The order curve for spunmelt nonwoven equipment is sending a clear industry signal. In H1 2026, Hongda Research Institute's new contracts surged 148.7% year-on-year, with orders on hand up 86.4%. This growth rate far exceeds the industry average, indicating that downstream clients' willingness to invest in high-end nonwoven lines is being released intensively, while the bargaining power and order visibility of technology-leading equipment makers are rising simultaneously.
Demand Logic Behind Order Surge
The doubling of orders is not an isolated event. From a global perspective, the penetration rate of nonwoven materials in hygiene, medical, filtration, geotechnical and other applications continues to rise, especially with rigid demands for production line upgrades driven by environmentally friendly products such as flushable and biodegradable types. Hongda's order structure shows that domestic projects in Fujian have passed acceptance, Hebei deliveries are progressing, Zhejiang contracts have taken effect, and interest from new customers in Jiangsu is heating up, indicating that domestic industrial belts are entering a new round of equipment renewal cycles.
Overseas, efficient installation and service for projects in Turkey and Poland demonstrate that Chinese spunmelt equipment's cost-performance and delivery capabilities have gained recognition from European clients. For domestic equipment makers, this means going global is no longer a simple whole-machine export, but a comprehensive output of technical services plus production line integration, which will significantly improve gross margins and customer stickiness.
Technology Breakthroughs as Moat
Behind the order surge is continuous accumulation of technology reserves. The ionic liquid solvent bamboo fiber project, after three years of research, has fully entered the pilot engineering design stage, with 3D modeling and engineering design completed as scheduled, and construction drawings planned for completion in Q3. Once industrialized, this technology will directly change the raw material source of regenerated cellulose fiber, creating new industrial drivers for regions rich in bamboo resources.
Meanwhile, the self-developed wide-width PE/PP bicomponent spunbond line has successfully completed trial production and achieved commercial delivery, with all product performance indicators meeting standards. Wide-width lines mean higher unit output and lower energy consumption, which are key levers for cost reduction and efficiency improvement for large nonwoven factories. In addition, multiple breakthroughs in specialty fiber spinning processes have laid a technical foundation for future differentiated product development.
These technical achievements are not just paper results in the lab; they directly translate into order competitiveness. For buyers, choosing equipment should not only consider price, but also the ability for technological iteration and after-sales service support. Hongda's record of technology delivery is becoming an important footnote to its market leadership.
Management Upgrades and Industry Impact
Another side of the order surge is the support of internal management efficiency. SAP and BIP systems were fully launched and continuously optimized, with 11 new or revised systems and regulations, enhancing risk prevention and refined management. For the industry, the improvement of digital management in leading enterprises will drive the collaborative efficiency of the entire supply chain, shorten delivery cycles, and reduce communication costs.
From an industry impact perspective, the recovery in orders for spunmelt equipment will directly drive demand for upstream key components such as spunbond dies, thermal bonding calenders, and winders. It also provides equipment guarantees for capacity expansion of downstream nonwoven fabric factories. Regarding concerns about overcapacity in domestic nonwoven fabrics, this round of order growth is more of a structural opportunity—high-end, differentiated, and environmentally friendly lines will become the main new additions, while the elimination of low-end homogeneous capacity will further accelerate.