Before the Spring Festival holiday, the expectations of employees in the textile industry for the market in 2023 can be said to have reached a high point, which has led to an unstoppable rise in raw materials before the holiday. The “good start” market on the first day after the holiday is also unstoppable, but in the opening On the fifth day of the market, PTA futures started to fall. Through market research one week after the market opened, we also found that the market is now in a contradictory situation between high expectations and low reality.
Rush production of orders before the year
There was a large batch of orders at the end of last year, which were put on hold until after the Spring Festival holiday. Most of them were due to last year’s tailwind, and the orders were placed late. In addition, the Spring Festival was early. The two factors collided, resulting in a lot of order needs. Rush production will be carried out after the new year. Because of this, the arrival rate of workers and the machine start-up rate of weaving enterprises have increased rapidly this year. In the survey, the company said: “The arrival rate of factory employees now reaches 80%, and the machine start-up rate has reached 80%.” The rate has reached 100%.” Some companies said: “Currently, the employee attendance rate is 100%, and the machine startup rate has also reached 100%.”
But this is only limited to the arrival and start-up rate of weaving enterprises. The printing and dyeing factory began to recruit workers on the eighth day of the new year, and the steam supply was fully restored on the twelfth year of the new year. At present, the workers in the printing and dyeing factory are still not fully in place. Textile practitioners generally expect that the printing and dyeing factory The formal resumption of production may have to wait until after the 15th day of the first lunar month. However, since the printing and dyeing factories are in the backend, the frontline gray fabric production still needs to be produced in advance. Therefore, the on-site and operating rate of the weaving enterprises is relatively high.
Blowout expectations not met
Last year, due to the disappearance of the epidemic factors, most people expected a retaliatory rebound in consumption levels this year. However, so far, weaving companies in the market generally have few orders, and some can even be said to be low. The expected blowout did not happen. Some foreign trade companies said: “Customers should have contacted us to place orders by now, but this part of the customers have not been contacted yet.”
Regarding orders that are less than expected, some textile bosses also analyzed: “Domestic sales may rebound now, but in terms of foreign trade, after a few years of disruption, foreign customers have found their own manufacturers in Southeast Asia, so it may be difficult to recover. “In addition, there are textile people who have a deeper understanding of such a market: “It will definitely take a certain amount of time to find foreign trade orders. During this period, this part of the textile industry will definitely not sit still and wait for death. Then the domestic sales track will be more crowded. The price war will continue.”
But the current market situation doesn’t mean anything. In the opinion of the editor, the current market situation is actually just “too early”. So what does it mean to be too early?
First of all, it’s too early. According to a boss, “Foreign customers have placed orders on the sixth day of the Lunar New Year in previous years, but not this year.” In fact, this situation is relatively normal this year. Looking at the calendar, you can find that on the sixth day of the Lunar New Year this year, In fact, it is still in January, but in previous years, the sixth day of the lunar month has already reached mid-February, approaching the gold, three and silver seasons. The “wind vane” printing and dyeing factories that superimpose the current textile market have not fully recovered. This is too early.
Secondly, it is too early in terms of space. From the perspective of the entire textile market, it is now in the stage of climbing from the trough to the peak. In fact, the entire market has not completely got rid of the air-conditioning, so it may not look so prosperous, but the market It will take a long time to recover, that is, to digest the inventory accumulated last year and raise the market price. Therefore, for the textile industry, it is too early for the market to not recover now.
To sum up, the market may recover in the first half of this year, but the extent will not be too great. The market conditions of gold, silver and silver may not be as expected, but by the second half of this year, the market conditions will be much better than in the first half of the year. Only by being able to sit on the cold bench and endure loneliness can you climb to the top.
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