According to the price monitoring of the business agency, the domestic spandex market remained stable in December. As of December 15, the average ex factory price of 40d was 41400 yuan / ton, up 0.73% compared with the beginning of the month, and the increase was significantly narrowed, with a year-on-year increase of 29.78%. The spandex industry started about 90% of the total, which remained high, and the supply of goods was gradually stabilized, and the shortage of goods in the early stage was slightly eased. Upstream raw material market rose and fell, pure MDI spot price continued to decline, PTMEG rose broadly, and cost support remained. Downstream customers purchase on demand and follow up carefully.
Current mainstream price statistics of spandex market (unit: yuan / ton)
20D 30D 40D
Zhejiang 46000-50000 45000-47000 37000-39000
Shandong 48000-50000 45000-48000-38000-41000
Fujian 48000-50000 45000-48000-38000-41500
Jiangsu 46000-50000 45000-47000-37000-39000
Pure MDI market has been weakening, and most of the shippers follow the market, and the transaction focus is on the middle and low end. The market reference is 23000-24000 yuan / T of telegraphic transfer in barrels, and the actual order negotiation shall prevail. In December 2020, the listing price of pure MDI in barrels of Wanhua chemical was 28000 yuan / ton, which was the same as that in November, and the settlement price in November was 27500 yuan / ton. PTMEG market continues to maintain its price. At present, the mainstream quotation of 1800 molecular weight goods source is 18000-19000 yuan / ton, and the actual order negotiation is 17000-18400 yuan / ton, with an increase of 1000 yuan / ton on a month on month basis. More than 80% of the industry has been started, and the start-up remains at a high level. Among them, the load of the 46000 ton unit of Chongqing Chiyuan Chemical Industry Co., Ltd. slightly decreased by about 70%, and the 40000 ton unit in Yizheng Dalian was shut down.
In the near future, terminal consumption continues to continue the characteristics of the off-season, and the spot market reflects that it is difficult to take goods, and just needs to purchase. After the “double 11″ and “double 12″ shopping orders are gradually delivered, it enters the traditional off-season. At present, the new orders are not good, the overall market is relatively depressed, and the enterprise funds are relatively tight, and the enthusiasm for purchasing raw materials is not high. At present, less than 60% of the work in the field of circular machine is started, and the operation is weak, and about 70% in the field of warp knitting.
Business analysts believe that the current raw material market still has a certain support, spandex manufacturers supply gradually relaxed, downstream customers are not high, all parties wait and see. Overall, it is expected that the spandex market will maintain high volatility in the short term.
| PVA |