生意社：成本端利好助推 涤纶短纤价格迎来反弹

Group 1 - The polyester short fiber market has seen a slight rebound, with the average price reaching 6587 yuan/ton as of January 26, reflecting a 2.19% increase since January 20 [3] - The PX market is experiencing supply tightness due to seasonal maintenance, with over 760,000 tons of domestic capacity planned for maintenance in Q1, and a global peak maintenance period expected in Q2, leading to an overall supply reduction of about 5% [3] - The PTA market is also on an upward trend, with prices in East China reaching 5341 yuan/ton, a 6.63% increase since January 19, driven by increased maintenance of PTA facilities and a current operating rate around 75% [5] Group 2 - Demand dynamics show a mixed picture, with strong export orders for spring and summer fabric while domestic sales are entering a traditional off-season, leading to a decline in weaving load to 48% [6] - Factories are beginning to shut down to manage raw material inventory, with stocking behavior varying from 1-2 weeks for minimal stock to 15-30 days for those with more substantial inventory [6] - The short fiber market is influenced by the overall positive sentiment in the chemical market, with polyester prices expected to fluctuate based on raw material costs and downstream stocking behavior ahead of the holiday [6]