甲醇数据日报-20250808

Report Industry Investment Rating - Not provided in the report Core Viewpoints - Yesterday, the spot prices of methanol in many regions increased slightly. The inventory of enterprises in the northwest main production area was at a low level, and the willingness of downstream and traders to replenish at low prices increased, leading to higher transaction prices in enterprise auctions. The positive sentiment in the futures market drove smooth transactions of new local orders in the afternoon, and some enterprises stopped selling to support prices, pushing up the spot prices. The downstream market was mainly in a wait - and - see mode, and procurement became more rational after low - price replenishment. The market trend depends on the downstream procurement transactions on Tuesday. In the short term, the methanol price will fluctuate within a range, and in the medium to long term, the methanol spot market may change from strong to weak and fluctuate [1]. Summary by Relevant Catalogs Spot Price - The prices of Jincheng anthracite and Inner Mongolia steam coal remained unchanged at 900.00 and 630.00 respectively. The price of Sichuan - Chongqing LPG decreased by 20.00 to 4350.00, and the international natural gas price dropped by 0.12 to 11.30. The prices of methanol in Taicang and Shandong decreased by 5.00 to 2380.00 and 2330.00 respectively, while the price in Inner Mongolia remained at 2100.00. The prices in other regions such as China, Southeast Asia, Northwest Europe, and the United States remained unchanged [1]. Supply - Domestic methanol production decreased by 2050.00 to 261955.00, and the domestic operating rate decreased by 0.63 to 81.10. The international operating rate remained at 69.95, and the arrival weight remained at 29.54 [1]. Inventory - Both enterprise inventory and port inventory remained unchanged at 324520.00 and 808400.00 respectively [1]. Demand - The order backlog remained at 230725.00. The prices of methanol from different sources such as Hebei coke oven gas, Inner Mongolia coal - based, Shandong coal - based, and Shanxi coal - based changed, with Inner Mongolia coal - based and Shandong coal - based increasing by 21.00, and Shanxi coal - based increasing by 23.00 [1]. Operating Rates - The operating rates of MTO, dimethyl ether, formaldehyde, wax dewaxing, chloride, MTBE, etc. remained unchanged, with the formaldehyde (Shandong) price remaining at 940.00, the dimethyl ether price at 3250.00, etc. [1]. Associated Product Prices - The price of methane chloride decreased by 50.00 to 2090.00, and the price of MTBE increased by 30.00 to 5050.00, while the prices of acetic acid and other products changed or remained unchanged [1].