[Recycled PET Morning Update] Expected Short-Term Recycled PET Bottle Chip Market Stalemate and Consolidation

I. Points of Attention

Geopolitical situations remain uncertain, but OPEC+ maintains a firm stance on increasing production, causing international oil prices to fluctuate.

The "Golden September and Silver October" peak season for textiles is approaching, but actual order support is limited, and the increase in weaving machine operation is constrained.

Core logic: Focus on weather and terminal load changes.

2. Price List Form

Three 、 Market Outlook

Crude oil and polyester raw materials are recovering, driving up the prices of major chemical fibers and new materials, increasing the price gap between new and old materials, and boosting market sentiment for recycled materials. However, the downstream...Operators show a cautious wait-and-see attitude. The increase in new orders for recycled fiber factories remains limited. With a focus on cost control, raw material procurement is cautious and based on just-in-time needs, with a continued mindset of price suppression. However, as the weather gradually cools, the expected collection of PET bottles is narrowing, making procurement difficult for baling stations and cleaning plants, leading to low-priced reluctance to sell. Supply and demand...In the game, the short-term market for recycled PET bottle flakes is expected to remain in a stalemate and consolidate.

Four, Data Calendar