Group 1: Report Industry Investment Rating - The investment rating for the energy and chemical industry (specifically for bottle chips) is "oscillating" [1] Group 2: Core View of the Report - With continuous global geopolitical disturbances, the crude oil price has stabilized and rebounded. Last week, the supply of bottle chips increased slightly, and downstream factories mainly made rigid restocking. The expected commissioning of new plants has little impact on the market. In the short term, the price of bottle chips will oscillate following the raw materials, with the reference range for the main contract PR2603 being 5980 - 6200 yuan/ton. The trading strategy is to reduce long - positions and wait and see [1] Group 3: Summary by Related Contents Market Conditions - On the night of Monday, the main price of bottle chips fell by 46 yuan to 6042 yuan/ton. The price of East China water - grade bottle chips was 6110 yuan/ton (+80), and the price of South China bottle chips was 6150 yuan/ton (+70). Long - position holdings increased by 3355 lots to 66,500 lots, and short - position holdings increased by 2840 lots to 68,500 lots [1] Important Information - In terms of supply, cost, and profit, the domestic polyester bottle chip production this week was 334,700 tons, a week - on - week decrease of 600 tons. The average weekly capacity utilization rate of domestic polyester bottle chips was 72.27%, a week - on - week decrease of 1.01. The production cost of polyester bottle chips was 5592 yuan, a week - on - week decrease of 31 yuan/ton. The weekly production gross profit of polyester bottle chips was - 166 yuan/ton, a week - on - week increase of 15 yuan/ton [1] - In November 2025, China's polyester bottle chip exports were 533,000 tons, an increase of 9900 tons from the previous month. The cumulative export volume in 2025 was 5.865 million tons [1] - In December 2025, the output of China's polyester bottle chip industry was 1.4789 million tons, a month - on - month increase of 3.48%. The capacity utilization rate this month was 73.12%, a month - on - month increase of 0.1 percentage points [1] - Due to the continued instability in the Iranian situation and potential supply risks worrying the market, international oil prices rose. The NYMEX crude oil futures 02 contract was at 59.50, up 0.38 dollars/barrel, a week - on - week increase of 0.64%; the ICE Brent crude oil futures 03 contract was at 63.87, up 0.53 dollars/barrel, a week - on - week increase of 0.84%. The China INE crude oil futures 2603 contract rose 9.9 to 436.8 yuan/barrel, and rose 0.2 to 437 yuan/barrel in the night session [1] - According to CCTV news, on January 11, local time, it was learned from informed officials that the US District of Columbia Federal Prosecutor's Office has launched a criminal investigation into Federal Reserve Chairman Jerome Powell. The investigation involves the renovation project of the Fed's Washington headquarters building and whether Powell lied to Congress about the scope of the project [1]
格林大华期货早盘提示：瓶片-20260113
Ge Lin Qi Huo·2026-01-13 02:22