瓶片短纤数据日报-20250527

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - PX maintenance has ended, and PX devices have started to return intensively with a rapid increase in device load. The supply of PX in the market has begun to rise, and the internal - external price difference of PX has been significantly repaired. The maintenance of domestic PTA devices has gradually ended, the basis of PTA has weakened significantly, and the market spot selling pressure has increased. Due to the relief of the supply side of PTA and PX, the positive spread in the market has weakened, and polyester may experience a slight production cut [2] Group 3: Summary of Data Changes Price Changes - PTA spot price increased from 4875 to 4910, an increase of 35 [2] - MEG internal - market price increased from 4525 to 4540, an increase of 15 [2] - 1.4D direct - spinning polyester staple fiber decreased from 6660 to 6595, a decrease of 65 [2] - T32S pure polyester yarn price decreased from 10720 to 10680, a decrease of 40 [2] - Cotton 328 price decreased from 14435 to 14415, a decrease of 20 [2] Basis and Spread Changes - Short - fiber basis increased from 85 to 98, an increase of 13 [2] - 1.4D direct - spinning and imitation large - chemical fiber price difference decreased from 665 to 599, a decrease of 66 [2] Processing Fee and Profit Changes - Bottle - chip spot processing fee decreased from 309 to 303, a decrease of 5.95 [2] - T32S pure polyester yarn processing fee increased from 4060 to 4085, an increase of 25 [2] - Polyester - cotton yarn profit increased from 1658 to 1709, an increase of 50.65 [2] Load and Sales - to - Production Ratio Changes - Direct - spinning short - fiber load (weekly) increased from 88.90% to 91.30%, an increase of 2.4 percentage points [3] - Polyester short - fiber sales - to - production ratio increased from - 15.00% to 60.00%, an increase of 75 percentage points [3]