The price of textile raw materials is urgently raised by 10%. Is it really coming?

　　 With the advent of "Golden Nine Silver Ten", the textile printing and dyeing industry is expected to usher in an upward cycle. On August 26, there was an emergency price increase from the dye side, and related stocks also bucked the market trend, which may usher in a recovery in the industry.

　　 Recently, it was reported that due to factors such as the price increase of intermediates, the price of decentralized black ECT 300% was urgently increased by 10%, and the increase rate of acid black was as high as RMB 2,000/ton.
The cost of raw materials drives up the price of dyes

　　 Industry analysts have different opinions on the "gold content" of this price increase. Disperse black ECT 300% did rise from 22 yuan/kg to 23 yuan/kg, an increase of 10%, but it was more cost-driven, the actual transaction was light, and downstream demand did not pick up significantly. Some industry analysts also told reporters: "The dye factory reported that the price is still 23 yuan/kg, and the actual order can be discounted by 1 yuan, which is 22 yuan/kg. The market price of each source may be different. The raw materials have increased a little, but Market supply exceeds demand and demand is not good."

　　 The operating data of Zhejiang Longsheng shows that since the fourth quarter of last year, the prices of acrylonitrile and p-nitroaniline in the main raw materials of disperse dyes have shown a slight increase, and the prices of 2-cyano-4-nitroaniline have basically fallen behind in the first half of this year. Stablize. During the same period, the main raw materials of intermediates, such as pure benzene, rose significantly.
The price changes of dyes are highly correlated with dyeing fees. After all, the reason for all printing and dyeing factories to increase dyeing fees is the increase in dye costs. So this dye price increase can continue, will it affect the price of dyeing fees?

　　 Although the cost of raw materials is under pressure, the demand for downstream printing and dyeing of dyes has not yet improved.

　　 Regarding the start-up of the printing and dyeing plant, the relevant person in charge of the China Printing and Dyeing Industry Association stated that there is no statistical data. In his statement on the industry situation in the first half of the year, he mentioned that the operating income of the printing and dyeing enterprises under the regulations has been basically the same as before the epidemic, but due to the obvious increase in raw materials, labor costs, and shipping costs since the beginning of this year, the company's operating costs have increased, and the profit margins have been increased. It is squeezed, obviously not as good as the same period in 2019.

　　 People from Zhejiang Huajiang Printing and Dyeing Co., Ltd. are reluctant to talk more about the market, saying only that the current demand is not good, but that the so-called industry peak season is still early and needs to be judged in October.

　　 It is not just that the textile market is not good in the recent off-season. Throughout the year since then, the production status of the printing and dyeing factory has been mediocre and there are no bright spots. Especially in the peak season of March and April, it did not show up as busy as it should be. It was only the backlog of orders a year ago that pushed a wave of peaks, but the follow-up orders were insufficient, and the dyeing fee only moved in early March. . Under this off-season market, printing and dyeing factories lack the motivation to increase prices. The current wave of price increases may be short-lived and will not be reflected in the dyeing fees at all.