The spunmelt nonwoven equipment sector is experiencing an extraordinary order boom, with contract growth at leading companies exceeding triple digits. Hongda Research Institute saw new contracts surge 148.7% year-on-year in H1 2026, with backlog up 86.4%. These figures far exceed industry averages, indicating that downstream capacity investment intentions are being released intensively, with technology leaders capturing the greatest benefits.
Market Logic Behind the Order Surge
The doubling of orders is no accident. Geographically, overseas projects in Turkey and Poland are advancing smoothly with on-site installation services, while domestic projects in Fujian have passed acceptance, Hebei deliveries have made substantial progress, Zhejiang contracts have taken effect, and Jiangsu clients are showing rapidly warming interest. This distribution suggests that demand for spunmelt equipment is no longer driven by a single region, but rather by the resonance of industrial upgrading and capacity replacement worldwide. For buyers, a leading company's strong backlog growth often implies extended delivery times, making early capacity lock-in crucial.
Technological Breakthroughs Reshape Competitive Barriers
Behind the order growth lies a higher technological threshold. The ionic liquid solvent bamboo fiber project, after three years of research, has entered the pilot engineering design stage, with construction drawings scheduled for completion in Q3, marking the transition of a green fiber production path from laboratory to engineering. The wide-width PE/PP bicomponent spunbond line has successfully completed trial production and achieved commercial delivery, with full performance compliance, directly filling the supply gap for high-end bicomponent lines. Multiple breakthroughs in specialty fiber spinning processes indicate that the company is no longer reliant on a single product line; its iterative technology reserves are translating into differentiated competitive advantages.
Management and Delivery Capacity Under Stress
High-growth orders impose higher demands on internal management. The full implementation and continuous optimization of SAP and BIP systems, along with the establishment or revision of 11 institutional rules, have enhanced risk prevention and refined management capabilities. These actions show that the company recognizes scale expansion must be supported by management efficiency; otherwise, an order surge could turn into delivery risks. For the industry, the digital management practices of leading companies will serve as a benchmark for small and medium equipment makers, forcing the entire supply chain to improve response speed and quality stability.
Trend Judgment and Industrial Impact
Based on Hongda's order structure, competition in the spunmelt nonwoven equipment market over the next two years will focus on three points: the speed of industrialization of green fiber processes, the capacity release of wide-width high-efficiency lines, and the completeness of overseas local service networks. For downstream nonwoven producers, equipment selection will no longer be a simple price comparison but a consideration of technology upgrade potential and after-sales response. For upstream component suppliers, order growth at leading equipment makers will drive demand for precision parts, but overcapacity risks should be noted—when all companies expand, price wars may arrive early.
