瓶片短纤数据日报-20250715

Group 1: Report Core View - The sentiment in the commodity market has turned positive, and polyester prices have followed suit. Despite the expectation of reduced downstream polyester loads, the actual production has reached a new high. Both bottle chips and staple fibers are entering the maintenance cycle in July. The PTA spot market is becoming more relaxed, and the market's spot arrivals have increased. Due to compressed profits, the willingness of polyester manufacturers to restock is low. [2] Group 2: Industry Data Summary Price Changes - PTA spot price increased from 4710 to 4735, a change of 25 [2] - MEG inner - market price increased from 4384 to 4398, a change of 14 [2] - PTA closing price increased from 4700 to 4740, a change of 40 [2] - MEG closing price increased from 4305 to 4357, a change of 52 [2] - 1.4D direct - spun polyester staple fiber price decreased from 6700 to 6685, a change of - 15 [2] - Short - fiber basis decreased from 142 to 132, a change of - 10 [2] - 8 - 9 spread increased from 120 to 146, a change of 26 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6 [2] - 1.4D direct - spun and imitation large - chemical fiber price difference decreased from 900 to 885, a change of - 15 [2] - East China water bottle chip price decreased from 5935 to 5930, a change of - 5 [2] - Hot - filled polyester bottle chip price decreased from 5935 to 5930, a change of - 5 [2] - Carbonated - grade polyester bottle chip price decreased from 6035 to 6030, a change of - 5 [2] - Outer - market water bottle chip price increased from 786 to 787, a change of 1 [2] - Bottle chip spot processing fee decreased from 439 to 408, a change of - 31.07 [2] - T32S pure polyester yarn price remained unchanged at 10550 [2] - T32S pure polyester yarn processing fee increased from 3850 to 3865, a change of 15 [2] - Polyester - cotton yarn 65/35 45S price decreased from 16300 to 16280, a change of - 20 [2] - Cotton 328 price increased from 15090 to 15095, a change of 5 [2] - Polyester - cotton yarn profit decreased from 1154 to 1142, a change of - 11.95 [2] - Primary three - dimensional hollow (with silicon) price decreased from 7175 to 7140, a change of - 35 [2] - Hollow staple fiber 6 - 15D cash flow decreased from 479 to 418, a change of - 61.07 [2] - Primary low - melting - point staple fiber price remained unchanged at 7430 [2] Market Conditions - Short fiber: The price of polyester staple fiber increased by 36 to 6436. The prices of polyester staple fiber manufacturers were stable, while those of traders were slightly warmer. Downstream buyers made purchases as needed, and the market trading volume was average. [2] - Bottle chips: Positive macro - news has emerged, and the raw material side has been oscillating strongly. Most polyester bottle chip factories have maintained stable prices, while a few have lowered prices by 20 - 50. The market has remained in a stalemate. The trading price of July supply was 5880 - 6000, and low - price supplies disappeared in the afternoon. Downstream follow - up was weak. The trading price of August supply was around 5870. Market sentiment was cautious, and trading was light. [2] Load and Production - related Data - Direct - spun staple fiber load (weekly) decreased from 93.80% to 93.00%, a change of - 0.01 [3] - Polyester staple fiber sales - to - production ratio increased from 27.00% to 41.00%, a change of 68.00% [3] - Polyester yarn开机率 (weekly) decreased from 66.80% to 66.00%, a change of - 0.01 [3] - Regenerated cotton - type load index (weekly) increased from 51.50% to 52.00%, a change of 0.01 [3]