2026-02-27 02:25Summary of the Conference Call on the Spandex Industry Industry Overview - The spandex industry is experiencing a price increase post-holiday, with significant recovery in transportation logistics [1][3]. Key Points - As of February 25, spandex prices are strong, with the 40D grade quoted at 23,700 RMB per ton, reflecting an increase of 200 RMB per ton compared to pre-holiday levels [1][3]. - It is anticipated that there will be an additional price increase of 800 RMB per ton in the next two days, potentially bringing the 40D price to 24,500 RMB per ton within three days post-holiday [1][3]. - Local suppliers are gradually executing previous price increases, and some pre-holiday orders are still being shipped [2][4]. - The spandex industry inventory is at a relatively low level compared to previous years after the Spring Festival, suggesting that prices may remain strong and new orders could continue to rise [4]. Recommendations - Recommended stocks in the spandex sector include Huafeng Chemical and Xinxiang Chemical Fiber [5].