Dye Industry Tracking: Dye Intermediates Raise Prices Again; Low Inventory Plus Traditional Peak Season, Tight Supply of Core Raw Material Reductants, Price Hikes Expected to Continue 20260728

English summary

#Dye intermediates raised prices again. According to BaiChuan Yingfu, as of July 28, 2026, the latest ex-factory quotation for H acid from Dachaidan Hexin Technology Co., Ltd. was 100,000 CNY/ton. In July 2026, the dye industry ushered in a new round of price adjustments. Zhejiang Longsheng and Runhe Co., two industry leaders, simultaneously issued price adjustment notices, officially implementing a new price system from July 21, with all color ranges raising prices again, and reductants stabilizing at a high level of 100,000 CNY/ton. According to Zhuochuang Information data, as of July 28, 2026, reactive black prices rose 30.43% from the end of last year, while dispersed black surged 51.52%. H acid and para-ester prices rose 54.32% and 27.91% respectively from the end of last year, with multiple dye categories up over 50% in half a year. #Currently, the dye industry's low inventory combined with the traditional peak season and tight supply of core raw material reductants are expected to sustain the price hike cycle. This round of all-category dye price increases is driven by rigid contraction in upstream intermediate supply, coupled with the textile traditional peak season and low industry inventory, forming a resonance. The price increases have strong fundamental support, and the upward cycle is expected to continue.…