Dyestuff market mutation, China's India intermediate levy temporary "double counter" tax, the price of dyestuff is expected to rise!

Author：admin   Date：2017-11-15

Approaching the end of October, the storm ravaged in the environmental protection printing and dyeing factory gradually calmed down, thought a little can breath, security check Pumianerlai, tensions! Also, dye enterprises under environmental pressure, the situation is not optimistic! The third quarter due to the influence of environmental supervision, enterprise opening limit, less dye supply, inventory is low. Now the interim "double counter" tax will be levied on the intermediate of India, and the price of the dyestuff will surging in a flash.
The imported ortho chloro p-nitroaniline originating in India
The implementation of temporary anti-dumping measures and temporary countervailing measures
It is learned that, since October 20th, the Customs General Administration has implemented temporary anti-dumping measures and temporary countervailing measures for the imported chlorinated p-nitroaniline imported from India. O - chloro - p-nitroaniline is an important intermediate for the synthesis of azo dyes, which has a great influence on the cost of related dyes. Although the dye is less than 2% of the end cost of the textile products, it has a strong ability to transfer the cost. But the price of the intermediate can be well transferred to the dye products. Therefore, the expropriation of the temporary "double counter" tax will increase the market price of O - chloro - p-nitroaniline, and bring the expectation of the rise in the price of the dye.
Under the supervision of environmental protection, the fate of the dye is the most popular!
The domestic dye production capacity is highly concentrated in Zhejiang, and Shaoxing Shangyu is the center. Public data show that the production capacity of disperse dyes is 440 thousand tons per year, accounting for 80% of the country, and the capacity of reactive dyes is 175 thousand tons per year, accounting for about 38% of the country. Among them, the A shares listed on the Zhejiang dye enterprises, including Zhejiang Longsheng, Runtu shares (600352) (002440), Jihua Group (603980). Among them, Zhejiang Longsheng and Runtu shares, are among the Shaoxing District of Shangyu.
During the environmental supervision group in Zhejiang, the fate of the polluters was the most difficult. It is reported that the dye industry pollution is more serious, easy to produce a lot of waste water, waste gas, especially with more high chroma and high content of organic toxic waste salt, the problem of environmental protection is an important intermediate of H-acid particularly concern, and repeatedly been exposed to environmental problems. Under the supervision of environmental protection, it has a great impact on the construction of the dye industry and related products.
Next, the price of disperse dyes is also rising!
According to the introduction of the disperse dyestuff leading enterprises, because of the influence of environmental supervision in the third quarter, the enterprise starts to be restricted, the supply of dyes is less and the stock is low. Most of the recent production is for customers. The order price of the black ECT 300% is generally 30 yuan / kg. With the replenish of the goods, the next black ECT 300% will be replenished 35 yuan / kilogram order, and the other products will be synchronized up.
The business of the dyeing factory is much better than before. The price rises and the queue still exists.
It is close to November, and the business of printing and dyeing factories in the lower reaches of Jiangsu and Zhejiang provinces is much better than before. Dyeing factory friends said, before the environmental supervision holds fear attitude, affected by the impact of production and operation; now, for a correct understanding of the objective of environmental supervision, customer orders we can dare to rest assured, the normal production; which, in the high-end differentiated fabric orders especially good to do.
Of course, some friends from Changshu's dyed factory said that because there were too many orders, they had already raised their prices two times and were working overtime during the national day. Rising prices and queuing are still more common in Jiangsu and Zhejiang provinces, and Shengze, Nantong, Changzhou and Shaoxing, the main textile and dyeing Market, are also better.
Shengze area: market orders made, nylon shioze delivery for at least 1 months
After the national day, the market exchange atmosphere continued to improve slowly, and the market order increased. It is reported that the recent dyeing factory showed differentiation, individual varieties such as nylon shioze queuing phenomenon is obvious, the delivery of at least 1 months or so, part of the dye factory price 0.05 yuan / m, in order to market goods are mostly cold winter fabric.
Nantong area: the order of the dyed factory is sufficient and the time of delivery is mostly 20-25 days.
After the national day, the market exchange atmosphere continued to improve slowly, and the market order increased. It is reported that the recent dyeing factory showed differentiation, individual varieties such as nylon shioze queuing phenomenon is obvious, the delivery of at least 1 months or so, part of the dye factory price 0.05 yuan / m, in order to market goods are mostly cold winter fabric.
Changzhou area: Xiaochan proofing more, individual varieties of tight supply demand
At present the dye factory to keep busy, because the raw materials, dyes, sewage, steam costs, processing costs generally increase, by the depth of color, the price in the range of 2 to 5 hairs between. Take the goods basically stable, small sample more, price volatility, individual varieties of tight supply demand.
Xiaoshao area: printing and dyeing enterprises generally have heavy ease than at the beginning of the month
The recent orders Xiaoshao basic continuation of the market in September, the overall market is still relatively stable, with October coming to an end, some factory shipments will compared to before the strong. Printing and dyeing enterprises generally busy, but compared at the beginning of the month has improved a lot, trading company shipments, proofing are relatively normal.
As the downstream market is improving, the demand for dyes will be strengthened, the low price orders of dyestuff manufacturers will be handed over, and the inventory of traders will gradually decrease. Next, the dyestuff market will continue to grow stronger, or it will enter into the adjustment channel further.