Introduction: The Spring Festival is gradually approaching. In order to ensure smooth production after the holiday, spinning has a demand for raw material replenishment before the holiday. At present, viscose staple fiber may once again choose to offer price in exchange for volume, while polyester staple fiber remains stable. In addition to price strategies, the other strategies and environments of the two major cotton spinning raw materials are also somewhat different, and the overall purchasing mentality of the downstream is relatively contradictory.
Under the long-term different sales models and strategies of viscose staple fiber and polyester staple fiber, downstream spinning companies have also seen certain differences in their purchasing habits. Now that the Spring Festival is approaching, spinning companies We may also start to prepare for the replenishment of raw materials before the festival. At present, we will briefly describe the differences in the replenishment of polyester staple fiber and viscose staple fiber in spinning.
1. Yarn enterprise capital issues
As mentioned in previous articles, viscose staple fiber sales policies have become more flexible since the middle of this year, targeting most high-quality products. Direct selling customers can choose to pay with the goods, and yarn companies do not need to advance a large amount of capital. Therefore, before the Spring Festival, the impact of viscose staple fiber on the recovery progress of accounts receivable of spinning companies on the ability to purchase viscose staple fiber is relatively limited, but if there is Advancing funds in advance may limit the efforts of yarn companies to replenish supplies.
The biggest difference between polyester staple fiber and viscose staple fiber is that direct sales customers of polyester staple fiber basically require full payment before shipment, and it is more difficult to find relevant companies to advance funds before the Spring Festival. Therefore, the recovery of accounts receivable from yarn companies before the holiday may also affect the industry’s batch purchasing of polyester staple fiber to a certain extent. However, the polyester staple fiber market situation is far more than credit sales.
2. Spinning expense issue for yarn enterprises
Looking at the downstream direct cash flow situation, the situation of pure polyester yarn is obviously better than that of rayon yarn. According to the current cash flow of pure polyester yarn, the current The price of polyester staple fiber is basically acceptable, but based on the current price of rayon yarn produced by processes such as ring spinning, air flow and even vortex spinning, if calculated based on 10,000 yuan/ton of accepted viscose staple fiber, the rayon yarn spinning fee is limited. If you want to guarantee While its own yarn prices have stabilized and maintained a certain meager profit, yarn companies may still continue to suppress the selling price of viscose staple fiber. Currently, spinning companies in the main production areas have placed their price expectations for high-end viscose staple fiber at 9,700-9,900 yuan/ton. Before rebate.
3. Determination to make price concessions
Viscose staple fiber has repeatedly chosen to make price concessions in exchange for volume in this year’s market. This week’s wave is even more intense. Although the industry’s gross profit losses are serious, However, the price of viscose staple fiber has still hit record lows again and again. When polyester staple fiber makes a “slight loss”, it always wants to follow up with the rise of PTA or crude oil futures, rather than choosing to compromise on price. Faced with downstream replenishment before the Spring Festival, polyester staple fiber is more likely to choose timely and appropriate maintenance during the Spring Festival instead of large price discounts and promotions. During the period, it will even frequently take advantage of the opportunity to raise prices to drive waves of short-term transactions.
In summary, although viscose staple fiber does not need to worry much about the subsequent account recovery, it does need to consider the current rayon yarn spinning costs and the price tolerance of viscose staple fiber. Therefore, viscose staple fiber Fibers may give way to psychological expectations, which may drive a batch of transactions before the holiday.
On the one hand, polyester staple fiber maintains cash transactions, and on the other hand, it raises and stabilizes prices. If it stimulates downstream stockings before the Spring Festival, another way is to use the market’s “buy up and not buy down” Psychological factors have created strong market expectations at present and even after the Spring Festival. However, the market has long been silent in the expectation of large-scale production of polyester dual raw materials. It is difficult to reverse public psychological expectations. Therefore, it is expected that the industry’s overall stocking of polyester staple fiber before the Spring Festival will still or not be enough. Be proactive and still maintain the focus on multi-frequency and small-batch procurement.
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