In October 2007, the national nylon production, sales and inventory operation overview
I. market overview
(I) in terms of CPL
in October, the price of CPL market continued to rise under the influence of equipment troubleshooting and typhoons and other adverse weather. As of around the 15th, the external price has risen rapidly from 2480 US dollars/ton at the end of last month to 2530 US dollars/ton, with a cumulative increase of about 50 US dollars/ton, or 2.02%. The internal price rose to 23700 yuan/ton, with a cumulative increase of about 600 yuan/ton, up by 2.60%. In the middle and late ten days, due to the shortage of goods and the rapid rise of prices, the downstream receiving increased significantly. It makes the market supply that is already in short supply more stretched, and even the phenomenon of price without market appears. As a result, the CPL price continued to rise from the middle and late part of the year to the end of the month. As of the end of the month, the outer market price rose to $2550/ton, a further increase of $20/ton, or 0.85%. The internal price rose to 24100 yuan/ton, up 400 yuan/ton from the middle of the year, or 1.69%
from the perspective of promoting the development of key new materials and the preparation and demonstration of implementation plans for major projects, the main contradiction of CPL supply shortage will be alleviated in the short term. In terms of Asian devices, Korean and Japanese devices have been restarted and resumed exports to the Chinese market. The production of baling and Dongfang units also resumed to 380 tons and 400 tons respectively. In terms of import, the source of imported goods will gradually increase in November, because the time limit for receiving goods to Hong Kong is more in November. Therefore, the rising momentum of CPL price in the later stage will be restrained to a certain extent, but driven by downstream demand, it will still be dominated by the rising market. (2) Nylon chip
the nylon chip market continued to rise slightly this month, driven by the sharp rise in CPL prices. The price of domestic chips has risen to varying degrees driven by the sharp rise in the market of Taiwan chips. The mainstream transaction price of high-speed spinning chips in East China rose to 25300 yuan/ton, an increase of 800 yuan/ton over the previous month, or 3.27%, and there is an urgent need to vigorously develop the new material industry%. The price of conventional textile rose to 25000 yuan/ton, an increase of 500 yuan/ton over the previous month, or 2.05%. The price of industrial grade slices in North China rose to 25000 yuan/ton, with a cumulative increase of 700 yuan/ton, or 2.88%. The price of high-speed spinning and conventional spinning chips in Central China rose to 25200 yuan/ton, up 700 yuan/ton from the previous month, or 2.86%. In general, the nylon chip market this month was affected by the rising CPL market, and the prices showed an upward trend, but the rising prices did not affect factory shipments
the future price of nylon chips will still be affected by the rise of CPL price. However, the high cost has caused considerable pressure on the production of downstream enterprises, so there will be no possibility of continuous sharp rise in future prices, and a small shock adjustment is about to appear. (3) Nylon filament
according to the statistics of China Textile Circulation Association (sample enterprises), the sales volume of nylon filament in October was 9341 tons, a slight increase of 512 tons over the previous month, an increase of 5.80%. A year-on-year decrease of 683 tons, or 6.81%. The sales volume of this month was 9638 tons, a slight increase of 204 tons over the previous month, an increase of 2.16%. 647 tons less than the same period last year, a decrease of 6.29%. The inventory at the end of the month was 8289 tons, a decrease of 297 tons or 3.46% over the previous month. The year-on-year decrease was 3092 tons, a decrease of 27.17%. The production and sales rate this month was 103.18%, down 3.67 percentage points from the previous month. An increase of 0.58 percentage points year-on-year. The inventory level at the end of the month was 88.74%, down 8.51 percentage points from the previous month. A year-on-year decrease of 24.80 percentage points
in October, although the raw material price rose strongly, the filament market trend was relatively flat. POY and DTY rose slightly, and FDY remained low. In terms of POY, due to the increase of POY manufacturers, the market supply shows the charm of high-end brands, which weakens the driving force of cost. At the beginning of the month, medium grade silk and high-grade silk showed a stable finishing state after a small rise. As of the end of the month, the price of medium-grade silk remained at about 26700 yuan/ton, an increase of 300 yuan/ton over the previous month, or 1.13%. High grade silk remained at 27500 yuan/ton, an increase of 500 yuan/ton or 1.85% over the previous month. In terms of DTY, due to the limited downstream demand, the price only rose slightly. The price of 70d/24f rose to 31000 yuan/ton, an increase of 500 yuan/ton or 1.64% over the previous month. The mainstream price of 70d/48f market is maintained at 31000 ~ 31500 yuan/ton. FDY is also affected by increased supply and weak demand. The price basically maintained the level of last month
from the current overall situation, the filament price is bound to rise due to the continuous rise of CPL price. However, due to the limited downstream shipments and mutual promotion, the ability to absorb the increased costs will continue to be severely tested. Finally, we will cope with the rising cost pressure by reducing production. Therefore, the nylon filament market will not change much in the near future, and there is even the possibility of price diving due to the reduction of downstream receiving
II. Sales flow
according to the statistics of China Textile Circulation Association (sample enterprises), the sales of nylon filament in October were mainly concentrated in Guangdong, Zhejiang, Shandong and export. In addition to exports, the inflow of Guangdong, Zhejiang, Shandong and other regions increased to varying degrees over the previous month. Guangdong increased by 137 tons, an increase of 5.21%. Zhejiang increased by 161 tons, an increase of 9.46%. Shandong slightly increased by 66 tons, an increase of 6.42%. Exports decreased by 78 tons, a decrease of 5.36%. The inflow of other regions is relatively small, with little change. Jilin, Hainan and other nearly one-third of the country's inflow blank
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