聚酯数据日报-20251124

Group 1: Report Summary - The report is a polyester data daily from ITG Guomao Futures' Energy and Chemical Research Center, dated November 24, 2025 [2] Group 2: Market Data Changes INE Crude Oil - Price decreased from 455.5 yuan/barrel on November 20 to 447.4 yuan/barrel on November 21, a change of -8.10 yuan/barrel [2] PTA - PTA - SC increased from 1,385.8 yuan/ton to 1,414.7 yuan/ton, a change of 28.86 yuan/ton - PTA/SC ratio increased from 1.4187 to 1.4351, a change of 0.0165 - PTA主力期价 decreased from 4,696 yuan/ton to 4,666 yuan/ton, a change of -30.0 yuan/ton - PTA现货价格 decreased from 4,630 yuan/ton to 4,615 yuan/ton, a change of -15.0 yuan/ton - 现货加工费 increased from 171.0 yuan/ton to 191.0 yuan/ton, a change of 20.0 yuan/ton - 盘面加工费 increased from 237.0 yuan/ton to 257.0 yuan/ton, a change of 20.0 yuan/ton - 主力基差 increased from -69 to -63, a change of 6.0 - PTA仓单数量 increased from 111,696 to 117,192, a change of 5,496 [2] PX - CFR中国PX decreased from 833 to 824, a change of -9 - PX - 石脑油价差 increased from 260 to 262, a change of 2 [2] MEG - MEG主力期价 decreased from 3,822 yuan/ton to 3,808 yuan/ton, a change of -14.0 yuan/ton - MEG - 石脑油 decreased from -153.24 to -159.43, a change of -6.2 - MEG内盘 decreased from 3,885 to 3,852, a change of -33.0 - 主力基差 increased from 31 to 35, a change of 4.0 [2] Industry Chain开工情况 - PX开工率 remained unchanged at 87.39% - PTA开工率 decreased from 73.33% to 72.11%, a change of -1.22% - MEG开工率 decreased from 60.99% to 60.14%, a change of -0.85% - 聚酯负荷 decreased from 89.19% to 88.69%, a change of -0.50% [2] Polyester Products Polyester Filament - POY150D/48F decreased from 6,585 to 6,580, a change of -5.0 - POY现金流 increased from 75 to 94, a change of 19.0 - FDY150D/96F decreased from 6,840 to 6,825, a change of -15.0 - FDY现金流 increased from -170 to -161, a change of 9.0 - DTY150D/48F remained unchanged at 7,865 - DTY现金流 increased from 155 to 179, a change of 24.0 - 长丝产销 increased from 36% to 39%, a change of 3% [2] Polyester Staple Fiber - 1.4D直纺涤短 decreased from 6,370 to 6,340, a change of -30 - 涤短现金流 decreased from 210 to 204, a change of -6.0 - 短纤产销 decreased from 42% to 31%, a change of -11% [2] Polyester Chips - 半光切片 decreased from 5,570 to 5,540, a change of -30.0 - 切片现金流 decreased from -40 to -46, a change of -6.0 - 切片产销 increased from 46% to 75%, a change of 29% [2] Group 3: Market Analysis PTA - Crude oil and PX prices fell, weakening cost support for PTA. PTA inventory decreased and the basis strengthened. The PX market price has rebounded due to limited production. PTA supply has slightly shrunk, polyester production remains stable, and domestic polyester exports are still optimistic. Downstream weaving performance is good, and export demand may improve [2] MEG - The inventory at the East China ethylene glycol port increased by 120,000 tons compared to last week. Ethylene prices cannot support the strengthening of ethylene glycol prices. New device launches are putting pressure on prices. Coal price increases have not provided strong cost support, and the profit of coal - based ethylene glycol has been repaired. The reduction of tariffs may increase textile and clothing export demand [2] Group 4: Device News - A 900,000 - ton/year ethylene glycol plant in Singapore, originally scheduled to restart around the end of December 2025, has postponed its restart, and the new restart plan is unknown. The plant stopped production in August 2025 [3]