PTA research reports

Sector: Oil chemicals · 2 reports

• TA PTA Fundamental Research Analysis Report.

  The main contradiction is cost transmission, with supply decreasing by -19.9 year on year, demand decreasing by -5.9 year on year, inventory decreasing by -43.3 year on year, short of PTA price 6282, medium and long-term price trend, weekly K-line current structure falling, recent price trend rising, daily K-line current form rising, open position increasing, turnover increasing, net position of institutional seats 269271 more hands, in the past 5 days, the net position increased from 225,236 to 269,271.

  2026/9/21
• Oil chemicals PTA Commodity Futures Fundamental Data Research and Analysis Report

  The primary contradiction lies in cost pass‑through. Supply is down 19.9% year‑on‑year, demand is down 5.9% year‑on‑year, and inventories are down 43.3% year‑on‑year. The price of PTA is 6,250. The medium‑ to long‑term price trend is bullish. On the weekly K‑line, this period’s structure shows an upward move; the recent price trend is also rising. On the daily K‑line, this period’s pattern indicates an uptrend. Open interest has increased, and trading volume has risen. Institutional net positions stand at a net long of 181,878 contracts, having decreased from 243,033 contracts over the past five days to 181,878 contracts.

  2026/9/18