Report Summary 1) Industry Investment Rating No industry investment rating 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 weak - oscillating state [1]. 3) Summary by Relevant Categories Price Indicators - Coal Prices: The price of Jincheng anthracite remained at 900.00, and Inner Mongolia thermal coal stayed at 630.00 from August 8th to 11th, 2025 [1]. - Liquefied Gas and Natural Gas Prices: Sichuan - Chongqing liquefied gas dropped from 4330.00 to 4130.00, and international natural gas decreased from 11.07 to 10.86 during the same period [1]. - Methanol Prices: Most methanol prices remained stable, with only minor fluctuations in some regions. For example, the price in Shandong decreased from 2310.00 to 2300.00, and the price in Taicang dropped from 2375.00 to 2365.00 [1]. - Associated Product Prices: MTBE price decreased from 5130.00 to 5030.00, while the prices of other associated products such as acetic acid and dimethyl ether remained unchanged [1]. Supply - Domestic Production: Domestic methanol production decreased from 264005.00 to 263205.00, and domestic methanol operating rate dropped from 81.73 to 81.48. International operating rate remained at 71.67 [1]. - Imports: The arrival volume 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 [1]. Operating Rates of Downstream Products - The operating rates of most downstream products such as MTO, dimethyl ether, and formaldehyde remained unchanged [1].
甲醇数据日报-20250812
Guo Mao Qi Huo·2025-08-12 07:43