According to the price monitoring of the business agency, the spandex market maintained a slight decline in May. The average price of 40d specification as of May 26 was 31900 yuan / ton, down 2.15% from the beginning of the month, down 6.73% year on year.
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Mainstream price statistics of spandex market (unit: yuan / ton)
20D 30D 40D
Zhejiang 36000-37000 34000-35000 28500-29500
Shandong 37000-38000 34500-35500 29000-29500
Fujian 37000-38000 34500-35500 29500-32000
Jiangsu 36000-38000 34000-35000 29500-30000
At present, the market trend of spandex is flat, the supply of manufacturers is stable, and 80% of the industry starts to operate at a high level. The cost side support performance is average, the downstream terminal market is not in high mood to receive orders, and the actual transaction volume is discussed in detail. In Jiangsu and Zhejiang area, the reference for 20d spandex mainstream negotiation is 36000-37000 yuan / ton; the reference for 30d spandex mainstream negotiation is 34000-35000 yuan / ton; the reference for 40d spandex mainstream negotiation is 28500-30000 yuan / ton, and the actual transaction details are discussed.
Summary of production and marketing trends of domestic PTMEG manufacturers
Enterprise name address capacity (10000 tons / year) remarks
Shanghai BASF Shanghai 11 listening device under maintenance
There is no restart plan in the parking of Shanxi 3D Shanxi Hongdong 5
Jiaxing Xiaoxing Zhejiang Jiaxing 12 unit in parking and maintenance
Sinopec Great Wall energy chemical Ningxia Yinchuan 9.2 unit load is not high
Henan Nenghua Hebi 6 parking Center
The load of Xinjiang MEK Xinjiang Korla 5 unit is not high
The unit load of 4.6, Changji, Xinjiang is not high
The upstream PTMEG market continued to be weak and stable, the factory started to further decline, and the industry started 50% nearby. According to the single negotiation, the actual single is still in reserve and yield. The main quotation of 1800 molecular weight cargo source is 14000-15000 yuan / ton, and the actual single negotiation is 13800-14500 yuan / ton. The pure MDI market is on the up side, the spot supply is tight, and the supplier’s willingness to support the market continues. The downstream market just needs to enter the market to make up the position, and the progress is slow. At present, the market price of various regions in China is 13500-14000 yuan / ton telegraphic transfer barrel.
In the lower reaches of Zhejiang Province, the starting level of enterprises in Xiaoshao area is low. The starting level of the round machine and wrapped yarn market is maintained at 30-60%. The terminal demand in Zhuji area of Yiwu is average, and the starting level of wrapped yarn market is at 5-70%. In Wujiang area, Jiangsu Province, the terminal starts are common. The start-up level of yarn wrapping market is maintained at 5-60%, the order in Jiangyin area is maintained at a low level, and the start-up level of round machine and yarn market is maintained at about 30%. In Fujian Province, the start-up is common, with lace maintained at 30-40% and warp knitting at about 5-60%. Guangdong started at a low level, and the market of circular machine and warp knitting remained at 30-60%.
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From the perspective of the terminal textile market, the domestic and foreign trade markets have recovered to a certain extent since May, and domestic demand has gradually recovered. Some overseas countries announced the release of the seal, and the export was also quietly launched. It is reported that orders have been placed in Europe, the United States and Southeast Asia recently. However, the overall recovery is still relatively slow, and the order performance is not stable, and the purchase of raw materials is mainly cautious. In terms of exports, according to the latest statistics of the General Administration of Customs of China, in April 2020, China’s textile and clothing exports reached US $21.361 billion, an increase of 38.43% month on month and 9.77% year on year. Among them, the export value of textiles (including textile yarn, fabrics and products) was 14.620 billion US dollars, up 49.36% year on year; the export value of clothing (including clothing and accessories) was 6.739 billion US dollars, up 30.31% year on year. From January to April, China’s cumulative export of textiles and clothing was 66.626 billion US dollars, down 12.06% year on year, of which the cumulative export of textiles was 37.311 billion US dollars, up 2.90% year on year; the cumulative export of clothing was 29.308 billion US dollars, down 22.33% year on year.
Business analysts believe that at present, spandex market weak stalemate, manufacturers start high, production capacity is not reduced, shipping pressure increases. The upstream raw material market is in shock and consolidation. Although pure MDI has an upward trend, it has limited support for spandex cost end. The end customer’s actual demand is not followed up much, and the order is less, so they take the goods as needed. The negotiation and transaction atmosphere is weak, and the overall market outlook atmosphere is strong. On the whole, the fundamentals are lack of substantial positive boost, and it is expected that spandex prices will be mainly weakly adjusted in the short term.
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