Textile News
According to customs statistics, in September 2021, China's imported cotton was about 70,000 tons, which was reduced by 22.2% from the previous month, and two-thirds were reduced. From January to September 2021, China imported cotton 1850,000 tons, an increase of 32.2% year-on-year (an average import volume per month, far higher than September). It is understood that in September, the imports of cotton, Indian cotton, and Brazilian cotton were still ranging from three A, but the proportion of Australian cotton was expanded.
Case of cotton imports atrophy
First, buyers "stepping" market.
In mid-September, the ICE cotton futures main contract continued to be 92-95 cents / pounds, domestic cotton spun companies, traders 92 cents / pounds to implement ON-CALL price contracts (looking forward to 90 cents / lbs) Even the import opportunities of 88 cents / pounds are coming); in the late September, the disk is short-lived and quickly rebounded after the surface, and it will break through and more than 110 cents. Establish a warehouse port bonded cotton and clear off cotton.
Second, the spinning enterprises cotton stock is in the middle.
As of the end of September, most of the hand held 1% tariff, the size of the spinning tariff cotton import quota is relatively sufficient, and it is not eager to get the goods. According to the National Cotton Market Monitoring System Survey The national cotton industry inventory is calculated that approximately 882,000 tons, an increase of 24.6% year-on-year.
Third, 400,000 tons of processing trade slip tariff cotton import quota "is not easy".
In 2021, the country issued a price of 700,000 tons of sewage tariff cotton import quota, only 300,000 tons of unlimited trade methods imported, non-state, processing trade 400,000 tons of sliding tariff quota for cotton mill, while cotton trade Strong speech is excluded.
The goods are priced, and coal continues to rise.
On October 15, Shaoxing's many thermoelectric companies released the "Inform Letter", which is superimposed by multiple factors in the world, and market coal supply is very short and prices continue to skyrocket. At present, there are more than 2300 yuan per ton, which has exceeded 2,300 yuan per ton, only the price is available, and a daily price, the tension is continuously upgraded, and the coal procurement is quite difficult.
From the current situation, the market coal is quite nervous, and the country's energy dual-control, the company's coal inventory is always in less than a week, and the normal production operation is made into huge pressure, the serious imbalance between steam prices and coal prices have been Leading business management faces a serious crisis, and existing stocks cannot meet our normal production. In view of the above practical conditions, the fidelity will have a large increase in the original basis. At the same time, in order to implement the "Double Control" policy of the provincial energy source, it is planned to arrange an orderly steam.
Printing and dyeing factory dyeing fee
Because energy and dyes, auxiliaries, steam, natural gas has sustained rising, and for the cost of the downstream enterprises, the cost is further affected by "dual control", and many printing and dyeing enterprises are last added. Based on the adjustment of the fee adjustment.
Demand for clothing is expected to release
First, the fell in the fell in the third quarter is mainly because the sales sales is weak, and the market is expected to be in the third quarter. Affected by factors such as epidemic, the sales situation of clothing enterprises in the third quarter is weak. September of clothing shoe bag industry Amoy platform sales fell by 25% year-on-year, and the decline was expanded from 17 percentage points from August. In the perspective, women's sales fell by 19% year-on-year, and the decline was expanded from August. In September, men's sales decreased by 33% year-on-year, and the decline was expanded from August. In August; Sales Sales The amount fell by 32% year-on-year, and the decline was expanded from 152 percentage points in August.
Due to the weak sales data in the third quarter, the market expectation of clothing industry listed companies in the third quarter of the third quarter. Under this expectation, the main listed companies in the three-quarter clothing industry have a certain callback. Second, four quarters of cold winter expectation, the demand for clothing seasons that are covered by warm-up in the third quarter is expected to be released.
Cold winter promotes winter sales
Recently, the country has a large area of cooling, and the cold wave is optimistic about clothing sales in the fourth quarter. According to reports, the National Ocean and Atmospheric Authority announced that the Phenomenon of Lanina has returned on October 14, and it is expected that Ranina phenomenon will maintain a certain strength throughout the winter and will weaken after entering the spring.
The so-called Lanina phenomenon is the case of abnormal seawater abnormality in the Pacific. Since the temperature of the Western Pacific is close to the equator, the air pressure is reduced, and it will be easier to attract the high-pressure cold air in the north, and the temperature is pulled in the south, and the effect of forming cold winter in China. In this regard, the Japanese Meteorological Hall is also in the long-term climate forecast that the cold air gases over Asia may be easier to south, which is expected to increase in the cold climate this year.
Historical data suggests that clothing sales are closely hooked when the temperature is tempered. The temperature change in the season is that people choose the key influencing factors of purchasing new clothes, especially during the winter, the low temperatures brought about by the low temperatures will significantly stimulate consumers to buy winter clothes. At the end of 2017 by the end of 2017 to the end of 2017, the cold winter weather was significantly stimulated by the sales industry.
In November 2017, the limited number of zero data clothing shoe hats knitted products were + 9.5% year-on-year, increased by 1.5 percentage points from October; the cost of the apparel increased by 10.20% year-on-year, increased by 1.3 percentage points from October. From a company, local brand Taiping Bird achieves net profit of 303 million (+ 60.52%) in the fourth quarter of 2017, and the net profit supermarket is expected.
In the third quarter of this year, the textile and apparel industry was influenced by the epidemic, weather hematition, and the demand for clothing clothing in the season of consumers was suppressed, and the number of more than 2020 was higher, and the retail situation of spinning service was weak. However, the weather is only extension, but not the demand disappearance, and according to meteorological prediction, this fourth quarter is about to usher in more cold and cold flow, accumulated clothes demand is expected to be released, expected to bring the garment textile industry The performance rebounded.
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