宝城期货甲醇早报-20250903

Report Summary 1) Report Industry Investment Rating - Not provided in the given content 2) Core Viewpoints - The methanol 2601 contract is expected to run strongly, with a short - term and medium - term outlook of oscillation, and an intraday view of oscillation with a slight upward bias [1][5] - Although the domestic methanol futures 2601 contract showed an oscillating and slightly stronger trend on Tuesday night, it still faces significant upward pressure, and the price center may move down due to the weak supply - demand structure [5] 3) Summary by Related Catalogs Variety Morning Meeting Minutes - For methanol 2601, the short - term and medium - term trends are oscillating, and the intraday trend is oscillating with a slight upward bias, with a reference view of running strongly. The core logic is that the rebound of coal futures prices drives methanol to oscillate with a slight upward bias [1] Main Variety Price Market Driving Logic - Commodity Futures Energy and Chemical Sector - The current supply pressure of methanol at home and abroad is still large, and downstream demand is in the off - season. The weak supply - demand structure causes the price center to face a downward shift [5] - On Tuesday night, the domestic coal futures prices rebounded slightly, driving the methanol futures 2601 contract to show an oscillating and slightly stronger trend, with the futures price rising slightly by 0.63% to 2393 yuan/ton. It is expected that the domestic methanol futures 2601 contract may maintain an oscillating and slightly stronger trend on Wednesday [5]