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宝城期货甲醇早报-20250519
Bao Cheng Qi Huo·2025-05-19 02:08

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - The methanol 2509 contract is expected to run weakly, with short - term, medium - term, and intraday views being oscillatory, oscillatory, and oscillatory and weak respectively [1][5] - Due to the weak supply - demand structure, the domestic methanol futures 2509 contract may maintain an oscillatory and weak trend on Monday [5] Group 3: Summary by Related Content Time - period Views - Short - term view of methanol 2509 is oscillatory, medium - term is oscillatory, and intraday is oscillatory and weak, with a reference view of weak operation [1] Core Logic - Macro - level positive factors are digested, and there is a lack of fundamental support for the upward movement of methanol futures prices [5] - Multiple domestic coal - to - methanol plants have restarted, supply pressure has risen again, and weekly production has reached a new high [5] - Downstream demand improvement is limited, the futures profit of methanol - to - olefins has declined, which is not conducive to further reduction of port inventory [5] - With the expected increase in external imports, the future social inventory accumulation pressure has increased [5] Price Performance - Last Friday night, the domestic methanol futures 2509 contract slightly dropped 0.61% to 2,293 yuan/ton [5]