On July 17, 2026, the textile commodity price list sent a clear signal: divergence in raw materials is intensifying. Acrylonitrile led gains with a 0.35% daily increase, while PTA fell 0.44%, moving in opposite directions. The overall daily average change was only -0.01%, seemingly calm but with underlying currents.
Acrylonitrile and Polyester Staple Fiber: Short-Term Strength Driven by Supply-Demand Logic
Acrylonitrile closed at 9,600 yuan/ton, up 0.35% from the previous day, with a year-on-year surge of 22.29%. This performance is not isolated. As a key feedstock for acrylic fiber and ABS resin, its strength is closely tied to upstream propylene cost support and downstream demand recovery. Polyester staple fiber rose 0.30% to 7,469.43 yuan/ton, up 12.73% year-on-year. Both belong to the chemical fiber sector, but with different drivers: the latter is more influenced by increased polyester chain operating rates and replenishment demand from the textile and apparel end.
Notably, nylon series products—including DTY, FDY, and POY—remained stable on the day, but their year-on-year gains reached 9.27%, 7.97%, and 11.48%, respectively. This suggests the nylon chain has entered a stable phase after earlier rises, with cost support still intact.
PTA and Polyester Filament: Cost Transmission Blocked, Short-Term Pressure
PTA fell 0.44% to 5,985.91 yuan/ton. Although its year-on-year increase remains high at 25.68%, the short-term decline warrants attention. As the core intermediate in the polyester chain, a PTA price retreat often signals loosening upstream PX costs or weaker-than-expected downstream polyester demand. Polyester POY dropped 0.23% to 8,150 yuan/ton, and polyester DTY edged down 0.07% to 9,237.50 yuan/ton. The follow-through decline in filament varieties confirms that profit margins in the polyester segment are narrowing.
From a chain transmission perspective, PTA fluctuations directly impact polyester production costs. Currently, polyester FDY remained flat at 8,320 yuan/ton, and polyester yarn at 11,866.67 yuan/ton, indicating that FDY is relatively resilient among filament varieties, while POY and DTY face more pressure. This implies that downstream weaving mills have differentiated demand for different specifications, with higher-value-added products commanding stronger pricing power.
Natural Fibers and Viscose: Weak Oscillation, Raw Silk Decline Widens
Raw silk fell 0.14% to 425,100 yuan/ton, with a year-on-year decline of 10.34%, the weakest among monitored varieties. The persistent weakness in raw silk reflects ample supply from sericulture and sluggish silk consumer demand. Cotton lint edged down 0.02% to 17,729.33 yuan/ton, up 15.31% year-on-year, with short-term fluctuations minimal. Cotton yarn 21S and 32S both remained flat at 23,333.33 yuan/ton and 24,725 yuan/ton, respectively, with year-on-year gains around 6%. This suggests the price transmission between cotton and cotton yarn is basically stable, but downstream order increments are limited.
Viscose staple fiber and rayon yarn prices were unchanged at 14,200 yuan/ton and 17,925 yuan/ton, up 9.74% and 4.06% year-on-year, respectively. The stability in the viscose chain is related to steady dissolving pulp prices and flat rayon yarn operating rates. Spandex prices also held at 29,666.67 yuan/ton, with a year-on-year surge of 22.34%, but a high-level plateau may indicate limited demand-side acceptance of elevated prices.