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瓶片短纤数据日报-20250922
Guo Mao Qi Huo· 2025-09-22 05:22
Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - Domestic PTA device is gradually returning, PTA production is rising, PTA basis is rapidly declining, and the market is under significant pressure due to Hengli's concentrated shipments. OPEC+ has increased oil production again, leading to a sharp decline in crude oil prices. The spread between PX and naphtha has shrunk. Recently, production and sales have weakened, inventory has increased, and as the off - season is approaching, the operating load of polyester has risen to 91%. However, due to the decline in crude oil prices and the weakening of the basis, PTA is performing weakly [2] Group 3: Summary of Related Indicators Price and Spread Changes - PTA spot price dropped from 4630 to 4555, a decrease of 75; MEG inner - market price dropped from 4362 to 4351, a decrease of 11; PTA closing price dropped from 4666 to 4604, a decrease of 62; MEG closing price dropped from 4268 to 4257, a decrease of 11; 1.4D direct - spinning polyester staple fiber price dropped from 6540 to 6490, a decrease of 50; short - fiber basis increased from 72 to 111, an increase of 39; 10 - 11 spread increased from 6 to 8, an increase of 2; 1.4D direct - spinning and imitation large - chemical spread decreased from 890 to 840, a decrease of 50;华东水瓶片, hot - filling polyester bottle - chip, and carbonated - grade polyester bottle - chip prices all dropped by 40; outer - market water bottle - chip price dropped from 770 to 765, a decrease of 5; T32S pure polyester yarn price dropped from 10300 to 10270, a decrease of 30; cotton 328 price dropped from 14890 to 14870, a decrease of 20 [2] Cash Flow and Processing Fee Changes - Polyester staple fiber cash flow increased from 240 to 246, an increase of 6; bottle - chip spot processing fee increased from 427 to 455, an increase of 27.81; T32S pure polyester yarn processing fee increased from 3760 to 3780, an increase of 20; polyester - cotton yarn profit increased from 1286 to 1326, an increase of 40.71; hollow short - fiber 6 - 15D cash flow increased from 430 to 498, an increase of 67.81 [2] Market Conditions - In the short - fiber market, the price of polyester staple fiber dropped by 122 to 6284. The spot market was mainly based on price negotiations by production factories, the prices of traders declined, downstream buyers replenished at low prices, the trading volume in the trader segment was good, and the factory trading volume was average. The price range of 1.56dtex*38mm semi - glossy natural white (1.4D) polyester staple fiber in the East China market was 6270 - 6570 (cash on the spot, tax - included, self - pick - up), in the North China market was 6390 - 6690 (cash on the spot, tax - included, delivered), and in the Fujian market was 6270 - 6500 (cash on the spot, tax - included, delivered). In the bottle - chip market, the mainstream negotiation price of polyester bottle - chips in the Jiangsu and Zhejiang markets was 5750 - 5870 yuan/ton, with the average price dropping by 40 yuan/ton compared to the previous working day. Polyester raw materials and bottle - chip futures were weakly operating, the supply side lowered its offers, downstream end - users made rigid purchases, and the market trading was okay, but the price center of bottle - chips declined [2] Load and Production - Sales Rate - The direct - spinning short - fiber load (weekly) was 94.40%, with a change of 0.01; the polyester staple fiber production - sales rate was 52.00%, a decrease of 8.00% compared to the previous period; the polyester yarn startup rate (weekly) was 63.50%, with no change; the recycled cotton - type load index (weekly) was 51.00%, with a change of 0.01 [3]
瓶片短纤数据日报-20250915
Guo Mao Qi Huo· 2025-09-15 12:47
投资咨询业务资格:证监许可【2012】31号 | 瓶片短纤数据日报 整性做任何保证。本报告不构成个人投资建议,也未针对个别投资者特殊的投资目和 状况或需要,投资者需自行判断本报告中的任何意见或建议是否符合其特定状况, 投资,责任自负。本报告仪向特定客户推送,未经国贸期货授权许可,任何引用、 反同第二万传播的行为均构成对国贸期货的侵权,我司将视 险,入市需谨慎。 ITG国贸期货 世界500强投资企业 国贸期货有限公司 成为一流的衍生品综合服务商 入 限 e a f re [st] 服 热 线 官 方 网 斯 la 限 400-8888-598 www.itf.com.cn 98 167 直纺短纤负荷(周) 90. 60% 91. 10% 0. 01 涤纶短纤产销 51.00% -13.00% 64. 00% 涤纱升机率(周) 62.00% 62. 80% 0. 01 再生棉型负荷指数(周) 49.00% 49. 50% 0. 01 涤纶短纤与纯涤纱价格 涤纶短纤现金流 14000 10000 10000 1800 (器使) 出現常德 ■ 年会命像思S2PLI (探せ) 照日后52日 | 条短现金流 1.40直幻 ...