Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Views of the Report - Crude oil dropped significantly, causing the chemical industry to follow. Despite the expectation of reduced polyester downstream load, it remained at 91.3%, and the actual polyester output reached a new high. Recent promotions helped with inventory reduction. PTA will reduce inventory in the coming period, and the action of major factories to increase basis sales has had a significant impact on the market, making PTA spot supplies tight. Polyester has recently reduced inventory rapidly, and inventory has increased significantly. Affected by the rise in crude oil, 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 Indicators Spot Price Changes - PTA spot price decreased from 5030 to 4980, a change of -50 [2] - MEG inner - market price decreased from 4334 to 4328, a change of -6 [2] Closing Price Changes - PTA closing price increased from 4798 to 4800, a change of 2 [2] - MEG closing price increased from 4267 to 4273, a change of 6 [2] Short - fiber - related Indicators - 1.4D direct - spun polyester staple fiber price increased from 6805 to 6820, a change of 15 [2] - Short - fiber basis increased from 79 to 156, a change of 77 [2] - 7 - 9 spread increased from 216 to 218, a change of 2 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6 [2] - 1.4D imitation large - chemical fiber price decreased from 5850 to 5820, a change of -30 [2] - The price difference between 1.4D direct - spun and imitation large - chemical fiber increased from 955 to 1000, a change of 45 [2] Bottle - chip - related Indicators - East China water bottle chip price increased from 6016 to 6040, a change of 24 [2] - Hot - filling polyester bottle chip price increased from 6016 to 6040, a change of 24 [2] - Carbonated - grade polyester bottle chip price increased from 6116 to 6140, a change of 24 [2] - Outer - market water bottle chip price remained unchanged at 795 [2] - Bottle - chip spot processing fee increased from 263 to 332, a change of 68.76 [2] Other Product Indicators - T32S pure polyester yarn price remained unchanged at 10620 [2] - T32S pure polyester yarn processing fee decreased from 3815 to 3800, a change of -15 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16300 [2] - Cotton 328 price increased from 14935 to 14945, a change of 10 [2] - Polyester - cotton yarn profit decreased from 1143 to 1129, a change of -13.72 [2] - Primary three - dimensional hollow (with silicon) price decreased from 7330 to 7300, a change of -30 [2] - Hollow staple fiber 6 - 15D cash flow increased from 377 to 392, a change of 14.76 [2] - Primary low - melting - point staple fiber price decreased from 7575 to 7565, a change of -10 [2] Load and Production and Sales Indicators - Direct - spun staple fiber load (weekly) increased from 88.90% to 91.30%, a change of 0.02 [3] - Polyester staple fiber production and sales increased from 40.00% to 47.00%, a change of 7.00% [3] - Polyester yarn starting 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-20250702
Guo Mao Qi Huo·2025-07-02 03:34