短纤:旺季需求持续,短期震荡市,瓶片:上游支撑,震荡市
Guo Tai Jun An Qi Huo·2025-11-13 02:23

Report Summary 1) Industry Investment Rating No industry investment rating is provided in the report. 2) Core Viewpoints - The short - fiber market is in a short - term volatile state with continuous peak - season demand. The bottle - chip market is in a volatile state supported by upstream factors [1]. - The short - fiber futures showed a weak volatile trend after opening higher, and the factory sales were still sluggish. The bottle - chip upstream raw material futures were weakly volatile, and the market trading atmosphere was average [1][2]. 3) Summary by Relevant Catalogs Fundamental Tracking - Short - fiber: The prices of short - fiber 2512, 2601, and 2602 were 6192, 6236, and 6242 respectively, with changes of 40, 28, and - 50 compared to the previous day. The short - fiber主力持仓量 increased by 12496 to 123296, and the主力成交量 decreased by 10876 to 64616. The short - fiber华东现货价格 dropped by 10 to 6.315, and the short - fiber产销率 rose by 1% to 38% [1]. - Bottle - chip: The prices of bottle - chip 2512, 2601, and 2602 were 5736, 5718, and 5756 respectively, with changes of 18, 22, and 24 compared to the previous day. The bottle - chip主力持仓量 decreased by 959 to 40157, and the主力成交量 increased by 8988 to 39984. The bottle - chip华东现货价格 dropped by 15 to 5745, and the bottle - chip华南现货价格 dropped by 30 to 5770 [1]. Spot News - Short - fiber: The short - fiber factory quotes remained stable. The semi - bright 1.4D mainstream quotes were 6450 - 6500 for ex - factory or short - distance delivery, and the mainstream negotiation price was 6200 - 6400. The trader trading volume declined, and the average production - sales ratio was 38% [1]. - Bottle - chip: The polyester bottle - chip factory quotes were mostly stable, with individual factories reducing prices by 30 yuan. The 11 - 1 month orders were mostly traded at 5670 - 5750 yuan/ton ex - factory, with some brands slightly lower at 5630 yuan/ton and slightly higher at 5790 - 5820 yuan/ton [2]. Trend Intensity - The short - fiber trend intensity and the bottle - chip trend intensity were both 0, indicating a neutral state for the daily - session main - contract futures price fluctuations on the report day [2].