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瓶片短纤数据日报-20250917
Guo Mao Qi Huo·2025-09-17 06:58

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - Domestic PTA device is gradually returning, domestic PTA output is rising, and PTA basis is rapidly declining. OPEC+ will consider increasing oil production again 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 significant reduction of filament inventory, 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 shows weakness. [2] Group 3: Summary of Related Index Data Price and Variation - PTA spot price increased from 4600 to 4610, with a change of 10 [2] - MEG domestic price increased from 4378 to 4385, with a change of 7 [2] - PTA closing price increased from 4672 to 4688, with a change of 16 [2] - MEG closing price decreased from 4288 to 4272, with a change of -16 [2] - 1.4D direct-spun polyester staple fiber price increased from 6535 to 6540, with a change of 5 [2] - Polyester staple fiber basis remained unchanged at 102 [2] - 10 - 11 spread increased from 4 to 6, with a change of 2 [2] - Polyester staple fiber cash flow increased from 240 to 246, with a change of 6 [2] - 1.4D imitation large chemical fiber price remained unchanged at 5650 [2] - The spread between 1.4D direct-spun and imitation large chemical fiber increased from 885 to 890, with a change of 5 [2] - East China water bottle chip price increased from 5822 to 5874, with a change of 52 [2] - Hot-filled polyester bottle chip price increased from 5822 to 5874, with a change of 52 [2] - Carbonated polyester bottle chip price increased from 5922 to 5974, with a change of 52 [2] - Outer disk water bottle chip price remained unchanged at 765 [2] - Bottle chip spot processing fee increased from 422 to 463, with a change of 41.11 [2] - T32S pure polyester yarn price remained unchanged at 10300 [2] - T32S pure polyester yarn processing fee decreased from 3765 to 3760, with a change of -5 [2] - Polyester-cotton yarn 65/35 45S price remained unchanged at 16270 [2] - Cotton 328 price increased from 15005 to 15015, with a change of 10 [2] - Polyester-cotton yarn profit decreased from 1265 to 1258, with a change of -7.1 [2] - Primary three-dimensional hollow (with silicon) price remained unchanged at 7050 [2] - Hollow staple fiber 6 - 15D cash flow decreased from 450 to 439, with a change of -10.89 [2] - Primary low-melting staple fiber price remained unchanged at 7430 [2] Load and Production and Sales Rate - Direct-spun staple fiber load (weekly) increased from 90.60% to 91.10%, with a change of 0.01 [3] - Polyester staple fiber production and sales rate increased from 51.00% to 64.00%, with a change of 13.00% [3] - Polyester yarn start-up rate (weekly) increased from 62.00% to 62.80%, with a change of 0.01 [3] - Regenerated cotton-type load index (weekly) increased from 49.00% to 49.50%, with a change of 0.01 [3]