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The haze of the new crown pneumonia epidemic has not yet dissipated, and the stall economy has “reunited”.

In recent days, the stall economy has become hot: lots of stalls have been loosened to sell goods, and stalls have been declared hot. Concept stocks such as the Commodity City, Maoye Commerce, and even vans that have been linked to the stall economy have risen continuously. Can the "fireworks breath" of the stalls disperse the current "frozen" textile industry?

Under the epidemic situation, the textile industry has entered a "winter"

my country is the world's largest textile and apparel exporting country. With such a big impact on the epidemic, the textile and apparel industry has been greatly affected.

According to customs data, from January to April 2020, my country's textile exports amounted to US$39.167 billion, an increase of 1.32% year-on-year; apparel exports amounted to US$30.971 billion, a year-on-year decrease of 21.99%.

Because the epidemic situation is properly controlled, the domestic trade market is slightly better than the foreign trade market, but it did not get better until May.

The weakness of the apparel industry naturally passed on to the upstream weaving industry.

Data monitoring from China Silk Capital shows that as of June 4, the average inventory of weaving enterprises in Jiangsu and Zhejiang has reached about 42 days, similar to the highest level in previous years, but now the time has just arrived in early June. According to the experience of previous years, the next few Months are the cumulative inventory phase of the off-season.

It is precisely because of the sluggish terminal clothing, upstream weaving companies have no orders, weaving companies are unwilling to stop the machine for reasons such as workers and sunk costs. The higher the cost of higher-end products, the greater the amount of capital occupied, and the higher the personalized needs of customers.

Therefore, when there is no order, everyone produces on Chunya spinning, polyester taffeta, artificial silk and other conventional products. Some time ago, there was news of using Japanese imported Tsuda Kok looms to weave conventional polyester taffeta. Under such circumstances, it can be imagined how serious the homogenization of grey cloth stock products on the market.

The economics of land-sharing, or a good medicine to destock

Let’s talk about the stalls again. In the past years, every time I passed the store department during the New Year, I would see a piece of down jacket and cotton clothes placed at the entrance of the store department. The editor also went to understand at the time. These are downstream clothing. At the end of the year, when the company fails to pay the shipment, it will pay off the apparel. And these clothes are also sold very cheaply, a good cotton clothing is only 50 yuan.

Of course, this time the stalls are a bit different from those at the end of previous years, more because the society cannot provide so many jobs under the influence of the epidemic, so some stalls are temporarily unable to find jobs People can support themselves, and at the same time play a certain role in pulling domestic demand.

Among all commodities, clothing costs are low and the audience is wide. It has always been an important part of the land-sharing economy. When there was a part of the idea of setting up a stall, Diyi thought of clothing. And if you want to sell clothes, you have to buy goods. When the terminal has demand, you can drive the entire textile industry chain.

All along, in people's consciousness, "land spreading goods" has always been synonymous with cheap, so the demand is also cheap and conventional fabrics such as Chunya spinning, polyester taffeta, and artificial silk, which is also the current stock on the market. Some more products.

Therefore, the development of the land-sharing economy may be able to drive a wave of conventional gray fabrics to destock.

A person in charge of the dyeing factory said that in recent days, orders in the factory have obviously increased, from the daily storage of 200,000 meters a week or two ago to the current daily storage of 500,000 meters, and most of the storage Conventional products, although they are still not fully opened, are much better than when there were no orders for most of the first half of this year.

A manager of a weaving enterprise that produces polyester taffeta also said that since the two sessions, he has been constantly concerned about relevant news. As soon as the concept of "land spread economy" was proposed, he felt that it contained many business opportunities, which may be able to drive A wave of shipments.

Of course, we cannot be overly optimistic about the short-term improvement of orders. On the one hand, the next few months are still in the low season in the traditional sense of the textile market. Even if the land-sharing economy has promoted a part of the demand, it can only be used as a supplementary sales tool to cure the symptoms. It is still increasing rapidly every day, and the development of the epidemic situation is still not optimistic. If the epidemic situation is not effectively controlled one day, foreign demand cannot return to normal one day, and this will take a long time.

Taixing Hongyang New Material Technology Co., Ltd. has a professional R&D and production team, introducing advanced technology and equipment, and is committed to the production of high-quality polypropylene high-strength yarn, polypropylene aerial yarn, polyester aerial yarn, webbing and other products! The company is still developing and expanding, and we look forward to a win-win cooperation with you!

If you want to know more product information, please contact: Liu Xuelian 18914408040 Website: http://www.ofxnht.cn/