Because tetrahedron and nylon have fallen off the “altar” one after another, spandex and nylon are also having a very difficult time this year. The decline in demand and inventory pressure have caused the prices of these two types of raw materials to fall rapidly. Spandex It has already fallen back to before liberation, and nylon has also fallen to freezing point. These two “brothers in distress” have fallen one after another, and it can be said that they are seamlessly connected.
To this day, the price of spandex (taking 30D as an example) has dropped from last year’s highest of 91,500 yuan/ton to the current 36,000 yuan/ton, a drop of 60.61%. Fortunately, the decline in spandex prices has slowed down since early August and has basically stopped falling. There is only room for decline of 500 yuan in half a month.
The price drop of spandex has stopped, but nylon has begun to fall. It can be said that neither of the two brothers has let the other down in terms of price drops. The current price of nylon (taking POY as an example) is 15,900 yuan/ton, and nylon has also fallen in the early stage. However, its price has accelerated since the beginning of August, falling by 1,000 yuan/ton in just half a month. But nylon is different from spandex. Spandex is a rapid decline after a surge in speculation, while nylon is a normal decline after too much inventory and too little demand.
They seem to be brothers, but in fact they are very different.
Regardless of the fact that the two brothers, nylon and spandex, have reduced their prices one after the other, in fact, there is still a big difference between the two raw materials.
demand side
From the perspective of demand, the demand for nylon is much greater than that of spandex. Not to mention this year, four-way elastic has always been at the top of the best-selling market in the past. In fact, except for last year, the sales of nylon yarn have been mediocre, but the actual spandex yarn consumption is only 5%-10%, while nylon fabrics use 100% nylon. It can be seen that the amount of nylon used in textiles is much greater than spandex, so the price drop of spandex yarn is not very big for the price of textile fabrics. Even if it dropped by 10,000 yuan, The price of four-sided bullets has dropped by at most one or two cents. Nylon is different. Its decline has a great impact on the price of nylon fabrics. Even if it only drops by 1,000 yuan, nylon fabrics will also see price cuts.
supply side
From the supply side, the domestic nylon industry is much larger than the spandex industry. Why did the price of spandex yarn increase so crazily last year? Could it be because four-way elastic is selling well. In fact, this is not enough. Spandex yarn is used in How much is the amount on the cloth? It is just a joint hype by domestic manufacturers. Today it will increase by 1,000 and tomorrow it will increase by 2,000. The price will be driven up all of a sudden. It is precisely because there are few domestic spandex manufacturers that the price can vary two or three times in a short period of time. In the past, spandex The price may not change for three to four months or even half a year, but unlike nylon, it is still relatively large in size, and its price has always been relatively reasonable. According to changes in inventory and demand, it has always been within the range that everyone can accept.
Based on the above two points, these two types of raw materials may seem to be inseparable, but in fact they are very different. However, the only way to bottom out and rebound is to reduce production.
Why raise prices, only reduce production?
At present, the prices of spandex and nylon have both reached freezing points. Nylon may still have room to go down, but spandex has basically stopped falling. At the same time, we must also consider how to raise prices. If we want to take advantage of the popularity of autumn and winter fabrics during the second half of the year, these two It seems unlikely that the price of raw materials will rise again. After all, how popular can the market for elastic and nylon spinning be this year? At most, it should be impossible to explode even if orders are placed.
Therefore, it is definitely not realistic to raise prices in a short period of time, and the problem must be solved from the source. According to current statistics, domestic spandex manufacturers’ startups continue to remain low. The industry’s startups are around 58%. The overall situation is weak, and it is expected that it will continue to fall in the future. Many caprolactam manufacturers in the upstream of nylon are currently shut down for maintenance, and the current operating rate is around 66%. The companies are in a state of loss, and production enthusiasm has declined. Only with reduced supply in the later period can the situation be gradually improved.
Obviously, these manufacturers have also begun to fundamentally solve the problem. Although there may still be losses in a short period of time, as production capacity decreases and inventory decreases, demand will naturally increase and prices will increase. The same is true for weaving manufacturers. Low profits are just Temporarily, as long as demand exists, prices will return to normal.
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