently begun to recover slowly. The editor believes that there are two reasons.

01

The number of people diagnosed with the epidemic in the United States exceeds 1.61 million cases, and the consumption of medical sheets and other materials is large

The above-mentioned weaving enterprise Mr. Zhang said frankly that the large volume of home textile exports has a certain relationship with the serious epidemic situation in the United States.

According to the latest real-time data statistics from Johns Hopkins University, as of May 23 at 17:30 EDT, there have been more than 1.61 million confirmed cases of new coronary pneumonia in the United States, with 1618471 cases and 96875 deaths.

The number of confirmed cases and death cases in the United States is increasing day by day. The consumption of hospital bed sheets and quilt covers is huge. Due to the particularity of the new crown epidemic situation, these bed sheets and quilt covers cannot be reused. Judging from the current situation in the United States, the purchase of home textile supplies by hospitals is just like the hot "shroud bag" at the time, which is a product gap derived from the epidemic.

02

Pre-orders are slow, and orders are currently released

In the early stage, affected by the epidemic, international logistics and demand were basically in a state of suspension, and foreign trade orders were almost stagnation. Although the epidemic situation in foreign countries is still spreading, many countries have reopened their economic activities on the basis of basic control of the epidemic situation, and international logistics is gradually recovering.

In addition, July and August are the off-season textile season, and the foreign trade orders in the second half of the year are mostly placed in May and June. It is now a good time point. Then the orders cancelled or delayed by the epidemic factors or start at this time period Focus on release.

Although the situation of some enterprises shows that the foreign trade market is slowly recovering, we still cannot ignore the global economy's slump under the pressure of the epidemic and the global market's demand for textiles has not increased significantly, plus the textile market itself has overcapacity and low capacity. Price competition, even if demand begins to recover, is scattered in the hands of every textile man, but very little.