市场下游采购节奏偏缓 瓶片期货盘面或维持疲态

Market Overview - The polyester bottle chip market showed a reasonable transaction atmosphere, with orders from December to February trading between 5680-5740 CNY/ton, slightly lower at 5600-5640 CNY/ton, and a few transactions slightly higher at 5760-5780 CNY/ton, indicating price variations among different brands [1] - The domestic polyester bottle chip capacity utilization rate averaged 72.05%, remaining stable week-on-week [1] - The production cost of polyester bottle chips was 5321 CNY, an increase of 44 CNY/ton compared to the previous period [1] - The weekly production gross profit for polyester bottle chips was -164 CNY/ton, showing a slight increase of 2.6 CNY/ton week-on-week [1] - As of December 5, the available inventory days for polyester bottle chips recorded 16.13 days, a decrease of 0.36 days or 2.18% from the previous week, while the cumulative increase over the past month was 0.32 days, or 2.02% [1] Institutional Insights - New Century Futures noted that with the continued decline in oil prices and weak cost support, the industry sentiment remains cautious, suggesting that the polyester bottle chip market may maintain a sluggish state [3] - Galaxy Futures reported stable operating rates for bottle chips recently, with no major beverage manufacturers conducting tenders, leading to a tight supply of certain bottle chip sources and an increase in processing fees. However, the supply side is expected to remain relatively loose due to the anticipated production of a new 300,000-ton polyester bottle chip facility by Shandong Fuhai and the expected restart of two 300,000-ton facilities by China Resources Zhuhai in late December, with downstream purchasing activity being slow [3]