Polyester FDY 150D/96F semi-dull AA grade quotes on June 26, 2026, ranged from 8500 to 8750 yuan per ton across six major Zhejiang producers, a spread of 250 yuan. While not dramatic in absolute terms, this divergence signals regional supply-demand imbalances worth watching along the textile chain.
Price Divergence Is No Accident
Rongsheng Petrochemical and Zhejiang Juxing Chemical Fiber both quoted 8500 yuan/ton at the low end, while Tongkun Group quoted 8750 yuan/ton as the highest. Zhejiang Tiansheng Chemical Fiber reported 8710 yuan/ton, Hangzhou Kaisi Chemical Fiber 8650 yuan/ton, and Zhejiang Jiabao New Fiber 8510 yuan/ton. All firms are located in Zhejiang, covering Hangzhou, Shaoxing, and Tongxiang, core textile producing areas.
A spread exceeding 2.8% for the same spec and grade within a single province is unusual in normal markets. It typically implies: varying inventory levels among firms, with some facing destocking pressure; differences in customer mix, where larger order volumes allow higher pricing; and hidden cost variations from logistics and settlement terms.
Supply-Demand Tensions in 150D Spec
150D is one of the most common FDY specs, used in woven fabrics, oxford cloth, and tent fabric. Its capacity is huge and partially substitutable, making price elasticity low. The widening spread suggests diverging procurement willingness among downstream weavers.
Weaving clusters in Shaoxing and Xiaoshan typically see reduced operating rates in late June due to summer heat curbs or weak orders. This weakens rigid demand for FDY. Lower-priced firms like Rongsheng and Juxing are likely cutting prices to secure limited orders, rather than following market trends.
Signals from Pricing Strategies
Tongkun Group, an industry leader, priced 2.9% above the average, indicating strong customer loyalty and possibly stricter credit or minimum order policies. Tiansheng and Kaisi's mid-range quotes reflect a balance between maintaining market share and avoiding excessive concessions.
Jiabao's 8510 yuan/ton quote, just 10 yuan above the bottom, suggests higher inventory pressure or urgent cash flow needs. Such pricing divergence often appears near inventory cycle turning points—when industry-wide stocks decline at uneven speeds, firms' quotes diverge markedly.
Impact on Downstream Buyers
For fabric buyers and weaving mills, current price divergence offers short-term bargaining room. But caution is warranted: lower-priced sources may come with stricter quality checks or shorter credit terms. Buyers should verify quality reports, batch consistency, and after-sales terms when comparing prices.
Long-term, FDY 150D supply-demand remains tied to crude oil, PTA costs, and textile export orders. The June 26 data is just a snapshot, but the behavioral differences it reveals are worth monitoring as indicators for Q3 market trends.