Polyester Filament Yarn Price Divergence: Regional Spread in 150D FDY Signals Weaving Sector Margin Squeeze

The price of polyester FDY 150D, a staple specification, showed the most pronounced regional spread since Q2 2026 on July 3. Industry data reveals quotes from major Zhejiang producers ranged from 8,300 to 8,650 CNY/ton, a spread of 350 CNY/ton—well above the monthly average of 200 CNY/ton.

Price Divergence: Inventory vs. Cost Strategy

Among individual producers, Rongsheng Petrochemical and Tongkun Group, both industry leaders, quoted 8,300 and 8,650 CNY/ton respectively, a 350 CNY/ton gap. This reflects differing inventory levels and raw material procurement timing. Rongsheng's lower price likely aims to accelerate destocking ahead of scheduled polyester plant maintenance.

Shaoxing emerged as a price trough. Zhejiang Juxing quoted 8,300 CNY/ton, while Hangzhou-based Zhejiang Tiansheng quoted 8,510 CNY/ton—a 210 CNY/ton difference. This gives Shaoxing weavers a temporary cost advantage, though its sustainability depends on PTA and MEG price trends.

Industry Impact: Weaving Margin Pressure

For downstream weaving mills, the widening quote range complicates procurement. 150D FDY is a key raw material for woven fabrics used in garment linings, luggage, and tarpaulins. The current quote structure suggests no unilateral price decline, but a pattern of 'high quotes with no takers, low quotes with limited volume.'

Weavers are diverging in their response. Some are concentrating purchases in Shaoxing to lock in low costs; others, facing weak orders, are delaying restocking. If this wait-and-see attitude persists, it will pressure polyester producers to further adjust pricing.

Operational Recommendations

For Buyers - Monitor low-price suppliers like Rongsheng and Juxing; if they maintain low quotes for three consecutive days, consider phased buying. - Negotiate short-term price lock agreements with Shaoxing suppliers to exploit regional spreads. - Set an alert: when the Tongkun-Rongsheng spread narrows to under 200 CNY/ton, treat it as a market stabilization signal.

For Exporters - Include floating clauses in export quotes that link pricing to FDY raw material cost fluctuations. - Prioritize orders using Shaoxing-sourced low-cost yarn to maintain price competitiveness. - Watch CNY exchange rate trends; if FDY prices continue to fall, extend forward settlement periods appropriately.