The benchmark price of nylon POY dropped to 13,500 RMB/ton in mid-July 2026, down 1.1% from the start of the month, placing it at the mid-low of the annual range. For the chemical fiber chain, this is not just a single-point price correction but a reflection of shifting supply-demand dynamics.
Annual Price Range and Current Position
According to industry public data, nylon POY prices fluctuated between 11,300 and 16,950 RMB/ton over the past year, with a median of 14,125 RMB/ton. The current price of 13,500 RMB/ton is 625 RMB below the median, 3,450 RMB down from the yearly high, and 2,200 RMB above the low. The annual average stands at 12,820.77 RMB/ton, meaning the current price is about 5.3% above the average, indicating the price has not entered a deep decline channel but has exited the high zone.
Supply-Demand Game and Chain Transmission
As an intermediate product for nylon filament, nylon POY prices are directly influenced by upstream caprolactam costs and downstream demand from weaving and apparel fabrics. The current mid-low price suggests that upstream raw material costs have softened, while downstream purchasing willingness is weak, leading to slower inventory digestion.
From an industrial cluster perspective, operating rates in major nylon hubs like Changle (Fujian) and Yiwu (Zhejiang) may have diverged. Some mills are discounting to maintain cash flow, while larger players may cut production to support prices, resulting in phased supply contraction. Under this game, prices are likely to fluctuate narrowly in the short term, with a low probability of strong rebound.
Practical Impact on Buyers and Exporters
For fabric buyers, the current price window offers a relatively favorable replenishment opportunity, but they should be cautious of further declines. A strategy of small batches and multiple orders is recommended to avoid large-scale price locking at once.
For exporters, weaker nylon POY prices may translate into cost advantages for exported products, especially in price-sensitive Southeast Asian markets. However, overseas clients may delay orders expecting further price drops, so quotes should include some negotiation room, and exchange rate risks should be monitored closely.
Future Price Expectations and Risk Warnings
Historical data shows a volatility range of 5,650 RMB for nylon POY over the past year. With a 2,200 RMB gap to the bottom, prices could fall further to around 12,000 RMB/ton if demand remains weak.
Conversely, if the traditional peak season (e.g., Double 11 stocking) boosts demand and upstream caprolactam maintenance tightens supply, prices could recover to above 14,000 RMB/ton. Buyers and mills should closely track industry operating rates and downstream order data to adjust strategies promptly.