Group 1: Core View - Domestic PTA installations are gradually resuming, leading to an increase in domestic PTA production and a rapid decline in PTA basis. OPEC+ will consider increasing oil production again at Sunday's meeting. The spread between PX and naphtha remains stable. With recent improvements in sales and inventory reduction, especially significant inventory reduction in filaments, downstream profits have been significantly restored, 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 has shown weak performance [2] Group 2: Market Data Summary PTA and MEG - PTA spot price increased from 4575 to 4600, with a change of 25.00; MEG domestic price decreased from 4386 to 4378, with a change of -8.00. PTA closing price rose from 4648 to 4672, a change of 24.00; MEG closing price increased from 4272 to 4288, a change of 16.00 [2] Short Fiber - 1.4D direct-spun polyester staple fiber rose from 6520 to 6535, with a change of 15.00; short fiber basis increased from 90 to 102, a change of 12.00; 10 - 11 spread decreased from 6 to 4, a change of -2.00; polyester staple fiber cash flow increased from 240 to 246, a change of 6.00; 1.4D imitation large chemical fiber decreased from 5700 to 5650, a change of -50.00; the spread between 1.4D direct-spun and imitation large chemical fiber increased from 820 to 885, a change of 65.00 [2] Bottle Chip - Polyester bottle chip prices in the Jiangsu and Zhejiang markets were in the range of 5820 - 5880 yuan/ton, with the average price rising by 15 yuan/ton compared to the previous working day. The spot processing fee of bottle chips decreased from 469 to 422, a change of -46.70 [2] Others - T32S pure polyester yarn price remained unchanged at 10300; T32S pure polyester yarn processing fee decreased from 3780 to 3765, a change of -15.00; cotton 328 price increased from 14950 to 15005, a change of 55.00; polyester-cotton yarn profit decreased from 1296 to 1265, a change of -30.73; the price of virgin three-dimensional hollow (with silicon) decreased from 7095 to 7050, a change of -45.00; the cash flow of hollow staple fiber 6 - 15D decreased from 514 to 450, a change of -63.69; the price of virgin low-melting staple fiber remained unchanged at 7430 [2] Load and Production and Sales - The weekly load of direct-spun staple fiber increased from 90.60% to 91.10%, a change of 0.01; the production and sales of polyester staple fiber decreased from 64.00% to 51.00%, a change of -13.00%; the weekly start-up rate of polyester yarn increased from 62.00% to 62.80%, a change of 0.01; the weekly load index of recycled cotton-type fiber increased from 49.00% to 49.50%, a change of 0.01 [3]
瓶片短纤数据日报-20250916
Guo Mao Qi Huo·2025-09-16 03:36