Domestic desperate To combat the out-of-control surge in commodities,
It is a pity that the United States continues to be a big scandal +Under the collective suspension of production by many foreign chemical giants,
International chemical giants such as Dow and BASF continue to increase prices!
This undoubtedly puts some pressure on the country to fight against imported inflation.
Absolutely! BASF sent out four price increase letters in one day!
6monthOn January 1, BASF released the 4 Zhang Zhang Price letter, officially announcedTDI, polyols, BDO, neopentyl glycol, formula additives and other nearly 10 raw materials have increased in price. The price range is from1400yuan/ton to3500yuan/tons vary.
According to Guanghuajun’s understanding, the price increase of additives will be on6Month15 officially takes effect on July 7 July Officially effective on January 1.
Not to be outdone! Dow announced that this series of products will increase by 1700yuan/Tons!
6On January 1, Dow announced that it will start from 7 All polyolefin elastomers (POE) product price, the increase is 0.12 U.S. dollar/pound (approximately1701yuan/t).
The products increased this time include but are not limited to AFFINITYW™ GA, INFUSE™, VERSIFY™, and those that have previously announced price increases FLEXOMER series products and ENGAGEM series Products.
rising this year7months! Chemours and other giants continue to increase prices! The increase is 2000yuan!
The demand is hot, no matter the price, how much, how much titanium dioxide and above are needed Downstream, don’t be afraid of it021/06/06/20210606093258736011.png”>
At the same time, benefiting from the continued improvement of the spandex industry, This has led to the skyrocketing price of spandex stocks. Xinxiang Chemical Fiber, a domestic listed chemical fiber company engaged in the production and sales of viscose fiber and spandex fiber, currently has a production capacity of 100,000 tons. /font>The new production capacity after 2015 will account for 11% of the national production capacity /font>around. In recent days6month1日和6month2days closing within 22 consecutive trading days The cumulative price increase reached 20.78%.
Support from the cost side contributed to the early spandex rise Price is an important factor, but this time the rise in spandex is an exception. On the contrary, the support of the spandex market has become a guarantee for the strength of upstream raw materials.
It is understood that the current trend of upstream raw material prices is relatively flat. PTMEGThe market offers narrow profit margins, 1800molecular weight supply mainstream factories offer41500Yuan/ Around tons, please refer to the actual order negotiation40000-41500Yuan// font>tons, the industry started operations7.8complete; pureMDI declined within a narrow range, and market discussions were in19600yuan /tons of wire transfer barrels are nearby, and the overall wait-and-see atmosphere is strong.
Although the current cost-end support is insufficient, the downstream chemical fiber market Also purchase as needed, wait and see with caution. The weaving market in the downstream Jiangsu and Zhejiang regions has gradually entered the off-season, with few new orders and some circular knitting machines producing inventory. The off-season market conditions coupled with high raw material prices have kept the gross profit of the industry being compressed. Circular knitting knitting factories are not very enthusiastic about production. The operating rate of most circular knitting knitting factories is at 5-6success, maintaining weak stability. . The overall orders for warp knitting factories in the Haining area have declined, and some mainstream factories are under great pressure on receivables and are forced to lower their operating rates, starting operations6.8 become nearby.
In contrast, the supply of spandex companies themselves is The important factor that really makes the price of spandex rise again.
Although spandex manufacturers are currently operating at a high level, the supply of goods from the manufacturers is still Nervous, inventory levels have dropped, and some manufacturers have expressed limited stock arrangements and strong intention to increase prices. It is understood that the demand for elastic fabrics such as milk silk and German velvet in the downstream is still strong, and the supply of goods in the market continues to be tight, which supports the upward price of spandex manufacturers. It means that the inventory is low, new orders are not accepted for the time being, and the supply is mainly for old customers.
In addition, statistics show that the domestic spandex production capacity is 870000 tons, with a monthly output of 6.7Ten thousand tons, small amount imported(approximately2000-3000ton import), a small amount of export(approximately6000-8000 per monthtons of exports), and the export quantity is higher than the import quantity, it has a good import and export regulation mechanism, It is expected that this mechanism will also play a certain role in maintaining the price of spandex in the future.
At present, the main domestic spandex companies are Huafeng Spandex and Xinxiang The combined production capacity of these companies such as chemical fiber, Huahai Spandex, and Taihe New Materials can account for half of the country. In 2020the total effective domestic spandex production capacity reached 89 million tons, font>2021Only Huafeng ChemicalQ4Commissioned4Ten thousand tons, 2022New production capacity after 2020 will also be concentrated in a few leading enterprises such as Huafeng Chemical, South Korea’s Hyosung, and Xinxiang Chemical Fiber.
From the demand side, 2020 The apparent domestic consumption of spandex in 201867 million tons, a year-on-year increase3.2%. The overall demand for spandex in the spandex market is strong, and the application fields of spandex are constantly expanding, with huge room for growth in differentiated industries such as medical and automotive interiors. Although the current cost-end support is insufficient, the downstream market purchases on demand and is cautious to wait and see, which creates certain negative effects. Overall, spandex prices are expected to remain high and strong in the short term.
��Approximately6000-8000tons exported per month) , and the export quantity is higher than the import quantity, it has a good import and export adjustment mechanism. It is expected that this mechanism will also play a certain role in maintaining the price of spandex in the future.
At present, the main domestic spandex companies are Huafeng Spandex and Xinxiang The combined production capacity of these companies such as chemical fiber, Huahai Spandex, and Taihe New Materials can account for half of the country. In 2020the total effective domestic spandex production capacity reached 89 million tons, font>2021Only Huafeng ChemicalQ4Commissioned4Ten thousand tons, 2022New production capacity after 2020 will also be concentrated in a few leading enterprises such as Huafeng Chemical, South Korea’s Hyosung, and Xinxiang Chemical Fiber.
From the demand side, 2020 The apparent domestic consumption of spandex in 201867 million tons, a year-on-year increase3.2%. The overall demand for spandex in the spandex market is strong, and the application fields of spandex are constantly expanding, with huge room for growth in differentiated industries such as medical and automotive interiors. Although the current cost-end support is insufficient, the downstream market purchases on demand and is cautious to wait and see, which creates certain negative effects. Overall, spandex prices are expected to remain high and strong in the short term.
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