1. Mainstream viscose staple fiber factories hold orders for January, and there is no pressure on short-term sales
Based on the current order volume held by mainstream domestic viscose staple fiber manufacturers, it can basically be scheduled to late August and the end of the month (about one month’s output). At the same time, there are also major manufacturers whose orders have far exceeded one month’s output. Considering the inventory digestion, it is expected that the physical inventory of viscose staple fiber factories will fall from 232,000 tons on July 22 to 154,000 tons around August 25. On the one hand, this means that even if there are no new orders for viscose staple fiber factories in August, there will be no obvious sales pressure in the short term. On the other hand, even if new orders are not good in September, industry inventories have begun to accumulate from a relatively low level, and there will be no significant sales pressure in the short term. High reservoir pressure forms again.
2. The off-season has gradually passed, and peak season profits need to Moderate increase
The off-season from May to July has gradually passed. During this period, the cash flow of most viscose staple fiber companies was slightly positive or even negative. Although during the off-season, It is still possible to maintain capital preservation, but most factories still intend to expand profits during the peak season. As the cost of viscose staple fiber has not significantly loosened as expected, viscose staple fiber factories may also moderately raise prices to increase their own profit margins.
3. Cotton stick price difference continues to expand
The price difference between cotton and viscose staple fiber is still expanding, and is currently higher than the same period in 2019. In some areas such as Heze, open-end spinning or other processes may increase viscose appropriately. The use of short fibers relieves part of the cost pressure and increases the consumption of viscose staple fibers to a certain extent.
4. The processing fee for rayon yarn is acceptable, Regarding the increased price acceptance of viscose staple fiber
Although the current high price of rayon yarn has not yet been confirmed, according to the mainstream price of yarn, the mainstream technology of rayon yarn and The processing fee for spot models is acceptable, and the acceptable price for viscose staple fiber is also increasing.
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