Typhoon Disrupts Procurement Pace, Short-term Volatility Intensifies in Jiangsu-Zhejiang Polyester Filament Market

The passage of a typhoon, combined with the seasonal demand lull, has resulted in a 'low volume, stable price' scenario across the Shengze and Jiaxing chemical fiber clusters on July 11-12. Major polyester mills generally offered flat quotes, but the purchasing enthusiasm of downstream weaving and texturing enterprises has notably cooled, leading to a decline in overall polyester filament transaction volumes. This phenomenon reflects a short-term game between weather factors and market expectations.\n\n## Variety Divergence: Fine Denier and Network Yarns Shine\n\nLooking at specific varieties, the market is not uniformly weak. The semi-dull FDY fine denier series, particularly 54D/24F, 68D/24F, and 75D/36F, maintained strong demand in the warp knitting sector, sustaining a good sales pace. Bright FDY 150D also performed actively, mainly used in water-jet looms for Oxford fabric luggage and polyester-nylon blended weft yarns. Its quotation remained stable at 8350-8400 CNY/ton, reflecting rigid demand for standardized raw materials in the luggage segment.\n\nFDY 75D/36F black yarn and DTY 75D black yarn found support in the lining fabric market, used for memory fabrics and black satin faille lining, highlighting the resilience of differentiated products during the off-season. The DTY network yarn series is another category worth noting: 75D/72F and 100D/144F network yarns saw demand in both warp knitting and water-jet applications, while 150D/96F and 200D/96F network yarns, due to their wide application in Oxford fabric and satin crepe, have become relatively concentrated in recent transactions. In contrast, demand for POY for texturing and networking remained flat, with texturing mills showing weak purchasing interest.\n\n## Procurement Strategy Shifts to 'Short and Fast'\n\nThe purchasing behavior of downstream enterprises is undergoing a clear change. Faced with uncertainties in logistics and production caused by the typhoon, weaving and texturing mills have generally adopted a 'small lot, frequent purchase' model, refraining from building inventory easily. This mindset is also reflected in price negotiations: although mainstream mills offer stable prices, actual transaction prices for some varieties like DTY 150D/144F have become chaotic due to intense competition. Industry public data indicates that while 45s pure polyester yarn sales are better than other specifications, polyester staple fiber prices have shown adjustment signals, with a center price around 7650 CNY/ton, laying the groundwork for future price changes.\n\nThe yarn market is generally stable, but divergence persists. Demand for 21s and J32s air-jet cotton yarn has slightly rebounded, mainly driven by orders for cotton-nylon fabrics; polyester-cotton and polyester-viscose blends traded lightly with stable prices. Rayon 30s yarn maintained sales due to demand for diamond cotton fabric, but viscose staple fiber prices hovered around 14200 CNY/ton. The market expects a moderate adjustment in rayon yarn prices in the near term.\n\n## Mid-term Outlook Hinges on Raw Materials\n\nIn the short term, the polyester filament market is likely to maintain a volatile pattern, with some specifications potentially facing downward price pressure. However, the true directional driver will come from upstream PTA and MEG trends. The current strategy of polyester mills offering flat quotes essentially waits for clearer signals from the raw material side. For buyers, the current market environment presents both risks and opportunities—the typhoon season combined with the off-season effect may create a price window for Q3 restocking.\n\n### For Buyers\n- Monitor the restocking rhythm after the typhoon impact subsides; seek bargaining space on varieties like DTY 150D/144F where prices are chaotic\n- Maintain current procurement pace for rigid demand items like semi-dull FDY fine denier for warp knitting; avoid chasing price increases\n- Closely track PTA and MEG price changes; if raw material prices pull back, consider increasing polyester filament inventory appropriately\n\n### For Weaving Mills\n- Use the current 'small lot, frequent purchase' window to optimize raw material inventory structure and reduce capital occupation\n- For DTY network yarn varieties with broad applications like Oxford fabric and satin crepe, consider locking in partial order prices in advance\n- Monitor adjustment signals for rayon and pure polyester yarns; adjust fabric quotation strategies promptly to hedge against cost fluctuations