The demand for mask earband is booming, and the price of spandex is rising

According to the price monitoring of the business agency, the price of spandex in the domestic market recently bottomed out and rebounded, with an increase of more than 3% in the past seven days, of which the market average price of 40d specification as of April 15 was 32600 yuan / ton, up 3.49% on a weekly basis and down 10.28% on a year-on-year basis. The terminal needs to follow up carefully in all fields, and the supply of conventional products is stable. In Jiangsu and Zhejiang area, the reference for 20d spandex mainstream negotiation is 36000-38000 yuan / ton; the reference for 30d spandex mainstream negotiation is 34000-35000 yuan / ton; the reference for 40d spandex mainstream negotiation is 28000-29000 yuan / ton, and the actual transaction details are discussed.

 

At present, the attention of spandex market coarse denier is still high, the mask wind is strong, the demand for mask earband is still hot, there is a certain speculation atmosphere, the manufacturer coarse denier has a good shipment, the goods are tight and the price is high. Since the Qingming Festival holiday, 70D / 140d goods are hard to find, and the price has increased from 30000 yuan / ton to 32000-35000 yuan / ton. There are also a few manufacturers who do not offer or accept orders temporarily. Up to now, the mainstream price reference of 70D / 140d market is 38000-43000 yuan / ton, the higher price is more heard, and the market price is relatively chaotic. At present, most of the manufacturers have changed production and their production capacity has been improved. Some of them still do not receive new orders. They hand over orders in the early stage and arrange orders in advance until May.

 

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Summary of production and marketing trends of domestic PTMEG manufacturers

 

Enterprise name capacity (10000 tons / year) remarks

Shanxi sanwei 5 parking, no restart plan

Jiaxing Xiaoxing 12 small line parking

Sinopec Great Wall energy chemical 9.2 unit load is not high

Shaanxi chemical 4.6 full load operation

Henan Nenghua No.6 parking Center

The load of Xinjiang Meike 5 unit is not high

Low load of 4.6 unit in Tunhe, Lanshan, Xinjiang

The raw material PTMEG market is in a weak position, the factory has a certain shipping pressure, and the focus of actual single negotiation is weak. The main quotation of 1800 molecular weight goods source is 15000-15500 yuan / ton, and the actual single negotiation is 14200-15000 yuan / ton. Pure MDI continues to be weak in the low position, and the downstream rigid purchase is the main factor, with limited trading volume and weak investment. The quotation in South China is 13500-14000 yuan / ton telegraphic transfer barrels, and that in North China is 13500-14000 yuan / ton telegraphic transfer barrels.

 

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In the lower reaches of Zhejiang Province, enterprises in Xiaoshao region started to work at a low level, with 30-50% starting in the round machine and yarn wrapping Market; in Zhangjiagang region, Jiangsu Province, the market order was insufficient, with 50-60% starting level, and the overall demand in the terminal field was weak. However, the demand for mask earband is good, and the supply is in short supply. The terminal adds a new mask machine, and the demand for spandex 70D / 140d increases. The buyer mainly orders small orders, and some dealers take a large number of goods, so most spandex manufacturers have changed production to 140d, and the production capacity increases.

 

Overall, at present, in addition to the tight supply of raw spandex, the supply of spandex is basically stable, the demand in the downstream terminal area is light, the demand for masks and earbands is good, and the supply is in short supply. Therefore, in the short term, the price of spandex market remains stable and the market leader is in the upper middle. Business analysts believe that as the attention of crude denier silk weakens and the market speculation enthusiasm cools, the price will gradually return to rationality.

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