瓶片短纤数据日报-20250905

Group 1: Report Core View - PX-naphtha spread has expanded, and the weakness of benzene price has restrained the further increase of PX output. The PX-MX spread has rebounded, and the downstream load of polyester has remained at around 88%. Domestic PTA plants have gradually resumed operation, and domestic PTA output has increased. With the recent improvement in sales and inventory reduction, especially the significant reduction of filament inventory, profits have been significantly repaired. However, the maintenance expectation of some downstream devices is relatively strong [2] Group 2: Data Comparison of Key Indicators Price Indicators - PTA spot price dropped from 4705 to 4620, a decrease of 85 [2] - MEG domestic price rose from 4435 to 4451, an increase of 16 [2] - 1.4D direct-spun polyester staple fiber price dropped from 6575 to 6510, a decrease of 65 [2] - Polyester bottle chip price in the Jiangsu and Zhejiang market dropped, with the average price down 50 yuan/ton [2] Spread and Cash Flow Indicators - Short fiber basis increased from 66 to 91, an increase of 25 [2] - 9 - 10 spread decreased from 94 to 98, a decrease of 4 [2] - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6 [2] - Bottle chip spot processing fee increased from 408 to 427, an increase of 19.32 [2] Load and Production and Sales Indicators - Direct-spun short fiber load increased from 90.60% to 91.10%, an increase of 0.01 [3] - Polyester short fiber production and sales decreased from 45.00% to 41.00%, a decrease of 4.00% [3] - Polyester yarn startup rate increased from 62.00% to 62.80%, an increase of 0.01 [3] - Regenerated cotton-type load index increased from 49.00% to 49.50%, an increase of 0.01 [3]