Introduction: As the temperature gradually rises, it should be the peak season for the increase in the supply of wool bottles, but the person in charge of procurement of large domestic cleaning plants and recycled chemical fiber plants has The response is that raw materials cannot be purchased, or the purchase quantity is very small. We will explore the reasons based on the supply and demand of recycled PET bottle flakes.
As you can see from the picture, from February this year to In April, the output of new polyester bottle flakes declined, and compared with the same period last year, the start-up was at a low level. During the Spring Festival, due to the impact of public health emergencies, domestic land and sea transportation were not smooth, resulting in goods being unable to be shipped. In addition, everyone actively responded to the call and consciously “stay at home”, and the number of gatherings and dinners decreased accordingly, resulting in a significant reduction in soft drink consumption. Due to inventory pressure, most bottle tablet manufacturers reduced production and load to varying degrees, and the industry’s operating rate continued to remain low. s position. As the domestic epidemic control has greatly improved, and on the eve of the May Day holiday, the overall free shipping rate for high-speed products has been low, and the number of shipments in the industry has increased significantly. The daily output and shipment volume of most mainstream manufacturers are basically the same. Generally speaking, the current production of polyester bottle flakes has not dropped significantly. According to the current domestic recycling efficiency, the domestic supply of raw bottles is generally stable compared to last year. Since the supply of raw new materials has not changed much, the problem must lie in recycling.
Speculation caused by historically low prices
Domestic packaging stations will resume work around mid-to-late March. After the resumption of work, due to the severe spread of overseas epidemics, terminal demand is insufficient. As a result, the domestic demand for recycled PET bottle flakes has dropped significantly, and the price of raw bottles has accordingly fallen to the bottom, and its price once nearly fell below 2,000 yuan/ton. Due to the significant reduction in recycling costs, packaging stations have begun to stock up on plans. So far, taking the Upper East Region as an example, the purchase price of raw bottles at packaging stations in the province is around 2,600 yuan/ton, and domestic packaging stations with a monthly output of about 100 tons , their stocking capacity generally ranges from about 200 to 400 tons of bottle bricks.
Attention turns to small and medium-sized cleaning plants. Most of the bottle bricks packaged by domestic packaging stations are mostly sold to individual cleaning plants. The big reason is that customers can pick up the goods at their doorstep, saving them the inconvenience of finding a car and shipping. As the price of cold water blue and white flakes purchased by chemical fiber factories has dropped, the price of self-pickup bottle bricks from cleaning plants has also dropped. We still take Shandong as an example. The current price of self-pickup blue and white clean bricks is around 3,200 yuan/ton, while chemical fiber factories currently purchase The price is only 3,900 yuan/ton. As profits are gradually compressed, and under the traditional concept of increasing bottle flakes prices in summer, individual cleaning manufacturers have also begun to stock up. Up to this point, due to the hoarding phenomenon of individual cleaning plants and packaging stations, domestic large-scale cleaning plants and recycled chemical fiber plants have been in short supply, insufficient operation, and the labor production costs of enterprises have increased.
In summary, due to the current low price of wool bottles, the decrease in recycling costs at packaging stations, and the shortage of supplies in the recycled chemical fiber industry in winter, there is currently widespread stocking up at packaging stations and cleaning plants. Phenomenon. However, based on the supply and demand side of recycled PET bottle flakes, as a substitute for polyester flakes, the biggest advantage of the product is its price advantage. Since the current price of polyester chips and recycled bottle flakes are at the same level or upside down, the advantage of recycled bottle flakes is no longer there. Domestic recycled chemical fiber companies can completely replace recycled bottle flakes with polyester chips. Therefore, in such a country where the supply of recycled bottle flakes is in short supply Under the conditions, the recycled chemical fiber factory still has not raised the purchase price of recycled bottle flakes, which is enough to show that the current industry and the right to speak are still dominated by polyester rather than the supply of recycled wool.
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