As the Spring Festival approaches, the start-up production situation of the nylon industry has become the focus of attention in the industry. Looking back on 2016, nylon can be said to be a “latecomer”. Although nylon was very decadent in the first half of 2016, and FDY, POY, etc. have been at low prices, but with the end of the year, polyester chemical fiber The market exploded, and nylon finally caught up with this “gold” ride!
Take nylon FDY and DTY as an example:
As can be seen from the picture above, since October, nylon yarn has finally changed its decline and embarked on the road of “rising, rising, rising” with great pride. Investigating the reasons, the author summarizes the following two aspects:
1. Raw materials:
As the pure benzene market remains strong and caprolactam prices continue to rise, nylon chips (conventional) have risen sharply since October. For example, high-end nylon high-speed spinning semi-gloss slices in Fujian and Jiangsu and Zhejiang are priced at 19,900-20,100 yuan/ton, central China offers 19,800-20,000 yuan/ton, and lower prices for medium and low quality in Jiangsu and Zhejiang are negotiated to 19,300-19,800 yuan/ton for delivery in June. As of the end of the year, although the actual follow-up volume of buyers has dropped compared with the previous period, the price of nylon chip sellers and manufacturers has remained strong. The upstream raw materials are so capricious, which will inevitably drive the price of nylon yarn to rise.
2. Downstream sales of cold-proof fabrics are booming
Due to the expectation of freezing, cold-proof fabrics such as nylon yarn and nylon Taslan, which are made of nylon yarns, have performed particularly well in the market. Some areas have even been sold out. The demand in the downstream market is so great that as raw materials The price increase of nylon yarn is reasonable.
As the new year is approaching, the bustling market has cooled down, but nylon yarn remains strong. When most polyester raw materials have stopped, stabilized or even dropped in price, nylon yarn still rises by 50 or 100 yuan from time to time.
Is there any major change in the startup situation of nylon companies during the Spring Festival this year compared with previous years? Let’s take a look at the situation in previous years:
As can be seen from the above figure, during the Spring Festival in previous years, the overall startup of the nylon industry was stable but weak, with the startup maintaining at 40-50%. In addition, there were also many manufacturers parking their cars. More than half of the companies in Jiangsu and Zhejiang chose to stop, stop production, and perform maintenance to spend the Spring Festival holiday. . Let’s take a look at the startup status of this year’s Spring Festival:
The picture above shows the start-up plans of some large domestic companies during the Spring Festival. It can be seen that companies such as Asia-Pacific Chemical Textile, Xinqin Chemical Fiber, and Yuxin Chemical Fiber have chosen to suspend production. The operating rates of most companies have remained between 50% and 80%, or even Some companies such as Jincheng Hi-Tech are planning to start construction at 100%! Compared with previous years, the start-up situation during the Spring Festival this year has obviously improved a lot. It can be seen that most nylon companies are still very optimistic about the market next year. After all, the market is like this, and only when there is money to be made will mass production!
Overall, the startup of the nylon industry during the Spring Festival in 2017 increased significantly compared with previous years, and the market pattern was stable and strong. In addition, as the prices of raw materials pure benzene and caprolactam have remained strong recently, the downstream fabric market using nylon yarn as raw material has gradually recovered. It is expected that the price of nylon yarn will mainly increase during and after the Spring Festival.
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