Core Viewpoint - The price of polyester bottle chips experienced fluctuations this week, with the average price in East China rising by 1.08% compared to the previous period, driven by a tug-of-war in the cost side [1] Cost Dynamics - In the first half of the week, geopolitical premiums and PTA inventory reduction supported price increases [1] - In the second half, the accumulation of crude oil and failed expectations for oil adjustment weakened cost support [1] Supply and Demand Conditions - Supply remains ample, and inventory pressures are evident, leading to cautious downstream sentiment and low trading activity [1] - The demand is weak, particularly as it enters a traditional off-season, making significant volume increases unlikely [1] Price Outlook - The forecast for bottle chip prices is a weak consolidation in the range of 5700-5850 yuan/ton, with the market maintaining a cautious outlook [1]
聚酯瓶片：成本博弈主导先扬后抑 供需疲软制约反弹空间
Jin Rong Jie·2025-12-05 04:37