There has been little movement in the nylon chip industry recently, but the price of crude oil WTI hit a new high of US$73/barrel this week, the price of pure benzene has gradually climbed to a high of more than 8,000 yuan tons, and the spot caprolactam has also begun to gradually rise to 13,800-13,900 yuan tons. Against the background of high acceptance in June, the editor believes that the current tepid performance of nylon chip prices is abnormal. In the middle of the week, the price of light was still suppressed and remained flat at 13,900-14,600 yuan per ton last Friday. As a result, the industry’s loss trend has increased. The price of semi-gloss slices is 14,600-15,200 yuan per ton in June, which is not as good as last week. The editor understands that some factories are actually calling for price increases. Recently, they have gathered efforts to reduce production. It is also already very big. There was Yangmei Chemical Polymer Overhaul in the past, Liheng Polymer Overhaul this week, and Lubao Polymer Overhaul in the back. However, the market always lacks a little enthusiasm. Of course, the sales of some fishing net staple fiber plastics are not strong this year. Factors such as the off-season for spinning demand, and the possibility that the industry has started too high in the early stage and companies have accumulated inventory, but it is true that the current chip prices are relatively low, and perhaps the price increase is about to happen and only a few east winds are needed.
Crude oil and pure benzene are too cold at high places
Stimulate China’s nylon Market buyers follow up with buying orders
As OPEC cuts production and demand rebounds after the epidemic, coupled with the Federal Reserve, Wall Street still refuses to tighten currency and continues to make waves despite the risk of inflation, and the demand for commodities Under the strong hype atmosphere, there is still the possibility that crude oil and pure benzene will reach new highs or continue to consolidate at high levels, which may completely inspire buyers in China’s nylon market to gradually follow up and pay orders.
Nylon chips have nothing to lose
Benefits of price increase and repair
In terms of industry benefits, the price difference between caprolactam and pure benzene is still at a low of 5,500 yuan/ton, and the loss of light slices is also The recent price difference with raw materials has continued to increase to only 550 yuan/ton. Judging from the chart, most of them are already at a critical low position during the year and have no place to fall. As raw materials continue to remain high, there is currently a slight price increase in the industry. The objective appeal is to restore the efficiency of the industry. After all, only proper profitability is the sustainable way for the long-term development of the industry.
The operating rate fell to the lowest level during the year The lowest level
It will be less difficult to push up in the future
As Shanxi Lubao is about to stop, the stock of nylon polymerization has been in a downturn due to losses. The slicing operating rate will fall to the lowest level of the year at 70%. However, the current downstream spinning still has a small profit margin and the suspension of production is not obvious. The market production and sales may show an improvement trend. The social inventory backlog will decrease, and the industry will be dragged down by some low-priced supply sources in the early stage. The impact will also be alleviated, and the difficulty of pushing up in the future will be appropriately reduced.
Terminal demand is improving
Some textile bosses are hoarding nylon fabrics
In addition, the downstream demand for nylon has begun to rebound. At present, the main varieties of nylon 6 fiber in China are Civilian filament accounts for more than 70% of its output. The downstream of civilian filament is mainly weaving and printing and dyeing in the clothing industry, which is used to produce nylon fabrics, fabrics, etc. Compared with other synthetic fibers, nylon has good wear resistance. , lightweight and soft, good dyeability, good hygroscopicity, excellent resilience and other advantages, it is the first choice for top outdoor sports brands and high-end fashion apparel. At the same time, benefiting from the advancement of polymerization and spinning technology in recent years, the differentiation rate of nylon products has also been further improved, and various high-strength, fine-denier, porous, special-shaped and dope-dyed differentiated fibers have emerged, which greatly meets the needs of Consumers demand fashion and functionality such as ultra-lightweight, ultra-thin, and UV-resistant clothing.
Nylon is the main nylon fabric used to make sun protection clothing in summer. In addition, many orders are exported to foreign markets. There are no restrictions on fabric seasons around the world. Manufacturers have long begun to stock down jacket fabrics. 380 and 400 matte nylon fibers are relatively high-end nylon fibers, which are used for making down jackets. High quality fabric. The versatility of nylon fabrics makes them widely used in the market, and their recent sales far exceed those of other products. “The prices of 380 and 400 matt nylon have increased from 2.9 yuan/meter at the beginning of the year to 3.2 yuan/meter, and from 3.1 yuan/meter to 3.4 yuan/meter respectively. The market prospects for this type of fabric are still very good.” A textile boss said. It is also understood that textile bosses who currently have ample funds on hand are hoarding some nylon fabrics. </p
