Many people say that after 2023, the market feels that the market will not be as good as before, but looking at the orders in the hands of textile workers, they are much more than in previous years. Why is this?
In the final analysis, it is still about profit. In the first two years, the industry developed rapidly and the entire industry’s production capacity increased rapidly. At that time, the global economic level was enough to consume this batch of production capacity.
But now that the global economic level is shrinking, the increase in production capacity has become a stumbling block in the industry, and the involution has begun from this moment.
In the era of inward rolling, since everyone is rolling, the price of raw materials in each link is very important to the entire textile industry, such as the dyeing fees of traders, the price of gray fabrics; the raw material prices of weaving companies, etc.
But for traders, the overall price change is not very big now. According to feedback from the owners of weaving companies, there is basically no room for price increase of gray fabrics in the current market. Even if the price of raw materials increases, they can only be sold at low prices. The same goes for dyeing fees.
Therefore, the ones whose profits have suffered the most are actually weaving companies. Because the polyester factory does not give face, the price still fluctuates up and down according to the cost, but this is not his original intention.
Polyester profit margins are severely compressed
Recently, a phenomenon can be discovered. The price of polyester yarn is reaching a new low in the year. From the price chart, it can be found that the current polyester yarn has reached the lowest value in the year, and the downward trend has no sign of ending.
Today (June 21), some manufacturers have lowered the price of polyester yarn, ranging from 50 yuan/ton to 200 yuan/ton. Recently, in terms of PTA, due to a relatively balanced supply and demand relationship, the price performance has been relatively strong.
As a result, the profit margin of polyester products has been severely compressed. At present, the profit of polyester products has dropped by nearly 300 yuan/ton compared with the previous period.
At present, according to the data monitoring of Silkdu.com, the profit of 150D FDY is 173 yuan/ton, and the profit of 150D POY is 28 yuan/ton. The profit of polyester yarn, which was gradually restored, has returned to the profit and loss line.
But with profit margins compressed, can polyester factories increase prices? The answer is obvious – no!
Production and sales are not good but the price is not in place
From the production and sales chart, we can see that the trend of polyester production and sales is pulse-like, just like the electrocardiogram, and this pulse-type production and sales still benefit from two aspects: 1. The purchase increase caused by cost-side support; 2. The growth of weaving enterprises Staged centralized procurement.
So what is the fundamental reason for the poor production and sales data? That means there is no demand, but again, as long as the price is in place and there is nothing that cannot be sold, and the profit margin is limited, then I definitely won’t buy it.
At this time, someone will say, this polyester yarn has already reached the profit and loss line, why do you still let people give up profits? Of course you have to give in! The profit calculation of this polyester yarn is based on the worst case scenario, that is, everything in this polyester yarn is bought and processed.
But in fact, many major manufacturers now have moved to the crude oil end of the polyester industry chain. The raw materials used in the polyester yarn they produce are basically their own, and there is actually a lot of room for profit.
To sum up, the current textile market is in an era of collective low profits, but all the data listed by the editor in the article are “bulk goods”. In fact, in the textile market, differentiated products are still more mainstream.
These differentiated products have large profit margins in both raw materials and finished products, and it is understood that some specifications of differentiated raw materials now need to be queued up for delivery.
But it doesn’t mean that it’s a “commercial product”. It’s just that if you have a special product that allows customers to see you, maybe the regular products in your hands will also be recognized in the future?
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