江苏三房巷聚材股份有限公司 关于 2024 年年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江苏三房巷聚材股份有限公司（以下简称"公司"）根据《上海证券交易所上 市公司自律监管指引第 3 号——行业信息披露》要求，现将 2024 年年度主要经 营数据披露如下： 注：PTA 销售量包括部分外采量，不包括公司内部使用量。 二、主要产品和原材料的价格变动情况 | 证券代码：600370 | 证券简称：三房巷 | 公告编号：2025-036 | | --- | --- | --- | | 转债代码：110092 | 转债简称：三房转债 | | 三、需要说明的其他事项 1 主要产品 2024 年 1-12 月生 产量（万吨） 2024 年 1-12 月销 售量（万吨） 2024年1-12月营业 收入（万元） 瓶级聚酯切片 300.86 301.01 1,876,287.84 PTA 140.13 99.22 485,958.38 一、主要产品的产量、销量及收入实现情况 报告期内无其他对公司生产经营具有重大影响的 ...

PTA：假期终端减产预期下，PTA延续成本主导 MEG：向上动能不足，乙二醇延续震荡格局 正信期货聚酯周报 20250428 作者：赵婷 审核：王艳红 投资咨询编号：Z0016344 投资咨询编号：Z0010675 Email: zhaot@zxqh.net 产业链周度重要数据 | | 价格 | 变动 | | | | | | --- | --- | --- | --- | --- | --- | --- | | WTI | 63.02 | -2.57% | 美元/桶 | 价格 | 涨跌 | 美元/吨 | | BRENT | 66.87 | -1.60% | 原油 | 581.75 | 2.47% | 石脑油 | | 价格 | 涨跌 | 美元/吨 | | --- | --- | --- | | 581.75 | 2.47% | 石脑油 | | 价格 | 641 | 美元/吨 | 价格 | 655.5 | 美元/吨 | 价格 | 752 | 美元/吨 | 价格 | 790 | 美元/吨 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

能源化工 聚酯日报 通惠期货研发产品系列 2025 年 4 月 28 日 星期一 成本端支撑走强带动聚酯原料偏强运行，关注需求端边际变化 1. PX & PTA 上周五，PX 主力合约 PX2509 收 6230 元/吨，较前一交易日上涨 1.04%，基差为-297 元/吨。PTA 主力合约 PTA2509 收 4400 元/吨，较前 一交易日上涨 0.69%,基差为 80 元/吨。 成本端，特朗普称对中国关税将会大幅下降，市场担忧情绪缓解。 WTI 原油主力收 63.17 美元/桶，布油收 65.83 美元/桶。供应端，PX：中 海油惠州 150 万吨 3 月 29 日检修 50 天左右，扬子石化重整检修至 5 月 上旬，PX 有降负预期，天津石化 PX 计划 6-7 月份检修，海南炼化计划 4- 5 月检修，浙石化 250 万吨装置已重启，盛虹炼化 400 万吨原计划 4 月检 修，目前推迟至 5 月。PX 国内装置开工率为 73.2%，亚洲开工率为 68.6%。 PTA：台化兴业 150 万吨计划 5 月 6 日检修，逸盛大连 225 万吨计划 4 月 26 日检修 6 周，另 375 万吨 4 月 2 ...

瓶片短纤数据日报 投资咨询业务资格:证监许可【2012】31号 | | | | | | 投资咨询号 | | --- | --- | --- | --- | --- | | | | | 国贸期货研究院 | Z0017251 2025/4/28 | | | | | 能源化工研究中心 陈胜 | 从业资格号: | | | | | | F3066728 | | 指标 | 2025/4/24 | 2025/4/25 | 变动值 | | | PTA现货价格 | 4350 | 4415 | 65.00 | | | MEG内盘价格 | 4221 | 4188 | (33.00) | 现货资讯: | | PTA收盘价 | 4370 | 4400 | 30. 00 | 短纤:1.56dtex*38mm半光本白(1.4D)涤纶短纤 | | | | | | 华东市场主流成交价格参考6130-6510元/吨, | | MEG收盘价 | 4179 | 4160 | (19.00) | 较上一交易日上涨25元/吨。聚合成本上涨,供 | | 1.4D直纺涤短 | 6360 | 6375 | 15.00 | 应商价格稳定,贸易商价格上扬,下游按 ...

投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 | | | | | 聚酯数据日 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号:Z0017251 | 2025/4/28 | | | | 能源化工研究中心 | 陈胜 | | 从业资格号:F3066728 | | 指标 | | 2025/4/24 | 2025/4/25 | 变动值 | 行情综述 | | | INE原油(元/桶) | 493. 4 | 496. 1 | 2. 70 | 成交情况: PTA: PTA行情上涨,期货休市,现货市场未闻公开成 | | SC | PTA-SC(元/吨) | 784. 4 | 794.8 | 10. 38 | 交,现货基差参考主力供应商报盘的算术平均值评估 | | | PTA/SC(比价) | 1. 2188 | 1. 2205 | 0. 0017 | 。PTA去库存利好延续,主力供应商挺市。 | | | CFR中国PX | 744 | 752 | 8 | | | PX | PX-石脑油价差 | 155 | 170 | 15 | ...

