The polyester staple fiber market is experiencing a stark divergence. On July 1, 2026, public quotes showed conventional fiber balls (30-50mm diameter) all priced at 15,500 RMB/ton, while mainstream cotton-type products (1.56dtex×38mm melt-spun) traded between 6,960-7,250 RMB/ton. The price gap of over 8,000 RMB/ton reflects structural demand differences that have transmitted to pricing levels.
Fiber Balls: Rigid Demand from Water Treatment Supports High Prices
Fiber balls, as specialized water treatment materials, have maintained prices above 15,000 RMB/ton since 2025. Henan Kaijie's quote of 15,500 RMB/ton is essentially flat year-on-year, indicating relatively stable supply-demand dynamics in this niche market. These products require high impurity filtration performance, and downstream water treatment industry demand is driven by tightening environmental standards, making procurement relatively inelastic compared to textile-grade polyester staple fiber.
Regionally, Zhengzhou, as a major production hub for fiber balls, sets the price benchmark. However, the overall market is limited, with annual national consumption around 200,000 tons—insufficient to materially impact the broader polyester staple fiber market.
Cotton-Type Products: Overcapacity and Cost Competition Intensify
In contrast to the stability of fiber balls, textile-grade polyester staple fiber is undergoing price declines. Yida's 1.56dtex×38mm melt-spun cotton-type product was quoted at 7,250 RMB/ton, while Huahong's similar product fell to 6,960 RMB/ton. This level is about 8% lower than the same period in 2025 and nearly 15% below the 2024 peak.
The core issue is overcapacity. According to public data from the China Chemical Fiber Association, new polyester staple fiber capacity in 2025-2026 totaled about 1.2 million tons, pushing total capacity to nearly 12 million tons, while textile end-demand growth is only 2%-3%. This imbalance has squeezed processing margins, pushing some small and medium enterprises into losses.
Meanwhile, fluctuations in raw material PTA prices have compounded pricing difficulty. PTA average prices in Q2 2026 fell about 5% from Q1, further weakening cost support and opening room for downside.
Regional and Brand Spreads: Supply Chain Efficiency Diverges
The price gap of 290 RMB/ton between Yida (Suqian) and Huahong (Wuxi) reflects differences in raw material procurement, production energy consumption, and logistics costs. Suqian benefits from canal and rail intermodal transport, reducing raw material shipping costs by about 30 RMB/ton compared to Wuxi; Huahong, meanwhile, has more aggressive energy management, with comprehensive power consumption per ton of fiber about 5% below industry average.
This regional and brand divergence means downstream buyers can no longer rely solely on brand recognition but must develop more sophisticated supplier evaluation systems.
