According to the shipping situation of Christmas products industry in Yiwu this year, on August 23, according to the interviews of various parties, since the third and fourth quarters of last year after the epidemic, the shipping freight has doubled continuously, the space is in short supply, and a box is hard to get, and the situation has not fallen back.
The pace of supply has also been disrupted by the continuing impact of the epidemic overseas and the shortage of global capacity. According to yiwu manufacturers reflect, this year's Christmas supplies trade imbalance between supply and demand, shipment has been delayed. "This year's shipments are unique. At this point in time, the yiwu Christmas products makers are not to waste time at full capacity to produce, from the point of feedback orders this year, while showing a return to the top 70% of epidemic situation, but the last shipment is still pending, because of the outbreak caused by port closed, maritime traffic, and so on and so forth, manufacturers have shipped relatively conservative, for now, shipments can't judgment." Said CAI Qinliang, secretary general of Yiwu Christmas Products Industry Association in Zhejiang province.
With global backlogs, congestion and rising freight rates, many buyers may go home empty-handed this Christmas shopping season. The manufacturers who have been operating in Yiwu for more than 10 years refer to the "entangled" in their mouth this year: the profit is not as good as before under the pressure of "freight rise, raw material rise and labor", and the profit is further thinly cut. In this case, the enterprise has to "prefer not to do, do less" and maintain the operation in a conservative way. "The order came early, and now the goods are ready, but they can't be shipped. The feedback from the forwarder company is that there are no boxes. Every day we also have to keep in touch with forwarders at the port, on the one hand, to know the quotation situation in real time, on the other hand, to know the current congestion and capacity constraints at the port." Luo Youdong said. "From June this year to October, that's our shipping schedule. I will take anywhere from one to 10 containers per shipment, but this year I will lose a lot if I want to ship all of them."
Christmas traders are trying their best to absorb the pressure of declining profits, rising raw materials and labor caused by the epidemic. The biggest uncertainty behind this is the sea freight. The epidemic has affected the transfer efficiency of containers, which has led to a sharp decline in transport capacity and a sharp rise in freight costs. Freight costs are the biggest shackles restricting China's export growth at the present stage.
At present, both polyester and weaving supply and demand are not optimistic, polyester demand is expected to be better than weaving demand, but at the same time polyester - weaving inventory will still show a downward trend in the second half of the year.
First of all, in 2021, there will be more weaving and loading equipment, and the capacity concentration and bargaining power of polyester link are much higher than that of weaving and loading link. At that time, polyester link can rely on its high concentration advantage to promote downstream buying through joint quotation, production control, promotion and other means, so as to transfer the inventory downward.
Moreover, the demand for polyester and weaving in September, October and November of last year was significantly warmer. The weaving link was in short supply, and the production and marketing of polyester and polyester continued to be hot. In addition to the influence of factors such as "Double 11", "Double 12" and other e-commerce peak season, another important reason is that the weaving and ammunition factory had great uncertainties for the second half of the year last year, and the preparation was not sufficient under the low start, so the market supply was in short supply for a short time under the surprise of terminal orders.
On the other hand, in the same period of last year, the production and supply of domestic industries basically returned to normal, and the situation of concentrated hoarding of goods due to the concern of tight supply will not exist in recent years. At the same time, the price of raw materials polyester polyester has rebounded strongly this year, and there is no bottom-fishing at the end. The demand and purchase rhythm of weaving links has slowed down significantly compared with last year. Finally, if the epidemic recovers overseas, textile and garment orders that were repatriated to China for a short time will return to Southeast Asia due to labor cost dividends in Southeast Asia and other regions.
The traditional peak season that overall, the market will still be looking forward to, but because of the weaving at higher boot into September, inventory status, sufficient supply VS peak season order, combined with the overseas outbreak recovery orders flowing southeast Asia, the polyester - weaving segment profit efficiency and inventory may be difficult to replicate in the fourth quarter of last year's optimistic situation.
source:http://info.texnet.com.cn/detail-868158.html