Group 1: Report's Core View - The sentiment of commodities has improved, domestic PTA production capacity supply has contracted, and PTA port inventories have declined, with a large number of warehouse receipts being cancelled [2]. - The spread between PX and naphtha has expanded to around $250, while the alkyl transfer and TDP profit margins are not optimistic. The spread between PX and MX remains at around $90 [2]. - In July, bottle chips and short fibers are about to enter the maintenance cycle. The port inventory in the market has decreased, and polyester replenishment has improved when the basis weakens. The basis of PTA has recovered from 0 to 30 [2]. - The maintenance of Northeast PX plants and Zhejiang reforming units has been postponed. The early maintenance of mainstream PTA plants has significantly boosted the market [2]. Group 2: Data Summary Price and Spread - PTA spot price increased from 4830 to 4860, PTA closing price rose from 4838 to 4856, MEG domestic price went up from 4510 to 4527, and MEG closing price dropped from 4467 to 4450 [2]. - 1.4D direct - spun polyester staple fiber price remained at 6665, short - fiber basis increased from 109 to 119, and 8 - 9 spread decreased from 44 to 48 [2]. - Polyester staple fiber cash flow increased from 240 to 246, 1.4D imitation large - chemical fiber price stayed at 5750, and the spread between 1.4D direct - spun and imitation large - chemical fiber remained at 915 [2]. - The price of East China water bottle chips increased from 6003 to 6011, hot - filled polyester bottle chips price rose from 6003 to 6011, and carbonated - grade polyester bottle chips price went up from 6103 to 6111 [2]. - The price of outer - market water bottle chips increased from 790 to 795, bottle - chip spot processing fee decreased from 363 to 339, T32S pure polyester yarn price remained at 10350, and T32S pure polyester yarn processing fee stayed at 3685 [2]. - The price of polyester - cotton yarn 65/35 45S remained at 16300, cotton 328 price dropped from 15165 to 14950, and polyester - cotton yarn profit increased from 1149 to 1230 [2]. - The price of virgin three - dimensional hollow (with silicon) remained at 7070, the cash flow of hollow short fiber 6 - 15D decreased from 230 to 198, and the price of virgin low - melting - point short fiber stayed at 7370 [2]. Load and Production and Sales - The direct - spun short - fiber load decreased from 92.30% to 93.00%, polyester short - fiber production and sales decreased from 54.00% to 43.00%, and the polyester yarn startup rate decreased from 66.00% to 65.00% [3]. - The recycled cotton - type load index decreased from 51.50% to 46.00% [3].
瓶片短纤数据日报-20250731
Guo Mao Qi Huo·2025-07-31 06:20