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[PET Daily Review] Costs Rise Then Fall, Polyester Bottle Chips Cautious on Price Hike

Longzhong 2025-08-26 17:12:35

1 Today's Summary

① The factory quotation is partially stable, with some parts increasing by 20-50. Unit: yuan/ton

Today, the domestic polyester bottle chip capacity utilization rate is 70.89%.

2 Spot Market Overview

Table 1 Summary of Domestic Polyester Bottle Chip Prices (Unit: RMB/ton)

Market	Specification	8 25th of the month	August 26	Change in value	Change Rate
East China	Aquarius-class	5980	5950	-30	-0.5%
South China	Aquarius-class	6020	6020	0	0%
North China	Aquarius-class	5950	5940	-10	-0.17%

Based on the East China region, today's spot price for polyester bottle-grade flakes closed at 5,950, down 30 from the previous working day, in line with the morning expectations.

In the morning, costs fluctuated, and bottle-grade PET chip transactions declined. Later, driven by the unexpected maintenance of polyester raw material units and the resulting cost increase, factory offers rose by 20-50 yuan. However, the willingness of buyers to follow up on the price increase was insufficient, leading to a decline in transactions by the end of the day. Offers for goods delivered from August to October ranged from 5,930 to 6,120 yuan/ton, with counteroffers between 5,890 and 6,030 yuan/ton.

Figure 1 2025 Domestic Polyester Bottle Chip Price Trend Chart (Yuan/Ton)	Figure 2 Domestic Market Price Trend of Polyester Bottle Chips in 2025 (RMB/ton)

Data Source:Longzhong Information	Data source: Longzhong Information

3. Production Dynamics

Today, the operating rate of polyester bottle chip capacity reached 70.89%. In terms of profit, raw materialsPTA PriceIncreased by 5 to 4865, MEG price rose by 2 to 4552, polymerization cost increased to 5684.5, polyester bottle chip profit incurred a loss of -353.96 yuan/ton.

Figure 3 Trend of Domestic Polyester Bottle Chip Capacity Utilization Rate in 2024-2025	Figure 4 Comparison of Domestic Polyester Bottle Chip Profit and Price in 2025 (RMB/ton)

Data Source: Longzhong Information	Data source: Longzhong Information

4. Market Sentiment

Table 2: Domestic Polyester Bottle Chip Upstream and Downstream Practitioners' Sentiment Expectations (Updated on Monday)

Viewpoint	Quantity	Proportion	Month-on-month
Bullish	6	25%	-7%
bearish	14	39%	+13%
Unchanged	5	36%	- 6 %

5. Price Forecast

The current market is characterized by the core contradiction of "cost support" and "weak demand": the supply side remains stable, with previously tight factory supplies gradually easing, weakening supply-side support. Downstream demand continues to be weak during the peak season, with "weak chasing of price rises" becoming the norm. Purchases are only made on a just-in-time basis when prices are low, and the trading atmosphere is subdued, making it difficult to push prices upward. In the short term, although the market is dominated by cost logic, the overall range is weak under the influence of weak supply and demand. 。 The spot price of polyester bottle-grade chips in the East China market is expected to be 5880-5950 RMB/ton tomorrow, slightly lower at 5870-5890 RMB/ton, and slightly higher at 6030-6400 RMB/ton, with weak fluctuations in the range. Future attention should focus on changes in raw materials.

6. Related Product Information

PTA Market: Today's PTA spot price +5 To 4865 。 This week and the next, the main port delivery for September saw a premium of 15 traded, with January trading around 10 based on hearsay. In mid to late September, the main port delivery for January was traded at a discount of 8-18. During the day, the absolute price surged and then fell back. In the morning, concerns over a supply tightening at the upper end pushed the absolute price up with the cost. Later, as concerns eased and expectations of mainstream suppliers restarting constrained the sentiment, the market gave back its gains. Buying sentiment was cautious, and market transactions were moderate. (Unit: RMB/ton)

MEG market ： TodayEthylene Glycol MarketA rise followed by a pullback occurred. The Zhangjiagang spot price opened around 4560 in the morning. During the morning session, the market fluctuated narrowly between 4550-4560. In the afternoon, the price trend moved downward slightly, but the decline was limited. By the close, the spot price was negotiated around 4540. The spot basis remained strong, trading within the range of 01+46 to 01+50 throughout the day. In the South China market, sellers attempted to quote higher prices, but buyer interest was weak, and transaction activity showed little improvement.

7. Data Calendar

Table 3 Overview of Domestic Polyester Bottle Chip Data (Unit: 10,000 tons, %)

Data	Publication Date	Previous data	This period's trend is expected
Capacity Utilization Rate	Weekday 17:00	70.89%	→
Weekly Output	Thursday 5:00 PM	32.37	→
Weekly Capacity Utilization Rate	Thursday 5:00 PM	70.89%	→
Data Source: Longzhong Information Note: 1 Consider significant fluctuations as large fluctuations, highlighting data dimensions with changes exceeding 3%. 2 Consider ↗↘ as narrow fluctuations, highlighting data with price changes within 0-3%.

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[PET Daily Review] Costs Rise Then Fall, Polyester Bottle Chips Cautious on Price Hike

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