Dye Price Increase Cycle Fully Starts, Deep Reshaping of Supply-Demand Pattern: Who Will First Seize This Ten-Billion Prosperity Dividend?

English summary

### Dye Price Increase Cycle Fully Starts, Supply-Demand Pattern Deeply Reshaped: Who Will First Seize This Ten-Billion Prosperity Dividend? Time: 2026-07-29 13:13:15 Content: In 2026, the textile industry chain's prosperity continues to recover. Combined with normalized tightening of environmental policies and accelerated elimination of backward production capacity, the dye industry has formally bid farewell to the multi-year bottom adjustment cycle and entered a period of confirmed price increases driven by supply-demand mismatch. Prices of major varieties of disperse dyes and reactive dyes have been raised for consecutive months, and the effects of leading companies' joint control of supply and price maintenance are emerging. A systematic profit repair across the entire industry chain, from upstream intermediates to downstream printing and dyeing, is unfolding. The prosperity reversal opportunity in the ten-billion-level market has fully opened. 1. Underlying logic: supply-demand mismatch becomes the 'core support' for dye price increases. Currently, the industry has reached a clear consensus that this round of price increases is not short-term sentiment speculation, but a cyclical reversal under the resonance of supply contraction and demand recovery. On the supply side, environmental inspections continue, small and medium-capacity production capacity is withdrawing due to non-compliance, the industry's overall operating rate remains low, and social inventory of major varieties is at a historical low in nearly three years; ...