Shanghai Daoqin Plastics Co., Ltd.

         most polyester industry chain lower profit and construction start rate rise, is upper 游PTA milli color, good 无奈!

         most polyester industry chain lower profit and construction start rate rise, 说明终端 for polyester demand also 不错, upper let profit active lower enterprise. long filament most has rise, 8 month 份平均产销 rate is 83%, basic upper and year unchanged, 反观7 month 份 平均产销 rate has 55%, 8 month lower true is has very large color, is upper 游PTA milli color.

         that 么, issues, is what lower demand rear upper 游PTA依旧 milli reaction, 盘面平静 吓人?

         main/primary causes has 两: 三四季 degree production capacity and external ring 境恶化导致 demand 预期疲 low. 先 看看 future production capacity 投放: PX方面 new plant/unit, in lubricating already start production, negative 荷陆续 improves in;海南炼化2号100 10,000 tons, expected 9 month lower 开车;浙江石化400 10,000 tons, 文莱逸盛150 10,000 tons expected 于11 month start production. plant/unit also has another semi 80 10,000 tons 于8 month 底 恢复. PTA方面 new plant/unit, Xinfengming 220 10,000 tons expected 10 month start production, Hengli 250 10,000 tons expected 11-12 month start production. MEG方面 new plant/unit, Hengli 石化90 10,000 tons and 浙石化75 10,000 tons plan 11 month start production, 马油75 10,000 tons expected year start production. long filament step/link, Tongkun 30+60, Xinfengming 30 10,000 tons polyester plant/unit already start production, long filament sleeve/set 尚不完 full, future 9-12 month 份陆续 has long filament sleeve/set; another 华宝10万, 恒逸25万, Xinfengming 30万, Tongkun 30万 new production capacity will in 9-12 month 陆续配 sleeve/set start production. upper cost 拖累, lower demand 预期不 in, also has what can ratio this 两样抑 made PTA反 elastic?