Downward Trend Of Demand, Spandex Continued To Rebound Power Shortage

According to the price monitoring of the business community, the domestic market of spandex fell sharply in December. As of December 6th, the market price of the 40D specifications was 31900 yuan / ton, and the weekly gain was 1.27%, down 9.07% from the same period last year.

Recent price statistics of spandex market (unit: yuan / ton)

The spandex market is fluctuating and fluctuating, and has entered the deficit under the pressure of cost. The individual factories have raised 1000 yuan / ton, the overall view of the market is stronger, and the supply of factories is stable. Currently, the mainstream negotiation of 20D spandex in Jiangsu and Zhejiang provinces is 36000-38000 yuan / ton, and the 30D spandex mainstream consultation is 34000-35000 yuan / ton; the 40D spandex mainstream talks 28000-30000 yuan / ton.

In the raw material market, the PTMEG market is narrowly arranged. Under the pressure of cost, the factory has a very strong intention. However, the enthusiasm of the downstream market is general, and the negotiation is slightly deadlocked. In terms of price, the 1800 main source of the molecular weight supply is priced at 15000-15500 yuan / ton, and the actual negotiation is 14000-14800 yuan / ton. In the pure MDI market, the market is weak, and the delivery is general. The supplier continues to talk low on the low side. The North China quotation is in the 16500-17000 yuan / ton telegraphic transfer barreled, and the Southern China area quoted price is in 16500-16900 yuan / ton telegraphic transfer barreled.

Recent changes in domestic PTMEG plant installations

From the demand side, the first week of December is coming to an end, and the overall market transaction in the lower reaches has cooled down. The comprehensive start-up rate of Jiangsu and Zhejiang looms has decreased, and is now near 70%. The end of the autumn and winter clothing materials transaction is coming to an end. The terminal factories are now making Christmas orders abroad, and the order goods are coming to an end. Orders will gradually decrease in December. Zhejiang Xiaoshao area downstream terminal market starts generally, the round machine market starts to maintain at 4-5 to become the level, the package yarn market start level maintains at 5-6; the Wujiang area downstream market starts to be stable, the yarn starts to maintain at 6-7 level; the Fujian area downstream orders follow up not many, the flower edge market starts the level to maintain 3 nearby, the warp knitting market starts in the 6 or so; the Guangdong area downstream market demand follows cautiously, the circular machine starts the level 3-4, the warp knitting starts maintains 6-7%.

Business analysts believe that the orders for spring and summer clothing and fabrics will be issued next spring and summer, but the order volume is not large. The fabric of autumn and winter is coming to an end. With the coming of Christmas and Christmas, late sales may be more smooth. Although the upstream raw material market trend has a strong price intention, but good support is not enough. Although the spandex manufacturers are actively shipping, there is a downward trend in the starting level of various fields in the terminal, the purchasing intention is not high, the shipping resistance remains, and the demand side will gradually weaken. It is expected that the spandex market will continue to be bullish in the short term and the possibility of low volatility consolidation will be greater.