瓶片短纤数据日报-20260306

Group 1: Report's Investment Rating for the Industry - No information provided Group 2: Core Viewpoints of the Report - Crude oil is expected to strengthen significantly due to geopolitical influence. The speculative sentiment in the Asian PX market has rebounded, but the physical supply is stable. Even if the expected maintenance of PX devices exceeds expectations, the physical supply of PX is still sufficient. The market is still in a quiet period in terms of demand, with downstream replenishment being inactive, and the polyester's operating load is lower than expected. The domestic PX market has sufficient supply, but the supply is expected to tighten from March to May. The short - term energy price volatility risk may be brought by the tense geopolitical situation in the Middle East. Bottle chip profits and direct - spun staple fiber profits are expected to expand [2]. Group 3: Summary by Relevant Indicators Price and Price Difference Indicators - PTA spot price rose from 5605 to 5800, an increase of 195; MEG internal market price rose from 4046 to 4132, an increase of 86; PTA closing price rose from 5694 to 5820, an increase of 126; MEG closing price rose from 4078 to 4184, an increase of 106; 1.4D direct - spun polyester staple fiber price rose from 7070 to 7235, an increase of 165; short - fiber basis decreased from - 37 to - 67, a decrease of 30; 3 - 4 spread decreased from 10 to 2, a decrease of 8; the price difference between 1.4D direct - spun and imitation large - chemical fiber increased from 1670 to 1695, an increase of 25; East China water bottle chip price rose from 6689 to 6964, an increase of 275; hot - filling polyester bottle chip price rose from 6689 to 6964, an increase of 275; carbonated - grade polyester bottle chip price rose from 6789 to 7064, an increase of 275; outer - market water bottle chip price rose from 905 to 945, an increase of 40; T32S pure polyester yarn price rose from 11200 to 11350, an increase of 150; T32S pure polyester yarn processing fee decreased from 4130 to 4115, a decrease of 15; polyester - cotton yarn 65/35 45S price remained unchanged at 17200; cotton 328 price rose from 16345 to 16395, an increase of 50; polyester - cotton yarn profit decreased from 1334 to 1206, a decrease of 128; primary three - dimensional hollow (with silicon) price rose from 7720 to 7905, an increase of 185; primary low - melting - point staple fiber price rose from 8200 to 8470, an increase of 270 [2]. Cash Flow and Profit Indicators - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6; bottle chip spot processing fee increased from 541 to 621, an increase of 79; hollow staple fiber 6 - 15D cash flow decreased from 372 to 362, a decrease of 11 [2]. Operating Rate and Sales Rate Indicators - Direct - spun staple fiber load decreased by 5.77% from 89.90% to 84.13%; polyester staple fiber sales rate increased by 1.00% from 88.00% to 89.00%; polyester yarn operating rate increased by 0.32% from 70.00% to 70.32%; recycled cotton - type load index decreased by 0.63% from 55.44% to 54.81% [3].