What Is The Turning Point Of Staple Fiber Market?

Since the middle of July, the spot processing difference of direct spinning polyester staple fiber has fallen below 1000 yuan / ton level. Under the continuous loss, the factory maintenance news frequently comes out. However, due to the maintenance has not yet been implemented, and the price of raw materials PTA and glycol has continued to maintain a strong trend, the poor processing level of staple fiber enterprises has not been repaired. So in the future, the market of polyester staple fiber is facing a turning point when it is on the verge of traditional textile peak season?

In addition, the downstream yarn enterprises will not take the initiative to reduce production when the processing cost space is good and the order is stable first, while the load reduction caused by other irresistible factors such as power restriction and labor shortage is relatively small, so the demand support is relatively stable.

Therefore, in the case of stable demand support, the maintenance efforts of staple fiber enterprises are more critical.

Statistics of recent maintenance equipment for direct spinning staple fiber

Company; 10000 tons

As shown in the table above, the maintenance plans of many enterprises are concentrated in the middle of August. Before that, due to the influence of local transportation control and some enterprises' buyback, the circulation source of goods in the market was gradually reduced. Therefore, in August, there was a certain expectation of going to the warehouse. Therefore, although the repair time of the industry's processing shortage was delayed, it was based on the comprehensive consideration of supply and demand, There is still the possibility of repair. In terms of absolute price, the idea of keeping short-term cost strong is still difficult to change. After the poor processing of staple fiber continues to shrink, more enterprises may implement production reduction. However, due to the low proportion of staple fiber in the whole polyester production capacity, the production reduction of staple fiber enterprises has little impact on the demand for PTA and glycol, so the market forecast in August is still cautious and bullish（ Only one opinion)