Dyestuff Market: Left Hand Is Good, Right Hand Is Bad.

The future trend of China's dyestuff market is closely related to the current domestic and foreign economic situation. To some extent, the situation determines the future.

Judging from the international economic situation, there is little room for growth in the international market, especially in the US market in the near future.

The other two main economies, Europe and Japan, are still unable to get out of recession.

The demand of the international market is bound to be affected. Although exports are improving now, they can not have high expectations for exports, or they should be put on domestic demand.

Therefore, in the fourth quarter, China's dyestuff industry and market will have some major changes under the influence of domestic and international economic situation and various factors.

In the fourth quarter, there was still room for market demand for dye, but substantial growth was not realistic.

Because the demand for dyes depends mainly on textile industry, printing and dyeing, real estate, home textiles, automobile, industrial cloth and other downstream industries.

Stable development of dye downstream dyeing and printing industry

Industrial and other stable growth brings new demand to dyestuff industry.

Printing and dyeing industry is the direct user and market of dyestuffs.

As a direct downstream industry of dyestuff industry, the quality of printing and dyeing industry determines the development of dyestuff industry.

In the 1~6 month of 2014, the printing and dyeing fabrics of scale printing and dyeing enterprises were 29 billion 403 million meters, down 0.73% from the same period last year.

On the whole, the overall situation of printing and dyeing industry is relatively stable, and there is no ups and downs.

The sustained and steady increase in the output and consumption of our printing and dyeing fabrics will directly increase the market demand of dyestuff products.

Such a situation is also conducive to the development of dyestuff industry.

Among them, a group of data that can best illustrate the problem is that in 2014 1~6, the fixed assets of printing and dyeing enterprises over 5 million yuan were actually invested 17 billion 933 million yuan, an increase of 36% compared with the same period last year, which was 19.94 percentage points higher than that of the entire textile industry; 501 construction projects, an increase of 21.60% over the previous year, 342 new projects, an increase of 22.58% over the previous year, and 164 164 projects, an increase of 74.47% over the previous year.

Among them, the actual investment amount, the number of construction projects and the number of new construction projects of cotton printing and finishing enterprises were higher than those of chemical fiber textile printing and finishing enterprises, up 41.56%, 30.04% and 37.50% respectively.

Once these projects are completed and put into operation, they will open up new space for future dye demand.

There are also new changes in exports. In 2014 1~6, the total import and export of eight major products of printing and dyeing amounted to US $12 billion 781 million, an increase of 8.46% over the same period last year. The growth rate dropped 1.98 percentage points from the same period last year, which is 1.99 percentage points higher than that of the first quarter of this year.

Exports to emerging markets are in good condition.

If exports to ASEAN and India maintained a two digit growth rate, the export volume increased by 24.62% and 39.37% respectively, and the export volume increased by 25.47% and 41.41% respectively.

The expansion of printing and dyeing eight categories of products will undoubtedly make great contributions to the dyestuff industry, and enhance the pulling effect of the development of China's dyestuff industry.

Look at the downstream industries such as car decoration, home textiles and industrial cloth.

In the first half of 2014, China's automobile production and sales doubled to tens of millions of vehicles, that is, 11 million 783 thousand and 400 vehicles and 11 million 683 thousand and 500 vehicles.

In the first half of 2014, the demand for auto decoration market increased with the continuous growth of China's automobile industry. The automobile cloth in the fourth quarter will also maintain this trend.

With the increasing number of domestic car ownership, the demand for China's automobile cloth market is very large, and the prospects for development are still good.

In the first three quarters, the home textile industry is running smoothly. According to the relevant statistics, it is expected that the domestic textile industry will continue to maintain steady growth this year.

In particular, the accelerated pace of structural adjustment in the home textile industry has brought a good opportunity for the dye market.

There are also industrial fabrics such as bags and bags. With the improvement of people's living standards, the number of tourists is increasing. This has not only stimulated the development of tourism, but also led to a substantial increase in sales of luggage and bags.

Entering the September, the sale of bags and fabrics will enter the best place.

Popular colors for merchants are: scarlet, BOLN, Tibet blue, black and so on.

The market will be very optimistic in the fourth quarter of this year.

There are also decorative fabrics, ranging from packaging cloth to jacquard curtain fabric.

Of course, advertising cloth is also popular. With the development of domestic exhibitions and advertising industry, the demand for flag has been increasing day by day, which has become a major consumer highlight in today's society.

