PTA: TA callback at night. The intraday basis weakened to -65 yuan/ton. The dual control has a more direct impact on the start of the TA plant, and the polyester plant's load has begun to decline further in the near future. The impact of the load is more direct and extensive, so the supply is expected to be low in the future, buy on dips, and 11-01 is a positive set operation. However, the trend of TA may continue to be weaker than EG, pay attention to long EG short TA arbitrage positions.