The Demand For Printing And Dyeing Industry Is Coming.

Recently, we have conducted research on dyestuff manufacturers, and exchanged with experts in dyestuff industry, and received good feedback.

The demand for printing and dyeing industry is coming.

From the demand side, the printing and dyeing industry has gradually entered the peak demand season, especially in the 3-4 month, the sales of products will be the most vigorous.

After the Spring Festival, the downstream enterprises entered the replenishment cycle, and the raw materials inventory of dyestuff manufacturers and printing and dyeing enterprises were at a low level. The dye enterprises' willingness to raise prices was strong, traders were properly stocked before the festival, and actively followed up the market outlook.

Environmental governance is becoming more stringent and forced to eliminate backward production capacity.

In 2016, the total dye production capacity of the country was 1 million 330 thousand tons, up 5.6% from the same period last year. The growth mainly came from the 2013-2015 year planning and expansion projects, and basically no new capacity was expanded in 2017, and the expansion basically stopped.

The production of dyestuff wastewater is larger, some enterprises fail to meet the standards, the environmental protection requirements will become increasingly stringent, and some units will be forced to stop production and the production capacity will be cleared up.

The price of raw materials increases, pushing up costs.

Environmental protection is tightening and production of dye raw materials suppliers is limited.

The supply of disperse dyes upstream raw materials is tight, the price trend is obvious.

The raw material of benzene two amine between disperse dyes and important raw materials has risen from 7160 yuan / ton at the beginning of this year to 8846 yuan / ton at present, or 23.5%.

The market price of upstream acid has risen from 29 thousand yuan / ton at the beginning of the year to the current 33 thousand yuan / ton.

Overall, dye raw materials prices rise, cost push, dyestuffs exist price driving force.

The oligopoly pattern of dye industry is obvious.

Our country

The concentration degree is relatively high, and the production enterprises are mainly concentrated in Zhejiang, Jiangsu and other provinces.

The top three enterprises of disperse dyes are Zhejiang Longsheng, Ru Tu shares and Hangzhou Jihua, which account for 56% of total capacity.

At the end of 2016, Longsheng proclamation, from January 1, 2017, granted 5 companies such as Hangzhou shenghang chemical industry, Shaoxing Leeds material, Shaoxing Zhihua dyestuff, Shaoxing Chun Chen chemical industry, Hangzhou run wok chemical company and other 5 companies about the right to use Longsheng ZL99104177.1 patent.

The top three enterprises of reactive dyes are Jiangsu pheasant, Hubei ornate and Zhejiang Longsheng, which account for 43% of total capacity.

Investment suggestion: grasp the stage brought by dye price increase

Opportunity.

Downstream printing and dyeing industry has gradually entered the peak season; dye enterprises are not high inventory, raw material prices, cost support; strict environmental protection, some dye enterprises stop or quit.

We look forward to the rising price of dye during the peak season.

It is recommended that the price of dye should be increased by 1000 yuan per ton per ton, Zhejiang Longsheng, anuoqi, and Asia share, and five companies will be thickened by 0.14 yuan, 0.04 yuan, 0.07 yuan, and 0.03 yuan respectively for the five companies.

The price increase of dye products is mainly affected by the pressure of environmental protection. SMEs will be phased out in this period.

Dye pollution in high polluting industries will continue to exist. Under this severe situation, the speed of future industry consolidation is expected to accelerate, and the price of dyes is expected to rise further.

According to the statistics of China Textile Industry Federation, the profit of printing and dyeing enterprises dropped by about 6.5% in the first 11 months of last year, which was affected by dye inflation.

From the end of last year to this year, the price of dyestuff products has skyrocketed, and the profits of printing and dyeing enterprises will be depleted.

With the coming of the "emission standards", the concentration of printing and dyeing enterprises is expected to increase, which is conducive to the balance between the upstream and downstream of printing and dyeing.

Risk warning:

1. dye prices are not up to expectations, downstream printing and dyeing demand is weak; 2. environmental and safety risk.

For more information, please pay attention to the world clothing shoes and hats net report.