For most industrial products, electricity is used in the production process, so power rationing will have a direct impact on production at the supply side. In general, the higher the power consumption of goods, the greater the impact of power rationing. Focusing on whether this summer will be power rationing, Lenovo in previous years, some analysts believe that in late July, early August or local high temperature led to insufficient power allocation, causing the industry stage "power rationing".

In Jiangsu and Zhejiang regions, power rationing is restarted, and the probability of textile enterprises opening is further reduced

In previous years, domestic power rationing generally occurs in the south, textile printing and dyeing production capacity is scattered, electricity consumption is relatively high, the summer industry is just entering the off-season, a variety of factors lead to textile terminal enterprises often become the first choice for power rationing.

According to the feedback of some weaving factories in Zhejiang, Jiangsu and other places, due to the surge in electricity supply, the limited electricity policy will be introduced in July and August, which is expected to have a certain impact on cotton textile factory orders, scheduling, delivery, etc. (A few enterprises in Nantong have been notified). On the one hand, some of the unfinished orders of weaving, printing and dyeing, clothing factories to catch up on production; On the other hand, enterprises are very cautious about receiving medium and long-term orders, but the heart cannot be delivered according to the contract due to insufficient power supply, and the purchaser claims.

From the survey, as of now, Guangdong Foshan, Zhongshan and other weaving mills (including denim, Oxford cloth, etc.) open probability to maintain about 20%; The opening rate of weaving factories in Nantong, Suzhou and other places in Jiangsu has also dropped to 4-5 percent, and the purchase demand for pure cotton yarn, blended yarn and chemical fiber yarn has further slowed down.

According to the survey of the China Cotton Association, the overall opening rate of pure cotton yarn enterprises is currently maintained at about 60%, and the general plan to reduce production. According to the reflection of the blended yarn cluster enterprises, the purchase of raw materials is bought with use, and the overall pace of market purchase and sales has slowed down. According to the reflection of the color spinning cluster enterprises, the current opening rate is about 80%, the production is basically domestic sales orders, and the export orders are less than domestic sales.