In the past month, a round of price increases for nylon 6 chips broke out in the Chinese market. The downstream is very defensive, and as the transmission mechanism is blocked, the upstream and downstream experience different conditions. At best, it can only be regarded as a structural market. The upstream rises happily, while the nylon 6 factory is in a difficult situation.
1. 나일론 6 chips and FDY
From February 1 to March 1, the data released by China Fiber Network showed that upstream such as pure benzene and caprolactam, midstreamnylon 6 작은 조각, downstream such as nylon 6 andfully drawn yarn (FDY) increased by 34.13%, 29.89%, 21.43% 그리고 22.47%, the increase in the chips of the polymer nylon 6 is small, and more close to the upstream, the greater the increase.
From the perspective of profitability, the price difference of upstream caprolactam has hit a new high in 19 months since May 2019, reaching 7,700 yuan/ton, the monthly increase reached 1,450 yuan/ton, and the profit increased by 22.95%. The price difference between nylon 6 chips and FDY has increased by 100 yuan/ton, but the price difference between nylon 6 chips and caprolactam has dropped by 150 yuan/ton, and the loss has increased by 18.75%.
2. Bargaining in China’s nylon 6 industry
For the nylon 6 industry in China, this round of rising prices was triggered by the slowdown in the global epidemic and the increase in prices caused by excessive currency. 하지만, in terms of the price transmission mechanism, especially in terms of industry bargaining, the upstream caprolactam factories are too strong, and the polynylon 6 factory is in an extremely unfavorable passive situation.
수년에 걸쳐, many caprolactam plants have directly invested in new polymerization production lines. The downstream polymerization nylon 6 공장은 생산 비용 측면에서 경쟁할 수 없습니다., 그리고 그들의 생활 공간은 심하게 압박당했습니다.. 더 극단적인, 일부 기업은 가격 전쟁을 벌이고 있다, 칩 가격이 카프로락탐에 가깝거나 심지어 더 낮은 현상도 자주 볼 수 있다.
게시 시간:2022년 2월 21일
