瓶片短纤数据日报-20250528

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core Viewpoints - PX's maintenance has ended, and PX devices have started to return intensively with a rapid increase in device load. The load of PX devices such as CICC, Zhejiang Petrochemical, and Shenghong has rebounded, and overseas aromatic hydrocarbon devices have also gradually recovered. The supply of PX in the market has begun to increase, 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 selling pressure of the market spot has increased significantly. Due to the relief of the supply side of PTA and PX, the positive spread in the market has weakened. It is rumored that mainstream factories are reducing contract quantities to deliver warehouse receipts, and the PTA monthly spread has decreased significantly. The destocking of polyester factories is approaching two weeks, the concentrated restocking of downstream has ended, and the inventory of polyester has turned. Polyester may have a slight production cut [2]. Group 3: Summary of Related Data Spot Price Changes - PTA spot price decreased from 4910 to 4880, a drop of 30 [2]. - MEG internal - market price decreased from 4540 to 4512, a drop of 28 [2]. Closing Price Changes - PTA closing price increased from 4724 to 4740, an increase of 16 [2]. - MEG closing price decreased from 4393 to 4387, a drop of 6 [2]. Short - fiber - related Data - 1.4D direct - spinning polyester staple fiber price decreased from 6595 to 6585, a drop of 10 [2]. - Short - fiber basis decreased from 98 to 91, a drop of 7 [2]. - 6 - 7 spread increased from 0 to 2, an increase 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 5996 to 5940, a drop of 56 [2]. - The price difference between 1.4D direct - spinning and imitation large - chemical fiber increased from 266 to 645, an increase of 46 [2]. Bottle - chip - related Data - East China water bottle chip price decreased from 6022 to 5941, a drop of 81 [2]. - Hot - filling polyester bottle chip price decreased from 6022 to 5941, a drop of 81 [2]. - Carbonated - grade polyester bottle chip price decreased from 6122 to 6041, a drop of 81 [2]. - Outer - market water bottle chip price decreased from 790 to 785, a drop of 5 [2]. - Bottle - chip spot processing fee decreased from 303 to 257, a drop of 45.97 [2]. Yarn - related Data - T32S pure polyester yarn price decreased from 10680 to 10630, a drop of 50 [2]. - T32S pure polyester yarn processing fee decreased from 4085 to 4045, a drop of 40 [2]. - Polyester - cotton yarn 65/35 45S price remained unchanged at 16530 [2]. Other Data - Cotton 328 price decreased from 14415 to 14375, a drop of 40 [2]. - Polyester - cotton yarn profit increased from 1709 to 1730, an increase of 21.75 [2]. - Virgin three - dimensional hollow (with silicon) price decreased from 7180 to 7175, a drop of 5 [2]. - Hollow staple fiber 6 - 15D cash flow increased from 261 to 291, an increase of 30.03 [2]. - Virgin low - melting - point staple fiber price remained unchanged at 7270 [2]. Operating Rate and Sales - to - Production Ratio - Direct - spinning staple fiber load (weekly) increased from 88.90% to 91.30%, an increase of 0.02 [3]. - Polyester staple fiber sales - to - production ratio increased from 45.00% to 55.00%, an increase of 10.00% [3]. - Polyester yarn startup rate (weekly) remained unchanged at 67.00% [3]. - Recycled cotton - type load index (weekly) remained unchanged at 50.40% [3]. Market Conditions - In the short - fiber market, the prices of polyester staple fiber production enterprises mainly decreased, the prices of traders declined, downstream buyers purchased as needed, and the on - site transactions were cautious. The price of 1.56dtex*38mm semi - glossy natural - white (1.4D) polyester staple fiber in the East China market was 6330 - 6670 for cash - on - delivery, tax - included self - pick - up; in the North China market, it was 6480 - 6820 for cash - on - delivery, tax - included delivery; in the Fujian market, it was 6570 - 6820 for cash - on - delivery, tax - included delivery [2]. - In the bottle - chip market, the mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets was 6000 - 6070 yuan/ton, with the average price dropping 35 yuan/ton compared to the previous working day. The polyester raw materials and bottle - chip futures fluctuated with a first - decline - then - rise trend during the day. The supply - side quotations of bottle chips were mixed with stable and falling prices, downstream buyers were cautiously waiting and watching, the market transactions were limited, and the price center of bottle chips dropped today [2].