涤丝库存低位，支撑产品价格及盈利改善

Group 1 - The core viewpoint of the report highlights the tracking of price differentials for key refining projects, with domestic price differential at 2327.79 CNY/ton and international price differential at 1361.85 CNY/ton as of November 7, showing increases of 0.78% and 4.33% respectively [1][2] - Brent crude oil's weekly average price was reported at 64.23 USD/barrel, reflecting a decrease of 1.45% [1][2] - The report indicates that the refining sector experienced fluctuations due to geopolitical factors, with a slight increase in oil prices supported by OPEC+ decisions, but later faced downward pressure from strong dollar performance and rising U.S. crude oil inventories [2] Group 2 - In the chemical sector, overall supply and demand remained weak, with cost declines not leading to significant improvements in price differentials for various chemical products [3] - Specific products like pure benzene and styrene saw price declines and narrowing differentials due to weak demand, while MMA prices continued to weaken significantly [3] - Polyester and nylon sectors showed mixed performance, with polyester filament prices slightly increasing due to supply support, but overall purchasing sentiment remained low due to weak upstream market conditions [3] Group 3 - The stock performance of six major private refining companies showed varied results, with Rongsheng Petrochemical and Hengli Petrochemical experiencing notable increases of 5.99% and 8.02% respectively over the week [4] - Over the past month, Rongsheng Petrochemical and Hengli Petrochemical also led with increases of 11.92% and 13.13% respectively, while other companies showed mixed results [5]