宝城期货甲醇早报-20250924

Core Insights - The report indicates a strong bias in the methanol market, with the 2601 contract expected to maintain a strong oscillation trend in the short term [5] - Current domestic and international methanol supply pressures remain high, while downstream demand is in a seasonal lull, leading to significant port inventory accumulation [5] - The methanol price has slightly increased by 0.64% to 2355 RMB/ton, reflecting a release of negative sentiment after previous price declines [5] Summary by Sections - Short-term Outlook: The methanol market is expected to experience oscillation with a strong bias, indicating a potential for price increases [5] - Medium-term Outlook: The medium-term perspective also suggests oscillation, with no significant changes anticipated [5] - Daily Perspective: The daily viewpoint indicates a strong oscillation, reinforcing the overall positive sentiment in the market [5] - Market Dynamics: The supply-demand structure is weak due to high supply pressures and low seasonal demand, which may lead to downward price adjustments [5]