On June 29, 2026, the benchmark price of nylon DTY stood at 15,840 CNY per ton, narrowing its year-to-date decline to 4.81% from the beginning-of-year level of 16,640 CNY. While the drop is not dramatic, the price now sits at the mid-range of a one-year trading band, signaling a delicate equilibrium in the market.
Mid-Range Consolidation Established
Customs and industry data show that over the past year (June 29, 2025, to June 29, 2026), nylon DTY prices ranged from a low of 13,560 CNY to a high of 18,960 CNY, a spread of 5,400 CNY. The current price of 15,840 CNY is only 2.6% below the median value of 16,260 CNY, indicating that after a 16.5% decline from the yearly peak, the market has entered a mid-range consolidation phase. The zero daily change further confirms a lack of short-term directional momentum. For the chemical fiber value chain, this sideways movement tests raw material cost control at the upstream and inventory management at the downstream.
Cost Support vs. Weak Demand
The primary raw material for nylon DTY is caprolactam, whose price trajectory directly sets the cost floor. In the first half of 2026, caprolactam prices fluctuated with crude oil and new capacity additions, but fell less than nylon DTY, squeezing spinning margins. Industry estimates suggest that current nylon DTY prices are near the break-even point for processing, limiting further downside. On the demand side, major textile clusters in Shengze and Changxing report a prevalence of short-term, small-lot orders since Q2 2026, with a lack of sustained large contracts. Apparel brands, especially in the sportswear and outdoor segments, are substituting polyester for nylon to cut costs, structurally capping any price rebound.
Regional and Product Differentiation
Responses vary across industrial clusters. In Changle, Fujian, where nylon DTY is mainly used for warp-knitted lace and swimwear fabrics, local mills indicate that 15,800 CNY/ton is close to the cash cost line for small and medium factories, and any further decline would trigger production cuts. In Yiwu, Zhejiang, where the yarn goes into socks and underwear with low added value, buyers prefer hand-to-mouth purchasing, avoiding inventory buildup. Meanwhile, the spread between nylon FDY and DTY has narrowed to about 800 CNY/ton from a historical average of 1,200 CNY/ton, reflecting squeezed profits in the texturing process. This may prompt some texturing mills to shift output toward differentiated products.
