In the busy first quarter, enterprises in the medical and health, safety protection, filtration and separation, nonwoven membrane, equipment and accessories fields of my country’s industrial textiles industry maintained a high confidence index. In particular, nonwovens companies engaged in the production of anti-epidemic supplies for medical and health supplies have actively increased production lines, improved production processes, and increased production capacity. Some companies have promptly switched to production of related supplies, ensuring the supply of medical protective supplies at home and abroad.
The impact of the new coronavirus epidemic on the industrial textile industry tends to be bipolar, and overall it has a positive impact greater than the negative impact. Companies that produce anti-epidemic materials are operating in good condition, with demand increasing significantly and orders being filled, while companies in other fields have been negatively affected to varying degrees. Market research results show that companies generally expect that with the recovery of production and the start of major projects after the second quarter, as well as the implementation of national policies and measures to support economic development, the industry’s demand for infrastructure construction, environmental protection, and safety protection will recover. Global The demand for medical protective products within the scope will continue to grow, and companies remain optimistic about the full-year operating situation.
The impact of the epidemic tends to be bipolar, and the overall operation of the industry is stable
In order to keep abreast of the operation of the industrial textiles industry in the first quarter, especially the orders, production and sales of enterprises under the new coronavirus epidemic, as well as the development expectations of enterprises for the whole year, the China Industrial Textiles Industry Association recently conducted a survey of 240 companies Enterprises conducted a questionnaire survey, and 233 valid sample enterprises came from the fields of medical and health, safety protection, non-woven fabrics, filtration and separation, cord belts, military-civilian integration, fiber raw materials, equipment and accessories, involving the entire industry of industrial textiles chain.
As for the business performance of enterprises in the first quarter, 11.16% of sample enterprises said it was very good, 30.47% said it was relatively good, and 38.63% said it was average. Nearly 20% of companies said their operating conditions were not good, and nearly 4% of them said they were very poor. Indexing the operating conditions, the industry’s prosperity index in the first quarter was 63.7. The prosperity index of the medical and health, safety protection, filtration and separation, nonwoven coils, equipment and accessories fields was relatively high. Among them, the medical and health fields engaged in the production of anti-epidemic materials The prosperity index reached 79.2, while the prosperity index in geotechnical construction, rope netting, interlining and other fields was below the prosperity and decline value (50).
In the first quarter, labor costs in the industry rose rapidly, and overseas demand and exports dropped significantly. In the first quarter, the domestic market demand index of the industry was 51.1, still in a relatively weak expansion range; the foreign demand and export indices were only 39.8 and 35.1 respectively, and the output index was 41.6, both in the contraction range; the finished product price index was 49.4, basically remaining stable; labor costs The index is 79.6, which is in the range of substantial increase; the sales index and profit index are both 46.1, which is in the range of contraction, but the amplitude is not large.
Affected by the epidemic, 31.33% of sample companies said that the epidemic has stimulated demand growth, 21.03% of companies said that the epidemic has reduced demand, and 4.12% of companies said that the epidemic has delayed the company’s demand and orders, but it is expected to recover within the year. 6.44% of companies stated that the epidemic has no impact on the company’s demand. In terms of overseas orders, 34.43% of companies said that overseas orders were stable, but 32.79% of companies said that some orders were cancelled, and 8.2% of companies said that orders were canceled in large quantities, but 9.84% of companies said that orders had increased.
In terms of switching production of anti-epidemic materials, 20.6% of the sample companies were already engaged in the production of masks, protective clothing and their raw and auxiliary materials before the epidemic, and 31.76% said that when the epidemic occurred Later, they began to switch to producing relevant anti-epidemic materials, and 47.64% of companies did not produce relevant anti-epidemic materials.
In terms of fixed asset investment, 66.09% of the sample companies stated that they have new project investment plans in 2020. Affected by the epidemic, 67.53% of companies with investment plans will implement investment projects as planned, 29.87% said they will postpone implementation and make decisions based on the impact of the epidemic. Only 1 company said it has canceled the investment plan.
