宝城期货甲醇早报-20250731

Report Summary 1) Report Industry Investment Rating No relevant content provided. 2) Core View of the Report - The methanol 2509 contract is expected to run weakly, with short - term, medium - term trends being oscillatory and the intraday trend being oscillatory and weak [1][5]. - The core reason is the decline in coal prices and the digestion of positive factors after the Sino - US economic and trade talks [1][5]. 3) Summary by Related Catalogs Variety Morning Meeting Minutes - For methanol 2509, the short - term view is oscillatory, the medium - term view is oscillatory, and the intraday view is oscillatory and weak, with an overall view of weak operation. The core logic is the decline in coal prices [1]. Main Variety Price Market Driving Logic - Commodity Futures Energy and Chemical Sector - After the third round of Sino - US economic and trade talks in Sweden, although there was in - depth communication, differences still exist. After the positive factors were digested, affected by the sharp decline in coal futures prices, domestic methanol slightly closed down 0.90% to 2410 yuan/ton on Wednesday night. It is predicted that the domestic methanol futures 2509 contract may maintain an oscillatory and weak trend on Thursday [5].