短纤:成本支撑弱,震荡观察,瓶片,成本支撑弱,震荡观察
Guo Tai Jun An Qi Huo·2025-09-15 02:03

Report Industry Investment Rating - No information about the report industry investment rating is provided in the given content. Core Viewpoints - The cost support for staple fiber and bottle chips is weak, and the market situation requires further observation through oscillation analysis [1]. Summary by Relevant Catalogs Fundamental Tracking Staple Fiber - The prices of staple fiber contracts (2510, 2511, 2512) decreased by 40, 38, and 36 respectively compared to the previous day. - The spreads of PF10 - 11 and PF11 - 12 decreased by 2 each. - The PF basis increased by 8. - The staple fiber's main contract open interest decreased by 19037, and the trading volume decreased by 1019. - The spot price in East China decreased by 30, and the production - sales ratio decreased by 3% to 51% [1]. Bottle Chips - The prices of bottle chip contracts (2510, 2511, 2512) decreased by 22, 38, and 34 respectively compared to the previous day. - The spreads of PR10 - 11 increased by 16, and PR11 - 12 decreased by 4. - The PR main contract basis decreased by 12. - The bottle chip's main contract open interest decreased by 569, while the trading volume increased by 10560. - The spot prices in East China and South China decreased by 50 and 30 respectively [1]. Spot News Staple Fiber - The staple fiber futures showed a weak oscillation. Factory quotes for the spot market remained stable, and transactions were negotiated on a case - by - case basis. The prices of futures - spot and traders decreased. As of 3:00 p.m., the average production - sales ratio was 51%, and the production - sales ratios of some factories varied [1]. Bottle Chips - The prices of upstream raw material futures declined, and polyester bottle chip factories mostly lowered their quotes by 20 - 50 yuan. The low - end transactions in the polyester bottle chip market were acceptable on the day, and some large factories had significant transaction volumes. Orders from September to November were mostly transacted at ex - factory prices ranging from 5780 - 5900 yuan/ton, with slightly lower prices at 5750 - 5770 yuan/ton and slightly higher prices around 5910 yuan/ton, varying by brand [2]. Trend Intensity - The trend intensity of staple fiber and bottle chips on the day's daytime session of the main contract futures price fluctuations was 0, indicating a neutral trend [2].