涤纶短纤:PTA供应增,短期或8300-8700震荡
Sou Hu Cai Jing·2025-09-16 06:15

Core Viewpoint - OPEC+ maintains its production increase stance in October, leading to heightened risks of oversupply in the market, with demand entering a turning point as the traditional fuel consumption season ends [1] Industry Summary - The domestic PTA market has seen a slight decline since September, with major suppliers like Hengli Huizhou and Xin Fengming restarting maintenance units, improving the previously tight supply situation [1] - Current industry operating rates are approximately 77%, with expectations of new installations coming online in October, which will continue to increase domestic supply [1] - Downstream yarn orders have shown a slight recovery compared to last month, although the order volume remains below expectations, positively impacting market sentiment and leading to a moderate increase in polyester staple fiber procurement [1] Market Dynamics - During the "Golden September" period, sales of warm fabric categories have been decent, with the home textile industry contributing to demand growth [1] - Some fabric manufacturers are experiencing a phase of increased demand for autumn and winter fabric samples, with market orders primarily consisting of scattered and small orders [1] - Analysts suggest that with increased PTA supply on the cost side, weak fundamentals in international crude oil, and a lack of expected demand during the peak season, the rise in polyester staple fiber prices is unlikely to continue in the short term, with main contracts expected to fluctuate between 8300 and 8700 [1]