Group 1: Report Industry Investment Rating - No information provided Group 2: Core Views - Gasoline profits and low benzene prices support PX. The gasoline crack spread has risen above $15, prompting refineries to prioritize gasoline production and reduce aromatics unit feedstock. PTA processing fees have been compressed to below 200. Industry profits are still constrained by overcapacity due to new plant commissions. Despite the end of the peak seasons in September and October, export demand may improve under the easing of the China-US trade war. The current peak season in the downstream weaving industry is expected to last until November. Attention should be paid to whether the reduction of China-US tariffs can further stimulate domestic exports. Bottle chips and staple fiber costs follow suit [2] Group 3: Summary by Related Catalogs Market Conditions of Short Fibers - The price of polyester staple fiber futures rose by 36 to 6238. In the spot market, the prices of polyester staple fiber production plants remained stable, while those of traders increased slightly. Downstream buyers purchased as needed, and on - site transactions were scarce. The price of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market was 6200 - 6460 (cash on the spot, tax - included, self - pick - up), 6320 - 6580 in the North China market (cash on the spot, tax - included, delivered), and 6200 - 6400 in the Fujian market (cash on the spot, tax - included, delivered) [2] Market Conditions of Bottle Chips - The mainstream market price of polyester bottle chips increased. Due to the rising polymerization cost, the support for polyester staple fiber strengthened. The prices of manufacturers remained firm, while those of traders increased slightly. Downstream procurement intention was low, and on - site transactions were average. The prices of East China water bottle chips, hot - filled polyester bottle chips, and carbonated polyester bottle chips all increased, and the spot processing fee of bottle chips was 442 [2] Other Product Information - The price of T32S pure polyester yarn remained unchanged at 10310, and the processing fee was 3895. The price of polyester - cotton yarn 65/35 45S was 16300, and the profit was 1579. The price of cotton 328 decreased by 25 to 14440. The price of virgin three - dimensional hollow (with silicon) was 7020, and the cash flow of hollow staple fiber 6 - 15D was 542. The price of virgin low - melting - point staple fiber was 7480 [2] Operating Rate and Production and Sales Data - The direct - spinning staple fiber load (weekly) was 93.90%, a decrease of 0.5 percentage points from 94.40%. The production and sales of polyester staple fiber were 48.00%, a decrease of 24 percentage points from 72.00%. The opening rate of polyester yarn (weekly) was 63.50%, unchanged. The recycled cotton - type load index (weekly) was 51.00%, a decrease of 0.5 percentage points from 51.50% [3]
瓶片短纤数据日报-20251111
Guo Mao Qi Huo·2025-11-11 03:44