瓶片短纤数据日报-20250707

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core View of the Report - Crude oil market dropped significantly, and the chemical industry followed the decline in crude oil prices. Polyester downstream load remained at 91.3% despite the expected reduction, but polyester's actual output reached a new high. In July, bottle chips and staple fibers are about to enter the maintenance cycle. PTA spot is becoming more abundant, and the market's spot arrival volume has increased. Due to profit compression, polyester's willingness to replenish inventory is low [2] Group 3: Summary of Related Indicators Spot Price Indicators - PTA spot price decreased from 4890 to 4835, a change of -55 [2] - MEG inner - market price decreased from 4370 to 4365, a change of -5 [2] - 1.4D direct - spinning polyester staple fiber decreased from 6805 to 6770, a change of -35 [2] Closing Price Indicators - PTA closing price decreased from 4746 to 4710, a change of -36 [2] - MEG closing price decreased from 4288 to 4277, a change of -11 [2] Spread and Basis Indicators - Short - fiber basis increased from 150 to 177, a change of 27 [2] - 8 - 9 spread decreased from 120 to 116, a change of -4 [2] - 1.4D direct - spinning and imitation large - chemical spread decreased from 985 to 950, a change of -35 [2] Cash Flow and Processing Fee Indicators - Polyester staple fiber cash flow increased from 240 to 246, a change of 6 [2] - Bottle - chip spot processing fee increased from 355 to 371, a change of 15.70 [2] - T32S pure polyester yarn processing fee increased from 3805 to 3840, a change of 35 [2] Price and Profit Indicators of Related Products - Polyester - cotton yarn 65/35 45S price increased from 16300 to 16350, a change of 50 [2] - Cotton 328 price decreased from 14980 to 14975, a change of -5 [2] - Polyester - cotton yarn profit increased from 1126 to 1201, a change of 75.10 [2] Load and Production and Sales Indicators - Direct - spinning staple fiber load (weekly) increased from 88.90% to 91.30%, a change of 0.02 [3] - Polyester staple fiber production and sales decreased from 63.00% to 46.00%, a change of -17.00% [3] - Polyester yarn startup rate (weekly) remained unchanged at 67.00% [3] - Regenerated cotton - type load index (weekly) remained unchanged at 50.40% [3]