Crude oil returns to 80yuan/ barrels this week, temporary workers take the stage, polyester filament Thirteenth consecutive increase, gray fabric prices will increase after the Spring Festival! ……
Let’s take a look at what’s new this week!
Crude oil returns to 80USD/ barrels!
Last week, against the backdrop of the frequent emergence of various influencing factors, crude oil prices showed an unusually strong pattern. Crude oil prices have also risen from the lowest of 77US$/ barrels at the beginning of the week to the highest of 83USD/ barrels, the largest single-week increase is close to 6USD/Bucket.
Geopolitics has pushed up oil prices, with crude oil once again reaching 80 yuan/ barrels. Under this influence, PTA prices have continued to rise, starting from 12month21 last year Since the past few days, there has been a brilliant rise in the market, from 4535yuan/tons rose to 5205yuan/tons, an increase of 14.77%.
Upstream raw material prices have continued to rise, and downstream polyester manufacturers have to follow suit. Polyester filament has also experienced a long-awaited price increase. Since 12month21, POY150D From 6975yuan/ tons to 7520 yuan/ tons, an increase of 7.53%; DTY150Dfrom 8550yuan/tons rose to 9100yuan/tons, an increase of 6.43%; FDY150D from 7200yuan /tons rose to 7700yuan/tons, an increase of 6.94%.
Let’s look at it specifically. 2021International crude oil will break through 80USD for the first time/The barrel is at the beginning of October , and then PTA, polyester filament and other polyester Ester products have reached their highest point. Blackstone Group predicts that in 2022, U.S. oil is expected to exceed 100USD/Bucket.
If international crude oil continues to maintain its upward trend, it is imperative that polyester products follow suit. From this we infer that under the crazy rise in oil prices, polyester products may reach new highs again.
The editor has something to say:The price of oil will exceed 100USD/ barrel forecast, some industry insiders revealed that in fact, not only Blackstone is bullish on oil prices, but investment banks such as Goldman Sachs and Morgan Stanley have begun to stand up and be bullish again, because oil prices have once again reached 80 USD/ barrels, so it brings room for imagination to the market.
Temporary workers take the stage
Overall, the textile industry is dominated by migrant workers. As various localities issue frequent announcements to encourage migrant workers to celebrate the New Year in place, many workers are worried that they will not be able to return to their hometowns to celebrate the New Year, so they return home early. A boss who specializes in foreign trade complained to the editor: “The master who rolled the coils in our warehouse went home, and now he is extremely busy, and a coiling machine has been stopped. We can hardly keep up with the delivery speed, so we can only look for temporary workers everywhere, but it is difficult to find temporary workers now.”
As for the printing and dyeing factories, the merchandisers and salesmen have basically joined forces to this day. From unwinding to dehydration and opening, everything is self-reliant. There is not enough manpower, which also has a considerable impact on the delivery time. The labor shortage that was supposed to be after the new year has been brought forward to the new year. On the one hand, companies with large orders are urgently recruiting temporary workers. On the other hand, companies are worried about whether workers can return immediately after the holiday and whether factories can resume production smoothly. .
The editor has something to say:There are only about ten days left before the Spring Festival holiday for textile workers. Whether the orders in the hands of textile workers are overdue also need to be checked in time. Due to the epidemic prevention and control, Due to the need for control, many workers will not be able to return to their workplaces in time.
Polyester filament rose for the 13th consecutive year
<p clas�Rise; FDY150D turned a loss into a profit, and the current profit reaches 133yuan/ Tons; POY 150DProfit increased, current profit is 286yuan /Tons; DTY 150DProfit increased, current profit reaches 254 Yuan/tons.
In terms of operating rate,PTAthe average operating rate was 70.5%, which was a decrease from the previous week 0.3%; real-time operating rate is 70.0%, real-time effective operating rate78.9%. In terms of polyester, the average load of polyester increased by 1.4% to 86.8%. In terms of weaving, with the holiday approaching and production restrictions compounded, the recent weaving start-up rate has dropped by 18% compared with last week, and was 50%left and right.
In terms of production and sales, the price of polyester yarn in the market this week was supported by the cost side and continued the upward trend last week. However, downstream resistance increased and production and sales fell. The overall production and sales were at 3-4 Into left and right.
In terms of inventory, according to the statistical data of China Silk City Network, the overall inventory of the polyester market is now concentrated in 16-26 days; in terms of specific products, POYIn stock until 16-19 days, FDY The inventory is around 16-17 days, and the inventory of DTY is up to 17- About 25days.
Weaving:
It can be seen from the Shengze Index of the Ministry of Commerce that the operating rate of downstream weaving enterprises has declined. Affected by production restrictions and suspensions, the operating rate of water-jet weaving companies has dropped sharply. At present, the weaving operating rate in Shengze area has dropped slightly to around 50%; the inventory of gray fabrics remains at around 33.8 days.
Printing and dyeing:
This week, the quantity of gray fabrics entering warehouses dropped significantly compared with last week. It is mid-January, many companies have gone on holiday, and traders have almost stopped accepting orders, so the number of gray fabrics entering warehouses has dropped significantly. However, the gray fabrics that entered the warehouse in the early stage have not yet been produced.
Therefore, the operating rate of printing and dyeing factories this week is still at 73%. This week, most manufacturers are still busy, especially some manufacturers will start the Spring Festival holiday this weekend, so they are busy rushing orders this week. In terms of delivery time, the quantity of gray fabrics entering the warehouse has decreased, and production has been relaxed. The delivery time is about 7-8 days.
Outlook
As cost-side support remains this week, polyester filament yarn continues to rise, but downstream replenishment is too saturated, and there is no upward trend in gray fabric prices for the time being, and production and sales are low. Downstream dyeing factories are taking holidays one after another, and the market may strengthen after the Spring Festival.
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