According to the price monitoring of the business agency, the domestic spandex market showed a slight decline trend in June. As of June 30, the average price of spandex 40d specifications was 31500 yuan / ton, down 1.25% compared with the beginning of the month, and 3.08% lower than that at the beginning of the month. At the same time, it is also at a low level in recent three years, down 19.44% from June 30, 2017.
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Current mainstream price statistics of spandex market (unit: yuan / ton)
20D 30D 40D
Zhejiang 35000-36000 34000-35000 28500-29500
Shandong 36000-37000 34500-35500 29000-29500
Fujian 37000-38000 34500-35500 28500-29500
Jiangsu 35000-36000 34000-35000 29500-31500
At present, more than 80% of the spandex industry has been started, sticking to the high position and abundant supply from manufacturers. The support performance of the cost side is general, the demand follow-up of the downstream terminal market is weak, and the overall market observation atmosphere is not reduced. At present, the reference for 20d spandex mainstream negotiation in Jiangsu and Zhejiang provinces is 35000-36000 yuan / ton; for 30d spandex, it is 34000-35000 yuan / ton; for 40d spandex, it is 28500-29500 yuan / ton, and the actual transaction is discussed in detail.
Summary of production and sales trends of domestic PTMEG manufacturers
Remarks on production capacity (10000 tons / year)
Shanxi 3D 5 parking, no restart plan
Sinopec Great Wall energy chemical 9.2 unit load is not high
Henan Nenghua 6 parking
The load of Xinjiang Meike 5 unit is not high
The load of Tunhe 4.6 unit in Lanshan, Xinjiang is not high
In the raw material market, the domestic PTMEG market continued to be weak. In terms of price, the mainstream quotation of 1800 molecular weight goods source was 14000-15000 yuan / ton, and the actual order negotiation was 13800-14500 yuan / ton. The factory’s willingness to make profit was limited, and the shipment was mainly discussed according to the bill. In terms of devices, the PTMEG industry started more than 50% of the start-up, and the start-up was cautious. There was no plan to restart the 50000 ton units in Shanxi sanwei and 60000 tons in Henan Nenghua. Sinopec Great Wall energy and chemical industry 92000 tons, Xinjiang Meike 50000 tons, Xinjiang Lanshan Tunhe 46000 tons, the load is not high. In May 2020, the export volume was 430.91 tons, with a year-on-year decrease of 72.31%, and the import volume was 3752.2 tons, with a year-on-year decrease of 2.95%.
Statistics of import and export volume of PTMEG in May 2020
May export volume (ton) export volume month on month export volume year on year export amount (USD) export average price (USD / T) month on month export average price year on year export volume (ton) cumulative export volume year on year
430.91 -28.79% -72.31% 751171 1743.23 -10.20% -18.23% 4589.14 -9.24%
May import volume (ton) import volume month on month comparison import volume year on year import amount (US dollar) average import price (USD / ton) month on month import average price year on year import volume (ton) cumulative import volume year on year
3752.2 -14.33% -2.95% 8059196 2147.86 3.28% -2.07% 20805.5 -5.65%
In addition, the spot supply in the pure MDI market was not very loose in the first ten days of June. In addition, the short-term shutdown of individual devices and the delay of device restart stimulated the willingness of the factories to support the market, and the offer remained high. However, the downstream just needed to enter the market, and the trading center slowly moved up. Since the middle of the year, the improvement of the demand side is limited, and the trading volume is weak. Just in need of a proper amount of replenishment, the factory continues to discuss the shipment, and the center of gravity falls accordingly.
Market price change of pure MDI in June (unit: yuan / ton)
Region: June 1 – June 15 – June 29
South China 13500-14500 14000-14500 13700-14200
North China 13800-14500 14000-14500 13600-13900
East China 13500-14500 14000-14500 13500-13800
The downstream textile terminal market is characterized by obvious off-season characteristics, and mainly focuses on rigid demand procurement. In Zhejiang Province, the start-up level of Xiaoshao is generally stable, the level of round knitting machine and wrapping yarn market is 40-60%, the order of end customers in Zhuji, Yiwu is average, and the starting level of wrapping yarn market is 50-70%. In Jiangsu Province, Changshu circular knitting machine market started at a low level, with the overall starting level maintained at 30-40%, while Zhangjiagang’s wrapping yarn market started generally, with the overall starting level maintained at 50-60%; Fujian’s market started cautiously, with lace at 30-40% and warp knitting at about 50-60%; Guangdong’s orders were flat, and the round machine and warp knitting market started at 50-70%.
Business agency analysts believe that the market trend of spandex has been weak since the middle and late April of this year. At present, the production of spandex manufacturers is still at a high level. Although they are actively shipping, they are suffering from the downstream demand, the terminal customers are not cautious enough to take the goods, and the overall market just needs to transact business. At the same time, the performance of the cost side is generally, and there is no good support in the upstream and downstream. It is expected that the spandex market will remain mainly volatile and downward in July.
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