According to media reports, the full range of disperse dyes has been raised by 10% since September 16, the full range of reactive dyes has been raised by 5%, and the price of intermediate phenylenediamine has also been raised to 100,000/ton. With the arrival of important holidays on National Day, many environmental inspections will be carried out, chemical companies will stop production and reduce emissions, and dye raw materials will cause supply shortages.
Huachuang Securities pointed out that the recent environmental protection and safety inspectors have become stricter, and the production capacity of disperse dyes and dye intermediates is still limited. After the spontaneous water explosion accident, a number of dye intermediate companies were affected. At present, most of the dye production capacity in northern Jiangsu is still waiting for the government to resume production, and about 12% of the capacity of the disperse dye industry is still affected. Downstream, the restructuring of the domestic textile and garment industry, capacity transfer and the conversion of new and old capacity will become a long-term trend, and is accelerating. The traditional peak season of “Golden September and Silver 10” is coming, and the recovery of textile demand is expected to drive the dye industry to boom.
Zhejiang Longsheng, Runtu, Jihua Group, etc. are the industry leaders, with the advantages of disperse dyes, reactive dyes and intermediates.