甲醇数据日报-20250626

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View - 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 and fluctuating trend [1]. 3. Summary by Relevant Catalogs Market Quotes - Coal and Gas: The price of Jincheng anthracite is 900.00, Inner Mongolia steam coal is 630.00, Sichuan - Chongqing liquefied gas is 4330.00 (down 20.00 from the previous day), international natural gas is 12.00 (down 1.62 from the previous day) [1]. - Methanol: Spot prices in many places increased slightly. For example, the price in Taicang is 2620.00 (down 20.00 from the previous day), Inner Mongolia is 2060.00, and Shandong is 2260.00 (up 20.00 from the previous day). The domestic production is 292718.00 (down 1100.00 from the previous day), and the domestic operating rate is 91.27 (down 0.34 from the previous day) [1]. - Formaldehyde: The market shows mixed trends. The formaldehyde price in Shandong is 920.00, unchanged from the previous day [1]. - Related Products: Dimethyl ether price is 3450.00 (down 100.00 from the previous day), MTBE price is 5230.00 (down 120.00 from the previous day) [1]. Market Analysis - Methanol Market: In the northwest main production area, enterprise inventories are at a low level. Downstream and traders have a stronger willingness to replenish at low prices, and the auction transaction prices of enterprises are rising. The positive sentiment in the futures market drives smooth transactions of new domestic orders in the afternoon, and some enterprises stop selling to support prices, pushing up the spot prices generally. However, downstream buyers are mainly on the sidelines, and after replenishing at low prices, their purchases become more rational [1]. - Formaldehyde Market: The raw material methanol has a slight correction, strengthening the cost - side support. But as the downstream enters the off - season, formaldehyde production enterprises face greater shipment pressure and adjust their shipment mechanisms according to their own inventory [1].