According to the commodity market analysis system of SunSirs, the overall price trend of polyester filament is stable, and the transaction of some varieties is flexible. Some companies promote production and sales rate through promotional activities, but downstream procurement is still mainly based on rigid demand.

As of May 26, the mainstream polyester filament factory in Jiangsu and Zhejiang POY (150D/48F) quoted at 6950-7200 RMB/ton, polyester DTY (150D/48F low elastic) quoted at 8000-8400 RMB/ton, and polyester FDY (150D/96F) quoted at 7300-7400 RMB/ton.

Cost factors: The recent rebound in international oil prices due to geopolitics (such as the conflict between Russia and Ukraine) and the expected summer travel demand has driven the cost recovery of the polyester industry chain. After the release of PX domestic production capacity, the price has gradually stabilized, and the polymerization cost has remained above 5,000 RMB/ton, which has supported the price of polyester filament. Recently, PTA prices have fluctuated and are relatively strong, but weak downstream demand has led to poor cost transmission and limited corporate profit margins.

Supply and demand factors: From the supply point of view, some polyester factories have plans to reduce production. The three major filament factories have decided to implement production cuts for loss-making varieties, reducing market supply and providing certain support for prices. From the demand point of view, the domestic textile industry has started a cycle of replenishing inventory, and the demand for varieties such as cotton yarn and polyester-viscose yarn has rebounded, driving the consumption of polyester filament.

Macro factors: The central bank's reserve requirement ratio cuts and interest rate cuts and consumption stimulus policies have improved corporate liquidity. The retail sales growth rate of social consumer goods is expected to be 5.5% in 2025, and the domestic demand market is expected to be positive. The US tariff policy and Pakistan's anti-dumping investigation have put pressure on exports, but the decline in shipping costs may alleviate some export pressure.

SunSirs predicts that downstream textile companies will mainly buy goods for rigid demand, and the polyester filament market will be sluggish, with flat production and sales. However, in the short term, under the background of cost support and tightening supply, the price of polyester filament is expected to maintain a narrow range of fluctuations in the short term, or be stable and strong.

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