伊装置逐渐兑现检修 甲醇期货预计以震荡思路对待

Group 1 - The core viewpoint of the article indicates that the domestic methanol futures market is experiencing fluctuations, with the main contract trading at 2114.00 CNY/ton, reflecting a slight increase of 1.20% [1] Group 2 - According to Wenkang Futures, domestic production of methanol is on the rise, while corporate profits are declining, and port arrivals have decreased, maintaining supply at relatively high levels [1] - Chuangyuan Futures notes that the overall domestic demand has remained stable, with apparent weekly demand fluctuating between 2.3 million and 2.4 million tons over the past month, and future attention will be on the maintenance dynamics of the olefin facilities [1] Group 3 - As of November 26, 2025, China's methanol port inventory totals 1.3635 million tons, a decrease of 115,800 tons from the previous period [1] - In the East China region, inventory has decreased by 80,300 tons, while in South China, it has decreased by 35,500 tons [1] Group 4 - Guoxin Futures indicates that the maintenance of the Yizhuang facility is gradually being realized, and the coastal market sentiment is stabilizing, with attention on the operational dynamics of multiple facilities in the future, suggesting a continued reduction in positions [1] - The operational suggestion is to adopt a fluctuating approach [1]