瓶片短纤数据日报-20250526

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - PX's maintenance is over, and PX devices are returning intensively with a rapid increase in device load. The supply of PX in the market has started to rise, and the internal - external price difference of PX has been significantly repaired. The maintenance of domestic PTA devices is gradually ending, the basis of PTA has weakened significantly, and the market has faced selling pressure. Due to the relief of the supply side of PTA and PX, the positive spread in the market has weakened, and the PTA monthly spread has decreased significantly. The destocking of polyester factories is approaching two weeks, the downstream concentrated restocking is over, the polyester inventory has improved, and polyester may experience a slight production cut [2] 3. Summary by Relevant Catalog Spot Price Changes - PTA spot price increased from 4860 to 4875, an increase of 15 [2] - MEG internal - market price increased from 4501 to 4525, an increase of 24 [2] - PTA closing price increased from 4702 to 4716, an increase of 14 [2] - MEG closing price decreased from 4411 to 4403, a decrease of 8 [2] - 1.4D direct - spinning polyester staple fiber price remained unchanged at 6660 [2] - Polyester staple fiber basis decreased from 101 to 85, a decrease of 16 [2] - 6 - 7 spread decreased from 2 to 0, a decrease of 2 [2] - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6 [2] - 1.4D imitation large - chemical fiber price decreased from 6000 to 5665, a decrease of 5 [2] - The price difference between 1.4D direct - spinning and imitation large - chemical fiber increased from 660 to 665, an increase of 5 [2] - East China water - bottle chip price decreased from 6015 to 5993, a decrease of 22 [2] - Hot - filling polyester bottle chip price decreased from 6015 to 5993, a decrease of 22 [2] - Carbonated - grade polyester bottle chip price decreased from 6115 to 6093, a decrease of 22 [2] - Outer - market water - bottle chip price remained unchanged at 785 [2] - Bottle chip spot processing fee decreased from 352 to 309, a decrease of 42.87 [2] - T32S pure polyester yarn price remained unchanged at 10720 [2] - T32S pure polyester yarn processing fee remained unchanged at 4060 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16530 [2] - Cotton 328 price decreased from 14471 to 14435, a decrease of 36 [2] - Polyester - cotton yarn profit increased from 1644 to 1658, an increase of 13.61 [2] - Primary three - dimensional hollow (with silicon) price remained unchanged at 7195 [2] - Hollow staple fiber 6 - 15D cash flow decreased from 332 to 311, a decrease of 20.87 [2] - Primary low - melting - point staple fiber price remained unchanged at 7270 [2] Operating Rate and Sales Rate - Direct - spinning staple fiber load (weekly) increased from 88.90% to 91.30%, an increase of 2.4 percentage points [3] - Polyester staple fiber sales rate decreased from 61.00% to 60.00%, a decrease of 1 percentage point [3] - Polyester yarn operating rate (weekly) remained unchanged at 67.00% [3] - Recycled cotton - type load index (weekly) remained unchanged at 50.40% [3]