In recent years, the pace of supply expansion of polyester filament has accelerated, and the growth rate of demand has been slower, and the growth rate of internal and external demand for polyester filament has slowed down in 2023.

Comparison of the growth rate of domestic refueling machines above designated size in 2012-2022 As of 2022, the total number of domestic refueling machines above designated size is more than 20,000, an increase of 76.3% compared with 2012; In 2023, it is expected that more than 1,200 new refueling machines will be added, and the growth rate has slowed down significantly compared with the same period last year, and the growth rate of production capacity is expected to slow to 5%.

Polyester filament supply capacity expansion pace accelerated

Therefore, the overall demand for polyester filament POY is increasing, but the growth rate of demand is slowing down, and the new production can be concentrated in Tongkun, new Fengming and other polyester filament head enterprises, and the expansion of capacity is relatively concentrated.

From the perspective of the trend of polyester filament and its downstream chemical fiber weaving orders, in recent years, the trend of chemical fiber weaving orders has gradually declined, and the downstream raw material stock is relatively cautious, and the raw material inventory is controlled near the half month; Compared with the early stage of the epidemic, the inventory of chemical fiber woven products continues to decline and is controlled at a safe level. At present, the overall inventory is near January, and downstream weaving enterprises are becoming more cautious in raw material stocking.

From the perspective of external demand, polyester filament exports fell sharply in October, down 26.16%, net exports of 266,300 tons, the growth rate fell 26.27 percentage points from the previous month, subject to the sharp decline in filament exports in October, the growth rate of polyester filament net exports in October declined significantly, mainly because the industry's exports to India this year were still at the freezing point affected by BIS certification. And the external economic situation is weak, and the overall poor demand drags down the domestic polyester filament export situation.

The country ushered in "freezing" weather, down jacket or hegemony screen?

The Central Meteorological Observatory issued a yellow alert for low temperature at 10 am on December 16. This is the first low temperature warning issued by the National Meteorological Center this year. Many parts of the country have received snow, and even the south has entered winter overnight, and temperatures have plummeted.

At present, the textile market has basically entered the final stage, and the grey cloth has been carried out gently and quantitatively. In terms of interior materials, water spray Shu Mei silk, water spray five pieces of satin go up slightly; Fabrics, down jackets, cotton clothing fabrics have been made up, thin silk fabrics are less. According to the data monitoring of silk city network, the last wave of the market has ended, and the trading atmosphere of grey cloth is general, so the stock of grey cloth in Shengze area has risen to 35.5 days.

In December, the number of grey cloth goods gradually decreased, coupled with the end of the year, the basic delivery of orders on hand, the new order connection is not smooth. Many cloth bosses have no new orders to receive, basically based on payment, rush around to visit customers. As soon as this wave of cold air came, it seemed to give them a shot of chicken blood, and immediately began to prepare some spot.

Indeed, many traders believe that this will be the second wave of this year's market boom, and the last one this year. Xiaobian with everyone to carry out a wave of analysis to see whether it will usher in a new market.

The country has entered "quick-freezing", and the demand for down jackets has risen again

Looking back at the last wave of cold air, it was the beginning of November, when the biggest e-commerce shopping season of the year, the temperature drop met the shopping festival, and the winter clothing was sold. This wave of cold air came at a very good time, and Mr. Brown was happy. Now this second wave of cold air can be said to be just in time.

On the one hand, the first wave of cold air duration is short, there are still some people have not had time to buy winter clothing, the temperature has risen again, and then the temperature has been warm, the urgent need is no longer, there is no order.

On the other hand, this second wave of cold air is very severe, and the country has entered the freezing weather, and people's demand for winter cold coats has further expanded, and there is bound to be a purchase demand.

Bile cloth, spot and other orders will be significantly increased

This year's clothing online sales are particularly prominent, the live broadcast of major platforms continue to grow grass, as the temperature drops, online sales will surely rise again. According to the sales situation, the clothing side will also make up a small batch of orders. However, the speed of this kind of order is fast, we must seize this wave of heat, so the clothing order is basically to find spot enterprises to buy finished fabrics, and it is impossible to find enterprises to place orders for production.

The inventory of spot enterprises is reduced, in order to ensure that there is always a stable and sufficient inventory, it will buy grey cloth production, so the grey cloth end will also be affected. Bile cloth is the most typical example, the recent cold weather, its sales must be sharply increased, and even the price will continue to rise.

Substantial cooling, the industry "volume" new tricks

Many places in the country have dropped sharply in recent days, which has once again led to the sales of thermal underwear, the cold "artifact". Whether it is online sales data or industry practitioners feedback, the sales of thermal underwear since this winter has increased than in previous years, of which wool silk has become a new popular this year.

Thick, lightweight, antibacterial...... Thermal underwear, which was once considered "rustic" by consumers, is now more and more "curly" in fabric technology and shape design, providing consumers with a richer choice. Clothing industry experts believe that in the future, thermal underwear will "roll" to a new high in fashion and functionality.

"Last year, due to the epidemic, few people went out in winter. This year, more people are going out, and the temperature drop is more obvious, so business is really better." Ms. Liu, a knitwear retailer in Liaoning province, said her thermal underwear has been selling well since the start of winter, despite a slight increase in prices from last year.

With the temperature plummeting in many places recently, the sales of thermal underwear, a "magic" to keep out the cold, are also rising. "Thermal underwear has long been a staple of winter for consumers in northern China, especially the working class." Clothing industry analyst Yang Dajun said.

On the other hand, the sudden explosion of ice and snow tourism cities such as Harbin has also made many southern tourists in the "material preparation" stage before departure "study" thermal underwear.

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Changzhou Fubon Chemical Fiber Machinery Factory Technical production: Polypropylene spinning machine, polypropylene FDY spinning machine, polypropylene FDY equipment, polyester POY spinning machine, polyester POY production line, polyester POY equipment, polyester POY machinery, polyester recycled bottle FDY spinning machine, polyester FDY spinning machine, polyester FDY machinery, Spandex spinning machine, spinning special parts, polyester small Experimental machine, polypropylene small experimental machine, nylon small experimental machine.

Changzhou Fubon Chemical Fiber Machinery Factory Technical is a research and development and production of all kinds of chemical fiber machinery as the main professional manufacturing suppliers, research, development, production and sales as one, in order to meet the market demand, our factory has established a perfect chemical fiber spinning experimental base, to provide customers with good equipment and technical services. We mainly provide customers with complete sets of polyester, polypropylene, nylon, spandex and other chemical fiber complete sets of equipment, and undertake a variety of related equipment renovation projects and customized services.