Nylon and spandex, the two “hard brothers”, have finally turned around. At present, the price of spandex has basically stopped falling, and it should remain stable in the future, with little room for growth. However, nylon has not experienced ups and downs. The price of nylon yarn has generally risen this week. It has already increased by 400-800 yuan/ton. This may be just the beginning.
The current price of nylon POY is 16,000 yuan/ton. It has increased by 1,000 yuan/ton since it stopped falling at the end of August. Last week, the increase was more obvious, rising by 800 yuan/ton. With the arrival of Jinjiu, the continued shipment of autumn and winter fabrics has led to a rebound in upstream raw material prices. However, according to the current inventory situation of nylon yarn, downstream manufacturers are not strong in demand for nylon yarn, so the demand is not driven by the price recovery. The key factor.
Raising prices will only work if production is reduced
Looking back at August, the price of nylon yarn dropped significantly due to the impact of cost and downstream demand. Although the price showed a short-term upward trend in part of the time when downstream manufacturers covered their positions, it showed a downward trend most of the time. As a result, the price of nylon yarn dropped significantly in the first two months. The price of POY was once as low as 15,200 yuan/ton, which is a difference of more than 3,000 yuan/ton from the high price this year.
In terms of caprolactam, some units are still under maintenance, and the supply reduction has greatly reduced the inventory. At present, caprolactam has rebounded, and the upstream pure benzene listing has increased. The spot price is relatively strong, and the cost side still supports the caprolactam market. Spot supply has been reduced due to fluctuations in some devices, while downstream raw material inventories are low. After the market stabilizes and rebounds, downstream replenishment will follow up as needed. The current internal price is 12,500 yuan/ton, and subsequent prices will continue to rise.
Under the favorable influence of rising costs, rising demand, and reduced inventories, the price of nylon yarn has begun to bottom out and rebound. The price increase is certain, but what happens next depends on demand and costs.
General rise, the possibility is very high
The early price drop of nylon was due to the dissipation of nylon spinning fever and the accumulation of inventory. After several production cuts, the inventory has been significantly reduced. In addition, autumn and winter fabrics have begun to sell well, and nylon products have gradually entered the market. At present, the price of nylon yarn has not returned to the highest level. Coupled with the impact of the Golden Nine and Silver Ten, although the previous nylon spinning inventory It is very large, but it is already very obvious that the inventory will be sold at low prices in the early stage, and large-scale production will definitely occur in the later period. Some textile bosses and editors said that the current order situation of nylon spinning is good, assuming that the epidemic will not suddenly appear in the second half of the year. There is still hope in half a year. Prices that have fallen before will definitely return to normal in the later period, and may even reach a peak.
Nowadays, the market situation is going in a good direction. Many textile bosses have even received orders for hundreds of thousands of meters. Although there are also textile bosses who have not received orders, with the blessing of Double Eleven and the Christmas season, I believe that it will not be long before A large number of orders will be placed, and price increases will be a certainty at that time.
The current fabric prices are actually at a low level. Many textile bosses are afraid to raise prices rashly for fear of losing customers. However, this may not be the case when orders are placed later.
Generally speaking, the prices of both fabrics and raw materials are relatively stable at present. It is already mid-September. The editor has previously said that many textile bosses have increased their factory startup rates to more than 80%, which shows that gold prices The Nine Effect has already allowed textile bosses to receive a lot of orders. However, there has not yet been a particular piece of fabric that is particularly popular, but I believe the day is not far away.
</p
