According to the price monitoring of business agency, the domestic market price of spandex first fell and then rose in August. As of August 27, the average price of spandex 40d specification was 31800 yuan / ton, up 2.25% compared with the beginning of the month, and decreased by 0.31% year-on-year. Spandex manufacturers started about 80% of the start-up, still maintaining a high level. In the second half of the month, with the continuous strengthening of raw material prices and strong replenishment sentiment in the downstream market, spandex prices recovered slightly.
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Current mainstream price statistics of spandex market (unit: yuan / ton)
20D 30D 40D
Zhejiang 34500-35500 33500-34500-27500-28500
Shandong 35000-36000 34000-35000 28000-29000
Fujian 35000-36000 34000-35000 28000-32000
Jiangsu 34500-35500 33500-34500 28500-32000
Equipment situation of domestic PTMEG manufacturers
Enterprise name address capacity (10000 tons / year) remarks
Shanxi 3D and Shanxi Hongdong 5 are in parking, and there is no plan to restart temporarily
Yizheng Dalian Jiangsu Yizheng 4 plant shutdown
Sinopec Great Wall energy chemical Ningxia Yinchuan 9.2 unit load is not high
The load of 4.6 unit in Huaxian, Shaanxi is not high
Henan Nenghua Henan Hebi 6 parking
The load of Xinjiang Meike Xinjiang Korla 5 unit is not high
Tunhe River, Lanshan, Xinjiang, Changji, Xinjiang, April 6, July 25, maintenance, parking
The raw material PTMEG market is waiting for consolidation. At the end of the month, the suppliers have strong intention to increase. In terms of price, the mainstream quotation of 1800 molecular weight goods source is 14000-15000 yuan / ton, and the actual negotiation price is 13700-14000 yuan / ton. In terms of devices, 50000 tons of Shanxi sanwei, 40000 tons of Yizheng Dalian and 60000 tons of Henan Nenghua are still in shutdown, and there is no plan to restart. The load of Sinopec Great Wall energy and chemical industry 92000 tons, Shaanxi chemical industry 46000 tons and Xinjiang Meike 50000 tons units is not high, and the 46000 tons plant of Xinjiang Lanshan Tunhe was overhauled on July 25. At present, the PTMEG industry as a whole started about 50% of its operation, so it is cautious to start.
| Gamma-PGA (gamma polyglutamic acid) |
Price statistics of domestic pure MDI market in August (unit: yuan / ton)
Regional up and down from August 3 to August 27
South China 13300-13500 15300-15700 2000-2200
North China 13300-13500 15400-15700 2100-2200
East China 13300-13500 15300-15700 2000-2200
In the pure MDI market, since July, Wanhua chemical, kestron, BASF and other companies have announced that their plants have been shut down. The cumulative affected MDI production capacity is 1.1 million tons / year, accounting for 12.4% of the global total production capacity. Under the contraction of supply, factories at home and abroad have raised prices one after another. Wanhua chemical, the world’s largest MDI producer, announced that the listing price of pure MDI in September 2020 would be 18000 yuan / ton, up 1000 yuan / ton compared with August 2020. BASF also announced that it would increase the price of all lupranate MDI products by US $0.12/lb from September 1, 2020 or as soon as the contract allows. As of August 27, the market price was in the range of 15300-15700 yuan / ton, up 2000-2200 yuan / ton compared with the beginning of the month. The supplier controlled the quantity of the goods and continued to pull up the market. The offer stuck to the delivery.
In August, some fabrics in the downstream were slightly active, among which the round knitting machine started to rise slightly, maintaining above 40%. At present, the start-up in Haining is fair, and the level of warp knitting market is maintained at 60-70%; Zhangjiagang starts slightly better, orders are slightly followed up, and the start-up level of wrapped yarn is maintained at 60-70%; the overall market in Fujian is generally started, with lace at 30-40% and warp knitting at 60-70%; the construction in Guangdong is stable, and the start-up of circular knitting and warp knitting markets is maintained at 50-80%. “Gold nine silver ten” traditional peak season is coming, the traditional market has recovered, and the overall order growth trend is obvious. In summer, the turnover of thin fabrics continued to decline, and the proofing of autumn and winter fabrics continued to increase slightly, with local increase of orders. Domestic trade orders and foreign trade orders have improved. In terms of foreign trade orders, orders from Europe and the Middle East still account for a relatively large proportion.
In terms of the industry, the total retail sales of textile and clothing in July reached 88.9 billion yuan, down 2.5% compared with the same period last year. From January to July, China’s total retail sales of textile and clothing exceeded 595.9 billion yuan, down 17.5% year-on-year. In terms of export, according to the latest statistics of the General Administration of Customs of China, in July 2020, China’s textile and clothing export volume was 31.294 billion US dollars, a month on month increase of 7.79%. Among them, the export volume of textiles (including textile yarn, fabrics and products) was 15.976.9 billion US dollars, down 1.11% month on month; the export volume of clothing (including clothing and clothing accessories) was 15.3175 billion US dollars, an increase of 18.97% on a month on month basis. From January to July, China’s textile and clothing exports amounted to 156.482 billion US dollars, an increase of 5.57% over the same period of last year, of which the cumulative export of textiles was US $90.080.4 billion, with a year-on-year increase of 31.25%; and that of clothing was 66.402 billion US dollars, a year-on-year decrease of 16.58%.
Business agency analysts believe that spandex manufacturers better than last month’s shipment, reduce the pressure on inventory, some supplies a little tight. Upstream raw material market pull up atmosphere still exists, cost support increases. Some middlemen and downstream customers have replenishment, but the actual demand of the terminal market is slightly cautious, and the market holds a cautious wait-and-see attitude towards the future market. It is believed that with the advent of the textile peak season, the spandex market is expected to remain warm in the short term.
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