From July 18 to 19, the Shengze yarn market remained largely stable, but pure polyester yarn 45s bucked the trend with a 200 yuan/ton increase to 15,700 yuan/ton, becoming the only bright spot in this round of quotes. Meanwhile, most other varieties such as cotton yarn, polyester-cotton yarn, and rayon yarn held steady, with generally low trading volumes. This divergence reflects structural changes in downstream demand.
Market Overview: Most Varieties Flat, Pure Polyester Yarn 45s Stands Out
Looking at specific data, all specifications of pure cotton yarn remained unchanged, with 32s and J40s seeing relatively better demand, primarily used in the production of jet jacquard nylon-cotton fabrics. Other specifications saw lackluster trading. Polyester-cotton yarn prices adjusted steadily, while polyester-viscose yarn prices were temporarily stable with minimal volume. Pure polyester yarn overall sales were moderate, but the 45s specification saw a 200 yuan/ton price increase, with sales significantly outperforming other specs. Polyester staple fiber prices consolidated, with the center price for 1.56*38 cotton type hovering around 7,700 yuan/ton. Rayon yarn saw some activity in 10s and 30s, but other specs were quiet, with prices little changed. Viscose staple fiber prices adjusted, with the center price around 14,200 yuan/ton.
Industry Impact: Cost Transmission and Demand Divergence
The upward price movement of pure polyester yarn 45s is primarily driven by support from downstream orders for jet jacquard nylon-cotton fabrics. This type of fabric requires high yarn strength and uniformity, making pure polyester yarn 45s a preferred choice due to its excellent physical properties. Notably, polyester staple fiber prices did not rise in tandem, indicating that the yarn price increase stems more from supply-demand imbalance than cost push. For buyers, this means limited short-term bargaining power, and they should monitor the sustainability of orders.
Rayon yarn appears calm on the surface, but viscose staple fiber prices have shown signs of adjustment. The current center price for viscose staple fiber is 14,200 yuan/ton, while rayon yarn 30s is stable at 18,400 yuan/ton, a spread of about 4,200 yuan/ton, which is at a historical medium level. If viscose staple fiber prices decline further, rayon yarn prices may follow, impacting the cost structure of downstream home textiles and apparel fabrics.
The pure cotton yarn market is characterized by "stability without prosperity." Although 32s and J40s see relatively good demand, overall trading is average, and prices lack upward momentum. This reflects sluggish growth in demand for pure cotton products from the end-apparel market, with some orders likely shifting to chemical fiber blends.
