The Price Of Disperse Dyes Has Been Rising Continuously Since March.

Conventional price rose 3000 yuan / ton again, after this price rises, product price achieves 31 thousand yuan / ton.

This is the fifth increase since March.

Analysts pointed out that environmental factors such as environmental factors caused the supply side contraction expectation, while the traditional printing and dyeing season is also an important reason for the price rise.

There is still a distance from the previous high point.

The price of disperse dyes has been rising continuously since March.

In March 5th, Jindu shares first raised some of its products by 10%-15%, and disperse dyes such as yellow brown, red jade, dark blue and black rose by 2000 yuan / ton.

Subsequently, Zhejiang Longsheng also announced a price increase.

Analysts pointed out that the price of dyes in the "floor price" rebound, limited production and the 3-5 months of the printing and dyeing peak season and other multiple factors, is expected to promote dye demand boom.

However, despite rising dye prices, there is still a long way to go before the peak.

Downstream in 2015

printing and dyeing

In the downturn, the price of disperse dyes and reactive dyes decreased greatly, and the performance of listed companies generally declined.

Among the listed companies in the dye industry, 10.010,0.25,2.56% and its shares were released in the first quarter, all of which were pre cut.

Intercontinental shares are expected to achieve net profit of 50 million -7000 yuan in the first quarter, down by 79%-85% compared with the same period last year. Ananthem expects net profit of 24 million 770 thousand yuan -2858 yuan in the first quarter, down 25%-35% compared with the same period last year.

Two the company said that the price of major products dyestuffs dropped sharply compared with the same period last year, resulting in a sharp decrease in profit margins and gross margins.

Mergers and acquisitions of listed companies

The recent M & A action in the dye industry is a cause for concern.

Zhejiang Longsheng announced in the evening of April 7th that it would participate in the subscription of the shares issued by the shares of the state of Asia, which may become the controlling shareholder of the group. The company will borrow 3 billion -35 billion yuan by the way of entrusted loans to the group.

The Asia group group is the controlling shareholder of the group, holding a shareholding ratio of 28.84%.

However, Zhejiang Longsheng said that the signing of the memorandum of cooperation is not mandatory.

If the paction proceeds smoothly, it will have an important impact on the company.

The company and the Asia stock company will further cooperate and complement each other in the future, and will actively resolve the problem of competition in the same industry.

It is understood that the company is specialized in R & D, production, marketing and related technical services of textile dyestuffs and dyestuff intermediates, and its products are mainly used in high-grade textile fabrics and dyed fabrics with special dyeing needs.

The company's main products are anthraquinone disperse dyes, vat dyes and dye intermediates, and has more than 200 varieties of dyestuff products.

The industry believes that the tension of capital chain is an important reason why the group wants to give up control of the shares.

Brokerage analysts pointed out that once the merger is successful, Longsheng will expand the dye subdivision category and consolidate the leading position in the industry.

At present, the main disperse dyes in Zhejiang Longsheng are azo type, with high yield and complete chromatogram, but the price is low.

The company has been hoping to enter the high-end segment.

The main products of the group are anthraquinone dyes, with a capacity of about 35 thousand tons. Compared with azo dyes, the products are characterized by high quality, high technology content, long production cycle and high price, and have a high technical threshold.

In addition, the main products scattered in Asia have also entered the price raising channel, raising the price by 10 thousand -2 yuan / ton.