According to the price monitoring of the business society, the domestic spandex market price remained volatile in January. As of January 15, the average ex factory price of 40d spandex was 43500 yuan / ton, up 5.07% from the beginning of the month and 36.36% year on year. The start-up of the industry is around 90%, and the inventory of manufacturers is low. Affected by the cost support and tight supply, the factory price continues to rise. The actual transaction needs to be discussed in detail. However, the enthusiasm of the terminal market to get goods is general, and the atmosphere of watching the market is strong.
Current mainstream price statistics of spandex market (unit: yuan / ton)
20D 30D 40D
Zhejiang 48000-50000 46000-48000 38000-43000
Shandong Province: 48000-52000 46000-50000 38000-43500
Fujian 48000-52000 46000-50000 38000-43500
Jiangsu Province: 48000-50000 46000-48000 38000-40000
The price of raw material PTMEG continues to be very high in the market. At present, the mainstream quotation of 1800 molecular weight source is 19500-20500 yuan / ton, and the actual negotiation is 19000-19500 yuan / ton. Around 780% of the industry started operation and maintained stable operation. Specifically, in Yizheng Dalian’s 40000 ton plant shutdown, Sichuan Tianhua’s 46000 ton plant load slightly decreased, and Chongqing Chiyuan chemical’s 46000 ton plant load slightly decreased by about 70%. The decline of pure MDI market is slowing down, the supply of imported barreled goods is tight, and most of the goods holders hold steady offer. The current market refers to the wire transfer of 20800-21500 yuan / ton for barreled goods, and some of the barreled goods are tight, which is subject to the actual negotiation. In January 2021, the listing price of pure MDI barrels of Wanhua chemical was 24000 yuan / ton, which was 4000 yuan / ton lower than that in December 2020. In December 2020, the settlement price was 23500 yuan / ton, down 4000 yuan / ton month on month.
The downstream terminal market buys on demand, and the overall market maintains a cautious wait-and-see attitude. It is heard that there will be a holiday from the middle and late ten days to the end of the month. Although the local government is also encouraging people to stay in the local area for the Spring Festival, generally speaking, most of the workers are willing to return home. We are cautious about the market in the first half of next year, and some manufacturers hand over some export orders in the early stage, so the pace of production and sales is acceptable. At present, about 55% of the circular knitting machines are started at a lower level, and about 68% of the warp knitting machines are started at a lower level.
Business analysts believe that the cost side of good support is not reduced, spandex market supply is not abundant, part of the batch number is still tight, inventory remains low, so the price remains high. However, downstream manufacturers are cautious, and with the Spring Festival approaching, the demand may gradually decrease, so in the short term, the price of spandex market will remain volatile and warm.
| PVA |