甲醇数据日报-20250904

Report Summary 1) Report Industry Investment Rating No information provided. 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 - fluctuating trend [1]. 3) Summary by Relevant Catalogs Price - Methanol prices in many domestic regions increased slightly. For example, the price in Inner Mongolia rose from 2030.00 to 2070.00, and in Shandong from 2260.00 to 2280.00. The price of Sichuan - Chongqing liquefied gas increased by 16.00 to 4080.00, while the price of international natural gas decreased by 0.19 to 10.68. Some associated product prices also changed, such as acetic acid increasing by 20.00 to 2290.00 and MTBE decreasing by 10.00 to 5040.00 [1]. Supply - Domestic methanol production increased from 279825.00 to 280425.00, and the domestic operating rate rose from 86.32 to 86.51. The international operating rate remained unchanged at 74.52 [1]. Inventory - Both enterprise inventory and port inventory remained unchanged at 333393.00 and 1299250.00 respectively [1]. Demand - Orders to be delivered remained unchanged at 216985.00. The formaldehyde market showed mixed trends. With raw material methanol slightly adjusting back, cost - side support strengthened. However, as the downstream entered the off - season, formaldehyde producers faced greater shipment pressure and adjusted their shipment mechanisms according to inventory [1]. Operating Rate of Associated Products - The operating rates of most associated products remained unchanged, including dimethyl ether at 5.97, formaldehyde at 42.25, acetic acid at 85.24, methane chloride at 87.29, and MTBE at 63.54 [1].