According to the price monitoring of SunSirs, The domestic spandex market has accelerated its downward trend since November and ended on 12 Month30The average daily market price is 63800yuan/tons, down 20.84% from the beginning of 11, up year-on-year54.11%. At present, the supply of spandex factories is sufficient, and the start-up has dropped slightly to 8.7%. The price focus is still weak, and most mainstream manufacturers choose to give up profits and sell goods, with prices falling by 1,000-3,000yuan per week/ The prices vary by ton, but downstream buying intentions are weak and actual transactions are slow.
The three major spandex giants have successively released new production capacity. As of 8 month31, The second phase of the differentiated spandex project invested and constructed by Chongqing Spandex with an annual output of 100,000 tons has entered the commissioning stage. 12The first phase of the project with an annual output of 10 10,000 tons of high-quality ultra-fine denier spandex fiber project in Yue Xinxiang Construction Already driving across the board. Hyosung spandex(Ningxia)Annual output36The project of 10,000 tons of spandex and its supporting raw materials will be constructed in principle into 5 phases. The main body of the current phase 1 project is also scheduled to be completed on 12<span It was completed and put into production on the 22nd of the month.
PTMEGThe market consolidation is maintained, the price of upstreamBDO has loosened slightly, and the cost support has weakened. In terms of price:1800 span>Mainstream factories with molecular weight sources offer quotations of 47000-49000yuan/tons, close to actual orders. Reference47000-48000yuan/tons. The pureMDI industry started operations at 5.1. The start-up was low and stable. The overall supply of manufacturers was slightly tightened, and traders The sentiment of reluctance to sell at low prices appears, and the pureMDI market has stopped falling and rebounded. The mainstream market reference is 20500-21000yuan/Tons of wire transfer in barrels for self-pickup.
Most downstream customers are cautious in the mood of“Buy up but not down” buy. In addition, as the Spring Festival holiday approaches, the terminal market gradually enters holiday mode, and construction starts further decline. Among them, the market traffic in Xiaoshao area is average, and the circular knitting machine and wrapped yarn market start-ups are at 4-6; in Jiangsu, the start-up is low, and the circular knitting machine and wrapped yarn market start-up levels are at 4-6 4-6It is completed. The demand in Guangdong is slow to follow up. The circular knitting machine, covered yarn and warp knitting market are operating at 5-75-7 span> is completed.
Textile industry, according to the SunSirs Textile Index, 12month29daily textile index It is 1013 points, which is 11 months1 Day1093 points fell 80 points, compared with the highest point in the cycle1156 span>Points(2018-09-03) dropped by 12.37%, compared with 2020Year08Month13Daily Low681 points rose 48.75%. (Note: cyclical index2011-12-01to date)
In terms of exports, according to the latest data from the General Administration of Customs of China, 2021 year11 month , my country’s textile and clothing exportsThe amount was 28.659 billion, a year-on-year increase of 16.55% and a month-on-month decrease of 0.96%. . Among them, the export volume of clothing(including clothing and clothing accessories) is 154.14 billion US dollars, a year-on-year increase of 22.82% and a month-on-month decrease of 6.22%.
From January to November in 2021, my country’s cumulative export volume of textiles and clothing was 285.286 billion USD, a year-on-year increase of 7.70%, of which the cumulative export volume of textiles was 130.933 billion, a year-on-year decrease7.47%; the cumulative export volume of clothing was 154.353 billion, a year-on-year increase of 25.09% span>.
Business News analysts believe that the cost-end support still exists, the supply of spandex is sufficient, and new production capacity continues to be released. However, the current terminal textile market conditions are light, the overall downward trend in construction starts has become increasingly obvious, and supply and demand pressures have increased.
Taken together, changes in demand are the most critical factor affecting the trend of spandex. We still need to pay attention to the follow-up of domestic and foreign orders. With the abundant supply of spandex, if the demand side is difficult to improve, the price of spandex is expected to Will still be under pressure.
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