瓶片短纤数据日报-20250530

Report Industry Investment Rating - Not provided Core View of the Report - PX maintenance has ended, PX devices are intensively returning, and device loads are rising rapidly, including those of Zhongjin, Zhejiang Petrochemical, and Shenghong. Overseas aromatic hydrocarbon devices are also gradually recovering, and the supply of PX in the market has begun to increase. 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, the concentrated replenishment of some traders has ended, and the selling pressure of market spot has increased significantly, leading to certain selling pressure in the market. 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, the PTA monthly spread has decreased significantly, the destocking of polyester factories is close to two weeks, the concentrated replenishment of downstream has ended, the inventory of polyester has turned positive, and polyester may experience a slight production cut [2] Summary According to Relevant Catalogs Price and Index Changes - PTA spot price increased from 4880 to 4950, a change of 70; MEG internal - market price decreased from 4494 to 4483, a change of - 11; PTA closing price increased from 4672 to 4814, a change of 142; MEG closing price increased from 4311 to 4359, a change of 48; 1.4D direct - spun polyester staple fiber increased from 6590 to 6625, a change of 35; short - fiber basis decreased from 93 to 76, a change of - 17; 6 - 7 spread decreased from 6 to 22, a change of - 28; polyester staple fiber cash flow increased from 240 to 246, a change of 6; 1.4D imitation large - chemical fiber price remained unchanged at 5940; the price difference between 1.4D direct - spun and imitation large - chemical fiber increased from 650 to 685, a change of 35; East China water bottle chips increased from 5938 to 6017, a change of 79; hot - filling polyester bottle chips increased from 5938 to 6017, a change of 79; carbonated - grade polyester bottle chips increased from 6038 to 6117, a change of 79; external - market water bottle chips increased from 785 to 790, a change of 5; bottle - chip spot processing fee increased from 260 to 283, a change of 22.83; T32S pure polyester yarn price remained unchanged at 10600; T32S pure polyester yarn processing fee decreased from 4010 to 3975, a change of - 35; polyester - cotton yarn 65/35 45S price remained unchanged at 16530; cotton 328 price remained unchanged at 14390; polyester - cotton yarn profit decreased from 1721 to 1698, a change of - 23.21; primary three - dimensional hollow (with silicon) decreased from 7170 to 7160, a change of - 10; hollow short - fiber 6 - 15D cash flow decreased from 292 to 226, a change of - 66.17; primary low - melting - point short - fiber price remained unchanged at 7270 [2] Market Conditions - Short - fiber: Polyester staple fiber rose 84 to 6500. In the spot market, the prices of polyester staple fiber manufacturers were stalemate, the prices of traders increased, the purchasing willingness of downstream was divided, and the on - site transactions were acceptable. The price of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market was 6400 - 6660 cash on the spot, tax - included and self - picked up; in the North China market, it was 6550 - 6810 cash on the spot, tax - included and delivered; in the Fujian market, it was 6620 - 6810 cash on the spot, tax - included and delivered. Bottle chips: The mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets was 6030 - 6130 yuan/ton, and the average price increased by 45 yuan/ton compared with the previous working day. On the day, polyester raw materials and bottle - chip futures were running warmly, most of the supply - side quotations of bottle chips were raised, the buying enthusiasm of downstream terminals was not high, the market trading was cautious, and the price center of bottle chips rose today [2] Load and Production and Sales Data - The weekly load of direct - spun short fibers increased from 88.90% to 91.30%, a change of 0.02; the production and sales of polyester staple fibers increased from 49.00% to 111.00%, a change of 62.00%; the weekly starting rate of polyester yarn remained unchanged at 67.00%; the weekly load index of recycled cotton - type fibers remained unchanged at 50.40% [2][3]