Recently, the global dye market has witnessed a new round of price hikes, with core product prices surging by over 50% since the beginning of the year, reaching a five-year high. This price surge, driven by both rising costs and recovering demand, is reshaping the competitive landscape of the industry.

Cost-Side Pressure Transmission
Sustained high international crude oil prices have driven up the prices of key raw materials such as aniline and p-phenylenediamine. Taking dispersed dyes as an example, raw material costs account for 70% of their total cost, and the increase in aniline prices alone has raised production costs by 18%. Some enterprises have mitigated risks by optimizing supply chain management. For instance, a leading enterprise has established a strategic raw material reserve to reduce the impact of cost fluctuations to within 5%.

Demand-Side Structural Recovery
The textile industry is showing a trend of "stronger external demand than domestic demand." Data indicates that global textile order volumes have increased by 12%, with a 30% surge in demand for high-end functional fabrics. As a key link in the textile supply chain, dyes directly benefit from this round of demand upgrades. A product launched by an enterprise—a high-temperature-resistant dye—has seen orders soar by 200% due to its suitability for new energy vehicle interior materials.

Differentiated Corporate Strategies
Leading enterprises, leveraging their scale advantages, are taking the lead in raising prices. A global market leader with a market share exceeding 20% has increased the price of dispersed dyes to 35 yuan per kilogram and has suspended accepting low-priced orders. Small and medium-sized enterprises, on the other hand, are adopting a "differentiated breakthrough" strategy, focusing on developing niche markets such as environmentally friendly dyes and specialty dyes. The industry predicts that by 2026, the dye market will exhibit a polarized pattern of "high-end products in short supply and low-end products with excess capacity."