Group 1: Investment Rating - No relevant information provided Group 2: Core Viewpoint - The sentiment in the commodity market has warmed up, and polyester prices have followed suit. Despite the expectation of reduced load, the downstream polyester load remains at 91.3%, but the actual polyester 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 looser with an increase in the arrival of spot goods, and polyester replenishment willingness is low due to profit compression [2] Group 3: Data Summary Spot Price Changes - PTA spot price increased from 4715 to 4720, an increase of 5 [2] - MEG domestic price decreased from 4408 to 4400, a decrease of 8 [2] Closing Price Changes - PTA closing price increased from 4696 to 4706, an increase of 10 [2] - MEG closing price increased from 4322 to 4351, an increase of 29 [2] Short Fiber Index Changes - 1.4D direct-spun polyester staple fiber price remained unchanged at 6680 [2] - Short fiber basis decreased from 135 to 130, a decrease of 5 [2] - 8 - 9 spread increased from 126 to 136, an increase of 10 [2] - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6 [2] Other Index Changes - 1.4D imitation large chemical fiber price decreased from 5780 to 5760, a decrease of 20 [2] - The price difference between 1.4D direct-spun and imitation large chemical fiber increased from 900 to 920, an increase of 20 [2] - East China water bottle chip price decreased from 5910 to 5909, a decrease of 1 [2] - Hot-filled polyester bottle chip price decreased from 5910 to 5909, a decrease of 1 [2] - Carbonated polyester bottle chip price decreased from 6010 to 6009, a decrease of 1 [2] - Outer disk water bottle chip price remained unchanged at 780 [2] - Bottle chip spot processing fee decreased from 402 to 399, a decrease of 2.6 [2] - T32S pure polyester yarn price decreased from 10520 to 10510, a decrease of 10 [2] - T32S pure polyester yarn processing fee decreased from 3840 to 3830, a decrease of 10 [2] - Polyester-cotton yarn 65/35 45S price remained unchanged at 16280 [2] - Cotton 328 price increased from 15070 to 15180, an increase of 110 [2] - Polyester-cotton yarn profit decreased from 1155 to 1113, a decrease of 41.58 [2] - Primary three-dimensional hollow (with silicon) price decreased from 7115 to 7100, a decrease of 15 [2] - Hollow staple fiber 6 - 15D cash flow decreased from 407 to 390, a decrease of 16.6 [2] - Primary low-melting-point staple fiber price decreased from 7430 to 7415, a decrease of 15 [2] Load and Production and Sales Changes - Direct-spun staple fiber load (weekly) decreased from 92.30% to 93.00%, a decrease of 0.01 [3] - Polyester staple fiber production and sales decreased from 49.00% to 47.00%, a decrease of 2.00% [3] - Polyester yarn startup rate (weekly) decreased from 66.00% to 65.00%, a decrease of 0.01 [3] - Recycled cotton-type load index (weekly) decreased from 51.50% to 46.00%, a decrease of 0.06 [3]
瓶片短纤数据日报-20250717
Guo Mao Qi Huo·2025-07-17 05:35