宏源期货日刊-20250804

Group 1: Upstream Costs - Spot price of naphtha CFR Japan on 2025/8/1 was $604.00 per ton, down 1.15% from the previous value [1] - Ethylene price index in Northeast Asia on 2025/8/1 was $821.00 per ton, unchanged from the previous value [1] - Factory - average price of cycloethane in East China on 220//458 was 6300.00 yuan per ton, unchanged [1] - Spot price of methanol MA on 2025/8/1 was 2392.50 yuan per ton, unchanged [1] - Pit - mouth price of brown coal (tax - included) in Inner Mongolia (Q3500) on 2025/8/1 was 290.00 yuan per ton, unchanged [1] Group 2: Futures and Spot Prices - DCE EG主力合约 closing price on 2025/8/1 was 4405.00 yuan per ton, down 0.20% [1] - DCE EG主力合约 settlement price on 2025/8/1 was 4406.00 yuan per ton, down 0.59% [1] - DCE EG near - month contract closing price on 2025/8/1 was 4407.00 yuan per ton, up 0.89% [1] - DCE EG near - month contract settlement price on 2025/8/1 was 4407.00 yuan per ton, unchanged [1] - Market mid - price of ethylene glycol (MEG) in East China on 2025/8/1 was 4480.00 yuan per ton, down 0.22% [1] - CCFEI price index of ethylene glycol MEG domestic market on 2025/8/1 was 4480.00 yuan per ton, down 0.11% [1] - Near - far month price difference on 2025/8/1 was 1.00 yuan per ton, down 26.00 yuan [1] - Basis on 2025/8/1 was 75.00 yuan per ton, up 4.00 yuan [1] Group 3: Operating Conditions - Comprehensive ethylene glycol operating rate on 220//158 was 518.8%, up 0.68% [1] - Operating rate of petroleum - based ethylene glycol on 2025/8/1 was 59.42%, up 0.44% [1] - Operating rate of coal - based ethylene glycol on 2025/8/1 was 57.93%, up 1.04% [1] - PTA industrial chain polyester factory load rate on 2025/8/1 was 86.15%, down 0.13% [1] - PTA industrial chain Jiangsu and Zhejiang loom load rate on 2025/8/1 was 57.83%, unchanged [1] Group 4: Cash Flow and Polyester Prices - After - tax gross profit of MTO - made EG on 2025/8/1 was - 1545.27 yuan per ton, down 39.33 yuan [1] - After - tax gross profit of coal - synthetic gas method device on 2025/8/1 was 610.18 yuan per ton, down 8.85 yuan [1] - CCFEI price index of polyester DTY on 2025/8/1 was 8625.00 yuan per ton, unchanged [1] - CCFEI price index of polyester POY on 2025/8/1 was 7150.00 yuan per ton, unchanged [1] - CCFEI price index of polyester staple fiber on 220//158 was 6560.00 yuan per ton, down 0.53% [1] - CCFEI price index of bottle - grade chips on 2025/8/1 was 5950.00 yuan per ton, down 0.67% [1]