The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aerospace composites by geography and historical trend. The scope of the report extends to sizing of the aerospace composites market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

供给收缩、原料价格下跌，涤纶长丝价差环比修复。供给端，据百川资讯数据，本周涤纶长丝行业总产量38.61 万吨，环比上周减少7.29%。需求端，据百川资讯数据，本周江浙地区化纤织造综合开机率19%，环比上周下滑12 pcts。原料端，本周PTA（华东）环比上周下跌240元/吨、乙二醇（华东）环比上周下跌18 元/吨。供给端及原料端双重作用下，POY 价格环比上周上涨100 元/吨至7450 元/吨，DTY 价格环比上周上涨150 元/吨至8700 元/吨，FDY 价格环比上周上涨120 元/吨至8200 元/吨；POY 与原料价差较上周扩大313 元/吨至1542 元/吨，DTY 与原料价差环比上周扩大363 元/吨至2792 元/吨，FDY 与原料价差环比上周扩大333 元/吨至2292 元/吨。综合来看，当前中长期纺服需求预期修复，后续行业有望从前期承压状态逐步回暖，龙头企业有望充分受益。建议关注涤纶长丝行业龙头：新凤鸣、桐昆股份；有望同样受益于纺服需求复苏的氨纶行业领军企业：华峰化学。

涤纶长丝库存消化。需求端，国内疫情解控，支撑长丝原料消耗需求。供给端，临近年末，市场开工率触及低点。供需偏紧下，市场库存降至低位。根据百川资讯数据，截止1 月6 日，长丝行业周度库存517 万吨，较2022 年12 月库存高点-16%，涤纶长丝POY/FDY/DTY 价格为7300/8025/8650 元/ 吨， 分别较2022 年11 月价格低点+8.96%/+7.36%/+9.84%。

Equipment Type: Asphalt mineral-surfaced roll roofing and cap sheets, fiberglass base Industry: Asphalt shingle and coating materials manufacturing

Equipment Type: Building and construction reinforced and fiberglass plastics products, excluding piping Industry: Other plastics product manufacturing

Equipment Type: Coextruded bags, pouches, and liners, for medical uses Industry: Plastics packaging materials and unlaminated film and sheet manufacturing

Equipment Type: Nylon single-web film, rolls, and sheets for flexible packaging uses Industry: Plastics packaging materials and unlaminated film and sheet manufacturing

Equipment Type: Transportation polystyrene foam products (including seating, dash, and other interiorexterior components) Industry: Polystyrene foam product manufacturing

Equipment Type: Saturated asphalt and tar building ply felts, organic base Industry: Asphalt shingle and coating materials manufacturing

Equipment Type: Saturated asphalt and tar building ply felts, fiberglass base Industry: Asphalt shingle and coating materials manufacturing