I found out, there have been no news of price increases or sell-outs in the textile people’s circle of friends recently. At the beginning of the new year, textile raw materials that were priced at one price a day or even half a day have also recently begun to disappear.
The quantity of gray cloth entering the warehouse of printing and dyeing factories has been greatly reduced.
After the New Year, orders from various dyeing factories were booming, and warehouse purchases surged. The sight of gray fabrics piling up in the factory area is still before us, but the market situation of dyeing factories has quietly changed. First of all, the amount of warehouse entry has been significantly reduced. Although the dyeing factory is still crowded in production, the number of gray fabrics entering warehouse has dropped significantly compared with the previous period.
According to the person in charge of a dyeing factory, before mid-February, the amount of gray fabric entering the factory could reach about 1 million meters per day. However, since late February, the amount of gray fabric entering the warehouse has dropped significantly, with a loss of 400,000 meters per day. However, there are still a total of 8 million meters of gray fabric in the factory that have not been finished, and the production can only consume 500,000 meters per day and night. Therefore, even if the number of warehouses is reduced, the current delivery date is still very tight.
In early February, printing and dyeing factories were indeed very popular, and all major manufacturers continued to receive gray fabrics into their warehouses. It is understood that this part of the order was mainly negotiated or placed a year ago, but due to the Spring Festival holiday, it was not entered into the warehouse. The number of actual negotiations and new orders after the year is actually not large, so the number of gray fabrics entering the warehouse of the dyeing factory will decrease.
The delivery speed of gray cloth slows down and the inventory rises
This is not only the case for printing and dyeing factories, but also for weaving factories. The quantity of gray fabric shipments has begun to weaken. In the early stage, the sales of some hot-selling gray fabrics on the market were very good, and some even sold out of stock. The overall sales situation was also very good. The price also performed well, with the prices of hot-selling varieties increasing to varying degrees, and showing that there is still room for growth. But then there were price cuts again, especially since the price of polyester raw materials has been rising recently, and the price of gray fabrics has begun to fall.
According to the sample monitoring data of Silkdu.com, it can be seen that in early February, the inventory of weaving manufacturers in Shengze area was 35.5 days, dropped to 34.2 days in the middle of the month, but began to rise to 34.6 days in the second half of the month. Although inventories only rose for 0.4 days, it is clear that the trend has changed from falling to rising.
March is about to enter, which is also the traditional peak season for the textile industry in the first half of the year, the so-called “gold, three, silver and four”. But now the number of gray fabrics entering the warehouse of dyeing factories and the shipment of gray fabrics by weaving enterprises are both declining. It is said that dyeing factories are the “wind vane” of the textile industry. Some people will ask, does this mean that “three golds are not gold”?
At present, we have just entered March and it is too early to say that the peak season is not busy. Although the market showed a decline in late February, this was compared with the backlog of orders before the Spring Festival. The market will be busy after the Spring Festival every year. This is a normal situation, so the comparison is somewhat biased. In early March, the trend of market conditions may be the best basis for judgment.
On the other hand, after the Spring Festival, although policies were liberalized and residents’ consumption increased, many industry insiders are still waiting and watching. As the market improves, the prices of polyester raw materials and gray fabrics have increased. Recently, even some printing and dyeing factories have begun to increase prices. This series of price increases has made it difficult for end customers to accept the high prices in the market, and has also prompted them to be more cautious in placing orders that they were originally waiting to see.
In the past, the market has been accustomed to chasing rising prices. Rising raw material prices will always stimulate the market to stock up to a certain extent, and the market will accept the rising fabric and dyeing costs calmly. However, downstream customers have been very sensitive to drastic changes in prices recently. They only want the low-priced fabrics in stock from years ago and are unwilling to accept price increases. It is not difficult to understand that this phenomenon occurs. In the real peak season, market orders are concentrated, and price increases will naturally be accepted by the market. However, if the quality during the peak season is not pure and the motivation for orders is insufficient, the price increase will naturally be questioned in various ways.
At present, considering that the domestic economic situation is improving and boosting the consumption of downstream users, this is a certain fact. Nowadays, some domestic trade brands and online e-commerce replenishment orders are still being issued one after another, and spring and summer orders are superimposed on real orders. The overall atmosphere of domestic trade has improved slightly. With the arrival of March and April, spring and summer clothes are officially on sale, and the overall demand is yet to rise. At present, we still need to maintain an optimistic and positive attitude and do a good job in every order.
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