瓶片短纤数据日报-20250912

Group 1: Report's Core View - OPEC+ increases production, causing a significant drop in crude oil prices. Domestic PTA plants are gradually resuming, leading to a rise in domestic PTA production and a rapid decline in PTA basis. OPEC+ will consider further increasing oil production at Sunday's meeting. The spread between PX and naphtha remains stable. With the recent improvement in production and sales and inventory reduction, especially the good reduction of filament inventory, downstream profits have been significantly repaired, and the operating load of polyester has rebounded to 91%. However, due to the decline in crude oil prices and the weakening of the basis, PTA shows weakness [2] Group 2: Data Summary Spot Price Changes - PTA spot price decreased from 4625 to 4620, a change of -5.00 [2] - MEG inner - market price decreased from 4439 to 4414, a change of -25.00 [2] Futures Closing Price Changes - PTA closing price decreased from 4698 to 4688, a change of -10.00 [2] - MEG closing price decreased from 4319 to 4302, a change of -17.00 [2] Short - fiber - related Data - 1.4D direct - spun polyester staple fiber price increased from 6540 to 6565, a change of 25.00 [2] - Short - fiber basis increased from 65 to 90, a change of 25.00 [2] - 10 - 11 spread decreased from 14 to 6, a change of -8.00 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6.00 [2] - 1.4D imitation large - chemical fiber price remained unchanged at 5700 [2] - The spread between 1.4D direct - spun and imitation large - chemical fiber increased from 840 to 865, a change of 25.00 [2] Bottle - chip - related Data - East China water bottle chip price increased from 5859 to 5870, a change of 11.00 [2] - Hot - filled polyester bottle chip price increased from 5859 to 5870, a change of 11.00 [2] - Carbonated - grade polyester bottle chip price increased from 5959 to 5970, a change of 11.00 [2] - Outer - market water bottle chip price decreased from 766 to 765, a change of -1.00 [2] - Bottle - chip spot processing fee increased from 418 to 441, a change of 23.65 [2] Other Data - T32S pure - polyester yarn price remained unchanged at 10300 [2] - T32S pure - polyester yarn processing fee decreased from 3760 to 3735, a change of -25.00 [2] - Polyester - cotton yarn 65/35 45S price decreased from 16300 to 16270, a change of -30.00 [2] - Cotton 328 price decreased from 14955 to 14950, a change of -5.00 [2] - Polyester - cotton yarn profit decreased from 1311 to 1266, a change of -44.68 [2] - Primary three - dimensional hollow (with silicon) price remained unchanged at 7110 [2] - Hollow staple fiber 6 - 15D cash flow increased from 469 to 481, a change of 12.65 [2] - Primary low - melting - point staple fiber price remained unchanged at 7450 [2] Group 3: Market Conditions Short - fiber Market - In the short - fiber spot market, the prices of polyester staple fiber production plants are stalemated, and the prices of traders are adjusted within a range. Downstream buyers purchase as needed, and the on - site transactions are sluggish. The price of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market is 6350 - 6600 cash on the spot, tax - included self - pick - up; in the North China market, it is 6470 - 6720 cash on the spot, tax - included delivery; in the Fujian market, it is 6350 - 6570 cash on the spot, tax - included delivery [2] Bottle - chip Market - The mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets is 5830 - 5910 yuan/ton, with the average price remaining the same as the previous working day. On the day, polyester raw materials and bottle - chip futures fluctuated slightly. The supply side's offers were mainly stable, and downstream terminals followed up cautiously. The trading atmosphere was light, and the price center of bottle chips remained stable for the time being [2] Group 4: Load and Production - Sales Data - Direct - spun short - fiber load (weekly) increased from 90.60% to 91.10%, a change of 0.01 [3] - Polyester staple fiber production and sales increased from 54.00% to 64.00%, a change of 10.00% [3] - Polyester yarn start - up rate (weekly) increased from 62.00% to 62.80%, a change of 0.01 [3] - Recycled cotton - type load index (weekly) increased from 49.00% to 49.50%, a change of 0.01 [3]