The "market whirlwind" brought by the Russian conflict is still shaped violently, blowing the oil price. Affected by this, the domestic energy chemical futures market is not reduced, what is the impact of the downstream market?
Enterprises have returned to normal, and orders will be delivered.
After the Spring Festival, experienced the epidemic episode, most companies have been fully started, returning to normal, and the opening rate is gradually rising. In March in the traditional peak season, the situation of the trading company has gradually recovered and stabilized. Through deep enterprise investigations, we have found that most manufacturers have currently in the case of small orders, and there is still a lack of lacking. Although lack of large orders, the overall executive order can be maintained until the end of March.
A main camp simming the trader Hu Hui said: "The recent order is delivered, the market is basically returned to normal. The order is OK, but it is still the simulation silk. But some dye is still more, it needs to be queued, resulting in queue The delivery time is a bit for a long time, how can you go to the end of March.
A trading company Wang Manager with sales raw materials also said: "The recent order is delivered, the order is OK, the elastic fiber is mainly, for example, the raw materials such as T400, SPH are most hot. Downstream weaving enterprises, the knitted fabric is better, large Some manufacturers will be on May 1st. "
Geopolitical factors, chaos market orders
After the Spring Festival, Russia's relationship once became the focus of the market, and became the dominant factors such as crude oil and raw materials. Russian relations are tense, what is influenced to the textile market has become a problem that is currently paying attention.
It is understood that the current market is in general, and the order is weaker than that in the domestic sales order. As we all know, before the Spring Festival, foreign trade orders have obvious improvements, and once become a hot spot in the market. However, after opening, the rise of this inclination is weakened, and it seems to return to the calm last year.
Wang Manager, sales of raw materials, revealed that "foreign trade orders are basically used to use regeneration fibers, which are hot spots in recent years. But the current order situation is not ideal, poor than last year. Mainly affected by Russian War, rising crude oil, cost High, profit decline, foreign customers feel that the situation is unstable, so they have been watching. "
At present, the global pattern is tightened, and the demand is full of variables overlapping peripheral energy prices, and the uncertainty and volatility of the operation of the textile industry will be intensified. In this influence, clothing sellers have a single thing, and long-term is in the wait and see, it has become a normal phenomenon. Therefore, the number of posts in the downstream fabric trade enterprise is reduced, and the atmosphere is weak.
The sea freight "high fever", customers continue to wait and see
Of course, there are also some companies that the Russian situation has little effect on the order. The most important reason is that there are not many foreign trade orders, and naturally do not have much impact. There are few foreign trade orders, still have been influenced by the decrease in terminal demand, and the large environment is still not limited, and the foreign trade market is difficult to really improve.
The simulation silk trader Hu has also said that foreign trade orders have not been good at the end of last year, and the amount has declined. It is mainly due to the continuous rise in shipping costs, and the price is really outrageous, and most of the overseas customers have difficult to bear this fees. In addition, overseas demand has a great impact on the foreign trade market.
The price of the sea freight has risen since the outbreak of the epidemic, "high fever", the impact on foreign trade enterprises is very large. It is understood that shipping costs have risen globally, Sino-US, and China and Europe have increased close to 10 times, and the global scale is also increased to more than 3 times. Such crazy sea freight, became a mountain in the foreign trade market.
Difficulties in the price of fabrics, loss of corporate profits
Near Jin San, whether the downstream can have a spring order and whether the price of blank fabrics has become more eye-catching. The enterprise represents a small amount of underlying, and the price of routine products is difficult, and the spring and summer fabric increases in the range of 2-3 hair.
The raw material trade merchang always said: "The recent yarn price rises, mainly the differentiated products, the routine can not get up. Now there are many small orders, a lot of small, inventory. Many of this spring and summer fabrics are also Consuming last year, so demand is still very difficult. "
The main elastic fabric of the Tang Tang Tang Tang Tao told Xiaobian. With the rise of the raw materials, the price of the gray cloth, the price of fabrics has also been raised, 0.1-0.2 yuan / m, but the profit space is still not big.
"The price of the gray cloth has risen, 0.1-0.2 yuan / m, but the price of fabric has risen." The simulation silk trader Hu said helpless.
The price increases for downstream companies, it seems to be more difficult than the day. Although this is too exaggerated, it is indeed difficult. Upstream raw materials, under the strong support of the crude oil cost, start up the channel, but the downstream demand is not prosperous, and weaving companies sell over the blank cloth at a low price. At present, the state of the upper downstream does not match will continue, under one hand of the crude oil old brother, the difference between the upstream raw materials will only be more and more open.
Summarize
In terms of the market market, the company's opinion is not large, and is mainly hysterist. Whether foreign trade can be improved is still an important factor affecting the market.
Women's Fabric Trade Business Total Prediction: "Nowadays, there are many small orders. They are mainly proofed, and the terminal is still digesting the clothing in the past year, not too good to look hard."
The elastic fabric of Tang also expects the traditional peak season that will not have the imagination, but there will be some orders release, there will be some promises.