宝城期货甲醇早报-20250905

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - The methanol 2601 contract is expected to run strongly, showing an oscillating trend in the short and medium - term and an oscillating and slightly stronger trend intraday [1][5]. - The supply pressure of methanol at home and abroad is still high, and downstream demand is in the off - season. The weak supply - demand structure causes the price center to face a downward shift. However, due to the small increase in domestic coal futures prices on Thursday night, the methanol futures 2601 contract showed an oscillating and slightly stronger trend, with the futures price rising slightly by 1.18% to 2408 yuan/ton. It is expected to maintain this trend on Friday [5]. 3. Summary by Related Catalogs Variety Morning Meeting Minutes - For the methanol 2601 contract, the short - term view is oscillating, the medium - term view is oscillating, and the intraday view is oscillating and slightly stronger. The reference view is to run strongly, and the core logic is that the coal futures price rebounds, leading to the oscillating and slightly stronger trend of methanol [1]. Main Variety Price Market Driving Logic - Commodity Futures Energy and Chemicals Sector - The intraday view of methanol is oscillating and slightly stronger, and the medium - term view is oscillating. The reference view is to run strongly. The current supply - demand structure of methanol is weak, but the small increase in domestic coal futures prices on Thursday night led to the oscillating and slightly stronger trend of the methanol futures 2601 contract, and it is expected to maintain this trend on Friday [5].