宝城期货甲醇早报-20250916
Bao Cheng Qi Huo·2025-09-16 01:41

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - The methanol 2601 contract is expected to run strongly, with short - term, medium - term, and intraday trends being oscillatory, oscillatory, and oscillatory - bullish respectively. The core reason is the rebound in coal prices [1][5] Group 3: Summary by Related Catalog Price Movement and Judgment Criteria - For varieties with night - trading sessions, the starting price is the night - trading closing price; for those without, it's the previous day's closing price. The ending price is the day - trading closing price to calculate the price change [2] - A decline greater than 1% is considered a fall, a decline of 0 - 1% is oscillatory - bearish, a rise of 0 - 1% is oscillatory - bullish, and a rise greater than 1% is a rise [3] - The oscillatory - bullish/oscillatory - bearish judgment only applies to the intraday view, not for short - term and medium - term views [4] Methanol Market Analysis - The supply pressure of methanol at home and abroad is still high, downstream demand is in the off - season, port inventories have increased significantly, and the weak supply - demand structure has led to a downward shift in the price center [5] - Driven by the sharp rise in domestic coal futures prices and the improvement of macro - sentiment, the domestic methanol futures 2601 contract rebounded on the night - trading session of Monday this week, with the futures price rising slightly by 0.80% to 2,405 yuan/ton. It is expected to maintain an oscillatory - bullish trend on Tuesday [5]