Cost support increases, spandex market price rebounds

According to the price monitoring of the business agency, since the middle of August, the domestic market price of spandex has continued to rise slightly. As of August 25, the average price of spandex 40d specification was 31800 yuan / ton, up 2.91% compared with August 15, and down 0.31% year-on-year.

PVA 1788 (PVA BP17)

 

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

Spandex manufacturers started about 80%, still maintain a high level, stable supply and shipment. The pure MDI of raw material market fluctuated upward, the cost side support still increased, the downstream market slightly replenishment sentiment, the overall market just needs to buy.

 

Price statistics of domestic pure MDI market in August (unit: yuan / ton)

 

Region: August 3, August 10, August 20, August 25

South China 13300-13500 13800-14000 14500-14800-14800-15300

North China 13300-13500 13800-14500 14500-14800 15000-15300

East China 13300-13500 13800-14000 14500-14800-14800-15300

The market price of raw material pure MDI continues to rise. Manufacturers control the quantity of goods and continue to pull up the market. The market quotation is 14800-15300 yuan / T. About 40% of the pure MDI industry has been started, with stable start-up.

 

Equipment situation of domestic PTMEG manufacturers

 

Enterprise name address capacity (10000 tons / year) remarks

Shanxi 3D, Shanxi Hongdong 5 parking

Yizheng Dalian Jiangsu Yizheng 4 parking

Sinopec Great Wall energy chemical Ningxia Yinchuan 9.2 unit load 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

PVA

The PTMEG market is waiting for consolidation. Recently, the suppliers have strong intention to explore the price. In terms of price, the mainstream quotation of 1800 molecular weight goods is 14000-15000 yuan / ton, and the actual negotiation 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 and Xinjiang Meike 50000 tons units is not high, and the 46000 tons unit of Xinjiang Lanshan Tunhe plant was overhauled on July 25. At present, the PTMEG industry as a whole has started about 50% of its operation, so it is cautious to start.

 

The market demand in Zhuji area of Yiwu is generally followed up, and the start-up level of the wrapped yarn market is maintained at 60%; in Changshu, orders follow-up is normal, and the starting level of circular knitting machine and warp knitting market is maintained at 50-60%. With the coming of “gold, silver and ten”, the downstream demand of China Light and textile city will increase slightly, and the fabric batch trial order in early winter will increase slightly. The enthusiasm of North and South merchants to subscribe will rise slightly, and the marketing trend will increase slightly. The marketing will be weak day by day, and the overall market transaction will show a small upward trend. Therefore, it also drives the production enthusiasm of manufacturers. If the future market continues to improve, then the market inventory will slow down, but it is expected that the “quality” will certainly not be compared with the previous years.

 

Business agency analysts believe that the current spandex market shocks warmer, the raw material market partial operation, cost support role increased. And the terminal market is at the end of the domestic seasonal off-season, the demand for raw materials has rebounded, and the demand side will gradually recover. Therefore, it is expected that the spandex market will remain volatile in the short term.

POLYVINYL ALCOHOL