The Gap Between Data And Reality
According to the statistics of 676 textile machinery enterprises by the National Bureau of statistics, the textile machinery industry completed the industry in 1~9 this year.
Total output value
77 billion 488 million yuan, an increase of 28.48% over the same period, and realized sales revenue of 76 billion 212 million yuan, an increase of 28.36% over the same period last year, and realized a total profit of 4 billion 847 million yuan, an increase of 34.15% over the same period last year.
In 1~9 months, export of textile machinery was US $1 billion 652 million, an increase of 33.04% over the same period last year.
If we look at the above data, we seem to have no reason not to believe that this year's textile machinery industry is a harvest year. It is a year of comfort and hope for all spinning machinery enterprises.
However, since the fourth quarter of the year, the sharp decline in sales of textile machinery and the sudden reduction of new orders have made the executives of many textile machinery enterprises in a state of extreme uneasiness.
Textile machinery
The feelings of the market can be summed up in three sentences:
data
Fortunately, the feeling is not good; the order is good, the benefit is not good; the present is good, the trend is not good.
Good data, bad feeling?
Whether the number of National Bureau of statistics or the financial statements of enterprises, the first three quarters of this year, and even year-on-year growth in textile machinery sales has been foregone conclusion.
But in the face of good data, the reason why people feel bad is that the enterprises in the market have already felt the "cold" of the market. However, the statistics can not keep up with them, and it is impossible to keep up with them. Because of the particularity of the machinery manufacturing industry, most orders have 3~6 months of delivery date. Therefore, the production and sales data of textile machinery enterprises this year reflect a large part of the demand situation last year.
The order is good, the benefit is not good?
If enterprises take more orders, do they earn more money? Such a problem is really a big problem in the textile machinery industry.
In the first three quarters, most textile machinery enterprises' orders were still full due to the inertia effect of supply shortage in 2010, but rising raw material prices, labor costs, production cost and so on, seriously squeezed the profit margins of textile machinery enterprises, coupled with the increasingly fierce competition in homogeneous products, and made the price of textile products difficult to rise. As a result, most spinning machinery enterprises, especially cotton spinning equipment manufacturers, had a large amount of resources, and some enterprises even fell into a loss.
In the face of an order, is it a connection or a loss?
Businesses are in a dilemma.
Fortunately, the trend is not good.
After entering the fourth quarter, although the orders in the textile machinery enterprises are sufficient to ensure that the load can still be maintained at the moment, the reduction of new orders and the delayed pick-up of individual orders have made many enterprises feel the "cold current" coming.
Many companies even believe that this "cold spell" is more ferocious than the financial crisis of 2008.
The economic environment in 2012 is more complicated than that in 2009. On the one hand, we are most worried about the impact of the European debt crisis. On the other hand, the fluctuation of raw material prices and the rise of labor costs will inevitably affect the investment of textile enterprises.
The beautiful data of textile machinery industry has formed a great gap with the reality of textile machinery enterprises.
Textile machinery companies seem to be too late to enjoy the joy of data, and have put more attention to the future.
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