Viscose downstream market operation and development pattern
！！Hua Qiying, editor of CCFGroup
2019-05-22 17:19:23
Hua Qiying, editor of CCFGroup, delivers her report of Viscose downstream market operation and development pattern
Ms. Hua's report was divided into five parts:
The first is the status quo of rayon yarn market. What is rayon yarn (the production capacity is about 4000w, the output is about 2.5 million tons)? Where is its profit (concentrated in the cotton yarn, the enterprise inventory control is still acceptable and the adhesive supply is a bit surplus)? The expansion cycle is misplaced, the bargaining power is transformed, rayon yarn initiative is expanded, and the five WHs (active expansion) under the stimulus of profit.
Secondly, Ms. Hua talks about the changes in the industry pattern. The concentration of Xinjiang's rise in the region has increased, and some markets have moved from the coast to the inland. From the point of view of the consumption capacity of viscose, the localities are inconsistent; the industrial structure is reduced in airflow (misplaced competition, poor demand). , alternative powerless), eddy current amplification (multi-material, multi-application, low cost, competitive expansion), ring spinning upgrade;
Furthermore, she discusses the competition within the industry. The development of the enterprise needs to consider many aspects: positioning itself in its own conditions, competitors, and industry structure; strategically considering the raw materials, competitive products, and demand side. And compared several major areas (Fujian advanced intellectual resources and scale industry advantages, Sunan logistics concentration, industrial chain support, etc., Xinjiang cost advantage, Northern Jiangsu actively adjust positioning, Shandong Zhejiang logistics is convenient, but labor costs are higher).
Then the impact of related products: cotton-type polyester short, sticky short and cotton (the fluctuation frequency of cotton and polyester are higher than the viscosity); competitive products (the spread and profitability of the downstream interest) (CY R30 and CY high match) C32); clothing and textiles on the demand side (cost export is reduced, yarn demand is still there, but the industrial support in overseas markets is still not perfect).
Finally, Ms. Hua summarizes the industry changes and subsequent trends. 1. Scale expansion, speed increase ★ yarn new capacity progress; 2. Medium and short-term expectations are relatively good ★ raw material fluctuations; 3. Equipment upgrade, eddy current, tight match spinning ★ blending, Markets such as lyocell; 4. industrial concentration, production area transfer ★ overseas yarn competitiveness and demand.
Ms. Hua's report was divided into five parts:
The first is the status quo of rayon yarn market. What is rayon yarn (the production capacity is about 4000w, the output is about 2.5 million tons)? Where is its profit (concentrated in the cotton yarn, the enterprise inventory control is still acceptable and the adhesive supply is a bit surplus)? The expansion cycle is misplaced, the bargaining power is transformed, rayon yarn initiative is expanded, and the five WHs (active expansion) under the stimulus of profit.
Secondly, Ms. Hua talks about the changes in the industry pattern. The concentration of Xinjiang's rise in the region has increased, and some markets have moved from the coast to the inland. From the point of view of the consumption capacity of viscose, the localities are inconsistent; the industrial structure is reduced in airflow (misplaced competition, poor demand). , alternative powerless), eddy current amplification (multi-material, multi-application, low cost, competitive expansion), ring spinning upgrade;
Furthermore, she discusses the competition within the industry. The development of the enterprise needs to consider many aspects: positioning itself in its own conditions, competitors, and industry structure; strategically considering the raw materials, competitive products, and demand side. And compared several major areas (Fujian advanced intellectual resources and scale industry advantages, Sunan logistics concentration, industrial chain support, etc., Xinjiang cost advantage, Northern Jiangsu actively adjust positioning, Shandong Zhejiang logistics is convenient, but labor costs are higher).
Then the impact of related products: cotton-type polyester short, sticky short and cotton (the fluctuation frequency of cotton and polyester are higher than the viscosity); competitive products (the spread and profitability of the downstream interest) (CY R30 and CY high match) C32); clothing and textiles on the demand side (cost export is reduced, yarn demand is still there, but the industrial support in overseas markets is still not perfect).
Finally, Ms. Hua summarizes the industry changes and subsequent trends. 1. Scale expansion, speed increase ★ yarn new capacity progress; 2. Medium and short-term expectations are relatively good ★ raw material fluctuations; 3. Equipment upgrade, eddy current, tight match spinning ★ blending, Markets such as lyocell; 4. industrial concentration, production area transfer ★ overseas yarn competitiveness and demand.
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