The special market around G20 has ended, and the textile market in the second half of the year can be said to be both negative and positive. Due to the joint extrusion of upstream and downstream and the recession of export market, the textile industry, which has been in an awkward position in the first half of the year, will usher in a bumper harvest of "nine gold and ten silver" in the second half of the year? Or continue the embarrassment of "sandwich cake?
Export pressure has increased, but there is still support
Up to now, the total export volume of China's textile industry has shown a negative growth trend. In the first five months of this year, the total export volume of China's textile and clothing decreased by 2.3% year on year, but the decrease was somewhat narrower than that of last year and since the beginning of this year. The industry predicts that the pressure on China's textile exports will increase in the second half of this year, but there is still momentum to support it.
Industry insiders believe that the recovery of the world economy has been slow since this year, and the momentum for the recovery of external demand is still insufficient. Therefore, there are many uncertainties in the export prospects of China's textile industry. Since the second quarter of this year, China's textile exports are expected to benefit from the devaluation of RMB and other factors.
In addition, it should be noted that in recent years, the overall economy of the European Union has been sluggish, and the export of Chinese textile and clothing to the European Union has declined obviously. In the first five months of this year, the export of Chinese textile and clothing to the European Union decreased by nearly 4% year on year. In recent years, due to the active economic and trade relations between China and Britain, the proportion of Chinese textile and clothing exports to Britain has increased. Britain is a large market for Chinese textile and clothing in the European Union, and it is also a relatively stable market. Although China's textile and clothing exports to the EU declined as a whole in the first five months of this year, it still maintained an increase of about 3% to Britain. However, after the referendum on Britain's "Brexit", the factors of market instability have increased, which may affect China's textile and clothing exports to Britain and the European Union.
The price of dyeing factories in some areas rises
Due to the restriction of domestic environmental protection, the price of dyestuffs has multiplied and increased crazily, and the government has restricted the discharge and must meet the discharge standards. Therefore, the dyeing and finishing industry must invest a huge sum of money again in the construction of sewage pretreatment and water reuse for multi-level treatment facilities, resulting in a substantial increase in the operation cost of sewage treatment again. The wages of workers, water, electricity and steam increase every year. Enterprises can no.
At present, many enterprises have chosen to raise prices in groups. It is understood that there are no less than 15 dyeing enterprises in Jiaxing. Compared with the dyeing fee prices in the first half of this year, the prices of conventional products have increased by 1000-2000 yuan/ton, with an increase range of about 10% ~ 20%, while the prices of a few varieties still remain the original prices.
Not only in Jiaxing, but also in the printing and dyeing gathering areas of Suzhou, Shishi, Shaoxing and other places, the printing and dyeing processing fees have been increased to different degrees since August to maintain production and operation. Many traders shook their heads and cried that the price rose by 2,000. They were unable to communicate with customers and could not accept it! It's hard to do business!
There are still many uncertain factors in raw materials
In terms of polyester, the trend in the second half of the year is still hard to judge. It is believed that the operating rate of the polyester plant which was stopped in the early stage will hit a new high after G20, while the supply-demand relationship between upstream and downstream, which is considered by the editor, is still the decisive point of this game.
On the contrary, before the G20, the joint price guarantee and speculation based on the G20 market will continue to weaken the influence on the market.
In terms of PTA, there will be a lot of equipment shutdown and overhaul in the second half of the year, which is believed to be supported to some extent. However, the trend of crude oil price is still confusing at present. The situation of Federal Reserve raising interest rates, the progress of OPEC meeting and how much support can be provided to PTA in terms of cost are still unknown.
To sum up, the market situation of textile industry in the second half of the year is still unclear. Good and bad coexist. What kind of attitude do you guys give to the market situation in the second half of the year?