The Fluctuation Of Epidemic Situation, The High Price Of Raw Materials And The Superposition Of Logistics Test The Endurance Of Enterprises

With the end of the first quarter of 2022, the textile industry has entered the traditional peak season of "gold, silver and four". However, in recent years, the international epidemic situation continues to spread, and the domestic epidemic situation in China shows a multi-point rebound trend, which brings new uncertainties to the market recovery and supply chain stability. Recently, the reporter of China Textile News interviewed some textile and garment foreign trade enterprises and international enterprises to understand the main impact of the current epidemic situation on the textile industry. Enterprises generally reflect that high logistics costs, high prices of raw materials and strong RMB exchange rate are the main factors affecting the operation of enterprises.

High logistics costs continue to perform

Since the outbreak of new crown pneumonia, especially in 2021, "one cabinet is difficult to obtain" and the high international logistics cost has become the biggest problem for textile foreign trade enterprises. With the international oil price reaching a new high in the previous stage, the trend of high logistics cost is still on the stage this year.

　　 "After the outbreak of the Ukraine crisis, the international oil price has soared. Compared with the previous period, the logistics cost of foreign trade export has increased by 20%, which is hard for enterprises to bear. At the beginning of last year, the cost of a shipping container was more than 20000 yuan, and now it is 60000 yuan. Although the international oil price has dropped slightly in recent days, the overall operation is still at a high level, and the logistics cost is high in the short term There was no significant remission. In addition, foreign port strikes caused by the global epidemic situation are expected to continue A professional engaged in European and American textile foreign trade business for many years expressed his current difficulties.

It is understood that in order to relieve the high cost pressure, some foreign trade enterprises exporting to Europe have shifted from sea transportation to land transportation of China Europe train. However, the recent situation in Russia and Ukraine has also brought great influence on the normal operation of China Europe train. "Now the delivery time by land has also been significantly extended. The China Europe train, which could have arrived 15 days ago, now takes eight weeks." Some enterprises told reporters that.

The price of raw materials is under great pressure

For textile enterprises, the prices of cotton, viscose and other fiber raw materials are rising, and the cost rise is difficult to transmit to the end products in the short term. On the one hand, the purchase of raw materials can not be owed, and the delivery of finished products can not be paid back in time. The production and operation of enterprises are squeezed, which greatly tests the development toughness of the industry.

An industry person who has received orders from Europe and the United States for many years also told the reporter that the current domestic powerful trading companies receive orders are basically arranged in two production bases at home and abroad, and large orders are produced abroad as far as possible. "For example, we do the French fashion brand Morgan orders, Levi's (Levi's) of the United States And gap jeans orders, generally choose Bangladesh, Myanmar, Vietnam, Cambodia and other overseas base production. These ASEAN countries have relatively low production costs and can enjoy some preferential export tariffs. In China, only a few small batch production orders with complex process are reserved. In this respect, the domestic production and processing has obvious advantages, and the quality can be recognized by the buyer. We use this arrangement to balance the overall foreign trade operation of the company. " He said.

A professional from a well-known textile machinery equipment manufacturing enterprise in Italy said that the manufacturing industry is now generally global manufacturing. As a mechanical equipment manufacturer, the prices of copper, aluminum, steel and other raw materials required for the production of precision equipment are rising, and the production enterprises are under greater cost pressure. At present, there is still a certain market space and order demand in the industry. In the current trend of accelerating the transformation and upgrading of China's textile industry, there is a demand space for high-performance and automation equipment due to equipment renovation and some new capacity. The market situation faced by high-end textile machinery equipment manufacturers is generally good. As long as the raw material price does not rise too much, the enterprise can run smoothly.

Supply of some materials is blocked

According to the reporter's understanding, the raw material supply chain caused by the epidemic is not smooth, so that the industry and enterprises are affected to varying degrees. According to the Italian equipment manufacturer mentioned above, "The industrial chips used in the production of textile machinery equipment are mainly produced in India, Indonesia, Malaysia and other Southeast Asian and South Asian countries. The international epidemic led to the closure of chip manufacturers and serious market shortage. The serious shortage of chips encountered by the global automobile manufacturing industry in the third and fourth quarters of last year is also troubling textile machinery equipment manufacturers. The lack of industrial chips has caused a serious shortage of chips The delivery period of our complete equipment has been extended, some of which will take eight or nine months or even one year. Spinning equipment is one of our main business sectors. However, it is estimated from the current situation that the impact of the lack of chips will not only affect spinning equipment manufacturers, but also weaving, testing and other equipment will face the same situation, as long as the related equipment involving automatic control will be affected. " Referring to the current situation of the textile machinery market, he added, "although the market orders are in good condition, we are suffering from the shortage of chips, and we can't deliver any orders."

As of the time of press release, although the international crude oil price has dropped slightly, it is still running at a high level as a whole. In addition, the RMB exchange rate index is currently at a historical high, and the exchange rate of RMB against euro has reached the highest level in the past five or six years, which also forms pressure on textile foreign trade. The industry generally believes that the cost pressure will continue this year, and the industry will still move forward in negative pressure.