On June 26, 2026, polyester FDY 150D specifications exhibited notable price divergence. According to industry public data, major Zhejiang-based producers quoted prices ranging from 8,500 to 8,750 yuan per ton, a spread of 250 yuan that is uncommon in recent months. This disparity signals more than mere market volatility—it reflects a recalibration of supply-demand forces.
The Industrial Logic Behind Price Divergence
Rongsheng Petrochemical and Zhejiang Juxing Chemical Fiber both quoted the lower end at 8,500 yuan/ton, while Tongkun Group held firm at 8,750 yuan/ton, a nearly 3% difference. This divergence is not accidental. Rongsheng, as an industry leader, often sets market benchmarks—its low-price strategy may aim to accelerate destocking or preempt weak downstream orders. Tongkun's persistence likely stems from product quality premiums or a differentiated customer base. Notably, Zhejiang Tiansheng Chemical Fiber quoted 8,710 yuan/ton, Hangzhou Kaishi Chemical Fiber 8,650 yuan/ton, and Jiabao Fiber 8,510 yuan/ton. These quotes collectively paint a picture of intensifying competition amid capacity expansion, where companies vie for limited orders through pricing, yet cost support and inventory pressures prevent unified strategies.
Ripple Effects Across Regional Industrial Clusters
Hangzhou and Shaoxing, as primary production bases, directly transmit price fluctuations to downstream textile clusters. Shaoxing, home to China's Light Textile City, hosts numerous small-to-medium weaving enterprises highly sensitive to raw material costs. Sustained quotes at 8,500 yuan/ton could spur some mills to increase inventory, but without corresponding fabric order recovery, such buying impulses will soon be curbed by stock pressure. In Hangzhou's Xiaoshan and Tongxiang areas—chemical fiber hubs—divergent quotes reflect varying cash flow and operational strategies. For buyers, this means greater bargaining power but also risks: price differences for the same specification (150D/96F, AA grade, semi-dull) often stem from subtle variations in raw material batches, spinning processes, or post-treatment.
Transmission and Forecasts for the Textile Chain
On the cost side, PTA and MEG prices have recently oscillated within narrow ranges, offering no clear cost support for polyester FDY. The current price softening is primarily supply-driven. Since 2025, domestic polyester filament capacity has been expanding, while terminal apparel export orders recover slowly amid global consumer weakness, widening the supply-demand gap. For downstream weaving mills, this is a double-edged sword. Lower raw material costs temporarily boost margins, but persistent declines foster wait-and-see attitudes, delaying purchasing. The Textile Circle Editorial Board believes 8,500 yuan/ton may not be the floor—if July's traditional off-season further weakens demand, the price center could shift to 8,300-8,400 yuan/ton.
