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短纤:原料支撑减弱,震荡偏弱,瓶片:原料支撑减弱,震荡偏弱瓶片
Guo Tai Jun An Qi Huo·2025-08-29 03:56

Group 1: Report Industry Investment Rating - The report does not mention an overall industry investment rating [1][2][3] Group 2: Core Viewpoints - For short - fiber and bottle - chip, the raw material support weakens, and the prices are expected to fluctuate weakly [1] Group 3: Summary by Related Content Short - fiber - Futures Price: Short - fiber 2509 was 6468 (down 24 from the previous day), short - fiber 2510 was 6572 (down 50), short - fiber 2511 was 6548 (down 46) [1] - Spread: PF09 - 10 was - 104 (up 26), PF10 - 11 was 24 (down 4), PF basis was 13 (up 50) [1] - Position and Volume: The short - fiber main contract's open interest was 133704 (down 26516), and the trading volume was 151482 (down 4290) [1] - Spot and Sales: The short - fiber spot price in East China was 6585 yuan/ton (unchanged), and the sales - to - production ratio was 37% (down 3%) [1] - Market Situation: TA and EG fluctuated and closed down. PF futures had a larger decline. Factory quotes remained stable, while traders offered discounts. The mainstream transaction price of Jiangsu and Zhejiang semi - bright 1.4D was 6500 - 6800 yuan/ton short - delivery, and that in Fujian was 6500 - 6650 yuan/ton short - delivery. The sales were weak, with an average sales - to - production ratio of 44% as of 3:00 pm [2] Bottle - chip - Futures Price: Bottle - chip 2509 was 2836 (down 20 from the previous day), bottle - chip 2510 was 5984 (down 44), bottle - chip 2511 was 5994 (down 40) [1] - Spread: PR09 - 10 was - 148 (up 24), PR10 - 11 was - 10 (down 4), PR main contract basis was - 64 (up 14) [1] - Position and Volume: The bottle - chip main contract's open interest was 32095 (down 1830), and the trading volume was 83947 (up 7763) [1] - Spot Price: The bottle - chip spot price in East China was 5920 yuan/ton (down 30), and in South China was 5990 yuan/ton (down 30) [1] - Market Situation: Upstream polyester raw material futures declined. Polyester bottle - chip factory quotes were mostly lowered by 20 - 60 yuan. The market trading atmosphere was weak, with orders from August to October mostly transacted at 5840 - 5930 yuan/ton ex - factory [2] Trend Intensity - The trend intensity of short - fiber was - 1, and that of bottle - chip was - 1, indicating a weak outlook for both on the reporting day's daytime main contract price fluctuations [3]