Group 1: Report Industry Investment Rating - There is no information provided in the report regarding the industry investment rating. Group 2: Core Viewpoint - Polyester downstream load remains at 91.8% despite the expected reduction, and recent promotions have helped with inventory clearance. PTA will experience inventory reduction in the future, and the actions of major factories to increase the basis for sales have had a significant impact on the market, making PTA spot supplies tight. The change in the sales strategy of large PTA factories, especially the act of canceling warehouse receipts to sell spot, is effectively changing the market's view on PTA contango. It is difficult for downstream production cuts to form a unified force, and downstream resistance to upstream seems ineffective [2]. Group 3: Data Summary Price Changes - PTA spot price decreased from 4865 to 4845, a decrease of 20 [2]. - MEG internal market price increased from 4417 to 4425, an increase of 8 [2]. - PTA closing price decreased from 4670 to 4644, a decrease of 26 [2]. - MEG closing price decreased from 4292 to 4283, a decrease of 9 [2]. - 1.4D direct - spun polyester staple fiber price decreased from 6595 to 6575, a decrease of 20 [2]. - Polyester staple fiber basis increased from 107 to 121, an increase of 14 [2]. - 7 - 9 spread decreased from 78 to 70, a decrease of 8 [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 5920 to 5900, a decrease of 20 [2]. - 1.4D direct - spun and imitation large - chemical fiber price difference remained unchanged at 675 [2]. - East China water bottle chip price decreased from 5934 to 5870, a decrease of 64 [2]. - Hot - filled polyester bottle chip price decreased from 5934 to 5870, a decrease of 64 [2]. - Carbonated - grade polyester bottle chip price decreased from 6034 to 5970, a decrease of 64 [2]. - Outer - market water bottle chip price decreased from 785 to 780, a decrease of 5 [2]. - Bottle chip spot processing fee decreased from 295 to 245, a decrease of 49.58 [2]. - T32S pure polyester yarn price remained unchanged at 10600 [2]. - T32S pure polyester yarn processing fee increased from 4005 to 4025, an increase of 20 [2]. - Polyester - cotton yarn 65/35 45S price decreased from 16530 to 16500, a decrease of 30 [2]. - Cotton 328 price decreased from 14365 to 14355, a decrease of 10 [2]. - Polyester - cotton yarn profit decreased from 1728 to 1715, a decrease of 12.96 [2]. - Primary three - dimensional hollow (with silicon) price remained unchanged at 7130 [2]. - Hollow staple fiber 6 - 15D cash flow increased from 291 to 305, an increase of 14.42 [2]. - Primary low - melting - point staple fiber price remained unchanged at 7250 [2]. Operating Rate and Sales Rate - Direct - spun staple fiber load (weekly) increased from 88.90% to 91.30%, an increase of 0.02 [3]. - Polyester staple fiber sales rate decreased from 68.00% to 62.00%, a decrease of 6.00% [3]. - Polyester yarn startup rate (weekly) remained unchanged at 67.00% [3]. - Recycled cotton - type load index (weekly) remained unchanged at 50.40% [3].
瓶片短纤数据日报-20250606
Guo Mao Qi Huo·2025-06-06 07:32