B[The concept of disperse dyes has repeatedly strengthened, Shanshui Technology 20cm3 connected board] On September 30, the concept of disperse dyes has repeatedly strengthened, Shanshui Technology 20cm3 connected board, Yabang shares 2 connected boards, Cobeier, Jinji shares, Wanfeng shares, Acetic shares, Runtu shares followed the rise. In terms of news, the prices of domestic dyes and upstream intermediates have continued to rise recently, and the "Golden Nine and Silver Ten" textile stockings have driven the prosperity of the chemical dye industry chain upward. Data shows that since the low point in June, the quotations of disperse dyes have increased by more than 30%, and the price of reactive dyes has increased by 55%; the price of the core intermediate H acid has increased from 61 yuan/kg to 145 yuan/kg, an increase of 138%, becoming the core driving force for this round of market growth. B[The concept of disperse dyes is active again, Shanshui Technology 20cm2 Connected Board] On September 29th, the concept of disperse dyes was active again in early trading, Shanshui Technology 20cm2 Connected Board, Yabang Shares rose by the limit, Jihua Group, Haixiang Pharmaceutical, Jinji Shares, and Annoqi followed suit. On the news, according to Baichuan Yingfu's quotation, since September 1, 2026, the price of disperse dyes has remained at a high of 30 yuan/kg, an increase of 7 yuan/kg from 23 yuan/kg on June 22, and the price has increased by more than 30% in more than 2 months; the price of reactive dyes Reaching 45 yuan/kg, this round of increase also started in mid-to-late June, with an initial price of 29 yuan/kg, an increase of 55%. The intermediate H acid quoted by Baichuan Yingfu on September 20 rose to 145 yuan/kg, an increase of 138% from the starting point of this round of increase of 61 yuan/kg. B[Partial changes in the concept of disperse dyes, Shanshui Technology rose more than 14%] On September 28th, the concept of disperse dyes partially changed in the afternoon, Shanshui Technology rose more than 14%, Haixiang Pharmaceutical, Vinegar Co., Ltd., Lily, Runtu shares, etc. quickly surged higher. On the news, according to Baichuan Yingfu's quotation, since September 1, 2026, the price of disperse dyes has remained at a high of 30 yuan/kg, an increase of 7 yuan/kg from 23 yuan/kg on June 22, and the price has increased by more than 30% in more than 2 months; the price of reactive dyes Reaching 45 yuan/kg, this round of increase also started in mid-to-late June, with an initial price of 29 yuan/kg, an increase of 55%. The intermediate H acid quoted by Baichuan Yingfu on September 20 rose to 145 yuan/kg, an increase of 138% from the starting point of this round of increase of 61 yuan/kg. B[Dye prices are rising rapidly. Reactive brilliant blue has been raised by another 50,000 yuan/ton, and dispersed black prices have been raised by 10% at the beginning of the month.] On September 9, reporters interviewed relevant listed companies and learned that the prices of major dye products continued to rise in September. Among them, the quotation of the mainstream variety of reactive brilliant blue increased from 250,000 yuan/ton to 300,000 yuan/ton, and the quotation in July was about 200,000 yuan/ton; the quotation of dispersed black increased from 30,000 yuan/ton to 33,000 yuan/ton in early September. "The new quotation system for reactive brilliant blue will be implemented tomorrow, and the actual transaction price will not rise so fast." A relevant person in charge of a dye company said that currently, the price of disperse dyes is at a moderately high level in history, and the price of reactive dyes is at a historical high. (Reporter Xiao Lianghua) B[The concept of disperse dyes strengthened again and Jihua Group hit the daily limit] On September 1, the concept of disperse dyes strengthened again in early trading, with Jihua Group hitting the daily limit, followed by Golden Pheasant Stock, Jianxin Stock, Runtu Stock, and Zhejiang Longsheng. According to the news, on September 1, 2026, Yadong Group officially raised the ex-factory price of H acid to 150,000 yuan/ton; previously, on August 31, Dachaidan Hexin Technology had raised the latest ex-factory price of H acid to 150,000 yuan/ton. According to Baichuan Yingfu data, the price of H acid at the beginning of the year was only 40,000 yuan/ton, and the cumulative increase during the year has reached 275%, and the price continues to hit historical highs. A[Disperse dye concept bucked the trend and strengthened, Golden Pheasant shares rose more than 10%] On August 31, the disperse dye concept bucked the trend and strengthened during the session, Golden Pheasant shares rose more than 10%, and Haixiang Pharmaceutical, Frasant, Jihua Group, Anoqi, and Runtu shares quickly surged higher. On the news, starting from August 26, domestic dye giant Zhejiang Longsheng officially issued a price increase notice for reactive dyes: yellow series products will increase by 4,000 yuan/ton, and red, yuanqing, and black series products will increase by 5,000~10,000 yuan/ton. Among them, the reactive black series has the most dramatic increase, with a maximum increase of 10,000 yuan/ton, which has attracted widespread market attention.
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