The Boom In Production And Marketing Of Polyester Raw Materials Has Led To A Wave Of Start Ups.

According to industry statistics, the operating rate of polyester bottles, polyester filament and other industries has reached a new high of nearly three years, and the highest operating rate is around 92%.

However, insiders say that in the short term, the higher rate of operation in polyester industry is more profitable, but in the long run, it is difficult to have room for improvement.

According to industry analysts, the polyester and downstream weaving industry has the highest operating rate in May, which means that

A large number of piled up PTA demand will reach the maximum, and after that, it will be faced with the pressure of falling demand.

For later stage

Qiu Qianqian, an analyst at Treasure Island, also told reporters in an interview with the international business daily that this mainly depends on the demand side.

The two quarter is the peak season for the beverage industry, but under the influence of the economic environment, the downstream Beverage Factory

Generally speaking, the market has been in a downturn.

In addition, in the April good stimulation, downstream stocking is more abundant.

Since May, the market needs to be replenish and needs to be replenish. There is no support for terminal demand.

Qiu Qianqian said that, in general, the international crude oil has been in a dilemma, and the PTA and MEG of polyester raw materials are hard to change. The PET bottle has a strong wait-and-see mentality. Although the market lacks strong support for terminal demand, individual bottle makers are willing to compete for sale, and the price of the bottle is strong. The bottle market will be stable and stable in the short run. But if the raw material PTA continues to decline, the price of bottle flakes will still be reduced. The bottle market is still in the PTA of polyester raw materials.

In the later stage, we still need to pay attention to the PTA installation of raw materials.

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In the past week, the long staple cotton market is stable and the main body "riots".

Why do I say so? There are several situations:

First, seed cotton prices are stable, and individual cotton enterprises are buying sporadically.

As of May 20th, Awati, Akesu, still can see individual cotton enterprises to buy long staple cotton, but no farmers have personally sold to the manufacturers, mainly after the brokers sold to cotton enterprises after street purchase, to the factory price 8.00-8.50 yuan / kg (lint 32.5%, moisture regain 10%).

A person in charge of cotton business said that although only 200-300 catties had been collected in the 1 days, there would be a large number of accumulated grain. This year, the purchase of long staple cotton seed cotton will continue to the first half of June.

The sale of cotton growers has been over 95%, and it is estimated that the late sale is only low grade and inferior cotton.

But some cotton companies that continue to buy say: mosquitoes are small but meat.

Cotton is endless and acquisitions are endless.

Two, the sales progress of the ginning plant is general.

Since May, long staple cotton has been gradually "cooling down". First, the upward trend of prices is blocked, and then the sale of "cattle to bear".

In May 20th, a manufacturer in Akesu said that the 137 day factory price was 28200 yuan / ton (public inspection, tax included), 237 level 27300-27400 yuan / ton, 337 level 26200 yuan / ton, unchanged from yesterday.

"The root is the discovery is not selling, everyone mentality is quietly changing."

The manufacturers said they had 2300 tons of inventory and 150 tons in the last 1 weeks.

Now cotton enterprises face 2 difficult problems: 1, before the end of June, bank loans need to be "double knot zero", the pressure of repayment is already like the shadow, the enterprises are breathless. 2, unlike the 3 and April, mainland textile enterprises rarely purchase in May, and cotton enterprises sell their stocks to the mainland first.

A cotton business owner said with emotion that after the Spring Festival this year, everyone was busy with "hoarding not to sell". Now it seems that it is "lifting a rock to hit your own feet".

Three, the mainland is also suffering from "labor pains".

Shandong, Hebei, Jiangsu and other places long staple cotton quotes overall stable, but trading sporadic.

May 20th Shandong Ji'nan warehouse 137 grade a long staple cotton out of the warehouse price of 28400-28500 yuan / ton, 237 level 27400 yuan / ton, unchanged from yesterday, compared with the beginning of this month fell 300 yuan / ton.

Some people say that long staple cotton failed to break through the 29000 yuan / tonne strong pressure position, will it enter the fall channel later?