宏源期货日刊-20250904

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View No information provided. 3. Summary by Relevant Catalog Price Information - Crude oil price (CFR, Northeast Asia, US dollars/ton): On September 4, 2025, it was $605.00, with no change compared to the previous value [1]. - Ethylene price index (Northeast Asia, US dollars/ton): On September 4, 2025, it was $605.00, with no change compared to the previous value [1]. - Upstream cost (northeast Asia, US dollars/ton): On September 2, 2025, it was $841.00, with no change compared to the previous value [1]. - Epoxyethane ex - factory price (East China region, RMB/ton): On September 4, 2025, it was 6,300.00, with no change compared to the previous value [1]. - Methanol spot price (East China region, RMB/ton): On September 3, 2025, it was 2,230.00, with no change compared to the previous value [1]. - Inner Mongolia brown coal price (tax - included, RMB/ton): On September 3, 2025, it was 290.00, with no change compared to the previous value [1]. - Main contract closing price (RMB/ton): On September 3, 2025, the main contract closing price was 4,331.00, a 0.18% increase compared to the previous value; the settlement price was 4,340.00, a 0.84% decrease compared to the previous settlement price; the nearby - month contract closing price was 4,338.00, a 0.23% increase compared to the previous value; the settlement price was 4,376.00, a 0.14% decrease compared to the previous value [1]. - Ethanol market price (East China region, RMB/ton): On September 3, 2025, it was 4,430.00, a 0.89% increase compared to the previous value [1]. - Ethanol price index (East China region, RMB/ton): On September 3, 2025, it was 4,420.00, a 0.11% increase compared to the previous value [1]. - Near - far price difference (RMB/ton): On September 3, 2025, it was 31.00, with no change compared to the previous value [1]. - Comprehensive ethanol price: On September 3, 2025, it was 89.00, a 3.00% increase compared to the previous value [1]. Production and Operation Information - Production chain load rate of polyester (PTA factory): On September 3, 2025, it was 87.99%, with no change compared to the previous value [1]. - Production chain load rate of Jiangsu and Zhejiang looms (PTA): On September 3, 2025, it was 62.03%, with no change compared to the previous value [1]. Cost and Profit Information - After - tax gross profit of coal - based methanol plant (RMB/ton): On September 3, 2025, it was 138.01, a decrease compared to the previous value [1]. Product Price Index Information - Polyester price index (RMB/ton): On September 3, 2025, it was 8,750.00, with no change compared to the previous value [1]. - Polyester ester price: On September 3, 2025, it was 1,200, with no change compared to the previous value [1]. - Polyester staple fiber price index (RMB/ton): On September 3, 2025, it was 6,510.00, a 0.1% increase compared to the previous value [1]. - Bottle - grade chip price index (RMB/ton): On September 3, 2025, it was 860.00, a 0.34% increase compared to the previous value [1].