短期多空博弈下 预计甲醇期货盘面维持底部震荡

Core Viewpoint - Methanol futures are experiencing weak fluctuations, with the main contract dropping to 2211.00 yuan, a decrease of 1.60% [1] Group 1: Supply and Demand Analysis - On the supply side, domestic maintenance operations are stable, keeping supply at high levels, while Iranian supply remains low [1] - Demand is affected by reduced operating rates at MTO facilities in Zhejiang, with load dropping below 70% in East China, and attention is on the restart plan for Ningbo Fude [1] - January imports have significantly decreased, but MTO facility loads have also declined, leading to continued pressure on port inventory [1] Group 2: Market Outlook - Everbright Futures expects methanol to maintain bottom oscillation due to the current supply-demand dynamics and geopolitical situation [1] - Yide Futures suggests that methanol may continue to operate within a range, with slight decreases in domestic operations and some facilities temporarily halted [1] - The future outlook remains uncertain, with potential impacts from Iranian geopolitical issues and inventory changes, indicating a possible continuation of range-bound trading [1]