Group 1: Report Industry Investment Rating - No information provided 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 shrunk, 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 has remained at around $90. Bottle chips and staple fibers are about to enter the maintenance cycle. 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 Related Catalog Spot Price and Closing Price - PTA spot price increased from 4670 to 4700, with a change of 30; MEG domestic price increased from 4465 to 4484, with a change of 19; PTA closing price increased from 4684 to 4706, with a change of 22; MEG closing price increased from 4384 to 4414, with a change of 30 [2] Short Fiber and Bottle Chip Price - 1.4D direct-spun polyester staple fiber price remained unchanged at 6550; short fiber basis increased from 152 to 155, with a change of 3; 8 - 9 spread decreased from 32 to 28, with a change of 4; polyester staple fiber cash flow increased from 240 to 246, with a change of 6; 1.4D imitation large chemical fiber price remained unchanged at 5700; the spread between 1.4D direct-spun and imitation large chemical fiber remained unchanged at 850; East China water bottle chip price increased from 5918 to 5929, with a change of 11; hot-filled polyester bottle chip price increased from 5918 to 5929, with a change of 11; carbonated polyester bottle chip price increased from 6018 to 6029, with a change of 11; outer market water bottle chip price remained unchanged at 775; bottle chip spot processing fee decreased from 429 to 408, with a change of -21.02 [2] Yarn Price and Processing Fee - T32S pure polyester yarn price remained unchanged at 10300; T32S pure polyester yarn processing fee remained unchanged at 3750; polyester-cotton yarn 65/35 45S price remained unchanged at 16300; cotton 328 price increased from 14860 to 14900, with a change of 40; polyester-cotton yarn profit decreased from 1340 to 1325, with a change of -15.12; primary three-dimensional hollow (with silicon) price remained unchanged at 7060; hollow staple fiber 6 - 15D cash flow decreased from 371 to 339, with a change of -32.02; primary low-melting staple fiber price remained unchanged at 7330 [2] Operating Rate and Sales Ratio - Direct-spun staple fiber load (weekly) decreased from 92.30% to 93.00%, with a change of -0.01; polyester staple fiber sales ratio increased from 56.00% to 57.00%, with a change of 1.00%; polyester yarn operating rate (weekly) decreased from 65.00% to 66.00%, with a change of -0.01; recycled cotton-type load index (weekly) decreased from 51.50% to 46.00%, with a change of -0.06 [3]
瓶片短纤数据日报-20250812
Guo Mao Qi Huo·2025-08-12 07:49