On August 7, 2026, public quotes for polyester FDY 150D/96F (AA grade, semi-dull, melt-spun) from Zhejiang's major fiber producers ranged from 8,410 to 8,760 CNY per ton, widening the high-low spread to 350 CNY. This seemingly calm figure conceals significant differences in cost control and inventory management within the industrial cluster. For buyers, the divergence signals renewed bargaining space; for producers, it marks a silent contest over pricing power.
Price Divergence: From Single Price to Multiple Quotes
The day's quote list showed Tongkun Group leading at 8,760 CNY/ton, followed by Zhejiang Tiansheng at 8,660, Kaisi Group at 8,650, Rongsheng Petrochemical and Juxing both at 8,500, and Jiabao Fiber at the bottom with 8,410. The 4.2% spread for identical specifications is uncommon in a market where major players often follow each other's adjustments.
This divergence reflects each company's cost structure, order backlog, and inventory turnover. Industry leaders like Tongkun and Rongsheng often command premium pricing due to brand reputation and quality assurance, while Jiabao's lower quote may indicate higher inventory pressure or more advantageous raw material procurement. The coexistence of multiple price levels breaks the previous "price anchoring" effect dominated by top enterprises.
Industrial Impact: Chain Reactions in Downstream Procurement
The widening price range directly alters the comparison logic for weaving mills. Previously, buyers used leading companies' listed prices as benchmarks; now they must screen among six or more quotes, increasing information costs but also creating more flexible negotiation opportunities. Small and medium-sized mills may prefer cheaper sources to cut raw material costs, but must be wary of quality consistency; buyers needing stable supply chains may still pay a premium.
Deeper, this divergence will force companies to reassess pricing strategies. High-priced producers must justify their premium through better quality control or reliable supply; low-priced ones must balance scale effects with profit margins. Industry data shows Zhejiang accounts for over 30% of national polyester capacity, making its price trends a bellwether. Thus, this divergence may signal a shift from synchronized price movements to structural adjustments in the FDY market.