观点：聚酯开工仍有韧性，驱动不足 投资咨询业务资格：证监许可【2011】1290号 戴一帆（Z0015428） 周燕勤（F03129302） 周嘉伟（F03133676） 聚酯周报观点 MEG 核心观点：驱动不足，区间震荡 南华聚酯周报20250427 【库存】华东港口库至77.5万吨，环比上期增加0.4万吨。 【装置】中石化武汉28w近期停车，预计持续半个月；内蒙古建元26w近期重启；内蒙古兖矿40w近期重启； 【观点】 本周EG价格在需求悲观与关税豁免消息扰动下低位震荡。基本面方面，供应端油降煤升，总负荷小幅上调至68.47%（+3.15%）；其中 ，乙烯制方面茂名石化、天沙停车；煤制兖矿、榆林化学、中昆提负，煤制负荷大幅上调至63.85%（+14%）。效益方面，受绝对价格 小幅反弹影响，各路线利润小幅修复。库存方面，本周到港集中，港口发货表现不佳，维持刚需，下周一港口显性库存预计大幅累库8 万吨左右。需求端，长丝开工下调，短纤瓶片提负，聚酯总负荷维持高位93.6%（-0.2%）。长丝节前存在促销行为，终端部分刚需采 购低位补货，长丝库存小幅去化，但FDY和DTY环节库存压力仍然明显。终端受关税事件影响， ...

投资咨询业务资格：证监许可[2011]1771号 油价稳定，下游负反馈或持续发酵 东海原油聚酯周度策略 东海期货研究所能化策略组 2025-4-28 冯冰 从业资格证号：F3077183 投资咨询证号：Z0016121 电话：021-80128600-8616 邮箱：fengb@qh168.com 分析师： 王亦路 从业资格证号：F03089928 投资咨询证号：Z0019740 电话：021-80128600-8622 邮箱：wangyil@qh168.com 分析师： 主要内容 | | 原油 | 聚酯 | | --- | --- | --- | | 观点 | 长期中枢下移，短期反弹 关税缓和可能下油价保持稳定，而近期现货需求尚可， | 短期低位震荡 下游开工仍然偏高，但是终端开工进一步下行，加弹厂等虽 | | | 结构继续保持偏强状态，且炼厂利润反而回升，库存继 | 然短期略有补库，但成品库存仍然偏高，且关税扭转之前， | | | 续去化，油价支撑仍然存在，短期价格将保持窄幅震荡。 | 厂家主流仍保持低库存运行。以及五一放假时间可能较长， | | | 但哈萨克斯坦等增产将继续快于计划，供应回归幅度将 | ...

能源化工 聚酯日报 通惠期货研发产品系列 2025 年 4 月 25 日 星期五 成本端油价存在技术面修复，利空情绪出尽后 PX、PTA 或上行 昨日，短纤主力合约PF2506收6028元/吨，较前一交易日下跌1.05%。 华东市场主流价为 6280 元/吨，较前一日下跌 20 元/吨，基差为 262 元/ 吨。国内涤纶短纤产量在 16.31 万吨左右，较上周总量上涨 1.19%。本周 涤纶短纤行业开工 82.11%，较上周开工上涨 0.96%。国内终端织造平均 订单天数约为 8.66 天，较上周减少 0.3 天。 通惠期货研发部 一、日度市场总结 1. PX & PTA 昨日，PX主力合约PX2509收6166元/吨，较前一交易日下跌0.93%， 基差为-231 元/吨。PTA 主力合约 PTA2509 收 4370 元/吨，较前一交易日 下跌 0.86%,基差为-10 元/吨。 成本端，特朗普称对中国关税将会大幅下降，市场担忧情绪缓解。 WTI 原油主力收 62.77 美元/桶，布油收 65.6 美元/桶。供应端，PX：盛 虹炼化 400 万吨装置 4 月有重整计划，预计 PX 降负荷，扬子石化重整检 修 ...

