Report Summary 1) Report Industry Investment Rating No information provided on the industry investment rating. 2) Report's Core View - The methanol 2601 contract is expected to run strongly, with short - term, medium - term, and intraday views being volatile, volatile, and volatile - bullish respectively [1][5]. - The methanol market is dominated by a weak supply - demand structure, but due to the sharp rise in domestic coal futures prices and improved macro factors, the weak industrial factors are suppressed, and the methanol futures contract 2601 may maintain a volatile - bullish trend on Monday [5]. 3) Summary by Related Content Price and Market Conditions - The domestic methanol futures 2601 contract closed slightly up 0.79% to 2429 yuan/ton on the night of last Friday [5]. Market Logic - As the previous macro - driving force weakens, the methanol market returns to being dominated by a weak supply - demand structure. Currently, the supply pressure of methanol at home and abroad is still high, and downstream demand is in the off - season, leading to a downward price trend [5]. - The sharp rise in domestic coal futures prices and improved macro factors suppress the weak industrial factors, resulting in a volatile - bullish trend of the methanol futures 2601 contract [5].
宝城期货甲醇早报-20250825
Bao Cheng Qi Huo·2025-08-25 03:31