宝城期货甲醇早报-20250625

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core View of the Report - The methanol 2509 contract is expected to run weakly, with short - term and medium - term trends being oscillatory, and the intraday trend being weakly oscillatory. The weakening of geopolitical factors is the main reason for the weakening trend of methanol [1][5] Group 3: Summary by Relevant Catalogs 1.品种晨会纪要 - For methanol 2509, the short - term view is oscillatory, the medium - term view is oscillatory, and the intraday view is weakly oscillatory. The reference view is weakly running, and the core logic is that geopolitical factors are weakening, leading to a weakly oscillatory methanol market [1] 2.主要品种价格行情驱动逻辑—商品期货能源化工板块 - The intraday view of methanol is weakly oscillatory, and the medium - term view is oscillatory, with a reference view of weakly running. Due to Trump's comment indicating the end of the conflict between Iran and Israel and the subsequent official cease - fire announcement, the geopolitical trading logic has weakened. Crude oil futures prices at home and abroad have significantly corrected, and international methanol prices have also declined. On Tuesday night, the domestic methanol futures 2509 contract closed slightly lower by 0.79% to 2395 yuan/ton. It is expected that on Wednesday, the domestic methanol futures 2509 contract will maintain a weakly oscillatory trend [5]