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瓶片短纤数据日报-20250901
Guo Mao Qi Huo· 2025-09-01 07:48
Group 1: Report Investment Rating - No information available Group 2: Core Viewpoints - The spread between PX and naphtha has expanded, and the weakness of benzene prices has restrained the further increase of PX production to some extent. The spread between PX and MX has recovered, the downstream load of polyester has remained at around 88%, domestic PTA plants have gradually resumed operation, and domestic PTA production has rebounded. With the recent improvement in production and sales and inventory reduction, especially the better inventory reduction of filament, profits have been significantly repaired. However, the maintenance expectations of some downstream devices are relatively strong [2] Group 3: Data Summary Price Changes - PTA spot price decreased from 4775 to 4740, a change of -35 [2] - MEG inner - market price increased from 4527 to 4536, a change of 9 [2] - PTA closing price decreased from 4792 to 4784, a change of -8 [2] - MEG closing price increased from 4465 to 4466, a change of 1 [2] - 1.4D direct - spun polyester staple fiber price decreased from 6655 to 6610, a change of -45 [2] - Short - fiber basis increased from 98 to 148, a change of 50 [2] - 9 - 10 spread decreased from 114 to 84, a change of -30 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6 [2] - 1.4D direct - spun and imitation large - chemical fiber price spread decreased from 955 to 910, a change of -45 [2] - East China water bottle chip price increased from 5895 to 5907, a change of 12 [2] - Hot - filling polyester bottle chip price increased from 5895 to 5907, a change of 12 [2] - Carbonated - grade polyester bottle chip price increased from 5995 to 6007, a change of 12 [2] - T32S pure polyester yarn price decreased from 10350 to 10330, a change of -20 [2] - T32S pure polyester yarn processing fee increased from 3695 to 3720, a change of 25 [2] - Polyester - cotton yarn 65/35 45S price remained unchanged at 16300 [2] - Cotton 328 price increased from 15210 to 15380, a change of 170 [2] - Polyester - cotton yarn profit decreased from 1138 to 1104, a change of -34.42 [2] - Hollow short - fiber 6 - 15D cash flow increased from 321 to 348, a change of 26.91 [2] Market Conditions - Polyester staple fiber market: Prices fell, downstream replenishment enthusiasm increased, and on - site transactions were acceptable. The price of 1.56dtex*38mm semi - bright natural white (1.4D) polyester staple fiber in the East China market was 6380 - 6700 for cash on delivery, tax - included self - pick - up; in the North China market, it was 6500 - 6820 for cash on delivery, tax - included delivery; in the Fujian market, it was 6430 - 6600 for cash on delivery, tax - included delivery [2] - Polyester bottle chip market: The market price slightly declined. Polyester raw materials PTA and bottle chip futures fluctuated narrowly, the supply - side quotations of bottle chips were mixed, downstream terminals were cautiously waiting and watching, and the trading atmosphere was light [2] Load and Production and Sales - Direct - spun short - fiber load (weekly) increased from 90.60% to 91.10% [3] - Polyester staple fiber production and sales increased from 11.00% to 37.00%, a change of 48.00% [3] - Polyester yarn startup rate (weekly) increased from 62.00% to 62.80% [3] - Regenerated cotton - type load index (weekly) decreased from 49.50% to 49.00% [3]