In recent times, the “power rationing and shutdown wave” has swept more than 10 provinces across the country, and news related to “power rationing” has been on the hot search several times.
“There have been power rationing situations during peak power consumption in previous years, but the current situation is unprecedented.” Wu Wei, general manager of Fulida Group Hangzhou Import and Export Co., Ltd. said that before power rationing, relevant departments Everyone will be notified in advance to give enterprises a buffer. However, this power limit is uncharacteristic and has an impact on the normal production and operation of enterprises.
With the implementation of measures such as dual energy consumption control and power rationing, the shutdown of textile enterprises has spread to many regions across the country. Relevant monitoring platforms show that at present, the startup rate of elasticated looms in Jiangsu and Zhejiang has dropped from more than 80% before the Mid-Autumn Festival to about 60%, and the startup rate of looms has dropped from about 60% to about 40%. This is also the lowest since the Spring Festival this year. lowest level. Industry experts predict that the impact of power restrictions and production shutdowns in the textile industry may last until the end of the year.
Production capacity is limited
Enterprise orders are affected
Recently, the problem of tight power supply has become a focus topic in the textile industry.
“This year’s market conditions and sales are very good, but due to production and power restrictions, our current production capacity can only reach about 70% of August.” Wu Wei said that although the company has its own power plant , but this time it is also within the jurisdiction of production restrictions. For orders that cannot be completed in time, companies can only do nothing.
Zhejiang Province, where Fulida is located, has made curbing the blind development of local “two high” projects a top priority in dual control of energy consumption and achieving carbon peaking and carbon neutrality.
“Keqiao now implements graded production restrictions based on the per-mu benefit evaluation. Category A companies start operation for 8 days and stop work for 2 days, class B companies start work for 7 days and stop work for 3 days, and class C companies start work for 6 days and stop work for 3 days. For 4 days, Class D enterprises and enterprises under the control of enterprises will start production for 4 days and suspend production for 6 days.” Jin Huangen, general manager of Zhejiang Jinsheng Textile Co., Ltd. said, “Although Class A enterprises are less affected, we hope to be able to arrange the specific days by ourselves. Start work and stop production on which days, so that order arrangements can be more reasonable.”
“Production restrictions combined with the market downturn have a greater impact on us. For example, some customers’ minimum order quantity in previous years was around 3,000 meters. But now they are worried about whether we can ship goods in time, and they start to place orders separately. Now the order quantity of one order has been reduced to about 500 meters.” A person in charge of Shaoxing Keqiao Fabric Company who did not want to be named He told reporters that Keqiao has issued a notice temporarily suspending power supply until December this year. “But I speculate that time will continue, and energy consumption control will become a long-term measure, at least until next spring.”
In Jiangsu Province, textile companies have also been affected by dual energy consumption controls. A double reduction control plan for energy consumption released by Jiangsu Province in mid-September shows that companies are required to limit production according to grades. All printing and dyeing enterprises have limited production in accordance with the “open two, stop two” measures, divided into two batches, and produced in turn. The relevant person in charge of a fabric company in Shengze, Jiangsu Province said frankly: “Now is the peak production season, and lower operating rates will inevitably bring subsequent production pressure. However, if we rush to ship goods later, it will inevitably cause order delivery conflicts and warehouse explosions. Wait for the situation. In this regard, we can only try to find ways to deal with it.”
In addition, the heads of some fabric companies in Guangdong and Fujian provinces told reporters that although the current dual control policy has a limited impact on the company as a whole, the company Production and operations are still proceeding in an orderly manner, but there are concerns that if power cuts continue, it will trigger more chain reactions in the industry.
Texture machine startup rate in Jiangsu and Zhejiang regions
Loom operating rate in Jiangsu and Zhejiang regions
Source: CCF CITIC Futures Research Department
Tight supply
Raw material prices have risen repeatedly
Due to production capacity constraints, the term “tight supply” has been surrounding us since September In the ear of the weaver. The prices of some textile raw materials have increased due to production restrictions, and supply has exceeded demand, with prices hitting record highs. On October 15, the main cotton futures contract in my country was once again sealed at the daily limit, rising by 1,570 yuan/ton in a single day. The current price of 22,855 yuan/ton has rewritten the highest price record since 2012. At the beginning of the year, the cotton price was still 14,000 yuan/ton. About yuan/ton.
On October 18, the ex-factory price of dispersed black ECT 300% from many dye manufacturers has risen to 42 yuan/kg, and the prices of other products have also been raised simultaneously. In mid-September, the price of dispersed black ECT300% was only 27 yuan/kg. “Because the ex-factory price of dyes has increased significantly, at the end of September, some dealers even appeared to be holding back their goods and reluctant to sell.” said Jun Fang, director of the media department of Shanghai Qicaiyun E-commerce Co., Ltd.
