瓶片短纤数据日报-20250623

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints - Due to the bombing of Iran by the US, it is expected that crude oil prices will continue to rise, and the chemical industry as a whole will follow. The downstream load of polyester remains at 91.3% despite the expectation of a reduction, but the actual polyester production has reached a new high. Recent promotions have helped with inventory reduction. PTA will reduce inventory in the coming period, and the action of major factories to increase the basis for sales has had a significant impact on the market, making PTA spot supplies tight. Polyester has recently reduced inventory rapidly, and the inventory has increased significantly. Affected by the rising crude oil prices, market purchasing willingness has increased. The maintenance of a Northeast PX factory and a Zhejiang reforming unit has been postponed [2] Group 3: Summary of Related Catalogs Spot Information - PTA spot price increased from 5190 to 5275, an increase of 85; MEG domestic price increased from 4585 to 4594, an increase of 9; PTA closing price decreased from 4988 to 4978, a decrease of 10; MEG closing price decreased from 4539 to 4501, a decrease of 38; 1.4D direct-spun polyester staple fiber price increased from 6890 to 6995, an increase of 105; short fiber basis decreased from 25 to 5, a decrease of 30; 7 - 9 spread increased from 172 to 224, an increase of 52; polyester staple fiber cash flow increased from 240 to 246, an increase of 6; 1.4D imitation large chemical fiber price remained unchanged at 5850; the price difference between 1.4D direct-spun and imitation large chemical fiber increased from 1040 to 1145, an increase of 105; East China water bottle chip price increased from 6214 to 6230, an increase of 16; hot-filled polyester bottle chip price increased from 6214 to 6230, an increase of 16; carbonated polyester bottle chip price increased from 6314 to 6330, an increase of 16; outer market water bottle chip price increased from 815 to 820, an increase of 5; bottle chip spot processing fee decreased from 241 to 181, a decrease of 59.69; T32S pure polyester yarn price increased from 10650 to 10720, an increase of 70; T32S pure polyester yarn processing fee decreased from 3760 to 3725, a decrease of 35; polyester-cotton yarn 65/35 45S price increased from 16300 to 16350, an increase of 50; cotton 328 price decreased from 14690 to 14685, a decrease of 5; polyester-cotton yarn profit decreased from 1179 to 1161, a decrease of 17.73; primary three-dimensional hollow (with silicon) price increased from 7280 to 7350, an increase of 70; hollow staple fiber 6 - 15D cash flow decreased from 107 to 101, a decrease of 5.69; primary low-melting staple fiber price decreased from 7585 to 7495, a decrease of 90 [2] Market Conditions - Polyester staple fiber: The price of polyester staple fiber production enterprises has been raised, and the price of traders has increased. However, the downstream's willingness to chase prices is low, and procurement tends to be cautious, with light trading in the market. The price of 1.56dtex*38mm semi-gloss natural white (1.4D) polyester staple fiber in the East China market is 6780 - 7000 yuan for cash and spot settlement including tax for self-pickup, 6900 - 7120 yuan for cash and spot settlement including tax for delivery in the North China market, and 6880 - 7000 yuan for cash and spot settlement including tax for delivery in the Fujian market [2] - Polyester bottle chip: The mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets is 6250 - 6350 yuan/ton, with the average price increasing by 35 yuan/ton compared to the previous working day. Polyester raw materials and bottle chip futures fluctuated warmly during the day. The supply side's quotations followed the cost increase, but the downstream terminal's buying enthusiasm was average, and the market trading atmosphere was cautious. The price center of bottle chips rose today [2] Load and Production and Sales Data - Direct-spun staple fiber load (weekly) increased from 88.90% to 91.30%, an increase of 0.02; polyester staple fiber production and sales increased from -3.00% to 54.00%, an increase of 51.00%; polyester yarn startup rate (weekly) remained unchanged at 67.00%; recycled cotton-type load index (weekly) remained unchanged at 50.40% [3]