Traditional Thinking Can Not Be Achieved: Textile Bosses Are Most Concerned About...
Recently, the macro mood has been constantly strengthened: A shares fell sharply and the RMB was sharply derogated. China responded to the suspension of buying US agricultural products. For a time, the whole market was in a mess.
But for most of the textile bosses who are struggling in the off-season, the external movement is bigger, but it is also worth the stock and book numbers lying at home. What is the most important concern of textile bosses nowadays?
When does PTA reach the lower limit?
This year, the overall market situation of textile industry is not good. Downstream demand for polyester filament is not high. Sales of PTA are not as good as expected, but speculation is still in progress. But the embarrassment is that because of the lack of downstream access, this year's PTA is often just scrambled up, and it will fall soon.
Although the probability of PTA's rebound will be bigger in the future, this year's PTA has made several "moths". Every time it thinks that it has touched the bottom, it will always fly several "Black Swans" to suppress the price that has just stabilized.
From the present point of view, the growing Sino US trade friction is the biggest uncertainty factor, and how the price of PTA will change in the future, we need to pay attention to its subsequent development.
Can fabric inventory be reduced?
Recently, a weaving manufacturer said, "we broke the warehouse. Nearly ten million meters have no place to store.
In late July, when the hot weather was approaching, many enterprises, in the name of "high temperature", gave the factory "summer vacation" in a fair way. Now, over half a month now, there is no obvious decline in stock in the factory.
This phenomenon is obvious in Jiangsu and Zhejiang industrial clusters. With the drop of temperature, the effect of high temperature is getting lighter. A small number of manufacturers have begun to resume production, and their capacity is rising.
Do not dare to store more, there are only goods.
According to the tradition of previous years, many two level trade associations choose to store goods in the off-season, that is, when the market is weak, buy low-priced cloth at home, and wait until the market comes to sell at a high price to earn the difference in price, but this year's operation is a bit unusual.
It is understood that this year, many traders tend to store goods on the low side. "At this time, some old customers would greet us, let us make some products and let them in, but we will be silent this year. These customers themselves have tight funds and unstable market conditions, so they do not have a strong desire to hoard goods. Textile boss said.
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