Affected by the expansion novel coronavirus pneumonia and the price war of crude oil, crude oil fell, stocks collapsed, gold and other hedge products also fell, market confidence was insufficient, and general market worries were concerned. Polyester cost continued to fall, polyester products prices fell below the previous level.
In the first half of the month, the price of polyester products continued to fall. Although the production and sales recovered at the beginning of the month, with the collapse of the cost side again, the market weakened again. Especially under the inventory pressure of polyester factories, the price continued to fall. In the first half of the month, the average decline of each product was 400-500 yuan / ton; This month, the cash flow benefit of polyester products is still good, and the product processing range is mostly in the profit range. According to the calculation based on buy now, by the middle of March, the cash flow of poy150 / 48 is 550 yuan / ton, the cash flow of fdy150 / 96 is 525 yuan / ton, the cash flow of polyester chips is 385 yuan / ton, the cash flow of polyester bottle chips is 435 yuan / ton, and the cash flow of polyester staple fiber is 645 yuan / ton.
1、 Regenerated bottle tablets
In the first half of March, the factories of recycled bottles and tablets were restored one after another, but the consumption was reduced, the recovery was difficult, and there was not much supply in the market. Affected by the decline of crude oil and polyester, the prices of regenerated chemical fiber and original chemical fiber were close and the shipment was blocked, the pressure of regenerated bottle chips fell, and some early hoards were released.
The current mainstream prices are listed as follows:
Some recycled bottles and chips in Sichuan and Chongqing have been stopped. At present, the mainstream of mechanical materials for China chemical fiber is around 4500-4600 yuan / ton. They arrive at the factory before tax, and some are lower than 4200 yuan
Guangdong recycled bottle tablets are now three-dimensional cold washed blue and white, mostly reported around 4300, higher reported 4500, lower reported 4200, and arrived at the factory before tax.
The purchase price J of bottle brick in Jiangxi and Fujian markets has been lowered recently. The mainstream of pet tricolor wool brick is around 3200-3300. The factory guarantees 7 points of moisture before tax. Most factories do not make quotations and negotiate with actual orders.
The mainstream in Cixi and Fuyang areas of Zhejiang Province is around 4400-4600, with low prices and few incoming materials.
The purchase price of a large recycled bottle chip factory in Hebei has been reduced. Now the three color bottle brick is reported as 3800 (monthly settlement), and the cold water blue and white chip 4300 arrives at the factory before tax.
The price of filament foam fell, and the mainstream big filament white foam factories of Jiangsu and Zhejiang University reported that they put forward the factory after tax and negotiated a deal.
The three-dimensional cold blue washing white newspaper in Yuncheng direction of Shandong Province is around 4500 yuan / ton, and arrives at the factory before tax
A recycled hollow factory in Shandong resumed procurement today. Now cold water blue and white newspaper 4300, on-board blue and white 4500, on-board pure white 4600, cold water pure white 4400, pure blue 4100 and oil kettle 3800 arrived at the factory before tax.
The supply of recycled bottle chips is tight, and the price is stable and weak. Pay attention to polyester chips.
2、 Market operation of recycled chemical fiber industry
1. Recycled polyester fiber
The large chemical fiber negotiated to take the goods, and the production and sales volume was large in the middle of the year. Afterwards, the inventory was low, and the downstream just needed replenishment. The factory intended to consolidate the price at 6000 points, and the real-time cash flow yesterday was 645. However, affected by the continuous decline of aggregation cost, the factory's preference has increased.
The start-up of recycled chemical fiber plant is insufficient, and the price in Hebei direction is relatively high. At present, the price is the same as that of large chemical fiber. Affected by the decline of large chemical fiber, the prices of medium chemical fiber, imitation Dahua and high-strength imitation Dahua in Jiangsu are close. The greater the plant capacity, the greater the pressure, and individual delisting. The overall pressure of this white product is large, and some products are adjusted to increase the output of geotextile.
The current mainstream prices are listed as follows:
The general price of Sichuan Chongqing recycled ordinary fiber is chaotic. At present, China chemical fiber is mostly around 5800, and some are lower than 5500; Imitation Dahua report 6000-6300; High strength and low elongation imitation is mainly based on early orders, including tax. The factory was under started, and some resumed at the end of the month.
Yangzhou Yizheng regenerated ordinary fiber has light production and sales, and the 1.4d high-strength and low elongation imitation Dahua is reported to be around 5600-5700 yuan / ton. It leaves the factory before tax, and some are low
Hebei regenerated ordinary fiber has different delivery levels through negotiation. Now, the transaction of 1.4d high-strength and low elongation imitation Dahua is around 5600-5950, leaving the factory before tax
The construction of Jiangyin regenerated ordinary fiber is insufficient. Now, the 1.4d high-strength and low elongation imitation Dahua is reported to the factory near 6000, including tax
In the future, the price of large chemical fiber is expected to fall. Imitation Dahua negotiation is under pressure.
2. Regenerated three-dimensional hollow
The production and sales of primary hollow are general, and the price drops by 200-300 after negotiation. Fujian is selling a new cotton type hollow small line at a low price. At present, there is a tax free silicon increase of 300.
The goods were generally delivered last week, but there was little discussion this week. Factory quotations fell one after another, and the inventory level was on the high side. Individual factories in Zhejiang were relocated and individual production capacity was reduced.
The current mainstream prices are listed as follows:
Recently, the quotation of Zhejiang renewable three-dimensional hollow has been lowered, and the current 7-15d plus silicon in Cixi and Jiaxing is reported near 7000-7300; Hangzhou reported 7300-7600, some higher reported 7800, including tax
Guangdong recycled hollow is now 7-15d recycled three-dimensional hollow silicon mainstream, and it is reported that it leaves the factory near 6600-6900
Shandong renewable three-dimensional hollow now has silicon in 7-15d, which is reported to be around 6300-6700 yuan / ton. It leaves the factory before tax and has light production and sales
other:
Hangzhou Hanbang regeneration three-dimensional hollow US dollar quotation is now 7-15d plus silicon at $1000, FOB domestic main port.
Regeneration hollow talks about taking goods, and the center of gravity is expected to fall.
3. Return spinning filament
In the first half of March, Jiangsu and Zhejiang polyester silk prices were promoted and shipped. Due to the collapse of the cost side, the polyester factory still has high inventory. Although it just needs to continue to recover, it has great depreciation pressure. The polyester factory chooses to ship by promotion.
In the export market, affected by the sharp decline of crude oil, some mainstream factories do not quote temporarily, and the overall export quotation has been reduced, but the range is small. The actual order negotiation is the main, and the order receiving volume has decreased significantly. Most foreign customers are mainly wait-and-see. Even some new demand has slowed down the pace of placing orders, and the short-term market still needs time to recover. In the future, polyester is expected to remain weak under the pressure of cost and inventory.
The center of gravity of Cixi regenerated black silk has moved downward. Now poy150d is reported to leave the factory near 6250-6350, including tax.
In the future, the original growth silk is expected to decline. The regenerated filament follows the original filament.
4. Recycled chemical fiber inventory
In the first half of March, some went to the warehouse slightly because the logistics and downstream had just recovered. Recently, production and sales have been sluggish, and some inventories have begun to accumulate. The overall fluctuation is small.
5. Instant cash flow of regenerated chemical fiber
In the first half of March, affected by the decline of raw materials, the price of factory finished products fell slowly and immediately
December 30, 2021
