Two, The Price Of Senior Men Is Soaring, So Where Should We Go?
Summer is about to wave goodbye to us, and autumn and winter rush to us and come to the season of sticking autumn fat. But the recent price of pork makes it difficult for many food to be accepted. From 10 yuan per pound to 20 yuan per Jin, we must not belittle the impact of rising pork prices.
By analyzing the trend of "meat price index" and the overall "household consumption index (CPI)", it can be found clearly that the fluctuation of meat price has a great impact on CPI, and the whole CPI seems to be merely reflecting the price of meat. In addition, according to the dietary habits of our residents, most of the meat here is pork. That is to say, the rapid rise of the "two seniors" has promoted CPI to exceed 2% in five consecutive months this year, and even reached 2.8% in July.
Controlling prices has virtually hit the textile industry.
The current national price growth is so fast that it affects all aspects of people's life and may even lead to inflation. For this reason, the state will certainly not sit idly by. All kinds of tight fiscal policies are similar: raising interest rates, raising the reserve ratio, increasing credit control, limiting unnecessary exports, and so on, are likely to be implemented. In particular, this year, with the global interest rate cut, up to now, nearly 30 countries and regions have announced interest rate cuts, and the world economy is moving towards a relaxed fiscal policy. However, China has no signs of cutting interest rates.
Tight fiscal policy will ease CPI's huge growth, but it will also hurt industrial production virtually. The most direct data to measure the state of industrial production is the "producer price index (PPI)". Since the beginning of this year, PPI has been on the low side, and it has dropped 0.2% in July.
Our textile industry as an important part of the national industry, the change trend of the PPI index is basically the changing trend of the textile market. Analysis of our textile and dyeing and finishing processes, "producer price index of industrial producer" and "producer price index of industrial producer" in Jiangsu and Zhejiang provinces, can clearly see the high correlation between them. The trend of the whole industry is weak, and the textile industry is also difficult to escape.
In fact, the price of the whole textile industry chain has been difficult to improve since the beginning of this year, and the year-on-year growth does not exist, almost all of which have declined to varying degrees. Like the national industry, the textile industry has been waiting for a "tolerant fiscal policy" and a large number of funds to come out to save the industry. But this year's CPI continues to rise, making this possibility almost zero, that is, the current plight of the textile industry may continue for a longer time.
To sum up, The rise in pork prices has driven CPI to a high level. The state has tightened fiscal policy to curb rising prices, the market is short of funds and industrial development has been frustrated, and the textile industry is hard to escape.
The textile market is improving, but the price rises in all sectors are weak.
Recently, textile market has come to a rare and busy season. The freight cars loaded with grey cloth on the road are increasing obviously. According to reason, this state of affairs will immediately be transmitted to the upper and lower reaches of the textile industry to drive the whole industry chain to flourish, but the actual situation has given a big question mark to this busy season.
As far as dyeing mills are concerned, the price should be high enough to face a large number of orders, but the number of dyeing factories that actually rise for half a month is very limited. Because the dyeing factory is also very clear that this season is mostly driven by regular market goods, which generally come fast and go fast. The blind price increase is laying mines behind. After all, the dye fee has gone up and down again. It is a bit of a drag. It is still safe to use the "super cost" way to raise prices more implicitly. On the other hand, not every dye factory can receive a large number of market goods, and there is not a small number of factories that have not changed a bit.
If we go up again, the mills will have no courage to raise their prices in the face of 40 days or so. We can only hope that the peak season will last longer and the inventory will be more digested. At present, many grey cloth quotes are still sticking to the cost. If we calculate the interest of the funds, we fear that many factories are losing money.
The raw materials are constantly testing around the lowest value of the whole year. In the first half of the year, the situation of PTA was still stable. The mentality began to break down in the second half of the year. The lowest level of the whole year was constantly refreshed. It has been lingering for more than 20 days near the lowest value of the whole year. The price of polyester FDY, DTY and POY is the same as that of PTA, not the lowest.
In fact, there are elastic fabrics in the textile market and market goods. Many of the four rounds of billet manufacturers are already full load but still can not meet the demand for orders. But what is unsolvable is that the price of spandex raw materials is also at a low level, which is not only the lowest price in the whole year, but also high in inventory.
Seemingly irrelevant pork and textile, but also thousands of miles. Originally, the textile industry has been in the trough for half a year and is badly in need of a large amount of capital stimulation. But the price of pork killed by the half way is soaring. The textile industry chain is frustrated from raw materials to weaving, and then to dyeing and printing, and the natural driving force of price rises is insufficient.
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