[Weekly PET Bottle Grade Review] Polyester Bottle Chip Market Prices Rise

This weekMarket focus:

Production: Capacity utilization rate is 70.12%.

Raw material: PTA industry opensWork 80.76%.

2. Market Analysis

3. Market Impact Factors Analysis

1) During this trading cycle (20250718-0724), domestic polyester bottle chip production was 322,300 tons, a decrease of 2,800 tons compared to last week.

2) During this trading cycle (2025-07-18 to 2025-07-24), according to the production cost calculation model from Longzhong Information, the average weekly profit of polyester bottle chips was -225.39 RMB/ton, a decrease of 32.66 RMB/ton compared to the previous period. The average polymerization cost was 5616.39 RMB/ton, an increase of 84.66 RMB/ton or 1.53% compared to last week.

4. Future Prediction:

Supply Side:No device changes for the time being. Supply Maintain stability

Demand side:Terminal demand is strong during the peak season, and the downstream soft drink industry maintains stable operations. 85-95% The operating rate of oil plants in the range may slightly increase to 67. % Left and right ； PET The sheet material industry is operating at 65-75%

Cost Aspect:Crude oil inventories are expected to decline, and main raw materials... PTA Underperformed 。

Next Week’s Forecast: The macro expectations are relatively positive, and the price of polyester bottle chips in the East China market is expected to increase in the next period. Oscillating with a bullish bias. Main Market East China is expected to experience relatively strong fluctuations. The spot price of aluminum hydroxide is 5,950-6,050 yuan/ton. 。