聚酯端偏强震荡

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短纤逐步兑现减产 中期随聚酯端保持偏强震荡格局
Jin Tou Wang· 2025-07-25 07:06
Core Viewpoint - The short fiber futures market is experiencing a significant upward trend, with the main contract reaching a peak of 6610.00 yuan, reflecting a 1.89% increase [1] Group 1: Market Analysis - New Lake Futures suggests that short fiber is gradually realizing production cuts, indicating a potential opportunity to go long on processing fees [2] - Donghai Futures anticipates that short fiber will maintain a strong oscillating pattern in the medium term, following the polyester sector [2] - Ruida Futures highlights that the main short fiber contract faces resistance around 6650 yuan, with support expected near 6300 yuan [3] Group 2: Supply and Demand Dynamics - The production of polyester short fiber in China is reported at 163,500 tons, a slight decrease of 30 tons or 0.18% month-on-month, with an average capacity utilization rate of 86.42%, down 0.19% [3] - The average operating rate in the pure polyester yarn industry is at 72.42%, reflecting a decrease of 1.46% [3] - Inventory levels in the pure polyester yarn sector have increased, with weekly average inventory rising to 23.08 days, up 0.17 days from the previous week [3]