Since last year, a strange phenomenon has appeared in the polyester and polyester market, that is, it will rise at every meeting. This also shows the situation of polyester factories from last year. Strong! After the Lunar New Year, the polyester factory wanted to continue its efforts. The first POY party was held at the beginning of the month, and the effect was obvious, and the second party was held on the 21 day. The second POY sorority party, I want to try my best again. But this time, the performance seems to be a little bit beyond the capabilities. The next day, the factory only increased some specifications, and the market response was mediocre, and the production and sales were not high. Recently, some factories began to have discounts, and some manufacturers even lowered their quotations! It seems that the recent conference effect has disappeared, so why is this? The author believes that this is mainly due to the lack of cooperation from downstream needs.
1. With the lack of front-line operators, the weaving factory is slow to start up and recover, and the consumption of raw materials is reduced
After the Spring Festival this year, many companies have expressed that there is a huge shortage of front-line workers. Looking at the main woven market, Shengze and its surrounding areas, many weaving factories did not have all the workers on the fifteenth day of the first lunar month. Especially front-line operators, such as car operators and security workers. (This website had relevant reports at the beginning of the year: “Are there any skilled workers around you? I will give you 500 for introduction. Is the factory so short of people this year?” 168tex/2017 -02-08/905276.html) Due to the lack of workers, factory production has been slow to resume after the holiday. Some companies joked that they have not finished knitting a single row of warp since the beginning of the new year.
2. There is a large amount of stocking up before the holiday, but the demand after the holiday is weak
This year, due to the continuous rise in the market before the holiday, many companies have hoarded a certain amount of raw materials. We can obviously see this last year, because the inventory of polyester factories has been at a low level for a period of time at the end of the year, and even some products are Zero inventory. This is because its product inventory has been transferred to downstream weaving factories. It is understood that most weaving factories have about 1 months of raw material inventory before the holiday. Therefore, after the holiday, weaving factories mainly consume their own inventory and only make small replenishment of raw materials. Therefore, the current raw material inventory of the weaving factory can be consumed until the beginning of March.
3. Costs increased significantly and orders were lost
Since the second half of last year, raw material prices have been rising, but fabric prices have not risen. In addition, from the end of last year to this year, the price of dyeing fees has also been rising again and again, and it cannot stop. In this way, the cost of fabrics has increased significantly, which has caused great difficulties in the cost accounting of finished fabric manufacturers. Therefore, in order to reduce risks, they now accept some low-profit orders. Therefore, after the Spring Festival, market demand started slowly and there were not many orders, which also restricted the production enthusiasm of weaving factories.
To sum up, the author believes that the current downstream demand is insufficient and the upstream support is weak, so the price of polyester filament will enter a phased correction period in the short term. The time may last until around the middle of March .
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