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瓶片短纤数据日报-20250819
Guo Mao Qi Huo·2025-08-19 12:15

Investment Rating - Not provided in the report Core Viewpoints - Domestic PTA production decreased slightly, and PTA port inventory increased by 20,000 tons this week [2] - The spread between PX and naphtha expanded to $260, and the weak benzene price restrained the further increase of PX production [2] - The spread between PX and MX recovered to around $140, and the repair of short - process profit was the main driving force for the recovery of PX load [2] - The downstream load of polyester remained at around 88%, and the inventory of polyester factories was optimistic [2] - The main polyester production - cut factories were concentrated in short - fiber and bottle - chip varieties [2] - With the recent improvement in production and sales, inventory reduction, and the recovery of PTA price, the load of the weaving end increased slightly [2] Data Summary Spot Price and Change - PTA spot price increased from 4650 to 4660, up 10 [2] - MEG inner - market price decreased from 4468 to 4462, down 6 [2] - 1.4D straight - spun polyester staple fiber increased from 6505 to 6555, up 50 [2] - Polyester staple fiber basis decreased from 165 to 160, down 5 [2] - 9 - 10 spread decreased from 82 to 94, down 12 [2] - Polyester staple fiber cash flow increased from 240 to 246, up 6 [2] - 1.4D straight - spun and imitation large - chemical spread increased from 805 to 855, up 50 [2] - East China water bottle chip increased from 5882 to 5893, up 11 [2] - Hot - filled polyester bottle chip increased from 5882 to 5893, up 11 [2] - Carbonated - grade polyester bottle chip increased from 5982 to 5663, up 11 [2] - External - market water bottle chip remained at 770, unchanged [2] - Bottle - chip spot processing fee increased from 409 to 414, up 4.46 [2] - T32S pure polyester yarn price remained at 10300, unchanged [2] - T32S pure polyester yarn processing fee decreased from 3795 to 3745, down 50 [2] - Polyester - cotton yarn 65/35 45S price remained at 16300, unchanged [2] - Cotton 328 price increased from 15050 to 15080, up 30 [2] - Polyester - cotton yarn profit decreased from 1298 to 1254, down 44.49 [2] - Primary three - dimensional hollow (with silicon) remained at 7060, unchanged [2] - Hollow staple fiber 6 - 15D cash flow decreased from 387 to 381, down 6.54 [2] - Primary low - melting - point staple fiber remained at 7330, unchanged [2] Industry Load and Production and Sales - Straight - spun staple fiber load (weekly) decreased from 92.30% to 93.00%, down 0.01 [3] - Polyester staple fiber production and sales increased from - 19.00% to 62.00%, up 43.00% [3] - Polyester yarn startup rate (weekly) decreased from 66.00% to 65.00%, down 0.01 [3] - Recycled cotton - type load index (weekly) decreased from 51.50% to 46.00%, down 0.06 [3]