"Unconventional" Demand Growth, Polyester Still Need To Be Alert To The Crisis.

Experienced in the early April, the market of polyester filament was gradually deserted after centralized stocking in the early April. From the chart below, the production and sale of PET filament was maintained at 3-5 in the longer period from the beginning of the month to the end of the month. However, with the increasing demand for protective clothing at the end of the month, the sales of the spring sub spinning and polyester taffeta were hot, and the corresponding polyester filament production and sales were warmed up. Near the May 1 holiday market fever subsided, some businesses believe that the May 1 small holiday, the lower reaches of the long stretch of bombs, weaving enterprises plan to stop and leave, and the demand for protective clothing is limited, after a short period of hot market will gradually restore calm, is expected to 51 may holiday market or low price promotions. After the protective clothing, the shroud again detonated the polyester filament market.


According to long Zhong statistics, the first three days of the May 1 holiday were more stable in production and marketing, and more stable in the business. However, due to the continuous rebound in oil prices and the Ningbo raw material factory installation accident, the multiple good news was lifted. In the latter half of the holiday, demand for polyester increased, factory prices increased, polyester filament prices increased, the end of the holiday, the wait-and-see sentiment gradually began to rise, and market production and sales fell rapidly. However, the price of oil continues to rise and the cost side supports. Polyester filament enterprises continue to explore and increase slightly. However, with the fall in oil prices and the large increase yesterday, the downstream market is more volatile.

As mentioned earlier, the demand for protective clothing has been boosted, FDY production and sales have been warmer, but the demand for protective clothing is limited. At present, orders for shroud bags have increased, driving the polyester market again. According to the director of a funeral supplies company, the export volume of the shroud in the past year was about 100 thousand, but in the past two months, it was directly to 3 million, 5 million or even 10 million of the large single inquiry. There are many materials on the market, such as Oxford cloth, spring Asian spinning, non-woven fabrics, nylon cloth, PVC waterproofing cloth, OPP, PVA, LLDP, etc. the polyester materials commonly used in Oxford cloth and spring subwovens generally use more DTY. Some of them can also be replaced by FDY, which can be applied to a specific range. The demand is very limited, the sales difficulty is greater, and the production cycle is longer. Doubts remain.

Citing data from Alibaba international station, the number of funeral products orders increased by 487% in March compared with February. From March 20th to April 20th, the volume of enquiries for shroud bags increased by 22100%; the three of funeral supplies flows were the United States, Mexico and Italy, and the United States far exceeded other countries. At present, the United States has more than a million confirmed diagnoses. In order to meet the rising demand, other manufacturers in other industries are also replacing new equipment, and will soon turn to funeral supplies. There is no sign of demand for conventional fabrics, and the demand for materials for public health control is relatively short. For weaving enterprises, spring Asian spinning, polyester taffeta and Oxford cloth are more popular conventional fabrics. Short term growth can not drive other fabrics to go, but the entry threshold of conventional fabrics is low. Once the enterprise follows suit, it will easily lead to oversupply, and enterprises will enter the storehouse stage. At present, influenced by public health events, masks were popular in the first half, and the protective clothing for midfielders appeared. The shroud bags were hot in the second half, but there was no new orders for conventional clothing and home textiles. It is reported that some foreign brands in the summer compared to the same period reduced by 7, in May, the market is hard to say optimistic.

At present, parts of Europe and the United States have begun to resume work, but the number of new arrivals is increasing. According to the latest statistics, more than 3 million 680 thousand cases have been diagnosed worldwide, and more than 1 million 240 thousand cases have been diagnosed in the United States. Among them, the risk of cluster infection is still rising, with more than 42000 medical staff in Spain infected. The total number of confirmed slums in India is approaching 600 cases, and is still rising. Some experts warn that the current situation in the United States is still very grim. The hospital medical system is still in an overloaded state. With the continuous expansion of detection scope, the shortage of us protective equipment will only become more serious. At present, some Southeast Asian countries have announced the extension of the ban time, the global crisis has not yet been lifted, and the terminal demand can hardly be substantially improved in the short term.