甲醇数据日报-20250730
Guo Mao Qi Huo·2025-07-30 06:16
- Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - In the short - term, methanol prices will fluctuate within a range, and in the medium - to long - term, the methanol spot market may shift from strong to weak and fluctuate [1] 3. Summary by Relevant Catalogs Price - On July 29, 2025, prices of晋城无烟煤, 内蒙动力煤, 川渝液化气, 内蒙 methanol, 中国 methanol, 东南亚 methanol, 西北欧 methanol, and 美国 methanol remained unchanged compared to July 28, 2025. The price of 山东 methanol decreased by 40 to 2260, and the price of international natural gas in Taicang dropped by 0.03 to 10.99, while its volume increased by 5 to 2390. The price of 冰蜡酸 increased by 60 to 2250, and the price of MTBE decreased by 30 to 4950 [1] Supply - On July 29, 2025, domestic methanol production increased by 500 to 278185, domestic methanol operating rate rose by 0.15 to 86.12, and international methanol operating rate decreased by 1.92 to 69.71 compared to July 28, 2025. The arrival volume at the port remained unchanged at 43.04 [1] Inventory - On July 29, 2025, both enterprise inventory and port inventory of methanol remained unchanged at 352340 and 790200 respectively compared to July 28, 2025 [1] Demand - On July 29, 2025, the order backlog of methanol remained unchanged at 243119 compared to July 28, 2025. The operating rates of MTO, 二甲醚, 甲醛, 醋酸, 氯化物, and MTBE all remained unchanged [1] Associated Product Prices - On July 29, 2025, the price of 甲醛(山东) and 二甲醚 remained unchanged, the price of 冰蜡酸 increased by 60 to 2250, the price of 甲烷氯化物 remained unchanged, and the price of MTBE decreased by 30 to 4950 compared to July 28, 2025 [1]