瓶片短纤数据日报-20250619

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints of the Report - The conflict between Iran and Israel has further escalated, with Israel attacking Iran's oil - field facilities and Iran responding. It is expected that crude oil prices will continue to rise, and the chemical industry as a whole will follow [2]. - The downstream load of polyester is expected to decrease but still remains at 91.3%. However, the actual production of polyester has reached a new high. Recent promotions have helped with inventory reduction [2]. - PTA will reduce inventory in the coming period. The move of mainstream factories to increase the basis for sales has had a significant impact on the market, making PTA spot supplies tight. Due to the impact of rising crude oil prices, market purchasing willingness has increased. The maintenance of a PX factory in the Northeast has been postponed, and the restart of a reform device in Zhejiang has also been postponed [2]. Group 3: Summary of Key Data Price Changes - PTA spot price increased from 5020 to 5190, a change of 170 [2]. - MEG inner - market price rose from 4446 to 4529, an increase of 83 [2]. - PTA closing price went up from 4782 to 4914, a rise of 132 [2]. - MEG closing price increased from 4400 to 4471, an increase of 71 [2]. - 1.4D direct - spun polyester staple fiber price increased from 6710 to 6832, a rise of 125 [2]. - T32S pure polyester yarn price increased from 10600 to 10650, a rise of 50 [2]. - Cotton 328 price increased from 14690 to 14730, a rise of 40 [2]. - East China water bottle chip price increased from 6059 to 6132, a rise of 73 [2]. - Hot - filling polyester bottle chip price increased from 6059 to 6132, a rise of 73 [2]. - Carbonated - grade polyester bottle chip price increased from 6159 to 6232, a rise of 73 [2]. - Outer - market water bottle chip price increased from 800 to 815, a rise of 15 [2]. - 1.4D direct - spun and imitation large - chemical fiber price difference increased from 860 to 985, a rise of 125 [2]. - Native three - dimensional hollow (with silicon) price increased from 7150 to 7280, a rise of 130 [2]. - Native low - melting - point staple fiber price increased from 7355 to 7585, a rise of 230 [2]. Other Index Changes - Short - fiber basis decreased from 83 to 54, a decrease of 29 [2]. - 7 - 9 spread decreased from 152 to 120, a decrease of 32 [2]. - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6 [2]. - T32S pure polyester yarn processing fee decreased from 3890 to 3815, a decrease of 75 [2]. - Polyester - cotton yarn 65/35 45S price decreased from 16500 to 16300, a decrease of 200 [2]. - Polyester - cotton yarn profit decreased from 1498 to 1200, a decrease of 298 [2]. - Hollow staple fiber 6 - 15D cash flow decreased from 168 to 125, a decrease of 43.16 [2]. - Bottle chip spot processing fee decreased from 277 to 177, a decrease of 100.16 [2]. Load and Production and Sales - Direct - spun staple fiber load (weekly) increased from 88.90% to 91.30%, an increase of 0.02 [3]. - Polyester staple fiber production and sales increased from 56.00% to 57.00%, an increase of 1.00% [3]. - Polyester yarn startup rate (weekly) remained at 67.00%, with no change [3]. - Regenerated cotton - type load index (weekly) remained at 50.40%, with no change [3].