宏源期货日刊-20250905

Report Summary 1. Report Industry Investment Rating - No information provided in the given content. 2. Core View of the Report - No clear core view can be extracted from the provided data, which mainly consists of price and rate information. 3. Summary by Related Catalog Price Information - The middle - price of North Asian CFR ethylene is $594.5 per ton on September 5, 2025, up 2.0% from the previous value [1]. - The upstream cost shows that the price of CFR ethylene in North Asia is $594.5 per ton on September 5, 2025, with a 2.0% increase [1]. - The ex - factory price of ethylene oxide in East China is 6,300 yuan per ton on September 5, 2025, unchanged from the previous value [1]. - The main contract closing price of CG is 4,357 yuan per ton on September 4, 2025, up 0.60% [1]. - The settlement price of the main contract of CG is 4,344 yuan per ton on September 4, 2025, up 0.02% [1]. - The closing price of the near - month contract of CG is 4,343 yuan per ton on September 4, 2025, up 0.12% [1]. - The settlement price of the near - month contract of CG is 4,349 yuan per ton on September 4, 2025, up 0.62% [1]. - The market middle - price of ethylene glycol in East China is 4,430 yuan per ton on September 4, 2025, unchanged [1]. - The price of ethylene glycol index is 4,475 yuan per ton on September 4, 2025, up 1.24% [1]. - The price difference between near and far months is 5 yuan per ton on September 4, 2025, with a basis difference of - 26 yuan per ton [1]. - The comprehensive price of ethylene glycol is 118 yuan per ton on September 4, 2025, up 529 yuan compared to 89 yuan previously [1]. Operating Rate and Load Rate - The operating rate of oil - based ethylene glycol is 62.66% on September 4, 2025 [1]. - The operating rate of coal - based ethylene glycol is 96.60% on September 4, 2025 [1]. - The industrial chain load rate of PTA factories is 88.16% on September 4, 2025 [1]. - The industrial chain load rate of Jiangsu and Zhejiang looms is 64.66% on September 4, 2025 [1]. External Market and Gross Margin - The price of external - market oil - based ethylene glycol is $1,119 per ton on September 3, 2025 [1]. - The after - tax gross margin of a certain coal - based unit is 1,341 yuan per ton on September 4, 2025 [1]. Price Index - The price index of polyester is 8,750 yuan per ton on September 4, 2025, unchanged [1]. - The price of polyester ester is 1,200 yuan per ton on September 4, 2025, unchanged [1]. - The price index of polyester staple fiber is 6,460 yuan per ton on September 4, 2025, down 0.77% compared to 6,510 yuan previously [1]. - The price index of bottle - grade chips is 90 yuan per ton on September 4, 2025, up 1.19% compared to 86 yuan previously [1].