宝城期货甲醇早报-20250411

Report Summary 1) Industry Investment Rating No industry investment rating is provided in the report. 2) Core View The report focuses on the methanol futures market. It indicates that the short - term (intraday) view is that the methanol futures will be oscillating strongly, while the medium - term view is that it will be oscillating weakly. The overall reference view is a strong - side operation. The main reason is that due to the tariff war between China and the US, the external stock and commodity futures markets declined significantly. After Trump announced a 90 - day tariff suspension for non - retaliating countries, commodity futures prices stopped falling and rebounded. The methanol futures 2505 contract had an oversold rebound on the previous day and maintained an oscillatingly strong trend in the night session on Thursday, with the price slightly rising by 0.17% to 2397 yuan/ton. It is expected to maintain an oscillatingly strong trend on Friday [5]. 3) Summary by Related Content Price and Trend - The methanol futures 2505 contract maintained an oscillatingly strong trend in the night session on Thursday, with the price slightly rising by 0.17% to 2397 yuan/ton [5]. Market - driving Logic - The continuous fermentation of the tariff war between China and the US led to a sharp decline in the external stock and commodity futures markets to digest negative risks. Trump's announcement of a 90 - day tariff suspension for non - retaliating countries was a positive factor, causing commodity futures prices to stop falling and rebound, including the methanol futures 2505 contract [5].