瓶片短纤数据日报-20250806

Group 1: Report Industry Investment Rating - Not mentioned in the provided content Group 2: Report's Core View - Commodity sentiment has weakened, PTA basis has weakened and trading volume has declined. Domestic PTA production capacity supply has contracted, and PTA port inventory has decreased. The spread between PX and naphtha has expanded to around $250, while alkyl transfer and TDP profit margins are not optimistic. The spread between PX and MX remains at around $90. In July, bottle chips and staple fibers are about to enter the maintenance period. The market port inventory has decreased, and polyester replenishment has improved under the weakening basis. The overall polyester inventory is not high, and the polyester load has dropped to 88% [2] Group 3: Summary by Relevant Catalog 1. Price and Index Changes - PTA spot price decreased from 4690 to 4660, a change of -30.00 [2] - MEG inner - market price increased from 4455 to 4463, a change of 8.00 [2] - PTA closing price decreased from 4698 to 4682, a change of -16.00 [2] - MEG closing price increased from 4389 to 4399, a change of 10.00 [2] - 1.4D direct - spun polyester staple fiber price decreased from 6575 to 6550, a change of -25.00 [2] - Fiber basis increased from 151 to 161, a change of 10.00 [2] - 8 - 9 spread decreased from 35 to 48, a change of -13.00 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6.00 [2] - 1.4D imitation large - chemical fiber price decreased from 5750 to 5700, a change of -50.00 [2] - The spread between 1.4D direct - spun and imitation large - chemical fiber increased from 825 to 850, a change of 25.00 [2] - East China water bottle chip price decreased from 5935 to 5921, a change of -14.00 [2] - Hot - filled polyester bottle chip price decreased from 5935 to 5921, a change of -14.00 [2] - Carbonated - grade polyester bottle chip price decreased from 6035 to 6021, a change of -14.00 [2] - Outer - market water bottle chip price decreased from 780 to 770, a change of -10.00 [2] - Bottle chip spot processing fee increased from 433 to 442, a change of 8.97 [2] - T32S pure polyester yarn price remained unchanged at 10300, a change of 0.00 [2] - T32S pure polyester yarn processing fee increased from 3725 to 3750, a change of 25.00 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16300, a change of 0.00 [2] - Cotton 328 price increased from 14845 to 14860, a change of 15.00 [2] - Polyester - cotton yarn profit increased from 1329 to 1340, a change of 10.91 [2] - Virgin three - dimensional hollow (with silicon) price remained unchanged at 7060, a change of 0.00 [2] - Hollow staple fiber 6 - 15D cash flow increased from 358 to 381, a change of 22.97 [2] - Virgin low - melting - point staple fiber price remained unchanged at 7330, a change of 0.00 [2] 2. Market Conditions - Polyester staple fiber: The price of polyester staple fiber production plants and traders has decreased, downstream purchases on demand, and on - site trading is scarce. The price range of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market is 6290 - 6670, in the North China market is 6410 - 6790, and in the Fujian market is 6290 - 6550 [2] - Bottle chips: The mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets is 5860 - 5980 yuan/ton, with the average price down 10 yuan/ton from the previous working day. Polyester raw materials and bottle chip futures fluctuated weakly, supply - side quotations were a mix of stable and falling, downstream end - users restocked on a just - in - time basis, and the market negotiation atmosphere was okay, with the price center of bottle chips dropping today [2] 3. Industry Load and Sales - Direct - spun staple fiber load (weekly) decreased from 93.00% to 92.30%, a change of -0.01 [3] - Polyester staple fiber sales decreased from 52.00% to 47.00%, a change of -5.00% [3] - Polyester yarn startup rate (weekly) decreased from 66.00% to 65.00%, a change of -0.01 [3] - Regenerated cotton - type load index (weekly) increased from 46.00% to 51.50%, a change of 0.06 [3]