In the new year, can textile enterprises usher in spring flowers?

For textile companies, 2014 had passed, and some even sadly left the city. Nowadays, 2015 is already open. Can a textile company that has experienced thousands of hardships usher in spring? Recently, the author communicated with some people in the industry. Everyone has their own opinions:

1, think of the past, along the way, how much bitterness

In 2014, it can be roughly divided into two phases. The first phase is the phase of sales of reserved cotton before August 31, 2014. At this stage, the cost of cotton used by textile enterprises was 18,000 yuan/ton (before April 1, 2014), and 17,250 yuan/ton (after the adjusted throwing price). During this period, the yarn price of the textile company was in a loss phase. . Among them, the conventional yarn 21S and 32S in Jiangsu and Zhejiang had losses of 500-600 yuan/ton, and the majority of conventional cotton yarn in the Shulu area had a loss of 1,000 yuan/ton. The high cost of raw materials has become the biggest “stumbling block” that restricts the operation of textile companies. The second phase is the target price period. During this period, the domestic cotton price from 17250 yuan / ton, a straight line to 13,000 yuan / ton line (3128 in the mainland), the cotton price fell to 4250 yuan / ton. However, during this period, cotton yarn fell far less than the decline in raw materials. Taking 32S, a company in Weifang, Shandong Province, as an example, its factory quotation was 25,000 yuan/ton in early April, and the price was 22,800 yuan/ton at the end of December 2014, which dropped by 2,200 yuan/ton during this period. In fact, the profits of textile companies have been turned from negative to positive. The profits of most varieties are above RMB 1,000/t, and individual yarns have reached RMB 2,000/t.

To sum up: In the first half of the year, most of them suffered from injuries. In the second half of the year, from loss to profit, they were treated with caution. In addition, the internal and external yarn games have also become hot.

2, look at the present, the spring breeze to send warm, cotton yarn recovery

According to the statistics of the China Cotton Association, from November to December 2014, China’s yarn production and grey cloth production both increased, yarn production increased by 2.52% compared to the previous period, and grey fabric production increased by 0.43%. Main reasons: First, the downstream demand has improved, product inventories have decreased, the operating rate of some enterprises has increased, and the output of products has increased. Second, as the price of domestic cotton has fallen, the competitiveness of cotton textile enterprises has been restored, and the proportion of cotton used has been recovered. improve.

In response, the number of imported yarns continues to decrease. According to statistics from China Customs, in November 2014, China imported 164,300 tons of cotton yarn, a decrease of 4.94% compared with the previous period and a year-on-year decrease of 6.7%. From September to November 2014, China imported 511,100 tons of cotton yarn, a decrease of 8.66% year-on-year.

The market believes that due to China's implementation of the target price policy for cotton, the cost of raw materials for spinning has been significantly reduced, and the market competitiveness of Chinese yarns has increased. Textile companies have not only turned from losses to losses, but sales have also shown signs of improvement.

However, there are some things that are not satisfactory. First, the mid-to-high branch yarns are relatively popular, such as 100% long-staple cotton with more than 80 yarns, US cotton and Australian cotton as the main distribution of 40 combed yarns, 60, etc.; second, middle-low branch The yarns are still relatively unsatisfactory, with more than 21 air-spinning and carding, and 32 yarns with some low-grade cotton are unsatisfactory in the same period. Some yarn-producing spinning mills have had a hard time.

3. Looking ahead, the road is long and long

In the first quarter of 2015, what was the day for textile companies? We are still full of hope. First, there is a good news about policy. In addition, the Ministry of Finance and the State Administration of Taxation issued a notice on December 31, 2014 to increase the export tax rebate rate for some high value-added products, textiles and apparel. The notification will be implemented from January 1, 2015. This will help encourage exports and expand our country’s market share abroad. Second, the target price policy of cotton has fundamentally solved the situation in which China's cotton price and international cotton price have been split, and the "inner-outside" cotton prices have achieved a "harmonious resonance." At present, the domestic Xinjiang cotton grade 3128 platform delivery price has dropped to 13,700 yuan / ton line, compared with the port of India cotton S-6 level of 14,500 yuan / ton is also slightly lower, even lower than the SM-class US cotton, Australian cotton.

Macroeconomic policy is good, but some old problems have still not been effectively resolved. First, in the last two years, some textile companies, investment companies, and guarantee company owners have been hitting the road. The reputation in the industry has deteriorated, and textile companies have become very difficult. Many textile companies in Anhui, Jiangsu, Zhejiang and Sichuan and Chongqing have already “opened the pot”; , Overcapacity, vicious competition within the industry is still very fierce, peer-thumping, peer-to-peer operations are numerous; third, the cost of labor, energy, taxes and fees for textile enterprises is still high, more than 60% in Southeast Asia and other countries, the future pressure can be Want to know.

Therefore, we still have to say that China’s textile industry is bright ahead of 2015, but the road is still tortuous.