In the market, a group of premium quality "banner" special fabrics, not only glossy, but also strong color fastness, especially to make the national flag more colorful.

Won the favor of the manufacturers concerned, sales trend is in the ascendant.

Therefore, in the fourth quarter, driven by the downstream industries, it is bound to enhance the market demand for dyestuffs, so that the situation of China's dyestuff industry and overall market development will be maintained.

Of course, rising demand will support the steady rise in dye prices.

The market demand of downstream industries such as automobile and home textile industry has promoted the growth of dyestuff industry.

In particular, automotive dyes benefited from the development of the automotive industry, and their demand increased and prices rose.

It can be predicted that China's dyestuff industry will maintain an annual growth rate of two digits in 2014.

The decline of real estate affects the decoration and curtain cloth.

The impact of environmental protection on leather and light industry will affect the dyestuff industry.

But it is also necessary to see the adverse effects of the decline of real estate on the decoration and curtain industry and market development, which may affect the dyestuff industry.

The decline of real estate in the first three quarters of 2014 has already appeared.

Judging from the publicly available data, it is an indisputable fact that the overall overall downward trend is going on (whether it is relative to the same period in 2013 or the first quarter of 2014).

The overall downtrend continues to be a bad thing for the dyestuff industry and the market.

At the end of 6, the area of commercial housing sold in the country increased by 24.5% over the same period last year.

The drop in real estate and real estate development investment, the continuous decline in the area of commercial housing sales and sales volume shows that developers and buyers are not optimistic about the real estate market, which will lead to a downturn in the real estate market.

The land market will be further cold, which will directly threaten the land revenue.

Seriously, by the end of June this year, the year-on-year growth of 24.5% has become the national commercial housing sale area.

This shows that the inventory of commercial housing in China is in a normal state.

What does the substantial increase in the inventory of commercial housing mean? It not only shows that the demand for commercial housing market is serious, but also shows that the excessive development of commercial housing under the temptation of high housing prices has been seriously surplus.

At present, the inflection point has already appeared and formed, and the market's expectations for further decline in housing prices have been established. In a considerable period of time, the real estate market is likely to continue the downturn trend.

It is expected that this will have a certain tightening effect on the growth of the market capacity of industrial textiles such as decoration, curtains and so on, and will also bring negative effects on the dyestuff market.

Finally, look at other areas such as environmental protection, leather, light industrial products and so on.

The environmental protection verification started last July has a greater impact on the entire chemical sector.

In particular, the dye industry's wastewater is colored and difficult to remove.

The environmental pressure leads to the increase of pollutant discharge index, so the output of the whole industry is reduced.

Environmental protection led to supply contraction.

At present, there are about 600 kinds of dyestuffs produced in China, which can meet the domestic market demand of more than 90%.

Among the dyes, the top three ranks are disperse dyes, reactive dyes and sulfur dyes, accounting for 46%, 32% and 11% of the total output respectively.

In the second half of 2013, the price of domestic dyestuffs soared, the average price of disperse dyes was 24 thousand yuan per ton, and the price of reactive dyes was close to 30 thousand yuan.

This is mainly through years of environmental protection, and some dyestuffs enterprises that are not well managed by environmental protection have been shut down, reducing the market supply, leading to large domestic enterprises having more market discourse power.

It has been said that the main reason for the soaring price of dyes is the increasingly stringent environmental inspection and crackdown.

Prices are all important drivers.

In 2014, the price of dyestuffs has soared, and the price has doubled several times in a few months.

More stringent environmental policies will lead to a still tight supply of dyes, and environmental protection will support the high price of dyes.

In the fourth quarter, environmental protection is the main factor affecting the supply and demand of dyestuff industry. In the future, market demand is still increasing, and market supply is still tight.

As China's economy has entered the new normal, the trend of stabilizing and recovering has been established. In 2014, China's GDP remained at the 7.5% growth interval, which has become the norm under the new normal.

The domestic demand market is also expected to strengthen the growth momentum with the policy of adjusting the fine-tuning effect with the policy of directional reduction.

According to the current economic situation and the development trend of the industry, the steady development of China's textile and dyeing industry in the 2014, especially the fourth quarter, has ensured a steady growth in the demand for dyestuff market.

The development of the dyestuff industry still has good opportunities.

In terms of demand, dye still has room for growth.