Dye Market Is Expected To Continue To Rally

The reporter learned that, influenced by the tight supply of the market, the price of HA has risen 30 thousand yuan to 100 thousand yuan / ton recently, which makes the downstream dyestuff market expect to rise again.

H acid is an important intermediate for producing reactive dyes, accounting for 30%-50% of total cost. Earlier, due to tighter environmental policies, some of the acid enterprises stopped production and limited production, resulting in a shortage of demand and prices. Driven by cost, reactive dye prices began to rise at the end of last year.

Judging from current inventory, H acid Market suppliers mainly include Zhejiang Longsheng 10 thousand tons, Ji Hua 15 thousand tons, Chu Yuan 28 thousand tons, leap earth shares (20 thousand tons, stop production state), Shandong small capacity (currently affected by environmental protection, limit production and stop production). The whole industry basically has no stock.

At present Dyestuff industry Under the tight supply and demand pattern, reactive dyes have the ability to transfer costs, and it is expected that the subsequent prices may rise. In January 11th this year, a leading domestic enterprise of reactive dyes, the dye company of Chu Yuan chemical group of Hubei Province, caused a leakage of boiler tubes, which caused a fire.

In addition to the total price rise of H acid due to supply shortage. Disperse dyes It also launched a price increase. In January 19th, disperse dyes once again raised prices, of which the main specifications of disperse dyes blue series increased by 5000 yuan / ton, and the scattered red series increased by 2000 yuan / ton simultaneously, and the logic of price increase was driven by tension of reducing substances. At present, the stock is expected to be depleted after the Spring Festival.

It is learnt that the current downstream printing and dyeing enterprises start rate is expected to be less than 5, the recent dye price increase is only preheating. With the increase in operating rate of printing and dyeing enterprises after the festival, it is expected that the dye industry will usher in a big wave of price rise.

According to the Research Report of Anxin securities, the price increase of dyestuff products is mainly influenced by environmental pressure. The pressure of the dye in the high pollution industry will continue to exist. Under this severe situation, the speed of future industry integration is expected to accelerate, and the price of dye is expected to go up further.

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At present, Xinjiang Corps's cotton machinery harvest has reached 68%, but compared with the advanced countries such as the United States, there is still a certain gap between the quality of machine picked cotton, because the consciousness of quantitative and extensive growth is deep-rooted. He said that in the future, the Corps will speed up the selection of varieties and optimize the variety structure, improve the internal quality of cotton, meet the different needs of textile enterprises, optimize the regional layout, and resolutely withdraw from the sub cotton region and low yield cotton area. In the "13th Five-Year plan", the cotton area will be controlled within 8 million mu, and the lint should be stabilized at more than 1 million 200 thousand tons. Further improvement of cultivation should be carried out to meet the requirements of mechanical cultivation, and efforts should be made in the treatment of residual film and cleaning and processing automation. At present, BINGTUAN has been pilot in a batch of enterprises for 3 consecutive years, and has carried out automatic process transformation. The quality of lint has been greatly improved, and the quality of some lint has reached the standard of hand picking cotton.

The Cotton Subsidy Policy in the new cotton year is also a topic of concern to the cotton industry at present. Liu Weidong, director of the Xinjiang development and Reform Commission's agricultural products and water resources price office, participated in the cotton target price reform. He said that at present, the mechanism of price formation based on market supply and demand has already appeared, and domestic cotton prices are close to international cotton prices, and the cost of cotton consumption has dropped. The Cotton Subsidy Policy in the new year will be simplified as far as possible and tighter regulation is needed. In particular, we should further strengthen supervision over the situation of false Invoicing, cotton spinning and no public inspection.

Liu Xiaonan, deputy director of the economic and Trade Department of the State Development and Reform Commission, said that the transformation and upgrading of the cotton textile industry will inevitably accelerate the modernization process of the cotton industry. The development of cotton industry must also be based on the needs of cotton textile industry development. He said that building a modern cotton industry needs a difficult process, but the whole industry must adhere to this general direction. Cheng Qiang, Secretary General of the academic committee of the State Council Development Research Center, also said that at present, the domestic economic development environment has already formed a forced mechanism. For the entire cotton industry, market-oriented reform is the only way out for the whole cotton industry. If there is a shake in the current critical period, especially in the way of policy implementation, the consequences will be disastrous. Therefore, from the national level, we must unswervingly push forward the market-oriented reform of the price formation mechanism of agricultural products, including cotton.