The Epidemic Still Needs To Be Concerned About The Short Term Improvement In Exports.

Today, the research team of China cotton information network has come to Hangzhou, Zhejiang. It has visited two cotton mills in the Xiaoshan region, and has been communicating with the head of the cotton mill on the current operation of the enterprise and the analysis of the market later.

One of the factories that produce colored spun yarn is about 100 thousand spindles, and its products range from 7 to 50. Raw materials include cotton, viscose, polyester and so on. At present, the cotton mill operates at more than 80%. The factory said that this year the new crown outbreak occurred at home and abroad, and the order of the cotton mill had been greatly affected. In the past few months, it received sporadic little orders and short lists. Although the operating rate of the factory was relatively high, the order problem was always the biggest worry. Fortunately, recently, I have received one or two large orders, which can probably produce a month's volume, and I can temporarily feel at ease in the short term.

However, the factory leader does not think that the big list is a sign that the market is turning better. She says that the market has always had large orders, but only a small quantity. In order to receive the large orders, the factories are fighting against the price matching services very closely. Even if they receive the list, they have no profit, just keep the machine running and supporting workers, waiting for the market to get better.

Another 50 thousand spindles pure cotton yarn factory mainly produces 21, 32, 40 package bleached yarns. As the yarn is more expensive, the price is higher than that of the cotton yarn of the same grade, which is 1000-2000 yuan / ton. The price of combed 32 can be sold to 20000 yuan / ton, and the current order situation is not very optimistic. It only maintains about 10 days, and the operating rate is basically full. There are many other industries in the cotton mill group, so the cash flow is more abundant. Therefore, even if the order quantity is small, it is not willing to stop work and let workers have a holiday. After all, it is difficult to call back after a holiday.

In the course of the exchange, two enterprises mentioned the epidemic situation. The black swan caused several negative effects on exports. On the one hand, in the early days of the outbreak of foreign epidemic, a large number of orders had been cancelled, some of them had already been produced quickly, and customers said they would not be allowed to do so, resulting in a certain order loss. Second, the new export orders have been greatly reduced. The restrictions on ports and people caused by the outbreak of the epidemic have led to a significant reduction in the elasticity of clothing consumption. A large number of clothing stores have been closed, and many factories which rely on foreign trade are facing a situation of no single connection. The third is that some export orders arrive at the port of destination. They encounter customer bankruptcy, customer refusal to pick up the goods, the port closes cannot be unloaded and even the customers die. Of course, such a situation is only a small number, but it also makes the factory extremely cautious when taking the extra orders, and it is also more severe in terms of payment. Otherwise, it would rather not accept it, so it is difficult for the two sides to reach an agreement and the last part of the order is lost to Southeast Asia.

In the middle of May, there was a slight improvement in the market, but at the end of May, it returned to the same level. The head of the enterprise said that in June and July, the market was also off season. As an important exporter, the European Union liked to put the high temperature holiday in 7-9 months. France, Italy, Holland and other countries should have at least a month or so, so the export orders of the June and July market were relatively low, eight or nine It will increase again after the month, reaching the peak in the two or three months before Christmas, that is, "golden nine silver ten". Therefore, we are not very optimistic about the downstream market in the next June and July, and think that it will take a turn for the better in August.

At present, people are somewhat numb and concerned about the epidemic abroad, but the fever is still very serious in the United States, Brazil and India. In the short term, it is difficult to be fully controlled. There are two other possibilities in other countries. We can not ignore the persistent effect of the epidemic on consumption. At the same time, the global cotton and textile consumption has decreased by about two months on average. The imbalance between supply and demand of cotton and finished products is unlikely to change completely in the short term. For a long time.