Core Viewpoint - The polyester industry chain is experiencing a divergence in performance, with strong expectations leading to better raw material prices compared to polyester and downstream products, resulting in negative feedback within the polyester sector [1] Group 1: Industry Dynamics - The polyester industry is facing heightened contradictions due to strong expectations, with raw materials performing better than polyester and downstream sectors [1] - A new production cut agreement has been reached by leading polyester factories, with a reduction of 15% and a potential maximum cut of 25% depending on inventory levels, extending the cut period until the end of March [1] - Most downstream operations are expected to halt production gradually after the end of the month, indicating a slowdown in demand [1] Group 2: Price Trends - Polyester filament, particularly POY, is experiencing low inventory and processing fees, which, combined with strong raw material prices and production cuts, supports continued price increases [1]
涤纶长丝：上强下弱引发聚酯负反馈，短期价格继续上涨
Sou Hu Cai Jing·2026-01-14 03:16