二甲醚市场短期内或维持弱势

Group 1 - The domestic dimethyl ether market has experienced a significant decline over the past month, with prices dropping from 3550 CNY/ton on October 15 to 3066.67 CNY/ton on November 15, representing a decrease of 13.61% and a year-on-year decline of 34.73% [1] - The traditional sales peak season for dimethyl ether began in September, leading to a price increase of 23.26% over 40 days, but this was followed by a sharp decline starting from October 16 due to increased supply and limited demand [1] - The market is currently facing oversupply conditions, with increased competition and a lack of significant demand from downstream sectors, leading to a cautious purchasing attitude among buyers [1] Group 2 - The methanol market has also shown a weak downward trend, with prices experiencing a significant drop followed by a slight rebound, indicating a similar decline pattern to dimethyl ether [2] - The price difference between dimethyl ether and liquefied gas is widening, with regional price gaps ranging from 700 to 900 CNY/ton, reflecting the overall downward trend in the civil gas market [2] - The methanol supply remains abundant while downstream demand is weak, compounded by environmental factors affecting production, which may lead to continued price declines in the short term [3]