瓶片短纤数据日报-20250618

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - The conflict between Iran and Israel has further escalated. Israel attacked Iran's oil field facilities, and Iran responded. It is expected that crude oil prices will continue to rise, and the chemical industry as a whole will follow. Despite the expected reduction in polyester downstream load, it remains at 91.3%, and the actual polyester production has reached a new high. Recent promotions have helped with inventory reduction. PTA will reduce inventory in the future, and the move of mainstream factories to increase basis sales has had a significant impact on the market, making PTA spot supply tight. Affected by the rising crude oil prices, market purchasing willingness has increased. The maintenance of a PX plant in Northeast China and a reforming unit in Zhejiang has been postponed [2] 3. Summary by Relevant Indicators Price and Change - PTA spot price increased from 5005 to 5020, with a change of 15 [2] - MEG inner - market price increased from 4426 to 4446, with a change of 20 [2] - PTA closing price increased from 4766 to 4782, with a change of 16 [2] - MEG closing price increased from 4374 to 4400, with a change of 26 [2] - 1.4D direct - spun polyester staple fiber price increased from 6690 to 6710, with a change of 20 [2] - Short - fiber basis increased from 79 to 83, with a change of 4 [2] - 7 - 9 spread remained unchanged at 152 [2] - Polyester staple fiber cash flow increased from 240 to 246, with a change of 6 [2] - 1.4D imitation large - chemical fiber price remained unchanged at 5850 [2] - The price difference between 1.4D direct - spun and imitation large - chemical fiber increased from 840 to 860, with a change of 20 [2] - East China water - bottle chip price decreased from 6075 to 6059, with a change of - 16 [2] - Hot - filling polyester bottle chip price decreased from 6075 to 6059, with a change of - 16 [2] - Carbonated - grade polyester bottle chip price decreased from 6175 to 6159, with a change of - 16 [2] - Outer - market water - bottle chip price remained unchanged at 800 [2] - Bottle - chip spot processing fee decreased from 313 to 277, with a change of - 35.53 [2] - T32S pure polyester yarn price remained unchanged at 10600 [2] - T32S pure polyester yarn processing fee decreased from 3910 to 3890, with a change of - 20 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16500 [2] - Cotton 328 price decreased from 14695 to 14690, with a change of - 5 [2] - Polyester - cotton yarn profit decreased from 1510 to 1498, with a change of - 11.37 [2] - Primary three - dimensional hollow (with silicon) price remained unchanged at 7150 [2] - Hollow staple fiber 6 - 15D cash flow decreased from 188 to 168, with a change of - 19.53 [2] - Primary low - melting - point staple fiber price remained unchanged at 7355 [2] Load and Production and Sales - Direct - spun staple fiber load (weekly) increased from 88.90% to 91.30%, with a change of 0.02 [3] - Polyester staple fiber production and sales increased from - 106.00% to 56.00%, with a change of 162.00% [3] - Polyester yarn startup rate (weekly) remained unchanged at 67.00% [3] - Regenerated cotton - type load index (weekly) remained unchanged at 50.40% [3]