宏源期货日刊-20250922

Group 1: Price Information - The spot price of bottle - grade chips is 5820 yuan/ton, with a - 1% change [1] - The CFR Japan naphtha price is 96.5 yuan/ton, with a - 980% change [1] - The Northeast Asia ethylene price is 46.8 yuan/ton, with a - 500% change [1] - The ex - factory average price of ethylene oxide in East China is 6300 yuan/ton [1] - The methanol MA spot price is 4022 yuan/ton, with a - 4500% change [1] - The tax - included pit - mouth price of lignite in Inner Mongolia is 90.2 yuan/ton, with a - 900% change [1] - The DCE EG主力合约收盘价 is 5042 yuan/ton, with a - 6000% change; the settlement price is 5042 yuan/ton, with a - 8000% change; the near - month contract closing price is 3043 yuan/ton, with a - 3000% change; the near - month contract settlement price is 3043 yuan/ton, with a - 3000% change [1] - The market intermediate price of ethylene glycol (MEG) in East China is 6043 yuan/ton, with a - 6000% change [1] - The CCFEI price index of MEG inner - plate is 4043 yuan/ton, with a - 400% change [1] - The near - far month price difference of MEG is 9.5 yuan/ton, with a change from 6.0 to 23.0 [1] - The basis of MEG is 8.7 yuan/ton, with a change from 7.0 to 10 [1] - The CCFEI price index of polyester DTY is 5085 yuan/ton, with a - 5000% change [1] - The CCFEI price index of polyester POY is 5070 yuan/ton, with a - 0000% change [1] - The CCFEI price index of polyester staple fiber is 4064 yuan/ton, with a - 6000% change [1] Group 2: Operating Conditions - The overall ethylene glycol operating rate is 2.6%, with a change from 1.2 [1] - The operating rate of petroleum - based ethylene glycol is 5.6%, with a change from 3.2 [1] - The operating rate of coal - based ethylene glycol is 8.5%, with a change from 8.4 [1] - The PTA industrial chain load rate of polyester factories is 9.8%, with a change from 9.0 [1] - The PTA industrial chain load rate of Jiangsu and Zhejiang looms is 7.6%, with a change from 7.5 [1] Group 3: Cash - flow Situation - The post - tax gross profit of MTO - made MEG is 497 yuan/ton, with a change from 1402 [1] - The post - tax device gross profit of coal - based syngas method is 66.3 yuan/ton [1] - The external - plate price of naphtha - made ethylene glycol is 19.0 yuan/ton, with a change from - 12955 [1] - The external - plate price of ethylene - made ethylene glycol is 39.5 yuan/ton, with a change from 13150 [1]