This week (January 5th, 2026.05-01.09), polyester bottle flakes showed a trend of first rising and then falling, with overall stability. According to the commodity market analysis system of Shengyi Society, as of January 9th, the average price in East China was 6075 yuan/ton.
1、 Cost side: Raw materials PTA and ethylene glycol are fluctuating, with a month on month increase of 178 yuan/ton, and processing fees are under pressure.
2、 Supply side: stable operation+local tightening, overall loose
Operating rate: This week’s operating rate was 73.36% (month on month+0.31%), with a production of approximately 335700 tons, indicating sufficient overall supply.
Device dynamics: Maintenance and restart coexist, with partial tightening in stages (such as short-term shutdowns of some large factories), supporting regional quotations (such as stable 6090 in South China).
Inventory and circulation: Port and factory inventory are neutral, spot circulation in East China is smooth, while in South China it is tight, resulting in regional price differences (South China is 50-60 yuan/ton higher than East China).
3、 On the demand side, the main focus is on replenishing inventory for urgent needs, without large-scale stocking
Downstream rhythm: beverage/packaging essential order support, small order replenishment; The main beverage enterprises have sufficient stock, but no centralized stock, and weak willingness to chase price increases.
Transaction characteristics: There is a significant price difference between the quoted price (5980-6130 vs 5930-5950), and transactions are concentrated between 6030-6090, making it difficult to increase volume.
Export and substitution: Export orders remain stable, and the increase in supply of recycled PET has suppressed the original bottle flakes, limiting the room for price rebound.
Policies and Seasons: Pre Spring Festival stocking is coming to an end, and the pace of restocking is slowing down; Industry self-discipline and expected production cuts have an impact on production, indirectly affecting prices.
Overall, Shengyi Society expects the short-term consolidation of polyester bottle chips to be mainly weak, with spot water bottle grade (factory tax included) mainstream in East China priced at 5980-6080 yuan/ton,
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