Polyester Filament Market Divergence: Changshu FDY Stable with Dips, DTY Under Pressure

The polyester filament market in Changshu on June 28, 2026, shows clear divergence between FDY and DTY categories. FDY 100D/48F declined 100 yuan to 8,700 yuan/ton, while DTY 75D/36F and 100D/36F also fell 100 yuan to 10,200 yuan/ton and 10,000 yuan/ton respectively. Notably, fine-denier FDY 68D/24F and 75D/36F held steady, reflecting downstream weaving demand selectivity. This structural difference is not random—it reveals how fabric mills are fine-tuning their raw material procurement based on end-use orders.

Demand Logic Behind Category Divergence

Fine-denier FDY prices remain resilient due to rigid demand from water-jet looms for 68D and 75D specs, which are essential for lightweight fabrics like faux silk and down jacket linings. In contrast, FDY 100D/48F and medium-coarse DTY specs face greater pressure. For example, DTY 75D/36F is mainly used in warp-knitted fleece fabrics, and the home textile market is entering a traditional off-season with orders dropping month-on-month. The widening price gap between different specs within the same product name means buyers can no longer rely on average prices but must negotiate per spec.

Raw Material Transmission Not Yet Bottomed

Weak polyester raw material prices, with PTA and MEG lacking clear direction, put polyester filament mills in a squeeze: high inventory costs upstream and delayed replenishment downstream. FDY 150D/96F from multiple brands stays at 8,500 yuan/ton, but DTY 150D/144F from Xinfengming has dropped 100 yuan to 9,300 yuan/ton. Draw-texturing mills are reducing operating rates, with some small factories cutting output to control inventory. If raw materials continue to weaken, filament prices may soften further in the next two weeks, especially for DTY, whose processing margins have already compressed to year-to-date lows.

Industrial Zone Response: Changshu Under Pressure, But Not a Rout

As a key polyester filament distribution hub, Changshu's quotes serve as a bellwether for Jiangsu-Zhejiang regions. In the latest data, FDY 75D/36F bright yarn series (from Zhangjiagang, Jiangsu Huaya, Rongsheng, Jiabao) all held at 8,700 yuan/ton, indicating sustained demand from industrial uses like luggage fabric and tent fabric. Meanwhile, DTY 150D/48F from Taicang and Xiaoshan brands also remained unchanged, suggesting differentiated products still have pricing power. Overall, the Changshu market shows a pattern of 'commodity grades falling, specialty grades stable', meaning buyers must distinguish between general-purpose and customized specs in pricing logic.

Practical Recommendations

For Buyers - Fine-denier FDY (68D-75D) is at mid-year price levels; consider locking in 2-3 weeks of supply in batches to hedge against potential rebound. - Medium-coarse DTY (100D-150D) still has room to fall; maintain a low inventory strategy, inquire weekly, and use price dips to restock. - Monitor bright yarn series pricing stability; if industrial orders persist, this category may stabilize first.

For Exporters - Update polyester cost components weekly in export quotes to avoid margin erosion from falling raw material prices. - Use DTY 150D/96F from Hengyi at 9,300 yuan/ton as a benchmark for Southeast Asian clients; this spec is highly liquid and transparent. - Leverage the current low raw material period to negotiate lower processing fees with dyeing mills for full-chain cost optimization.