(来源:SMM铜加工交流平台)
随着五一假期的临近,漆包线企业已完成其假期期间的生产计划和放假安排,SMM对部分漆包线企业的假期生产安排情况进行了解并整理汇总。以下是部分企业放假和订单情况:
五一假期将至,国内漆包线企业已于本周结合订单需求完成原料备货,假期间漆包线企业均正常发货,但生产计划有所不同。从企业反馈来看,多数企业延续往年惯例,假期不停产,不过将结合自身订单情况开展设备检修与保养,整体下调开机负荷;不过,现阶段行业订单持续走弱,选择停产放假、调节生产节奏以缓解库存压力的企业数量,较去年明显增加。
订单方面,据SMM数据显示,漆包线行业新增订单已持续6周表现下降,行业成品库存从低位逐步攀升至偏高区间。企业反馈,终端空调行业需求提前进入淡季,对漆包线行业造成明显拖累,且铜价持续高位也抑制了订单的释放,叠加3月集中透支后续订单需求,多重因素共振下漆包线行业订单持续下滑,5月排产预期偏空。
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