The textile bulk commodity price list for August 28, 2026 reveals a telling snapshot: among 17 monitored varieties, only raw silk, PTA, and cotton saw day-on-day increases, while the remaining 14 remained flat. Raw silk jumped 2.67% in a single day, pushing its price to 427,500 yuan per ton, yet it still fell 9.16% year-on-year—meaning this daily spike did not reverse its annual weak trend.
Market Context
The data comes from a textile commodity price monitoring system covering chemical fibers, yarns, cotton, and silk. Among the three rising varieties, PTA rose 0.59% to 6,213.25 yuan/ton, and cotton rose 0.51% to 18,263.83 yuan/ton. Notably, PTA and cotton posted year-on-year gains of 26.54% and 19.12%, respectively, contrasting sharply with raw silk's negative annual growth.
From a year-on-year perspective, acrylonitrile led with a 44.12% surge, despite no daily change. Polyester filament series (POY, DTY, FDY) rose between 21% and 24%, nylon series between 14% and 21%, and viscose staple fiber increased 10.43%. These figures indicate significant cost-push inflation across the chemical fiber chain over the past year.
Industry Impact
Raw silk's isolated price action deserves deeper analysis. A 2.67% daily gain is uncommon, but the negative year-on-year figure suggests its price center remains at historically low levels. For silk processing mills, short-term raw material cost increases may compress margins, but without synchronized demand recovery, the hike is unlikely to sustain. In contrast, sustained year-on-year gains in PTA and cotton have already supported downstream polyester and cotton yarn prices—though cotton yarn prices were flat that day, their year-on-year gains of 5.89% and 5.63% show cost pressure is gradually transmitting downstream.
What does the broad rise in chemical fiber raw materials imply? For weaving mills, raw material procurement costs are significantly higher than last year, but finished product prices have risen more modestly (e.g., polyester yarn only +5.90% year-on-year), squeezing profit margins. This asymmetric transmission may push factories to adjust product mixes toward higher value-added items. Meanwhile, acrylonitrile's 44% annual surge poses significant cost pressure on acrylic and carbon fiber producers, warranting close attention to inventory strategies.
From an industrial cluster perspective, chemical fiber hubs like Shengze and Keqiao will see synchronized procurement cost increases, while cotton-based sectors like Nantong home textiles face cost hikes from rising cotton prices. Foreign trade enterprises must remain vigilant about the impact of raw material price fluctuations on order quotations, especially for long-term contract pricing mechanisms.