In recent times, the “power rationing and shutdown wave” has swept across 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.” Fulida Group Hangzhou Import and Export Co., Ltd. General Manager Wu Wei said that in previous power restrictions, relevant departments would notify them in advance to give companies a buffer, but this time the power restrictions are uncharacteristic and have an impact on the company’s normal production operations.
With the implementation of dual energy consumption control and power rationing measures, 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 hot topic in the textile industry.
“The market conditions and sales are very good this year, but due to production and power restrictions, our current production capacity can only reach about 70% of August.” Wuwei said that although the company has its own power plant, it is also within the scope of production restrictions this time. For orders that cannot be completed in time, companies can only do nothing.
Zhejiang Province, where Fulida is located, has curbed the blind development of local “two high” projects as a means of dual control of energy consumption and the realization of carbon peak and carbon neutrality. and work priorities.
“Keqiao now implements graded production restrictions based on the per-mu benefit evaluation. Category A companies start operations for 8 days and stop operations for 2 days, and class B companies start operations for 7 days. Production is suspended for 3 days, Class C enterprises are shut down for 6 days and Class D enterprises are shut down for 4 days and 6 days,” said Jin Huangen, general manager of Zhejiang Jinsheng Textile Co., Ltd., “Although Class A companies are less affected, But we hope to be able to arrange the specific days on which we will start production and which days we will stop production, so that the order arrangements can be more reasonable.”
“Production restrictions superimpose the market The recession has had a greater impact on us. For example, some customers used to place orders at around 3,000 meters, but now they are concerned about whether we can ship goods in time and other issues, so they begin to place orders separately. Now they place orders one at a time. The volume has been reduced to about 500 meters.” A person in charge of a fabric company in Keqiao, Shaoxing, who did not want to be named, told a reporter from China Textile News that Keqiao has issued a notice that the temporary power rationing will continue 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 It is also affected by dual control of energy consumption. 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 resort to tactics.”
In addition, the heads of some fabric companies in Guangdong and Fujian provinces told “China Textile According to a reporter from the Daily News, although the overall impact of the current dual-control policy on the company is limited and the company’s production and operations are still proceeding in an orderly manner, there are concerns that if the power cuts continue, it will trigger more chain reactions in the industry.
Tight supply
Raw material prices have risen repeatedly
Due to limited production capacity, the term “tight supply” has been ringing in the ears of textile people since September. 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 of “price increase – shortage – further price increase” in the textile industry, 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 the dyeing factory. , the range is about 10% to 20%.” Jin Huangen said.
It is understood that recently, some printing and dyeing factories in Zhejiang, Guangdong, and Jiangsu have issued dyeing fee adjustment notices, and the dyeing category has 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 increase will be 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. “Wuwei said that in addition to limited production capacity, the rapid increase in upstream cotton prices also caught the company 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. In particular, industries in the middle reaches of the industry such as fabric printing and dyeing are facing Greater crises and risks, which can be seen from the number of companies in these industries that have been canceled, bankrupt, closed down, and integrated in the past year.
Survival of the fittest
Overall improvement is the goal
Even so, the heads of many textile companies have Dual control of energy consumption still expresses understanding.
“Environmental protection should be the obligation and responsibility that every fabric company should bear. Our company attaches great importance to the application of environmentally friendly materials, and our products have passed relevant international verifications. “Hu Hui, senior business manager of Guangzhou Meiyingda Textile Co., Ltd., said that 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.
“The reduction in output and the orderly increase in raw material prices are not necessarily 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 limiting production capacity. Increase product prices.
“Dual control of energy consumption accelerates the survival of the fittest in the industry, which is beneficial to preventing overcapacity and excessive competition in the future. “Chen Qun, corporate culture manager of Huafu Fashion Co., Ltd., believes that companies that can survive this round of dual energy consumption controls will further complete resource integration and absorb the market share of those eliminated companies, and their market share will be further increased. , form scale, increase profit margins and influence, and eventually develop into a leading enterprise with global competitiveness and bargaining power.
Industry experts pointed out that energy consumption The dual-control operation will accelerate the elimination of backward production capacity, further increase industry concentration and profitability, and help incubate leading global companies; vigorously develop “specialized, special and innovative” enterprises, break through “stuck neck” technologies, and realize true high-end manufacturing Founding of the country.
What is gratifying is that the previously relatively extensive and rigid power restriction methods are becoming more and more refined and flexible. Recently, Zhejiang The Provincial Xiaoshan Power Supply Company launched the “Four Pans and One Code” dual control working mechanism for orderly electricity use and energy consumption to help textile enterprises achieve precise policies for orderly electricity use and dual control of energy consumption.
“Originally, we had to always pay attention to information releases and adjust production plans simultaneously. If the planned plan could not be executed due to temporary power outage, we would face more losses. Now with this code, we can see all kinds of information by just scanning it, 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 by scanning the “Energy Consumption Dual Control Code” with one click, you can independently identify the company’s daily energy consumption ranking in the district and the company’s remaining energy consumption this year. quota, and based on the orderly electricity and energy consumption dual control plan for the week displayed by scanning the QR code, the factory will be reasonably arranged to formulate corresponding production plans.
Industry insiders He said that in general, it is necessary to implement the requirements of dual energy consumption control and orderly power consumption without compromise, and to put an end to formalism such as “one size fits all” and “expansion”. A brand new energy supply and energy consumption structure is under way. Expand.
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