The price of raw materials changes every day, and it is normal for manufacturers to close orders. The shortage of raw materials has triggered a “domino” effect in the textile industry of “price increases – shortages – further price increases”, which has had an impact that cannot be ignored on the entire industry chain.
“The biggest impact on us is the increase in dyeing fees. During the National Day holiday, we received two price increase letters from dyeing factories, with the range being about 10% to 20%.” Jin Huangen said.
It is understood that recently, some printing companies in Zhejiang, Guangdong, and JiangsuAll factories have issued dyeing fee adjustment notices, and dyeing products have been increased by 300 to 1,000 yuan/ton. On October 15, some printing and dyeing companies issued price adjustment letters again, raising the dyeing fee by 500 yuan/ton; if a generator is used for power supply, the dyeing fee will be increased by 1,000 yuan/ton. Jin Huangen said frankly: “We can also understand the price increase of dyeing factory products. As long as the construction period can be guaranteed, everything will be fine.”
“This year’s ‘Golden Nine and Silver Ten’ is a hurdle.” Wu Wei said that in addition to limited production capacity, upstream The rapid increase in cotton prices has also caught companies off guard. “A series of issues related to customer orders and later stocking have put the company’s production in a passive position.”
There is no doubt that the price of textile raw materials has risen sharply recently, and the upstream and downstream enterprises in the industry chain have mixed joys and sorrows, especially for fabrics. Printing and dyeing and other industries in the middle reaches of the industry are facing greater crises and risks. This is evident from the number of companies in these industries that have been canceled, bankrupt, closed, and integrated in the past year.
Survival of the fittest
Overall improvement is the goal
Even so, the heads of many textile companies still express their understanding of dual energy consumption control .
“Environmental protection should be the obligation and responsibility of every fabric company. Our company attaches great importance to the application of environmentally friendly materials, and our products have also passed relevant international verifications.” Hu Hui, senior business manager of Guangzhou Meiyingda Textile Co., Ltd. According to the introduction, the current downstream demand is relatively ideal. In the short term, the business will be affected to a certain extent, but the impact on the annual operation will not be significant. Hedging can be done by adjusting the maintenance rhythm.
“Reduced production and an orderly increase in raw material prices may not be a bad thing for fabric companies.” Jin Huangen thinks more long-term. He analyzed that dual energy consumption control affects the entire textile industry, not just individual companies. Therefore, dual energy consumption control not only saves energy, reduces emissions, and protects the environment, but also plays a more important role in increasing product prices by limiting production capacity.
“Dual control of energy consumption accelerates the survival of the fittest in the industry, and is beneficial to preventing overcapacity and excessive competition in the future.” Chen Qun, corporate culture manager of Huafu Fashion Co., Ltd., believes that in this round of double energy consumption The companies that can survive the control will further complete the integration of resources, absorb the market share of those eliminated companies, further increase the market share, form scale, increase profit margins and influence, and eventually develop into globally competitive and A leading company with bargaining power.
Industry experts pointed out that the dual energy consumption control action will accelerate the elimination of backward production capacity, further increase industry concentration and profitability, and will be conducive to the incubation of global leading companies; vigorously develop “specialized, special and new” enterprises, Break through the “stuck neck” technology and realize the establishment of a truly high-end manufacturing country.
What is gratifying is that the previously relatively extensive and rigid power limiting methods are becoming more and more refined and flexible. Recently, Zhejiang Xiaoshan Power Supply Company launched the “four disks and one code” dual control mechanism for orderly electricity use and energy consumption to help textile companies achieve precise policies for orderly electricity use and dual control of energy consumption.
“Originally, we had to always pay attention to information release and adjust production plans simultaneously. If the planned plan could not be implemented due to temporary power outage, we would face more losses. Now with this code, just scan it You can see all kinds of information by just scanning, and it is very convenient to take the initiative in our own hands.” Xiang Xingfu, chairman of Zhejiang Hangzhou Xinghui Chemical Fiber Group Co., Ltd., said that just by scanning the “Energy Consumption Dual Control Code” with one click , you can independently identify the company’s daily energy consumption ranking in the area and the company’s remaining energy consumption quota for this year, and based on the orderly power consumption and energy consumption dual control plan for the week displayed by scanning the code, reasonably arrange the factory area to formulate corresponding production plans .
Some people in the industry said that overall, it is necessary to implement dual energy consumption control and orderly power consumption requirements to the letter, and to put an end to formalism such as “one size fits all” and “expansion”. , a brand new energy supply and energy consumption layout is unfolding. </p
