瓶片短纤数据日报-20260209

Group 1: Report Information - The report is the daily data report of bottle chips and staple fibers by Guomao Futures Research Institute, dated February 9, 2026 [1][2] Group 2: Price and Index Changes - PTA spot price decreased from 5100 to 5085, a decrease of 15 [2] - MEG domestic price decreased from 3649 to 3630, a decrease of 19 [2] - PTA closing price increased from 5144 to 5166, an increase of 22 [2] - MEG closing price decreased from 3745 to 3743, a decrease of 2 [2] - 1.4D direct - spun polyester staple fiber price increased from 6525 to 6535, an increase of 10 [2] - Staple fiber basis increased from 38 to 39, an increase of 1 [2] - 3 - 4 spread remained unchanged at - 80 [2] - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6 [2] - 1.4D imitation large - chemical fiber price remained unchanged at 5300 [2] - The price difference between 1.4D direct - spun and imitation large - chemical fiber increased from 1225 to 1235, an increase of 10 [2] - East China water bottle chip price increased from 6196 to 6247, an increase of 51 [2] - Hot - filled polyester bottle chip price increased from 6196 to 6247, an increase of 51 [2] - Carbonated - grade polyester bottle chip price increased from 6296 to 6347, an increase of 51 [2] - Outer - market water bottle chip price remained unchanged at 835 [2] - Bottle chip spot processing fee increased from 613 to 683, an increase of 70 [2] - T32S pure polyester yarn price remained unchanged at 10700 [2] - T32S pure polyester yarn processing fee decreased from 4175 to 4165, a decrease of 10 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16800 [2] - Cotton 328 price decreased from 15640 to 15615, a decrease of 25 [2] - Polyester - cotton yarn profit increased from 1562 to 1565, an increase of 3 [2] - Primary three - dimensional hollow (with silicon) price decreased from 7300 to 7290, a decrease of 10 [2] - Hollow staple fiber 6 - 15D cash flow increased from 517 to 526 [2] - Primary low - melting - point staple fiber price remained unchanged at 7895 [2] Group 3: Market Conditions - Short fiber: The short - fiber main futures fell 16 to 6578. The price of polyester staple fiber production factories fluctuated slightly, the price of traders declined, downstream sporadic purchases were made, and the on - site transactions were few. The price of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market was 6370 - 6700 cash on the spot, tax - included self - pick - up; in the North China market, it was 6490 - 6820 cash on the spot, tax - included delivery; in the Fujian market, it was 6470 - 6750 cash on the spot, tax - included delivery [2] - Bottle chips: The mainstream negotiation price of polyester bottle chips in the Jiangsu and Zhejiang markets was 6210 - 6320 yuan/ton, with the average price remaining the same as the previous working day. The futures prices of PTA and bottle chips fluctuated slightly, the cost - side support was average, most of the supply - side offers remained, the market spot supply was tight, the downstream terminal demand was mainly for rigid needs, and the market negotiation focus was temporarily stable [2] Group 4: Industry Analysis - The commodity market declined significantly. PX maintained fundamental resilience during the high - level correction. Due to the Iranian geopolitical risk, the risk of crude oil prices still existed. The downstream PTA industry continued to be strong. The domestic PTA output in January was expected to reach a new high, and there was no plan to reduce production during the Spring Festival. With no new PTA production capacity throughout the year, the existing devices would operate at full capacity to match the growth of polyester demand, providing a solid demand background for PX. The PX supply side was still tight. The South Korean TDP device increased its load, and a PX factory in the Middle East was scheduled to shut down before February, with limited global effective production capacity release. The PX - mixed xylene toluene price difference remained at about 150 US dollars. In terms of the profit structure, although the PX - naphtha price difference fell to 335 US dollars/ton, it was still at a healthy level. Domestic PTA maintained high - level operation, domestic demand declined, and the production reduction of polyester factories had a limited negative feedback on PTA. The profit of bottle chips expanded, and the profit of short fibers declined [2] Group 5: Operating Rate and Sales - The direct - spun staple fiber load (weekly) increased from 86.77% to 88.84%, an increase of 2.07% [3] - The polyester staple fiber production and sales rate increased from 46.00% to 52.00%, an increase of 6.00% [3] - The polyester yarn startup rate (weekly) increased from 70.00% to 70.32%, an increase of 0.32% [3] - The recycled cotton - type load index (weekly) decreased from 54.81% to 55.44%, a decrease of 0.63% [3]