1. After the power rationing was “lifted”, dozens of raw materials plummeted in a “flash crash” style! (Popularity: ★★★★★★)
Zhejiang Province has completely canceled orderly electricity consumption! On November 7, the Zhejiang Provincial Energy Bureau issued the “Notice on Suspension of Orderly Power Use Measures” stating that it decided to suspend the province’s orderly power use plan starting from November 8!
After the state’s control over the price increase of bulk chemicals and the fall of high prices, the market prices of related chemicals have returned to rationality. As for chemicals represented by coal, the decline in coal prices has further reduced the costs of power plants, gas plants, and heating companies, thus ensuring the stability and restoration of power supply. According to statistical data, since November, as of November 9, in just over a week, dozens of chemical raw materials have experienced a “flash crash” plummet! The highest drop was nearly 12,000 yuan/ton!
2. Overseas orders are difficult to increase, the weaving option is “flat”, and the polyester situation will be worrying in the future (Hot: ★★ ★★★)
At present, the polyester end is overall weak, while the profits of the weaving end are compressed. The polyester terminal weaving segment is about to enter the off-season, but currently terminal orders have increased due to the influence of Double Eleven. There is still support in the short term, but later orders are still small, especially overseas orders have not yet increased, and the overall downstream terminal demand support is still weak. When terminal demand is weak and production and sales continue to weaken, the polyester link uses price reduction promotions to achieve the purpose of destocking and promote production and sales in the short term, but it cannot improve the contradiction between supply and demand.
There were two filament sales promotions in November. Each time, the production and sales volume increased on the same day, but the downstream did not have a high desire to purchase, and this was based on the current recovery of the downstream load. . Although power cuts will be normalized in the future, the side effects may be more obvious. Recently, netizens in Jiangsu, Zhejiang and other places have revealed that their factories have begun to suspend work and take holidays. Most of them are due to power cuts and production restrictions that disrupt order production. The plan has led to flatness. It is not difficult to imagine what will happen to filament sales once the downstream load drops!
3. Zhejiang textile town and Jiangsu home textile cluster are again affected by power restrictions, and the supply of gray fabrics may be derailed again! (Popularity: ★★★★)
Recently, Zhuji, a textile town in Zhejiang Province, has timely adjusted the “2021 Orderly Power Use Plan” It was pointed out that the Zhuji Municipal Energy Saving and Consumption Reduction Office issued a notice on adjusting the orderly electricity use plan in 2021, adjusting the orderly electricity use period from the original 7:00-23:00 every day to 24 hours a day.
Some areas in Nantong, Jiangsu’s home textile cluster, have also implemented the “dual control” policy again! From November 12th to December 31st. In other words, some areas in Nantong will spend the new year with production restrictions.
Cold-proof fabrics have been heating up again recently. After the demand increases, the supply of gray fabrics may derail again. During the “Double Eleven” e-commerce festival, sales reached their peak. Many garments are pre-sold, that is, reproduced according to orders. If the downstream supply of gray fabrics is not timely, this order will be affected. Therefore, the bosses may be frantically urged to place orders next!
4. Big move! Hengli and Shenghong enter new energy and new materials! (Popularity: ★★★)
On November 4, Forbes released its annual list of the richest people in mainland China. In this list, there are two major families shortlisted in the chemical fiber field, namely: the Fan Hongwei family of Hengli Group and the Miao Hangen family of Shenghong Group.
The definition of Hengli Group in the Mainland China Rich List has changed from chemical industry in previous years to new energy. It is understood that under the “double carbon” goal, new energy Energy materials will become an important aspect of the extension of Hengli’s petrochemical industry chain. The semi-annual report of Hengli Petrochemical revealed that the company has deeply explored the demand trend of new energy for new chemical materials, and relied on the strategic support of the chemical platform and years of accumulation in the downstream high-end membrane market to quickly deploy the lithium battery diaphragm membrane field.
At present, the company has substantially started various preparations for the construction of new lithium battery separator product production capacity, including separator equipment procurement negotiations and core talent market recruitment. Shenghong Group, which is also on the list, although it is still defined in the chemical industry, is no less open to the new energy market than Hengli.
5. A fire broke out in a textile factory in Shaoxing, and thick smoke billowed from the scene! (Popularity: ★★)
At 09:56 on November 14, the branch command center of the Keqiao District Fire Rescue Brigade in Shaoxing City received an alarm saying that, A fire broke out at the construction site of Zhejiang Sihai Spandex Fiber Co., Ltd. located in Anchang Street, Keqiao District, Shaoxing City.
After receiving the alarm, the Municipal Fire Rescue Detachment Command Center immediately dispatched fire rescue personnelRescue forces rushed to the scene to deal with the incident.
6. Urgent! Night attack on textile town, many factories were ordered to close down (Popularity: ★)
Recently, the Suzhou Municipal Ecological Environment Bureau, Wujiang Ecological Environment Bureau, The joint inspection team formed by the Comprehensive Law Enforcement Bureau of Shengze Town was divided into four groups to conduct joint night inspections on 14 enterprises in Shengze Town that were included in the list of time-limited rectification of pollutant discharge licenses, and severely cracked down on illegal pollutant discharges.
Among the 14 companies inspected that night, law enforcement officers found that Suzhou Fanqing Textile Finishing Co., Ltd., Suzhou Yanxing Textile Finishing Co., Ltd., Suzhou Hanye Textile Finishing Co., Ltd. Co., Ltd. and Suzhou Like Textile Technology Co., Ltd. Four companies ignored the previous notice of ordering rectification and continued production operations without a license to discharge pollutants. Later, relevant departments will further deal with these companies based on the inspection results. </p
