The spunmelt nonwoven equipment sector is experiencing a clear demand recovery. Public industry data shows that in H1 2026, Hongda Research Institute's new contracts surged 148.7% YoY, and backlog grew 86.4%. This growth rate far exceeds the industry average, indicating that downstream customers are concentrating capital expenditure on high-end nonwoven equipment, and leading equipment suppliers with technological reserves are the main beneficiaries of this expansion.
Market Logic Behind the Order Surge
The order explosion is not accidental. From an international perspective, overseas projects in Turkey and Poland are progressing efficiently with on-site installation and service, and clients have fully recognized the technical service capability. This indicates that domestic spunmelt equipment has crossed the threshold from "usable" to "trustworthy". Behind this lies years of overseas project experience building reputation, and it also reflects rising demand for efficient, energy-saving nonwoven production lines in Europe and Central-Eastern Europe under energy cost pressure.
Domestic market performance is equally noteworthy. The Fujian project passed acceptance, Hebei project deliveries made substantial progress, Zhejiang project contracts took effect, and new customer intentions in Jiangsu are heating up. These projects are distributed across different regions and application fields, suggesting that demand is not a single-customer pulse but a broad-based rise across multiple regions and scenarios. For upstream suppliers and downstream product manufacturers, this means the capacity expansion cycle for spunmelt nonwoven materials has begun. New capacity will be released over the next 2-3 years, potentially putting pressure on nonwoven fabric prices but also driving competition toward differentiated products.
Resonance of Technological Breakthroughs and Industrial Upgrading
Beyond order growth, technological progress is even more noteworthy. The ionic liquid solvent bamboo fiber project, after three years of R&D, has fully entered the pilot engineering design stage, with 3D modeling and engineering design completed on schedule, and construction drawings planned for Q3. Once industrialized, this technology will change the production landscape of regenerated cellulose fibers—ionic liquid solvent is more environmentally friendly than traditional viscose, and bamboo raw materials can alleviate pulp supply tension. For downstream yarn and fabric companies, this means new differentiated raw material options.
The self-developed wide-width PE/PP bicomponent spunbond line successfully completed trial production and achieved commercial delivery, with product performance fully meeting standards. Bicomponent spunbond technology is widely used in hygiene materials, filtration media, and other fields. Wider width significantly boosts single-line capacity and reduces unit energy consumption. The commercial delivery marks a further enhancement of domestic equipment competitiveness in the mid-to-high-end market. For domestic nonwoven producers, the era of relying on imported equipment is changing. The cost-effectiveness of domestic equipment will encourage more SMEs to upgrade lines, driving industry-wide equipment renewal.
Multiple breakthroughs in specialty fiber spinning processes and continuous iteration of key technology reserves indicate that Hongda's technology map is extending from traditional spunmelt fields to broader fiber materials. For buyers, richer technology reserves mean that a single supplier can offer more process solutions, reducing coordination costs of multi-source procurement.
Management Upgrades and Industry Implications
Beyond orders and technology, the digital management upgrade also sends signals. SAP and BIP systems are fully online and continuously optimized, with 11 new or revised systems and significantly enhanced risk prevention and refined management capabilities. During a period of high order growth, timely management system upgrades can prevent delivery chaos and cost overruns. This is a reminder to other companies: during expansion, internal management must be prioritized, otherwise order growth may translate into accounts receivable risks.
Additionally, the Party branch set up pioneer posts in major tasks such as innovation platform construction and wide-width line development, and formed a temporary party group for new nonwoven material R&D. This organizational approach is not uncommon in state-owned enterprises, but it can play a cohesive role during critical phases. From an industrial perspective, it reflects that major project breakthroughs require cross-departmental collaboration, and flexible temporary organizations can accelerate technological breakthroughs.