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Weekly Quotes | Demand dropped sharply, and the price of down raw materials dropped rapidly

2021-12-20 来源：羽绒金网浏览量：1751

summary

In the past week, the mutation of the new crown virus Omicron has spread rapidly around the world, and the severely affected Britain has warned that the "Omicron tsunami" is coming. Affected by the epidemic and economic data, U.S. stocks and European stocks fell across the board for a while, and the outlook for crude oil demand weakened. Asian countries are also worried that European and American apparel orders will be cancelled again.

Double 12 this year is obviously deserted compared to previous years, and small and medium down jacket brands generally have serious inventories and declining revenue. Under the steep decline in demand and pessimistic expectations, raw material gross prices fell rapidly.Manufacturers and practitioners have a strong wait-and-see mood, and the upstream and downstream markets are waiting for orders, or selling goods at low prices to fight for cash flow.

With the change of atmospheric circulation patterns in East Asia, the Arctic vortex will continue to visit Siberia, and the recent cold air will increase as a result, and it has become the fifth national cold wave this winter.Although the temperature in various parts of our country will rebound after the cold wave, according to the prediction of the Central Meteorological Observatory, after experiencing a strong cold air around the 25th, the temperature in most parts of our country will be low.

Monday:The price of white duck down fell

Exchange rate of USD to RMB: 6.3669

Tuesday:Prices of all categories are flat

Exchange rate of USD to RMB: 6.3675

Wednesday: Prices of all categories are flat

Exchange rate of USD to RMB: 6.3716

Thursday: Prices of all categories are flat

Exchange rate of USD to RMB: 6.3637

Friday: Prices of all categories have fallen

Exchange rate of USD to RMB: 6.3651

good news

The cold wave exceeds expectations, and the pattern of warmer in late December is expected to be reversed

The fifth round of the national cold wave this winter has been "delivered". December 16 to 18 will bring cooling to most of the central and eastern regions of my country, such as southeast Jilin, southern Shandong, eastern Anhui, most of Jiangsu, most of Zhejiang, etc. The temperature range of the ground can reach above 12℃, and the temperature in various places has dropped to troughs one after another.

In the Northeast, the strength of this cold wave is slightly stronger than expected, with some sites approaching or falling below -40 degrees! As the cold wave moves further south in the central and eastern regions, the temperature in many places will hit a record low in six months.

From the 19th, with the weakening of the cold wave, the temperature in the central and eastern regions will begin to rebound one after another. At the beginning of next week, the temperature in various places will rebound to normal or high.

However, according to the mid-term weather forecast of the Central Meteorological Observatory, there will be a strong cold air affecting the eastern part of my country from 24-26, while in the next 11-20 days (December 27 to January 5, 2022), my country’s northern Xinjiang and Inner Mongolia will The temperature in most other parts of the country is low, among which the temperature in parts of the eastern part of Northeast China, Jiangnan and other places is 2～3℃ lower.

There will be another nationwide cold wave in late December, and the pattern of warmer temperatures in my country may be reversed.

Winter clothing momentum has not faded, or there will be the last wave of market

Although stretch fabrics are crowded in the dyeing factory, according to the feedback from the cloth boss, the sale of stretch fabrics is not good. A weaving boss said: "Recently, the delivery is very poor. In the past, I was able to walk 600,000 meters a week, but now only 200,000 meters a week, and the price has dropped a lot, up to 0.2 yuan/meter, all at a loss."

It is only understood that the currently popular four-sided elastics are still thicker series, while T400, high elastic pongee, nylon weft elastic and other products are all winter fabrics. In particular, many market orders are also dominated by winter fabrics such as down jackets.

In previous years, the spring and summer fabrics used for the next year have appeared during this period, and it can even be said that they account for the majority of them.

It can be seen that the momentum of winter wear has not faded, but this may be the last wave of the market this year. Although this time period of each year is a stage for market orders, the textile market in the epidemic is bound to change somewhat.

bad news

CCTV Finance: Costs continue to rise, processing companies' profits are under pressure

Although the market performance of down jackets continues to improve, and the price of judging brands is also rising, has down jackets entered an era where the more expensive the better?

Among the cost of down jackets, down accounts for more than 30% of the cost of down jackets. The data shows that the price of national standard 90 white duck down rose from 270,000 yuan/ton to about 390,000 yuan/ton, an increase of 45%. Coupled with factors such as labor, oil prices, and limited production and electricity, directly squeeze the brand's profit margins.

A deputy manager of a down jacket brand said: "The overall production cost of a garment has to be increased by nearly 50%, which is the highest in the past ten years."

Rising costs have forced companies to increase their efforts in product innovation and research and development to open up new blue oceans in the market. In this full-category women's clothing brand run by designer Wei Wei, the down jackets she designed once became a hot product in the autumn and winter category.

Wei Wei said that in the past, down jackets were the first to keep warm, but now they try more divergent designs. Down jackets have higher design requirements than ordinary ready-to-wear garments. From the design of the pattern to the control of the amount of down, it brings a lot of challenges to the designer: "For example, for a piece of clothing 190 grams of cashmere, how much specific weight needs to be allocated to each piece, This thing has been calculated."

WHO: The world underestimates Omicron! The global economy has been hit hard

According to news from the United Nations website on the 14th, WHO Director-General Tan Desai revealed that the Omicron strain now exists in 77 countries and regions and is spreading at a rate that has not been seen in any previous variant. He pointed out that it would be a mistake to treat this new crown variant as "moderate".

"Even if Omicron does cause only minor illnesses, the number of cases may once again overwhelm the unprepared health system." He said.

Affected by the epidemic and economic data, the three major US stock indexes fell across the board on the 14th. As of the close, the Dow fell 106.77 points, or 0.3%; the Nasdaq fell 175.64 points, or 1.14%; the S&P 500 index fell 34.88 points, or 0.75%.

The tightness of the epidemic has increased the risk aversion of European investors. The three major European stock markets all fell on Tuesday. The London stock market in the UK fell by 0.18%, the Paris stock market in France fell by 0.69%, and the Frankfurt stock market in Germany fell by 1.08%.

The continued spread of the Omicron strain has caused some countries in Europe and Asia to restart epidemic prevention measures, and the prospects for crude oil demand have weakened. WTI crude oil fell 1.02 US dollars to close at 70.04 US dollars per barrel, a decrease of 1.44%. Brent crude oil fell 1.19 US dollars to 73.2 US dollars per barrel, a decrease of 1.19%.

British Prime Minister Boris Johnson announced on the 13th local time that at least one person infected with the new crown virus "Omicron " variant has died in the UK. This is the world's first confirmed death of "Omicron ". . Earlier, British Prime Minister Boris had declared that Britain had entered the "Omi Keron State of Emergency."

On the domestic front, according to a report from the Tianjin Daily on the 13th, the first case of a new crown virus Omicron variant was found in mainland China; According to the news at the Guangzhou epidemic prevention and control press conference held on the afternoon of the 14th, Guangzhou found the first positive case of Omicron imported from abroad.

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