Group 1 - The core viewpoint indicates that the polyester bottle chip market is experiencing a slight recovery in production with specific plants expected to restart operations by late December, while new capacity is set to come online in January 2026 [1] - The domestic production of polyester bottle chips stands at 333,600 tons, with a stable month-on-month performance, and the capacity utilization rate is at 73.05%, also unchanged from the previous period [1] - The production cost of polyester bottle chips is reported at 5,184 yuan per ton, reflecting a decrease of 31 yuan per ton compared to the previous period, while the weekly production gross profit is at -118 yuan per ton, showing an increase of 11 yuan per ton [1] Group 2 - According to Yide Futures, the supply side has seen a reduction in production, maintaining low operational levels, while the demand is expected to weaken in the fourth quarter, indicating a potential for continued low processing margins [3] - Guotou Anxin Futures notes that the demand for bottle chips is declining, with market prices following raw material trends, and overall market conditions remain unsatisfactory due to long-term overcapacity pressures [4]
供应近期维持低位运行 瓶片期货盘面将震荡上涨
Jin Tou Wang·2025-12-26 07:09