甲醇数据日报-20250610

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core View of the Report - In the short term, methanol prices will fluctuate within a range. In the medium to long term, the methanol spot market may shift from a strong to a weakening oscillatory trend [1] Group 3: Summary by Relevant Catalogs Spot Price - On June 9, 2025, the prices of methanol in multiple regions increased slightly. The inventory of enterprises in the main production areas in the northwest was low, and the willingness of downstream and traders to replenish at low prices increased, leading to higher auction transaction prices. The positive sentiment in the futures market drove smooth new - order transactions in the afternoon, and some enterprises stopped selling to support prices, pushing up the spot prices. Downstream buyers were mainly on the sidelines, and procurement became more rational after the previous low - price replenishment [1] Supply - Domestic methanol production increased by 200 to 285,678, and the domestic operating rate rose by 0.06 to 88.74. The international operating rate remained unchanged at 68.73 [1] Inventory - Both enterprise and port inventories remained unchanged at 354,950 and 522,960 respectively [1] Demand - The number of pending orders remained unchanged at 249,892 [1] Operating Rates of Related Products - The operating rates of MTO, dimethyl ether, methyl chloride, MTBE, etc. remained unchanged. The operating rate of formaldehyde in Shandong decreased by 10 to 910 [1] Associated Product Prices - The prices of acetic acid and methane chloride decreased by 30 and 170 respectively, while the price of MTBE increased by 60 [1]