宝城期货甲醇早报-20250908

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - The methanol 2601 contract is expected to run in a relatively strong manner, with short - term, medium - term, and intraday trends being oscillatory, oscillatory, and oscillatory with a slight upward bias respectively [1][5]. - Although the supply - demand structure of methanol is weak, the rebound of coal futures prices on the previous Friday night supported the methanol 2601 contract to stabilize oscillatingly, and it is expected to maintain this trend on Monday [5]. 3. Summary Based on Relevant Catalogs 品种晨会纪要 - For the methanol 2601 contract, the short - term view is oscillatory, the medium - term view is oscillatory, and the intraday view is oscillatory with a slight upward bias, with a reference view of relatively strong operation. The core logic is that the rebound of coal futures prices leads to the oscillatory and slightly upward trend of methanol [1]. 主要品种价格行情驱动逻辑—商品期货能源化工板块 - The supply pressure of domestic and foreign methanol 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. The domestic coal futures prices rose slightly on the previous Friday night, supporting the methanol 2601 contract to stabilize oscillatingly, with the futures price closing flat at 2403 yuan/ton. It is expected to maintain an oscillatory and stable trend on Monday [5].