2020/5/19
It is reported that,driven by environmental rectification and rising dye costs,since September,many printing and dyeing companies in Jiaxing have increased prices by 1,000 yuan to 2,000 yuan per ton,ranging from 10%to 20%.Printing and dyeing enterprises in Suzhou and other places have increased their dyeing fees to varying degrees in August.
The organization expects that with the arrival of the traditional peak season of gold,silver and silver,the downstream enterprises will stop ordering and the backlog of orders will be gradually released,and the printing and dyeing industry will usher in an opportunity to improve the economy.In addition,under the background of stricter environmental protection,dye prices will remain strong in the short term,which will play a cost-supporting role in dyeing costs.
Concept Stock:
Zhejiang Longsheng:The advantages of industrial chain integration are obvious.At present,the company has about 140,000 tons of disperse dyes(expanded to 250,000 tons in the future),about 70,000 tons of reactive dyes,and upstream supporting raw materials such as reduced products and H acid.For every 1,000 yuan of disperse and reactive dyes,the thickened EPS is:0.03 yuan and 0.01 yuan respectively;
Luntu shares:dyes are picking up,profitability is improving,and H-acid is a strong competitive bargaining chip for the company.At present,the company has 110,000 tons of disperse dyes and 40,000 tons of reactive dyes.Among them,the key to profitability of reactive dyes lies in whether or not the supporting intermediate acid H is used.Runtu's current H-acid production capacity is 20,000 tons,about 75%of which is sold externally.H-acid is the company's strong competitive bargaining chip in reactive dyes.For every 1000 yuan of disperse dyes and reactive dyes,the EPS will be thickened:0.11 yuan and 0.04 yuan;
Annoch:benefit from flexibility in both quantity and price.With the expansion of the Dongying Phase III project in the second half of 2015 and the completion of the technical reformation of reactive dyes,the company currently has 36,000 tons of disperse dyes and 24,500 tons of reactive dyes.At the same time,the upstream supporting 30,000 tons intermediate project;The company continued to maintain a high gross profit margin.For every 1,000 yuan of disperse dyes and reactive dyes,the EPS will be thickened:0.05 yuan and 0.04 yuan respectively.
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