As for full-year expectations, 30% of companies said that domestic demand will grow by more than 10% throughout the year, 17.6% of companies believe that it will grow by 3% to 10%, 22.32 % of companies said that demand will be basically the same, but 31% of companies said that demand will decline to varying degrees. After indexing the domestic demand situation of enterprises, the domestic demand index of enterprises for the whole year was 57.9, which was higher than the domestic demand index in the first quarter. The demand index of enterprises in overseas markets was 43.6, higher than the overseas demand index in the first quarter, but still in the contraction range, indicating that the epidemic is spreading around the world and enterprises have a relatively pessimistic view on the recovery of the global economy.
As for the main difficulties faced by enterprises, 52.36% of enterprises believe that it is difficult to expand overseas markets, 46.78% of enterprises believe that market demand has declined, and nearly 30% of enterprises believe that cash flow is tight and they are facing Other difficulties include restricted transportation and logistics, labor shortages, and difficulties in purchasing raw materials and auxiliary materials. However, insufficient market demand and financial constraints are the biggest challenges faced by enterprises.
Cluster production resumes in an orderly manner, seeking benefits and avoiding disadvantages to maintain market stability
Since the beginning of the year, medical protective equipment and its raw materials have continued to be in short supply, providing new issues and demands for enterprises in industrial clusters. In the first quarter, Hubei Xiantao, Zhejiang Changxing, Zhejiang Xialu, Zhejiang Yiwu, Jiangximillion yuan, accounting for about 45% of the profit; PE perforated film and perforated nonwoven fabrics achieved sales revenue of about 248 million yuan, and profits increased by about 140% compared with the same period last year. The person in charge of Yanjiang Co., Ltd. said that the company’s current daily production capacity of melt-blown nonwovens is 14 tons and the monthly production capacity is 420 tons. In the first quarter, due to limited market supply, the company’s melt-blown nonwovens have been in short supply. This is why the company One of the main factors for the performance growth in the first quarter. He also said that judging from the current situation, the demand for meltblown nonwovens will remain high in the first half of 2020, and is expected to have a positive impact on the company’s performance.
Affected by factors such as the surge in demand for medical and health supplies at home and abroad, huge market dividends, and government incentive policies, companies in related fields continue to expand capacity and increase production. Facing the current market conditions, it is particularly important to adjust your mentality. Industry experts suggest that judging from the current situation, the demand for nonwoven materials related to medical and health supplies will remain high in the future. However, due to factors such as the price of meltblown nonwoven materials, the duration of the COVID-19 epidemic, and market supply, There is a high degree of uncertainty, the market direction is not very clear, and there are certain investment risks. Enterprise operators should still adjust their development plans in a timely manner and focus on differentiated development. They must not rush into the market and disrupt the market order, and they must avoid low-end competition. .
Editor
Comprehensive analysis of the operation of industry companies in the first quarter and how to transform this crisis To create opportunities for the development of the industrial textile industry, promoting the transformation and upgrading of the industry has become an issue that the industry is currently thinking deeply about.
Affected by the epidemic, the future upgrading of industrial textiles involving medical and health, environment, emergency monitoring, emergency treatment and other fields is imperative. Relevant companies should actively explore ways to upgrade and develop the industry. opportunity. In the long run, although more than 90% of the country are small, medium and micro enterprises at this stage, and enterprise development is greatly affected by the industry environment, enterprises should still focus on continuous innovation of technology to achieve their own sustainable development. After the epidemic, industry-related enterprises are bound to accelerate the process of mergers, acquisitions and reorganizations. They must establish national emergency reserves, increase acquisitions, take into account procurement and storage and release of production capacity, improve supporting industrial chains, and form self-improvement larger-scale industrial clusters. This This is an issue that governments and enterprises in cluster areas need to consider in advance. </p
