15 domestic textile clusters have successfully started construction! The start of construction of te

The start of the new year is coming. According to the survey, as of February 7, about half of the textile enterprises that have started construction are mainly medium and large textile enterprises. This year, due to epidemic prevention and control restrictions and some enterprises have given employees who do not return home. Due to factors such as incentives, there are fewer employees returning home, and most of the employees from other places have returned to the company's location on the fifth and sixth days of the first lunar month. Therefore, the overall situation of resumption of work and production is relatively good, with an arrival rate of about 80%. Most of the textile enterprises that have not started construction also plan to start construction within a week. In the past two days, there has been heavy snow in Jiangsu, Anhui and other places. The rain and snow weather has caused inconvenient transportation, which has a slight impact on the resumption of work, production and transportation.

But it will take some time for the market to fully return to normal

On February 7, various parts of Jiangsu resumed production one after another, and some areas experienced cooling and snowy weather, which affected the purchase and sales of enterprises to a certain extent. An industry insider in Yancheng, Jiangsu reported that the weather was mostly sunny in the early days, and most of the employees from other places had returned to work one after another on the 5th and 6th. Although the post-holiday snowfall traffic was affected to a certain extent, most enterprises still started work normally, consuming the remaining raw materials before the festival. At present, the orders in hand of enterprises are different, the production and sales situation has not changed much, and the operating efficiency is average. Textile enterprises said that the trend of the textile market after the festival is still unclear, and they will pay close attention to the changes in the market trend after the festival to ensure the orderly production and operation of enterprises.

As of February 6, more than half of the textile factories in Suzhou, Anhui have started construction one after another, mainly processing pre-holiday orders, which are earlier than the pre-holiday scheduled time. Start work and deliver orders as soon as possible to reduce the inventory pressure after the holiday; secondly, during the Spring Festival, Zheng cotton was suspended, but the price of the external disk continued to rise, and the market expected that the domestic spot price would follow. The person in charge of a textile enterprise said that due to the limited lint inventory of the enterprise before the festival, in order to understand the market conditions as soon as possible, make adjustments to the raw material and product inventory in time, and start work ahead of time after the festival; After the work can quickly return to the normal track.

At present, the start-up time of enterprises is generally ahead of schedule, but the atmosphere of the Spring Festival is still strong, and it will take some time for the market to fully return to normal.

Downstream customers are more motivated to purchase than before the festival
The smooth transmission of raw material prices to the back channel has become the key to the market outlook

Downstream textile enterprises have resumed work and production one after another, and some enterprises have started late. It is expected that the industry can fully resume production after the tenth of the first lunar month. Downstream textile enterprises said that there are currently fewer new orders, and the first day after the holiday is basically the production and delivery of orders before the holiday, and some companies have not received new orders, so they choose to start up in advance in order to stabilize the workforce. On the first day after the holiday, raw materials rose sharply, downstream customers were more motivated to purchase than before the holiday, and the quotation rose slightly. At present, the industry has low inventory. With the consumption of raw materials in stock, the willingness of enterprises to purchase will gradually increase. Whether the upstream can continue to be strong is critical to the smooth transmission of raw material prices to the downstream.

All in all, driven by factors such as rising raw material prices and holding costs, and improving market confidence, there is a strong willingness to increase raw material prices, and a good start is a foregone conclusion, but how long the increase can last depends on how the demand side continues the story.