宏源期货农产品早报-20251104

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The market for polyester and related products shows fluctuations. The price of polyester fiber and related raw materials such as ethylene glycol and esters is in a state of change, with factors like supply - demand relationship, investment, and market information influencing the trends. For example, the demand for ethylene glycol has increased to some extent, but the market is still facing challenges such as weak trading volume and price volatility [2] - The investment in the industry has a certain impact on the market. Some investors' actions and expectations affect the price and trading volume of products, and the market is also affected by macro - economic and industry - specific factors [2] Summary by Related Content Price and Market Conditions - The price of polyester fiber products has experienced adjustments. The price of polyester yarn has increased slightly, and the price of ethylene glycol has also shown a rising trend, with the price reaching a certain level per ton [2] - The market is in a state of shock. The price of products such as ethylene glycol and polyester fiber is fluctuating, and the trading volume is not stable, with some periods showing weak trading [2] Supply and Demand - The demand for ethylene glycol has increased. According to information, the demand from downstream industries has recovered to some extent, which has led to a certain increase in the price of ethylene glycol [2] - The supply side also has some changes. The production and supply of related products are affected by factors such as production capacity and market conditions, and there are differences in supply in different regions [1][2] Investment and Market Expectations - Investment in the industry has an impact on the market. Some investors' actions and decisions affect the price and trading volume of products, and the market also has certain expectations for future development [2] - Market participants need to be cautious. Given the volatility of the market, investors and market participants need to pay attention to market information and risks and make decisions carefully [2]