According to the price monitoring of SunSirs, the domestic spandex market has been operating at a high level recently. The overall quotations from factories have not changed much, and the supply of some sources is still tight. The current average price of 40D specifications is 67,600 yuan/ton, a year-on-year increase of 107.36%. The spandex industry has started operating at around 90%, and the downstream terminal market continues to have strong demand, and the actual transaction can be negotiated.
Current mainstream price statistics in the spandex market (unit: yuan/ton)
The PTMEG market in the raw material market is stable, with 7.6% of the industry’s production started. There is some equipment maintenance, and there is not much pressure on factory inventory. The mainstream factory quotation for 1800 molecular weight supply is around 43,000 yuan/ton, and the reference price for actual order negotiations is 42,000-43,000 yuan/ton. The pure MDI industry has started operations at 80%, which remains unchanged. The market conditions are sorting and operating, and the transaction situation is not good. The local market is negotiating at 21,500-22,000 yuan/ton for wire transfer in barrels.
Device changes of domestic PTMEG manufacturers:
The installation start-up of spandex manufacturers remains at a high level, and the supply of some coarse denier supplies is stable, even slightly in stock. The raw material market is weak, the cost-end support is average, downstream customers are purchasing on demand, and the overall market sentiment remains unchanged. SunSirs analysts predict that the spandex market will still maintain stable operation in the short term.
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