Can The "Smoke Smell" Of The Stall Economy Dispel The "Severe Cold" Of The Textile Industry?
The haze of the new crown pneumonia has not yet dissipated, and the stall economy has been reunited.
Recently, the stall fire has become more and more popular: it has been loosening up lots of stalls and selling stalls. Small commodity city, Mao Ye business, and even vans and so on, and the economic concept of the stalls has been rising repeatedly. The smell of fireworks in the stalls.
Under the epidemic situation, the textile industry has entered "cold winter".
Affected by the epidemic, the global economy has been shut down, the global garment industry has entered the winter: sports brand giant Adidas's first quarter net income fell 96% year-on-year, UNIQLO expects net profit in fiscal year 2020 to fall 40% compared with the same period last year, GAP sales fell by nearly half, and was sued by Simon shopping malls for arrears of rent.
China is the largest exporter of textiles and clothing in the world. Under the influence of the epidemic, the textile and garment industry has been greatly affected.
According to customs data, in 2020 1-4, China's textile exports amounted to US $39 billion 167 million, an increase of 1.32% over the same period last year, and clothing exports amounted to US $30 billion 971 million, down 21.99% from the same period last year.
The domestic market is better than the foreign trade market because of the proper control of the epidemic, but it did not improve until May.
The weakness of the garment industry is naturally passed to the upstream weaving industry.
Monitoring data from China silk net show that as of June 4th, the average inventory of weaving enterprises in Jiangsu and Zhejiang provinces has been as high as 42 days, similar to the highest level in previous years. But now the time has just arrived in early June, according to past experience, the next few months are the off-season tired inventory stage.
It is because of the terminal clothing downturn, upstream weaving enterprises do not have orders, weaving enterprises for workers, sunk costs and other reasons do not want to stop the machine. The higher the cost of the high-end products, the greater the amount of money to be occupied, and the higher the personalized demand of customers.
Therefore, when there is no order, we are going to produce conventional products such as spring Asia spinning, polyester taffeta, imitation silk and so on. Some time ago, it was also useful for Japan to import news of Tsing Chi knitting machine to weave regular twill. Under such circumstances, how serious the homogenization of grey fabric inventory products on the market can be imagined.
The stall economy, or the good medicine that goes to stock.
Again, back to the stall, in previous years, every passing year, the market department will see a number of down garments and cotton clothes at the door of the department store. Xiaobian also learned about them. These are the clothes that the downstream clothing enterprises will pay for their debts at the end of the year. These clothes are also very cheap. A good cotton dress is only 50 yuan.
Of course, this stall is a little different from those at the end of last year. It is more because the epidemic can not provide enough jobs for the society. Therefore, some people who can not find jobs temporarily can make their own efforts through the way of stall. At the same time, they also play a certain role in stimulating domestic demand.
In all commodities, the low cost of clothing and wide audience has always been an important part of the stall economy. 。 When part of the idea of putting up a stall, the first time I think of clothes is also. If you want to sell clothes, you need to buy them. The demand for the terminal can drive the whole textile industry chain.
All along, in people's consciousness, "stall goods" has been a synonym for cheap, so the demand is also spring Asian spinning, polyester taffeta, imitation silk such cheap and cheap conventional fabrics, this is exactly the stock market at present the largest number of products.
Therefore, the development of the stall economy may be able to drive the conventional grey fabric to the stock market.
A dyeing factory official said that the orders in the factory have obviously increased recently, from one or two days ago to 200 thousand meters in the daily warehouse and 500 thousand meters to the daily warehouse. Most of the warehouses are regular products, though they can not be fully opened at the moment, but the situation is not much better than most orders in most of the first half of this year.
A manager of the production of polyester taffeta weaving manager Wang also said that from the beginning of the two sessions, he has been concerned about the relevant news, "booth economy" concept put forward, he felt that there are many business opportunities, perhaps to drive a wave of goods.
Of course, we can not be overly optimistic about the improvement of orders for a short time. On the one hand, the next few months are still in the traditional sense of the textile market in the off-season. Even if the stall economy has promoted part of the demand, it can only serve as an auxiliary means of sale. On the other hand, the number of confirmed cases of new crown pneumonia is increasing rapidly every day. The development of the epidemic situation is still not optimistic. If the epidemic situation is not effectively controlled, the foreign demand will not return to normal one day, and this will take a long time.
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