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Weekly Quotes | The wait-and-see mood is strong, and the market rises weakly / Replay: This time the intensity of the cold wave ranks fourth in history

2021-11-15 来源：羽绒金网浏览量：1883

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An unimaginable cold wave paved the way for the hot sales of "Double Eleven" winter clothing, and also allowed the price increase to be transmitted from the upstream to the downstream. Although garment factories still buy down on demand, they are also accepting rising prices.

The price of raw wool has risen again, but with the gradual passing of the cold wave, the wait-and-see mood in the downstream has once again become strong, and the production enterprises continue to reduce inventory and strive for cash return, so the down market is weak.

Recently, both the US Meteorological Administration and the Japan Meteorological Agency have agreed that the La Niña phenomenon will last longer, and the US Meteorological Administration estimates that there is a 66% probability that the Niño-3.4 index will drop below -1.0°C, which means that a moderate-intensity La Niña phenomenon will occur. In terms of recent weather, my country’s next cold wave may be brewing, or it may help the down industry to have a promotion!

Monday:The price of white duck down and white goose down rose, gray duck down and gray goose down remained the same

Exchange rate of USD to RMB: 6.3959

Tuesday:Prices of all categories are flat

Exchange rate of USD to RMB: 6.3903

Wednesday: Prices of all categories are flat

Exchange rate of USD to RMB: 6.3948

Thursday: Prices of all categories are flat

Exchange rate of USD to RMB: 6.4145

Friday: Prices of all categories are flat

Exchange rate of USD to RMB: 6.4065

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Replay: This time the intensity of the cold wave ranks fourth in history! Supercomputer: The next cold wave is brewing!

From November 4th to 9th, a strong cold wave affected most of our country from northwest to southeast. The National Climate Center's assessment report on the strong cold wave event and its impact shows that the cold wave event has the characteristics of a large cooling range, a wide range of rain and snow, and strong extremes. The temperature of 1.01 million square kilometers of the country has dropped by more than 16°C.

According to the industry standard of "Cold Air Process Monitoring", the comprehensive intensity index of this cold wave ranks the fourth highest since 1961.

As the cold wave has completely moved south, the influence of this cold wave in our country has gradually weakened. Yang Shunan, chief forecaster of the Central Meteorological Observatory, said that there will be some recovery after the end of the cold wave, but the magnitude is relatively small. There will still be cold air activities in the next 10 to 15 days, and the intensity will not be as strong as this time. The average temperature in most parts of the country is lower than normal.

According to the mid-term weather forecast of the Central Meteorological Observatory, there are three other cold air lines preparing to go south.

Among them, one of the 17-19 will be medium-strength cold air. It affects northern my country from west to east. The temperature in Northwest China and North China will drop by 4 to 8°C, and the local temperature will be above 10°C. From 19 to 22, strong cold air will start to affect my country from Xinjiang to the east. The temperature in the region will drop by 4-8℃, and the local temperature will be above 10℃.

Supercomputer forecasts believe that the current situation may be brewing the next cold wave in our country!

The freight for China-U.S. routes has been halved today!

Shifl, a digital freight forwarding company headquartered in New York, tracked and found that: In October, container spot freight rates dropped sharply. The 40-foot container freight on the China-US West route (China to Los Angeles Port) has dropped from a high of US$17,500 to US$8,500, a 51.4% drop compared with September 2021.

This means that in just two months, the distance to the high point of trans-Pacific freight has dropped by 50%!

According to Shift's data, the spot price of containers on the China-US East route in November 2021 was approximately US$13,800/large container (referring to a 40-foot container) in November, which was a 29% drop from September's US$19,500/large container. .

Shabsie Levy, Shifl’s CEO and founder, said: “As the holiday shopping boom comes to an end, the goods ordered on many ships across the United States are packed in tens of thousands of containers. The drop in freight rates in the spot market will continue until November 2021. Based on the current market conditions, I expect shipping rates to increase slightly before the Chinese Lunar New Year."

Shifl’s CEO added: “After the Chinese New Year, we will enter a month when demand has traditionally been relatively flat. We expect the sea freight from China to the United States to drop steadily.”

The total value of imports and exports in the first 10 months exceeded 30 trillion yuan! Trade in goods rises to No. 1 in the world

According to customs statistics, in the first 10 months of this year, my country’s total import and export value was RMB 31.67 trillion, a year-on-year increase of 22.2% and a year-on-year increase of 23.4%.

Among them, exports were 17.49 trillion yuan, a year-on-year increase of 22.5%, and a year-on-year increase of 25%; imports were 14.18 trillion yuan, a year-on-year increase of 21.8%, and a year-on-year increase of 21.4%; the trade surplus was 3.31 trillion yuan, a year-on-year increase of 25.5 %.

The momentum of stability continues to be consolidated. In the 20 years since China joined the World Trade Organization, trade in goods has risen from the sixth place in the world to the first place!

Taiwan QUANG VIET order visibility sees strong demand from major customers in Q2 next year

The large down garment OEM factory-QUANG VIET recently approved the third-quarter consolidated financial statement by the board of directors, and its revenue increased by -19.29% over the year of 4.376 billion.

Looking forward to the fourth quarter of 2021 and 2022 next year, General Manager Wu Chaobi said that QUANG VIET is currently full of orders, orders for the third quarter will be deferred to the fourth quarter, and orders for November and December will also be deferred to the first quarter of next year.

Strong demand from major customers Adidas, VF, Patagonia, Nike, Under Armour and New Balance has driven the Group's operations upward, and the visibility of orders has already been seen in the second quarter of next year.

The legal person said that QUANG VIET's revenue this year is still expected to have double-digit growth, and the profit growth rate will be greater than the revenue growth rate.

In addition, the market is mainly optimistic. QUANG VIET’s performance in the fourth quarter is expected to turn from weak to strong, and the first quarter of next year is also expected to get rid of the off-season haze, becoming the most prosperous first quarter in the history of QUANG VIET in its 26 years of establishment.

"Uniqlo" down jacket production line is running at full capacity

On November 1, in the apparel production workshop of Alben Mingsheng (Xixian) Outdoor Technology Co., Ltd., I saw a line of down jacket production lines of the export brand "Uniqlo" at full capacity.

Chen Yan, head of corporate personnel, told reporters, “In the past, due to the influence of factories, the company has been unable to meet export capacity. Today, the county party committee and county government have helped us solve the labor problem of more than 100,000 square meters of production plants and more than 1,000 enterprises. This year, The output value of the enterprise will increase from the previous more than 2 million yuan to 100 million yuan."

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