The polyester filament yarn market has shown a notable signal in late July: a 160 yuan/ton price spread for the same 150D/96F semi-dull FDY grade among different producers in Zhejiang Province. This divergence is uncommon in a normally tightly-priced chemical fiber cluster.
According to publicly available industry data on July 24, 2026, Rongsheng Petrochemical quoted 8900 yuan/ton, Zhejiang Juxing Chemical Fiber also quoted 8900 yuan/ton, while Tongkun Group quoted 9060 yuan/ton. Zhejiang Tiansheng Chemical Fiber and Jia Bao New Fiber quoted 8960 yuan/ton and 8950 yuan/ton respectively. This set of quotes clearly outlines the current nuanced landscape of the polyester filament yarn market.
Industrial Logic Behind the Price Spread
Such a regional price gap is no coincidence. It first points to differentiated inventory levels among companies. Tongkun, as an industry leader, may have lower inventory pressure or be executing earlier higher-price contracts with its higher quote. In contrast, lower quotes from Rongsheng and Juxing may indicate proactive destocking efforts amid hesitant buying from downstream weaving mills.
A deeper reason lies in the uneven recovery of downstream weaving markets. The operating rates of weaving clusters in Shaoxing and Hangzhou have not rebounded simultaneously. Many small and medium-sized weaving enterprises, facing insufficient orders, remain cautious about raw material procurement, forcing chemical fiber producers to compete for limited demand through pricing.
Market Significance of the 150D Specification
The 150D/96F grade is one of the most common polyester filament yarn types, widely used in garment fabrics, linings, and home textiles. Its price fluctuations often serve as a bellwether. Currently trading in the 8900-9060 yuan/ton range, the price has retreated from previous highs, indicating that the textile end-consumer market has not yet shown a strong rebound.
For fabric traders, this price range represents a cyclical low for procurement costs. However, the existence of a price spread suggests that different suppliers have varying room for negotiation, requiring more careful price comparison and bargaining.
Transmission Effects on the Textile Chain
The downward pressure on polyester FDY prices is transmitting to both ends of the supply chain. The upstream PTA and MEG markets also face a loose supply-demand balance, with weakening cost support. Downstream weaving and dyeing sectors benefit from lower raw material costs, but whether this cost advantage can translate into profits depends on the volume and price of end-user orders.
A key question for export enterprises is whether polyester filament yarn prices have bottomed out. If the price divergence persists, it means the market has yet to form a consensus, and prices may still have room to fall. However, if leading companies begin to collectively raise quotes, it could be an early signal of demand recovery.