In the second week of June 2026, the textile raw material market shifted from a broad rally to a divergent adjustment. According to data from a domestic commodity price monitor, only 5 out of 17 key textile commodities rose, 5 fell, and 7 remained flat. The overall average change was -0.14%, signaling that market momentum is transitioning from one-way upward to a consolidating pattern.
Polyester Filament and PTA: Weak Positive Feedback Under Cost Support
The top three gainers were all from the polyester chain. Polyester DTY rose 0.65% to 9,643.75 yuan/ton, polyester FDY gained 0.37% to 9,011.67 yuan/ton, and PTA increased 0.28% to 6,619.08 yuan/ton. All three recorded year-on-year increases of over 15%, with PTA surging 35.62%.
This indicates that upstream costs in the polyester chain remain firm. PTA, as the direct raw material for polyester filament, transmits its price resilience downstream. Polyester POY also posted a slight gain of 0.15%. For fabric buyers, the price floor for polyester products is rising, leaving limited room for short-term corrections.
Notably, polyester staple fiber edged down 0.15% to 7,870.61 yuan/ton. The divergence between staple and filament reflects different downstream demand rhythms—filament benefits from weaving mill operating rates, while staple faces substitution competition and volatile end orders.
Cotton, Nylon, and Raw Silk: Common Logic Behind Three Pressured Categories
The three biggest decliners were nylon POY (-1.43%), cotton (-1.32%), and raw silk (-0.68%). Although they belong to different fiber categories, the declines share a common market logic: technical corrections after rapid earlier gains, combined with a temporary weakening of end demand.
Cotton opened the week at 17,582.33 yuan/ton and closed at 17,350.67 yuan/ton, still up 16.85% year-on-year. However, the single-week drop of 1.32% was the largest in nearly two months. Cotton yarn 21S and 32S prices were flat, suggesting that spinners are adopting a wait-and-see stance rather than actively destocking. This signals to downstream weavers that cotton prices may continue to seek a bottom, and purchases should be delayed.
Nylon POY fell the most, from 14,000 to 13,800 yuan/ton. Nylon DTY also dropped 0.37%, while nylon FDY was flat. The overall weakness in the nylon chain is linked to ample caprolactam supply and insufficient orders for nylon fabrics. For outdoor fabric and sportswear manufacturers relying on nylon, this is a window to renegotiate prices or reduce inventory.
Raw silk prices have already fallen 7.70% year-on-year, and this week they dropped another 0.68% to 437,400 yuan/ton. The persistent weakness in silk products is closely tied to sluggish silk export order recovery and intensified competition from substitute fibers.
The 'False Stability' of Flat Commodities and Real Pressure
Seven commodities were flat this week, including acrylonitrile, cotton yarn 21S, cotton yarn 32S, polyester yarn, viscose staple fiber, spandex, and nylon FDY. On the surface, supply and demand appear balanced, but considering year-on-year gains, spandex (+21.77%), acrylonitrile (+24.17%), and polyester yarn (+4.30%) are all at historical highs.
Flat does not mean pressure-free. Viscose staple fiber rose only 6.84% year-on-year, a low level within the chemical fiber sector, reflecting squeezed margins in the rayon chain. Although spandex has a large year-on-year gain, its weekly flatness suggests high prices are already dampening downstream buying interest.
For procurement managers, these 'false stability' commodities often indicate an impending directional move. If end orders fail to pick up, flat may turn into decline; conversely, if costs strengthen again, it could trigger restocking.