Report Industry Investment Rating - All the analyzed energy and chemical products are rated as "volatile" [1][3][4][7][9] Core Viewpoints of the Report - The oil market is affected by the US's inconsistent policies and OPEC+ internal disputes, and the market is in a state of repeated operation [1] - The low - sulfur fuel oil market is supported by reduced arbitrage shipments, while the high - sulfur fuel oil market pressure eases with the approaching summer demand [1][3] - The asphalt production profit has recovered, and the refinery's production enthusiasm has improved, but the actual consumption has not increased significantly [3] - Polyester product prices mainly follow the cost - end, and the price of ethylene glycol is expected to run in a low - range [3][4] - The rubber price is expected to be volatile and weak due to the approaching holiday production cut of downstream tire factories and cautious terminal orders [4][7] - The methanol supply is high, and the future supply - demand may be loose [7] - The polyolefin market is affected by tariff policies, with supply pressure easing and demand weakening [7][9] - The PVC market's supply and demand will both weaken marginally, and the price is expected to be volatile [9] Summary by Relevant Catalogs 1. Research Views - **Crude Oil**: On Thursday, WTI 6 - month contract rose 0.52 dollars to 62.79 dollars/barrel (0.84% increase), Brent 6 - month contract rose 0.43 dollars to 66.55 dollars/barrel (0.65% increase), and SC2506 closed at 495.4 yuan/barrel (1.00% increase). The US's inconsistent policies and OPEC+ internal disputes make the market volatile [1] - **Fuel Oil**: On Thursday, FU2507 fell 1.12% to 2998 yuan/ton, and LU2506 fell 0.86% to 3446 yuan/ton. The low - sulfur market is supported by reduced shipments, and the high - sulfur market pressure eases with approaching summer demand [1][3] - **Asphalt**: On Thursday, BU2506 rose 0.38% to 3406 yuan/ton. This week, the shipment of domestic asphalt enterprises increased by 20.4% week - on - week, and the utilization rate of modified asphalt production capacity increased. The production profit has recovered, but the actual consumption has not increased significantly [3] - **Polyester**: TA509 fell 0.86% to 4370 yuan/ton, EG2509 fell 1.67% to 4179 yuan/ton. The production load of polyester and ethylene glycol has changed, and product prices mainly follow the cost - end [3][4] - **Rubber**: On Thursday, RU2509 rose 40 yuan/ton to 14735 yuan/ton, NR fell 130 yuan/ton to 12400 yuan/ton, and BR fell 60 yuan/ton to 11235 yuan/ton. The downstream tire factories are expected to cut production before the holiday, and the rubber price is expected to be volatile and weak [4][7] - **Methanol**: The supply is high, and the future supply - demand may be loose due to device maintenance and increased future arrivals [7] - **Polyolefin**: The price of polypropylene and polyethylene has changed. The refinery's maintenance increases, but the demand weakens due to tariff policies [7][9] - **Polyvinyl Chloride**: The market price is slightly adjusted. The supply and demand will both weaken marginally, and the price is expected to be volatile [9] 2. Daily Data Monitoring - The report provides the spot price, futures price, basis, basis rate, and their changes of various energy and chemical products on April 24 and 23, 2025, including crude oil, liquefied petroleum gas, asphalt, etc [10] 3. Market News - The third - round of US - Iran nuclear negotiations this week may lead to Iran's crude oil return, but the new US sanctions on Iran limit the oil price increase. Kazakhstan will prioritize national interests over OPEC+ quotas [12] - The Bank of England Governor believes that the concern about the US dollar losing its reserve currency status is "excessive" [12] 4. Chart Analysis - **4.1 Main Contract Prices**: The report presents the closing price charts of main contracts of various energy and chemical products from 2021 to 2025, including crude oil, fuel oil, etc [14][15][18] - **4.2 Main Contract Basis**: It shows the basis charts of main contracts of various products, such as crude oil, fuel oil, etc [29][31][35] - **4.3 Inter - period Contract Spreads**: The report provides the spread charts of different contracts of various products, like fuel oil, asphalt, etc [45][47][50] - **4.4 Inter - variety Spreads**: It presents the spread and ratio charts between different varieties, such as crude oil internal and external spreads, fuel oil high - low sulfur spreads, etc [60][62][64] - **4.5 Production Profits**: The report shows the cash - flow and profit charts of ethylene - made ethylene glycol, PP production, etc [69][70][72] 5. Team Member Introduction - The report introduces the members of the energy and chemical research team, including their positions, educational backgrounds, honors, and research areas [74][75][76]

光大期货能化商品日报 光大期货能化商品日报（2025 年 4 月 24 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周三油价重心下移，其中 WTI 新换 6 月合约收盘下跌 1.40 美元 | | | | 至 62.27 美元/桶，跌幅 2.18%。布伦特 6 月合约收盘下跌 1.32 美 | | | | 元至 66.12 美元/桶，跌幅 1.96%。SC2506 以 487.4 元/桶收盘，下 | | | | 跌 11.2 元/桶，跌幅为 2.25%。OPEC+的多个成员国将在 6 月会 | | | | 议上提议扩大增产。这一决定正值该组织内部围绕产量配额合规 | | | | 性爆发争端。哈萨克斯坦能源部长明确表示将"国家利益置于 | | | | OPEC+之上"，该国因持续超配额生产已引发其他成员国不满。 | | | 原油 | 伊朗外交部发布的一份声明表示，美方继续对伊朗实施制裁是霸 | 震荡 | | | 凌和非法行为，与美方试图对话的行为相悖，表明美国缺乏谈判 | | | | 的诚意。美国政府利用制裁对其他国家施加政治压力，违反了联 | | | ...