Crude oil rises to ignite polyester market polyester filament industry chain to benefit (beneficiary stocks)

According to industry website news, on the 11th, Jiangsu and Zhejiang mainstream polyester filament yarn manufacturers have issued price increases information, and even manufacturers have increased three times a day. In the chasing state of the downstream textile enterprises, they have rushed to purchase, the market transactions are good, the average production and sales reached more than 100%, and the individual higher factories can reach 150%-200%.

The basic situation of the polyester filament market in the near future is not bad, the terminal demand has been stable, and the factory inventory is also reasonable. The reason why prices have been rampant, it is difficult to increase significantly, mainly due to the weak performance of upstream raw materials PTA and ethylene glycol. The market's variable this week is that, due to the US military action against Syria, market concerns about crude oil supply have intensified, leading to a sharp rise in crude oil prices and a continued rise in expectations. As the source of the polyester market, the rise of crude oil will certainly contribute to the cost of PTA and ethylene glycol formation. In addition, in terms of terminal demand, the current gray fabric market is gradually deepening in the peak season. The signs of “Golden, Three Silver and Four Silver” are obvious, and the conventional fabrics continue to be hot. The manufacturers are more motivated and the orders are more active. In summary, continue to be optimistic about the PTA-polyester filament industry chain, individual stocks can focus on the industry chain integration leader.

Related concept stocks:

Tongkun Co., Ltd. 601233, Diagnostics : Polyester filament industry leader, currently has a production capacity of 4.6 million tons of polyester filament yarn, and expanded by 50 to 90 to 6 million tons in 18 and 19 years respectively.

Hengli shares 600346, diagnostic stock : At present, polyester products are fully produced and sold. It is expected that the production and sales of polyester filaments in the fourth quarter will remain high and the annual results will be expected.

Jiangnan High Fiber 600527, Diagnostic Unit : The company has internationally advanced differential spinning production line and polyester top production line. Most of the core equipments are imported from France, Germany and Japan, and have been upgraded and optimized to form proprietary technology. It has a national large-scale enterprise with an annual production capacity of 300,000 tons of polyester staple fiber and 20 production lines.

Huaxi Co., Ltd. 000936, Diagnostic Unit : The company is one of the leading enterprises in the chemical fiber industry. It is the flagship of Huaxi Group in the capital market. It brings together the Group's core quality assets in the field of textile and chemical fiber. The company's main business is polyester short. fiber.

Xiake Environmental Protection 002015, Diagnostics : It is the largest listed company with A-share polyester staple fiber elasticity. The current equity production capacity is 80,000 tons. It is expected that the equity production capacity will expand to 140,000 tons next year.

Sanfangxiang 600370, diagnostic stock : The group is planning to inject its 1.6 million tons of polyester staple fiber assets into listed companies to become bigger and stronger. It is expected that the company's performance will not be less than 0.7 yuan after asset injection.