宝城期货甲醇早报-2025-09-18-20250918

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The methanol 2601 contract is expected to run weakly, with short - term, medium - term, and intraday trends being oscillatory, oscillatory, and oscillatory - weak respectively [1][5] - The supply pressure of methanol at home and abroad is still large, downstream demand is in the off - season, port inventory has increased significantly, and the weak supply - demand structure causes the price center to face a downward shift [5] Group 3: Summary According to the Directory Variety Morning Meeting Minutes - For methanol 2601, the short - term view is oscillatory, the medium - term view is oscillatory, the intraday view is oscillatory - weak, and the reference view is weakly running. The core logic is that the bullish expectations have been fulfilled, leading to an oscillatory - weak trend of methanol [1] Price Quotes and Driving Logic of Main Varieties - Commodity Futures Energy and Chemicals Sector - The intraday view of methanol is oscillatory - weak, and the medium - term view is oscillatory. The reference view is weakly running. After the Fed's September interest - rate cut expectation was fulfilled, the domestic methanol futures 2601 contract on Wednesday night maintained an oscillatory - weak trend, with the futures price slightly down 0.67% to 2364 yuan/ton. It is expected to maintain an oscillatory - weak trend on Thursday [5]