Report Industry Investment Rating No relevant content provided. Core View of the Report - Short - fiber and bottle - chip will follow cost fluctuations in the short term and face pressure in the medium term [1] Summary by Relevant Catalogs Fundamental Tracking Short - fiber - Price changes: Short - fiber 2510 rose from 6366 to 6408, short - fiber 2511 from 6360 to 6402, short - fiber 2512 from 6326 to 6378 [1] - Spread changes: PF10 - 11 remained at 6, PF11 - 12 decreased from 34 to 24, PF basis decreased from 110 to 73 [1] - Position and volume: Short - fiber main position increased from 124769 to 220956, main volume decreased from 185819 to 181515 [1] - Spot price and sales rate: Short - fiber East China spot price rose from 6.470 to 6.475, sales rate decreased from 64% to 54% [1] Bottle - chip - Price changes: Bottle - chip 2510 rose from 5854 to 5880, bottle - chip 2511 from 5846 to 5868, bottle - chip 2512 from 5846 to 5874 [1] - Spread changes: PR10 - 11 increased from 8 to 12, PR11 - 12 decreased from 0 to - 6, PR main basis decreased from 4 to - 18 [1] - Position and volume: Bottle - chip main position decreased from 35813 to 33645, main volume increased from 34144 to 36618 [1] - Spot price: Bottle - chip East China spot price remained at 5850, South China spot price remained at 5890 [1] Spot News Short - fiber - Short - fiber futures fluctuated with raw materials, factory quotes were stable, and transactions were negotiated on a case - by - case basis. The mainstream negotiation range for semi - bright 1.4D was 6400 - 6700. The average sales rate was 54% [1] Bottle - chip - Upstream polyester raw material futures rose slightly, bottle - chip factory quotes were mostly stable, and the market trading atmosphere was average. Orders from September to November were mostly traded at 5830 - 5920 yuan/ton ex - factory [2] Trend Intensity - Short - fiber trend intensity was 0, bottle - chip trend intensity was 0 (referring only to the daily - session main - contract futures price fluctuations on the report day) [2]
短纤:短期跟随成本波动,中期有压力,瓶片:短期跟随成本波动,中期有压力瓶片
Guo Tai Jun An Qi Huo·2025-09-18 01:44